NBIS Nebius Group N.V.

$NBIS $CRWV $IREN FT dumped AI on a headline, then walked it back: $50B net, $70B gross. Same numbers as before. Bears wrong again. Thanks for the dip.

Today’s OpenAI news summed up: The company IS at $70B gross ARR. AND The company IS at $50B net ARR. AND The company WILL be at $70B net ARR. Multiple things can always be true at once… We see today’s market movement as a clear buying opportunity across the AI complex, especially in high quality names as in our portfolio. $NBIS $CRWV $APLD $IREN $WULF

$NBIS $APLD $WULF Feels more and more like the algos are deliberately keeping this thing trapped in an accumulation zone while the whales and hedge funds keep loading up. Once they're done accumulating, they'll let it rip, probably after they've shaken out every last weak retail hand. Until then, we're the ones getting fucked. IMO, early 2027 is when the data center boom really starts translating into serious cash flow. Until then: strong hands, strong stomach. 😎

$NBIS sometimes a dip brings in buyers and triggers more upward movement - especially overreactions to fake news 🤔

$NBIS I think this is the bottom & tomorrow we should have a reversal!!! I’m not tripping another opportunity to load up 🤷🏼‍♂️💎

$NBIS I don’t understand bears theory Memory sold out until 2028 Optical connects sold out until 2029 GPU compute sold out atleast we know for 2027. There is no visibility beyond that as per NBIS. I understand if one company says anything above you can suspect but lot of companies saying the same thing. Demand is over the roof.

$NBIS Nebius Group (NASDAQ: NBIS) was initiated with a Buy rating at Rosenblatt, with a $304 target price

$NBIS What the heck is up with all this sudden bearish spam going on? I mean it used to be far and few with decent arguments now there’s a ton of literally brainless posts. This board used to be worth reading a year ago now it’s literally mostly garbage.

$NBIS $NBIS This selloff is a gift for anyone focused on fundamentals instead of headlines. 🔥 OpenAI doubled ARR from $20B to $40B in 8 months. The $70B vs. $50B debate is accounting methodology, NOT slowing demand. 🔥 NBIS doesn’t even rely on OpenAI! Its customers include Meta and Microsoft. Rosenblatt just initiated BUY with a $304 target, citing 3.5GW of contracted power. 🔥 This is sector-wide selling of leveraged AI infrastructure, NOT an NBIS-specific problem. Options pressure around $237.50 max pain adds fuel. The contracts haven’t changed. Demand hasn’t changed. The investment thesis hasn’t changed. I’m buying the fundamentals, not the fear. 🚀

$NBIS is a solid growth stock. Unless you’re just trading for a quick profit, you could ride this stock all the way to 2030. Best of all, you can focus on the long-term growth story and sleep well at night. 🚀💎

$NBIS this dip might be the trigger similar to ALAB from 250 to 380 in a week. Tomorrow 20+ easily.

$NBIS just hold on until earnings, all will be forgotten and they will blow out the numbers. There will be rainbows and unicorns everywhere

$NBIS People seriously underestimate the DNA behind Nebius. This isn’t a bunch of guys who bought some GPUs and decided to become an AI cloud. Arkady Volozh built Yandex, and Nebius came with 1,000+ experienced AI engineers plus deep expertise in cloud, AI data, robotics and autonomous driving. These guys have built at scale before. Now they’re going all-in on AI infrastructure. Different league.

$NBIS I have been in the market since 2019 and i have never witness such insane volatility. Now if this closes back over $230 then all is good This to me just seemed like a calculated shakeout by the big boys

$NBIS mannn I’m feeling good about this one, we could go either way but the sellers starting to fade away

$NBIS Nebius’s multi-billion-dollar backlog and commercial traction are anchored by tier-1 hyperscalers and enterprise tech giants, along with open-source frontier model developers. Nebius is not dependent on OpenAI’s balance sheet to hit its target revenue or run-rate projections. When news outlets and automated trading bots run out of company-specific headlines to react to, they hyper-fixate on macro indicators oil prices, Treasury yields, inflation metrics and turn routine daily fluctuations into sensationalized mini-crises.

$NBIS This price action doesn’t matter, added more, Longs know that this is a 1-2k stock in time

$NBIS gap up & gap filled. See what’s in store from here. A lotta calls got killed yesterday. Who knows… It’s Friday.

$NBIS A few other firms also started coverage in that period, including Rosenblatt on 2026-10-08 with a Buy rating and $304 target,

$NBIS I can see a bad day or bad week, bad month and get discouraged. However the company hasn't upset me once yet. This is something I truly have to hold regardless of all the noise. More impressive moves are coming