NBIS Nebius Group N.V.

$NBIS got my long term average to $137 after the drop yesterday. Average used to be $220 im chilling until $500+

$NBIS good job Rosenblatt for educating folks. The turd wave has little effect on king Nebius. Just gotta nail earnings and keep executing. GLTA 🍀

$NBIS While CoreWeave struggles with corporate bonds that have seen yields spike to 15% in secondary markets, Nebius operates from a much more stable liquidity position: • Superior liquidity ratio: It holds a current ratio of 4.03 compared to CoreWeave's concerning 0.46, meaning Nebius can easily cover its short-term obligations without desperately needing to refinance. • Customer-funded growth: It funds 50% to 60% of its capital expenditures (CapEx) through direct customer prepayments, sharply lowering its reliance on high-interest debt markets. • Competitive institutional backing: In October 2026, Nebius secured a $3.5 billion credit facility with Citi at highly competitive rates (SOFR + 2.75%), proving that major banks still trust its balance sheet.

$NBIS $SPCX Got absolutely rinsed this month.. reflecting. We will all come back way stronger from this.

$NBIS If the US cuts AI spending and global debt becomes too expensive, Nebius wins because it operates on cash, not high-interest debt. Here is the quick breakdown of why they benefit: • While US rivals like CoreWeave face critical liquidity squeezes under massive debt loads, Nebius is sitting on $2.5 billion in clean cash from its Russian asset sale. They buy Nvidia chips and build data centers with cash, completely bypassing high bank interest rates. • Nebius funds 50% to 60% of its infrastructure through direct customer prepayments. If US credit freezes, desperate tech companies will naturally shift their business to the provider that already has the financial health to scale. • The European Safe Haven: Since Nebius operates under European regulations and powers its data centers with local clean energy (Dutch wind, Finnish hydro, French nuclear), it is completely insulated from US grid bottlenecks, local energy tariff hikes, or American debt market crashes.

$NBIS I have been bearish on NBIS all the time but now the situation is completely changed. We have 1 company the sector which has 50% of their data centres outside US. So if new compute is gonna be harder to make, companies who already have it will be the ones to enjoy those margins. Because AI demand will continue to grow. So all is see the best player in the sector who has a revenue generating machine with a strong balance sheet.

You have the choice and the right to believe whatever you want to believe but I stand here to tell you $NBIS is a $1,000 stock trading at $129

$NBIS 2 times in a row recovering quickly from 120 to 130.... The only Neoclouda that could still Survive if USA stops investing in infrastructure and the debt gets to expensive. Nevius has no debt, is more international and will take advantage from core and Iren in the future.

$NBIS I have just become a shareholder, and I was literally Michael j burry’s mentor until yesterday. But this is the bottom

$NBIS Expected revenue for Q3 is $907 million . Anything above $950 million. Is considered good and anything above $1 billion considered a great quarter. Of course there are other things to look at in particular, progress on new data centers etc.

$NBIS Many uninformed are misleading people here calling NBIS a GPU renters . Even hyper scalers like Amazon, Microsoft rent their old cloud infrastructure . They are called hyper scalers because they have a powerful software layer on top of what old GPUs offer . That is what NBIS trying to do , so that they cater to enterprise customers . They are not just GPU renters .

$NBIS Oracle vs Nebius: While a Gold rating reflects highly capable enterprise-grade architecture ($ORCL), the differentiation highlights exactly why Microsoft is adjusting its infrastructure playbook: 3.0 Clustermax certification; only $NBIS & $CRWV .

$NBIS $CRWV $IREN Sell first ask questions later. What a disgusting market we’re in. Microsoft not renewing with oracle isn’t new news and even if it was it should be bullish for these companies because they are looking for a new provider. But no everything is a sell in this market. Beyond disgusting! Algos have ruined the stock market.

$NBIS $NVDA $APLD Nebius Group N.V. $NBIS Shares Newly Acquired by Rakuten Investment Management Inc. MarketBeat

$NBIS short initiated for the EOD. these market makers are going to remind you all who's in charge $SPY

$NBIS Prob the most exciting earnings in awhile given the abolute chaos of the past month. Can't wait

$NBIS Odds are, NBIS does next week what IREN did today, maybe better.... Position accordingly🤌

$NBIS ALWAYS BEING DRAGGED DOWN BY $CRWV. ONCE WE BREAK AWAY FROM THESE CLOWNS WE WILL TAKE OFF AND NOT LOOK BACK!!!

$NBIS DEAD bounce ... nothing more 🤡 NEXT WEEK BIG GAP DOWN under 100...easy $CIFR open UNDER 5 MONDAY

$NBIS Jensen clearly told Neo clouds are doing extremely well. IREN, WULF earnings prove that. What do you think AI hyper scaler NBIS going to do ? Just close your eyes and hit that buy button today.