NBIS Nebius Group N.V.

$NBIS $CRWV With all Neo clouds so far having great earnings and Jensen also saying, Neo clouds are doing exceptionally well, I am very confident that top two companies NBIS and CRWV should easily beat revenues and earnings . That will set the positive tone for next quarter and 2027 . These are way undervalued now. You will regret badly next year if you are not buying here .

$NBIS If you just hold this until next year, just Clickhouse valuation will be $100 billion. NBIS current Valuation matches with 28% of its clickhouse stake.,. You get data center bisiness, Avride , Toloka all free

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

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

$NBIS Wow! I was not expecting this move. Let's Go! I am still standing by my prediction for next May; $350.

$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 wow this is getting killed... over what? exactly how does this affair affect NBIS when there's no certainty info leaked to china?

$NBIS Don’t fall for NVDA news. NVDA has a huge buyback approved by the board.....so the board is making negative headlines to drop the price hard. Board can execute buybacks in the 170s and invest that extra money in NBIS, CRWV etc..

$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 $NVDA very funny to see how many racist exists on yhis platform, judging Jensen by his color again. Sorry but if he really has issue, CIA FBI will take him down withiut even letting you know.

$NBIS $150+ this week, high possibility. Lets hope no more downside and we just keep going up from here :)

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

$NBIS $NVDA Chinese spy?? Well America better ramp up the AI and build better stuff. Sounds bullish to me. GET TO WORK!!

🧭 Weekly Swing Trade Ideas — Nov 9–13 $NBIS — 4.88/5 | Thursday earnings. GPU capacity, contracted revenue, financing and data-center execution. $RKLB — 4.82/5 | Monday earnings. Launch cadence, backlog, Neutron and government contracts. $AMAT — 4.76/5 | Thursday earnings. AI-chip manufacturing, memory capex, advanced packaging and China demand. $ASTS — 4.68/5 | Monday earnings. Satellite deployment, telecom partnerships, funding and commercialization. $CBRS — 4.59/5 | Thursday earnings. AI accelerators, customer adoption, supply and competitive positioning. Confirmation matters—avoid chasing initial earnings gaps.

$NBIS # NBIS: A Strong AI Infrastructure Growth Opportunity Nebius Group (NASDAQ: NBIS) is positioning itself to benefit from the growing demand for AI computing and data center infrastructure. **Key Growth Drivers:** 1. **Strong Revenue Growth:** Q2 2026 revenue reached $582.3 million, up 454% year over year. 2. **Major Partnerships:** Strategic relationships with Microsoft, Meta, and Palantir strengthen its customer base and growth potential. 3. **Expanding Infrastructure:** Nebius is rapidly increasing its data center and GPU capacity to meet rising AI demand. 4. **AI Market Opportunity:** Growing demand for AI training and inference could support long-term business expansion. **Upcoming Catalyst: November 12 Q3 Earnings** **My Take:** NBIS is worth watching as a potential long-term beneficiary of the AI infrastructure boom. Short-term volatility is possible, but its growth trajectory and strategic partnerships make it an interesting company to follow.

$NBIS Oracle vs Nebius: While a Gold rating reflects highly capable enterprise-grade architecture ($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.