In my view, current bearish sentiment around AI infrastructure is actually bullish for $NBIS long term. The market obviously isn’t convinced that just “building more data centers” is automatically a great business, even with insane demand. That might be an early sign that the

Massive 12M dollar CIFR buy

KM Capital rates $NBIS a BUY and highlights Nebius as having an “unparalleled Ai infrastructure moat” as the company’s “1,000-strong engineering team and full-stack Al infrastructure approach create high switching costs…” Nebius “represents a strong long-term Buy opportunity

BREAKING: President Trump is asked where he wants interest rates to be next year. His response: “1% and maybe lower than that.” You don’t own enough assets.

$NBIS ClickHouse stake may be one of their most valuable assets — worth billions

Literally FUD. 99% of all news stories related to AI have been FUD.

Bert Hochfeld reaffirms his BUY rating on $NBIS and projects an astounding $20B in revenue by 2028 as a result of rapid ARR growth, marquee hyperscaler contracts, and expanding capacity — “I believe that Nebius (NBIS) is the technology leader in Al neo cloud, with a

Buy $NBIS and with your shares you are getting Nebius’s 28% ownership included !! 🔥 Is it possible that within a few years this ClickHouse stake alone could be worth 10B?

$NBIS hired a new Global Lead for ISVs, coming directly from Microsoft (6+ years) and AWS (6+ years). Interestingly, he also spent 2 years as an independent expert for the European Commission, evaluating Cloud and AI research proposals under EU innovation funding programs. 🧐

Just to be clear I only consider this drop into the 80’s an extremely good BUYING opportunity for $NBIS There has been a major FUD campaign lately including the outright lie about Oracle data center delays which was corrected later that day by the company. And of course the

$NBIS NVIDIA today released the Nemotron 3 family of MoE models. According to Artificial Analysis, Nemotron 3 Nano is one of the most cost-efficient models for simple, high-throughput inference, driven by its very low cost per token and strong output speed. It’s already

I came across this slide from a presentation given last week by $NBIS' Regional Sales Lead in Israel, outlining the roadmap toward 2026. Not very clear, but we can read: “New US locations coming soon” “New EU locations coming soon” This was partly expected, but it means $NBIS

There is now a massive disconnect between $NBIS stock price and the average institutional price target of $172. Here are all six institutions’ Price Targets: • Northland Securities: $211 (raised November 12th from $206, Outperform rating) • Arete Research: $211 (December 1,

Today I simplified the portfolio. Trimmed some speculative positions that were flirting with red zones and rotated that capital into $NBIS, adding to a highest-conviction core holding. Didn’t expect another chance to add Nebius around $80. $NBIS trading at $80 is a pretty good