$NBIS
Nebius Group N.V.How his view evolved
Every substantive take he's posted on $NBIS, newest first — each labelled with the stance he expressed at the time.
- Jun 12, 2026Bullishconviction 3/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more https://t.co/1DKeY2x200 https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullishconviction 3/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some ideas slightly off like pluggables https://t.co/JNrpU0qPwm https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullishconviction 3/4
@pepemoonboy Yep, $NBIS in specific looks like the next hyperscaler! excited to see its growth
View on X → - Jun 7, 2026Bullishconviction 3/4
Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now https://t.co/pIurT9nOXd
View on X → - Jun 7, 2026Bullishconviction 3/4
Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, selling into every rally (structural overhang) - Meanwhile $NBIS is now https://t.co/pIurT9nOXd
View on X → - Jun 3, 2026Bullish
@EestiRadar Glad $NBIS turned out well, that drawdown after blowout earnings was pretty brutal.
View on X → - Jun 3, 2026Bullishconviction 3/4
@BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest. $IREN has little equity appreciation from excessive ATMs. $NBIS is just right, and have sum of parts from its subsidiaries from Avride + ownership of Clickhouse https://t.co/FkGn0XWrdV
View on X → - Jun 3, 2026Bullishconviction 4/4
Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets. https://t.co/RGOt3GSNjW https://t.co/1CKhfpy1BO
View on X → - Jun 1, 2026Bullish
@JonahK44 $NBIS is $META and $MSFT. $GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS
View on X → - Jun 1, 2026Bullish
Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in France. This was my favorite comment: “What about the Water” https://t.co/nlTb37BgE3 https://t.co/yOYDt0VZeD
View on X → - Jun 1, 2026Bullishconviction 3/4
@Anon1pvi Not a fan of $CRWV, debt interest too high. As for $IREN, infinite ATMs structurally caps upside. $NBIS is the Goldilocks player in neoclouds.
View on X → - Jun 1, 2026Bullish
Holy sht, plot armor confirmed with $NBIS https://t.co/1QwwKSRxSt https://t.co/yQ4nd332bv
View on X → - Jun 1, 2026Bullish
@luckybibiw1p I think $NBIS has the power of Plot Armor no Jutsu
View on X → - Jun 1, 2026Bullishconviction 3/4
$NBIS has anime plot armor! Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ). Last year post MSFT earnings, I gave a prediction after Q4 earnings, Nebius would reach a $100B MC. We’re currently sitting at $60B MC, getting close! https://t.co/e96TirkJT8 https://t.co/53pyspTHj9
View on X → - Jun 1, 2026Bullishconviction 3/4
$NBIS has anime plot armor! Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ). Last year post MSFT earnings, I gave a prediction after Q4 earnings, Nebius would reach a $100B MC. We’re currently sitting at $60B MC, getting close! https://t.co/53pyspTHj9
View on X → - May 28, 2026Bullishconviction 3/4
Look who joined team $NBIS. 5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN. That being said: Nebius is now up ~3x since I went long last year. Weebius has plot armor. https://t.co/JYZvf3GJND
View on X → - May 22, 2026Bullish
@realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029... Don't need to keep entering new/different US positions, just let the ones you have compound over time.
View on X → - May 22, 2026Bullishconviction 3/4
People keep asking: Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci? And not much with new US ones? It's partly because the list of US stocks I've liked from $INTC to $NBIS hasn't changed. You can always just let the ones you like grow. https://t.co/ostZWjOAAm https://t.co/1mkk0NG6Ao
View on X → - May 21, 2026Bullishconviction 3/4
@Lucha_Stocks I was having a lot of debates with the 0 IQ $IREN community last November. You would have been flat to negative on $IREN. While $NBIS close to tripled in the same timeframe. Guess that debate got resolved in Weebius’s favor
View on X → - May 21, 2026Bullishconviction 3/4
And now… $NBIS is $224, around triple prices from last year. Did you listen anon? https://t.co/WVFKh8d3vy https://t.co/1CKhfpy1BO
View on X → - May 19, 2026Bullishconviction 3/4
$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos https://t.co/uCjXLdadeD https://t.co/SUThVQe5Zz
View on X → - May 18, 2026Bullish
@johnoao The more I talk about something… generally the more I think it’s unknown/underpriced in current timeframes. They all have turned out well directionally though? Like $LITE, $AXTI, $AAOI, $NBIS from late last year.
View on X → - May 15, 2026Bullishconviction 3/4
Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing. Just look at $AMZN or $GOOGL over the past 15 years. If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid. By https://t.co/S263ZoDlji
View on X → - May 13, 2026Bullishconviction 3/4
@beauty_oe $NBIS が最終的にすごくいい結果になって本当に嬉しいよ！数ヶ月くらい下がってた時期もあったけど、やっと市場が正しく評価してくれてよかった。
View on X → - May 13, 2026Bullishconviction 4/4
$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. https://t.co/OoLziHEoXZ
View on X → - May 13, 2026Bullishconviction 4/4
$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. Glad my high https://t.co/SWDWYyRzdM
View on X → - May 11, 2026Bullishconviction 3/4
As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means. It’s an endless dilution machine just because they secured https://t.co/MBqqoyPs8v https://t.co/SUThVQe5Zz
View on X → - May 4, 2026Bullishconviction 4/4
Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$87. I covered Nebius a ton late last year and at the start of this year. Focusing on sum of parts from Avride to Clickhouse to how their balance sheet help them scale up their AI Cloud. Was a https://t.co/YucVAPFmBH
View on X → - Apr 20, 2026Bullishconviction 3/4
How are there people still long on an F-tier Neocloud like $IREN. Amid a $6,000,000,000 dilution? When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdzdk4Hqi
View on X → - Apr 13, 2026Bullishconviction 4/4
Glad to see my $NBIS thesis from last year finally start to play out now. Got the short term 2-3M timing wrong last December. Directionally it ended up right 6 months later. https://t.co/uqUiHd68Km
View on X → - Apr 11, 2026Bullishconviction 3/4
There's a reason $IREN is down -7.9% YTD. While $NBIS is up 61.1% YTD. The amount of delusion buying into a $6,000,000,000 ATM is unreal. Even after this, IREN AMC bagholders still can't admit they're wrong? Markets are the biggest arbiter of truth, and massive performance https://t.co/DWcQqq8EvW
View on X → - Apr 8, 2026Bullishconviction 3/4
When is it time for the $IREN bagholders to admit I was right about the: $6,000,000,000 ATM dilution being a structural overhang? -> $NBIS is up 48% YTD -> $IREN is down 13% YTD. While IREN’s marketcap goes up (ATMs benefit the company), shareholder equity goes down. This is https://t.co/dxtkYnxlL8
View on X → - Apr 7, 2026Bullish
Jensen Huang from $NVDA: “ $NBIS will take care of you. “ https://t.co/lIRrnAC3fc https://t.co/WMam6kGw49
View on X → - Apr 6, 2026Bullishconviction 3/4
I’ve been thinking about this report more from last month… It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think. Because of the hyperscaler buildout delay spillover. And partly why $META might have signed a $27B deal. https://t.co/z6kY5Kbru5
View on X → - Apr 2, 2026Bullishconviction 3/4
It still baffles me how people are still “Buying the Dip” on $IREN. Amid their $6,000,0000,000 ATM, diluted and sold into the open market. Thinking that it will increase their share price. While $NBIS was able to differentiate themselves and secure more hyperscaler deals + https://t.co/PmuiOLuajS
View on X → - Mar 30, 2026Bullishconviction 3/4
Do you guys think there’s only $5,650,000,000 dilution to go with $IREN? Very surprising that people haven’t switched to $NBIS or other names if you’re long Neoclouds. One already has confirmed funding with $NVDA + convertibles from institutions. The other is likely actively https://t.co/8wGIDfw69g https://t.co/r4oMg4MRcJ
View on X → - Mar 28, 2026Bullishconviction 3/4
Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue growth from $MSFT Maia Ramp. $AVGO - Long hyperscaler ASIC $LITE - Long OCS / Google TPU Win Semi - https://t.co/e3d2EXBgir
View on X → - Mar 28, 2026Bullishconviction 3/4
My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market. One of them ends up as the next AWS in 5 years: My guess it’s Nebius. It's not winner takes all (DigitalOcean is there with Amazon), but there's clearly superior structures and likely winners. The downside: https://t.co/NUdgsip5dk
View on X → - Mar 24, 2026Bullishconviction 3/4
@NieMehrKrieg Much better opportunities out than $IREN. If you want the same sector, $NBIS is objectively better when you look at how they finance capex ( $NVDA $2B funding )… Then there’s others like $AAOI that leapfrogs $IREN revenue + profit, with less capex. But if you still want to
View on X → - Mar 16, 2026Bullishconviction 4/4
@Ricky_Macchiato $TSEM and $SIVE are my two new choices. $NBIS is my #1 Neocloud sector long.
View on X → - Mar 16, 2026Bullishconviction 4/4
@yasutaketin $META からとんでもない巨額契約がきた！元々は30億ドルだったけど、なんと270億ドルに増額。 今後の $NBIS には強い確信を持ってる。
View on X → - Mar 16, 2026Bullishconviction 3/4
@soulbiri1 Yeah, there was a brutal few month drawdown with $NBIS and datacenter stocks. But glad the conviction in Nebius from late last year is starting to pay off. Especially with the new hyperscaler deals and $NVDA funding
View on X → - Mar 1, 2026Bullishconviction 3/4
This aged well, $CRWV down ~28% in the past month. I feel like the best bears would actually be long investors or swing traders. If you see red flags, with Coreweave or $CRCL at $200, can always play the other direction instead of avoiding it. That being said, $NBIS and https://t.co/lkVBAbF3yw https://t.co/m6U1dUIwih
View on X → - Feb 25, 2026Bullishconviction 4/4
@Alex84Crypto $NBIS major ramp up to $8B ARR is q4 earnings so maybe Feb of next year? Still one of my favorite longs but right now is just silent buildout phase. Should see acceleration toward end of this year and past midterms. I think in recent history post-midterm, 100% of the time
View on X → - Feb 20, 2026Bullishconviction 3/4
@platochi Nice, but hope you don’t get assigned. I’m happy my best friend $NBIS is back up 27% in a week. Positive sentiment seems to be returning https://t.co/QGyD9QkwTL
View on X → - Feb 19, 2026Bullishconviction 3/4
@pepemoonboy I was actually getting fills below that on $NBIS that day! Lowest was $70.47 for my limit buys. Sadly opportunity didn’t last long https://t.co/431KXPOGCd
View on X → - Feb 13, 2026Bullishconviction 4/4
@moderndayvenom I covered $NBIS 2 days ago. The momentum trade is now memory/photonics since neoclouds are in the silent buildout phase (with little new news weekly) after getting hyperscaler deals last year. That being said I still like $NBIS, $400 bull case PT Q4 earnings given they hit $8B
View on X → - Feb 10, 2026Bullishconviction 3/4
@retail_mourinho Yep!🐂 $NBIS. Nebius reminds me of early $ASTS where you kinda expect the revenue to scale up immensely but it’s awhile away, so seems like a waiting game.
View on X → - Feb 10, 2026Bullishconviction 3/4
@KRock1287 I think that’s conflating their words for active capacity (maxed out, meaning $NBIS has high demand) with the 2.5GW contracted pipeline + infrastructure they’re building out. But we’ll see, $NBIS had a surprise $META contract last time but markets clearly didn’t like the
View on X → - Feb 10, 2026Bullishconviction 3/4
After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: -> It looks more and more likely $NBIS has something cooking for earnings through process of elimination. Few other TLDR tailwinds past few weeks: - Older https://t.co/Yhrahjsk4z
View on X → - Feb 6, 2026Bullishconviction 3/4
@jng500 It's funny how it wasn't even GPU depreciation arguments anymore. The GPUs $NBIS, $CRWV, and $IREN are sitting on have actually gone up in price like an investment... H100s went up 29%+ and A100% went up 23%+ last month. This is an incredible, incredible tailwind. https://t.co/2udzG1dYVW
View on X → - Feb 6, 2026Bullishconviction 3/4
Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS, $IREN, and $CRWV. But now, they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation https://t.co/FlqzXx9HR1 https://t.co/Q10T6LjUuv
View on X → - Feb 6, 2026Bullishconviction 3/4
According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb. This comes as $META, $AMZN, $GOOGL have increased infrastructure capex spend immensely. The major victors, Neoclouds: $IREN, $NBIS, and $CRWV are the three with AI https://t.co/Oc8kq9sTSk
View on X → - Feb 3, 2026Neutral
What do markets have against stocks from Israel? I’ve lost an incredible amount on some of these. Both $ETOR and $VLN are close to cash-assets | marketcap. And with $NBIS their portfolio company Clickhouse is almost worth more than their main company at this point. https://t.co/trsiBVJ0dU
View on X → - Sep 15, 2025Bullishconviction 4/4
I don’t have many high conviction stocks but $NBIS is one at $90. Strong Buy on any dip 21B MC for a company with so much forward rev is insane. $IREN is great as well but more speculative atm + needs dilution $HIMS has the most potential though over the next 3m from 42% SI. https://t.co/Mg9ZN12rRV https://t.co/sT39xmo4k2
View on X → - Sep 14, 2025Bullishconviction 3/4
@taleino93 @unusual_whales I genuinely don’t know which direction to go with $ORCL. Oracle’s deal was with OpenAi, which doesn’t even have 300B. $MSFT deal with $NBIS is is confirmed with $17B, since it’s Microsoft so NBIS is undervalued. Time will tell if OpenAI can pay up.
View on X → - Sep 11, 2025Bullishconviction 3/4
If I had to buy 5 things for the next month by potential: 1. $HIMS - 42% SI, new product/rate cut catalyst + 1.2M EU customers. Short squeeze inevitable, just a matter of time. 2. $LTC - Frontrun institutions for the ETF launch October 2nd. 3. $NBIS - Should easily be $100+
View on X → - Sep 10, 2025Bullishconviction 3/4
Day 2 — single-day returns on the positions I’ve shared: $TSSI: $14.40 → $15.76 (+9.44%) $HIMS: $47.85 → $51.17 (+6.94%) $NBIS: $91.00 → $96.20 (+5.71%) $TSM (leverage): $253.60 → $261.79 (+3.23%) $ETOR: $45.00 → $43.50 (–3.33%) — got this one wrong, but time will tell. https://t.co/caq7PYwoAo
View on X → - Sep 10, 2025Bullishconviction 3/4
Told you, $NBIS dilution dip completely bought out since it was already priced in. Free 6% https://t.co/yo7W0HktdR https://t.co/2COooOZkLa
View on X → - Sep 10, 2025Bullishconviction 4/4
(what this means is use this time to add to your positions). Dilution was already priced in and if the stock drops 7%+ it's an overreaction. I'm just trying to time the bottom to add another large chunk of $NBIS from retail panic sellers.
View on X →