NBIS (NBIS)

$229.16  +0.96%  24H

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  • Marvey FA_Analyst DeFi_Expert B
     3.46K  @marvey_crypton
    James Chanos D
     64.30K  @RealJimChanos

    Many of the retail bulls on the neoclouds don’t seem to understand how capital-intensive this business model is. For example, it is currently costing $NBIS over $4 in capital employed to generate $1 in revenue. The growth is coming at a very high cost(and commensurately low ROIC)

     314  59  103.17K
    Original >
    Trend of NBIS after release
     Bearish
    NBIS has high capital demand, low returns, outlook bearish.
  • Shay Boloor FA_Analyst Trader B
     416.93K  @StockSavvyShay
    Shay Boloor FA_Analyst Trader B
     416.93K  @StockSavvyShay

    $NBIS is expanding into Spain securing an 18MW lease with Merlin Properties at its Getafe campus. The move marks Nebius first entry into the Spanish market and another step in scaling its European AI infrastructure footprint. https://t.co/lLHbdBKeG0

     1.43K  51  110.62K
    Original >
    Trend of NBIS after release
     Bullish
    NBIS在西班牙租赁设施，首次进入市场，拓展AI基础设施。
  • Cooker.hl | 版本之子 (Theo Arc) Trader OnChain_Analyst B
     135.88K  @CookerFlips
    SandemanStocks D
     63.14K  @Sandeman52

    $NBIS Just waking up and seeing this. Morgan Stanley clarifying the Bloomberg article which was misleading FUD (no surprise) Read below, $META will most likely offer bare metal with older GPUs. They wont resell the specialized full stack compute from NBIS….they will keep that for their internal needs. Bottom line is yesterday was a shakeout. If you sold because of a Bloomberg article, god help you.

     541  30  99.39K
    Original >
    Trend of NBIS after release
     Bullish
    NBIS is bullish after clarification of misleading FUD, with an expected upward trend.
  • Benny The Bull TA_Analyst Trader S
     5.70K  @bennybigbull

    $NBIS does not look good now, short term it could get a lot worse. I may look to sell some covered calls today to capitalise on a further draw down, but this current price action has $180s written all over it in the coming weeks. The close will be very important.

     58  13  15.29K
    Original >
    Trend of NBIS after release
     Bearish
    NBIS is bearish in the short term, could fall to $180, recommend shorting or selling put options
  • Benny The Bull TA_Analyst Trader S
     5.70K  @bennybigbull

    I am obviously extremely bullish on $NBIS long term, and did all my buying around the $100 level (cost basis is $109). While I believe this may be a good buying opportunity (especially if you don’t have a position), for me the R/R in loading up here still doesn’t really make sense *for me*. $186 is when I start buying again. Not saying it’ll happen, and I don’t mind if it doesn’t because I already have my position built out. But if it does then it’ll be a great R/R level to double down on. This is the beauty of getting in early and having a low cost basis, you don’t need to fomo on every dip.

     85  12  13.41K
    Original >
    Trend of NBIS after release
     Bullish
    The author is long-term bullish on NBIS, sees the current situation as a buying opportunity, and plans to add at $186.
  • Easy Trader Influencer C
     145.66K  @NotSoEasyMoney

    Genuinely think this is so overblown. Neoclouds are a bid here imo. $NBIS $IREN $CRWV All look good at these lows.

    Yonan Media Influencer S
     11.01K  @yonann

    Easy says Meta’s plan to sell excess AI compute is a last ditch attempt to salvage its $145B AI spending spree "I think, in general, the Meta situation is a joke. I think this is a last-ditch effort for Meta to try to capitalize on the market" "I think they're just trying to get some semblance of liquidity" "He signaled the possibility of a cloud move and addressed it again in May. It's definitely on the table, so this isn't even a guarantee. This isn't even a surefire thing, which alone is the bigger concern"

     21  6  7.96K
    Original >
    Trend of NBIS after release
     Bullish
    NBIS, IREN, and CRWV are performing well at low levels, bullish on a short‑term rebound
  • 沙羅双樹@молиться TA_Analyst Trader S
     4.65K  @Maarmastansind3

    $NBIS hasn't been touched since withdrawing at $289. Because I somehow felt it wasn't at the market's core. It's not a fundamental reason; when looking at the overall market, it feels offset from the core. I don't think this is the end, but for now I wasn't caught.

     36  0  4.02K
    Original >
    Trend of NBIS after release
     Bearish
    NBIS has withdrawn at $289 and is temporarily on hold.
  • 0xAA Trader Influencer C
     180.12K  @0xAA_Science

    Originally $NBIS was rebounding nicely these two days, but Meta announced its entry into the cloud computing/AI computing power market, causing it to crash -13%! I can feel the sentiment of $CRCL holders from yesterday! Llama performed so poorly that it can't use that much compute; Mark Zuckerberg can only rent out compute, similar to Elon Musk's xAI situation. But AI compute resources have been scarce in recent years, this is just a short‑term downside, continue holding! https://t.co/n37dFiwRFH

    0xAA Trader Influencer C
     180.12K  @0xAA_Science

    Bought $NBIS and it's down 2wu, help! https://t.co/sPZa2FFBee

     20  38  8.24K
    Original >
    Trend of NBIS after release
     Bullish
    Meta's entry into the AI computing power market caused NBIS to drop 13% in the short term; the author recommends holding and is bullish in the long term.
  • MarketMaestro TA_Analyst FA_Analyst C
     46.36K  @MarketMaestro1

    $NBIS

    M. V. Cunha D
     93.06K  @mvcinvesting

    $NBIS is down 10% following reports that $META is developing a cloud business to sell access to excess AI compute. This was something that had been expected for a long time. Meta has been pushing CapEx as aggressively as possible because any potential excess capacity could always be resold later anyway. Mark Zuckerberg said as much back in May. It doesn’t change anything for $NBIS IMO. Quick reminder: Nebius has a $12B contract with Meta, plus a $15B backstop. And according to Nebius’ management, they don’t expect to use a single dollar of that backstop for Meta. Instead, that capacity should be sold to enterprise customers at higher margins, because the demand is clearly there.

     24  3  8.38K
    Original >
    Trend of NBIS after release
     Bullish
    Author: Meta's cloud business does not affect NBIS contract potential.
  • Serenity FA_Analyst Influencer S
     774.90K  @aleabitoreddit

    Basically pre-market right now with the Neoclouds like $NBIS in simpler terms. Costco: sells $5 chickens. Walmart: mass buys those rotisserie chickens and sells excess as “Walmart Chickens”. Stock Market: sells off Costco.

     3.02K  248  769.16K
    Original >
    Trend of NBIS after release
     Neutral
    NBIS is mentioned but no clear market outlook is provided.