$NBIS I am expecting news next week. Why? The games past few days after Situational Awareness entry & most specially yesterday taking the stock to $210.46 to recover in the last hour and end $231.09 with large volumen coming. The shakeout created a major opportunity hope those on the sidelines entered. Funds who copycat Leopold Aschenbrenner definitely wanted in before the weekend. Also saw a call option this week of $3.5M $320 July 17, 2026. 👀 Buckle up because after next week things could really get wild. $NBIS was blessed by Situational Awareness´s (young but extremely smart) Leopold Aschenbrenner who made 5400% ROI in the last 18 months. Nebius becoming his number 1 play by far... speaks volumes as to what he believes the company will grow in the future. Generational wealth family! Once in a lifetime opportunity in the biggest technological revolution the world has ever witnessed. 📈

🚨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M ✅ shares or $154.32M Top #9 Institutional shareholder. 🐳

🚨 JUST IN: $NBIS "The Art of AI Investing" The stock market is all about picking winners, but most importantly finding stocks who have the potential to transform the world & generate amazing ROI to shareholders. Its also important that they are within the infancy level, the curve of revenue growth is starting but nothing compared to the potential returns in the next few years. NEBIUS is at its infancy, as we await the opening of NJ Data Center with 300MW by Q4 we should have many more details about new Greenfield sites coming next in US, UK, Finland & Israel. We are aiming for 1GW by end of 2026 or x5 from where we are today, probably even more after the Microsoft $19.4B agreement. When I analized the revenue potential from NEBIUS I was amazed at what could happen in the next 10 years, understanding there is a $3.5 Trillion TAM up for grabs. There are Infrastructure Data Centers players but who owns the full stack? meaning Data Centers, Hardware, Supercloud platform, AI expertise & talented team of engineers only $NBIS does. Then we have the Startup ecosystem (the NEBIUS subs) Clickhouse, Toloka & AVRide which yesterday announced more than 100K Robot deliveries in just one campus. The Robotaxi brings another growth vertical with Uber & Hyundai partnerships. Combined TAM & sensitivity putting both together, the combined U.S. TAM (Robotaxi + AV delivery) might (in our base case) reach: ~ USD 3 B in 2025 ~ USD 21–25 B by 2030 ~ USD 70–80 B by 2035 If the market grows faster (more adoption, more use cases), the upside scenario just on Robotaxi + AV delivery might push the 2035 combined TAM to $100–120B or more. In a conservative (slow adoption) scenario, perhaps only ~$30–40B by 2035. These were the main reasons why after analizing all the pieces of the NEBIUS portfolio of assets I went in from 60% to +90% of my stocks portfolio. I anticipate the next 12-24 months will be ROI, speed & execution with many more catalysts that will accelerate our growth & position the company among the serious contenders in the AI field. $NBIS clearly represents a x10 investment (10 bagger) in next 10 years at a minimum. It is everything I research for in a stock, the massive acceleration of revenue from 2025 onwards will make many millionaires among their shareholders. Take your time review this DCF model from Northland that was published recently & let me know your thoughts. GLTA.

🚨 JUST IN: $NBIS When I invest in companies I try to dig as deep as possible knowing every small detail. I will share the ACCEL connection today & what it means. Even though some people believe NEBIUS is a startup it is not, it was created after the split from Yandex they received $2.2 Billion (a minimal amount for their search engine that was worth many multiples more) & 1300 engineers decided to emigrate to their new HQ. They were ready to make a comeback. Time is proving they are on track to deliver. ACCEL leaded the $700M early backers round which is the same as saying the guys who invested in Facebook, Spotify, Crowdstrike, Dropbox. Cloudera, Vinted... many success stories as a common denominator. If I had a word to describe them it would be... Vision! This is what ACCEL had to say about NEBIUS... "Our Investment in Nebius: Critical Infrastructure for AI Explorers" The AI wave is reshaping industries and driving innovation in all aspects of life—from strengthening mission-critical processes to generating random images for fun. The common thread behind all this is our dependence on reliable, scalable infrastructure to power AI workloads. Training and inference require immense computational resources, and AI platforms built on top of a GPU cloud have become a foundational pillar to fuel this era of rapid innovation. Today, we’re excited to announce our investment in Nebius, a full-stack AI-native platform built for intensive AI & ML workloads. While Nebius may be a new name to some, there is nothing green about this team. For years, they honed their craft, building one of the top infrastructures at scale and gaining a reputation as some of the best hardware and software engineers globally. With this background, Nebius is notable for its ability to deliver a vertically integrated solution that is owned, operated, and endlessly optimized from the data center to the cloud platform. We’ve been fortunate to have known the Nebius team since its early days. Our founder, Jim Swartz, introduced us to Nebius founder Arkady Volozh as he put together the business plan. While Arkady’s track record speaks for itself—founding and scaling Yandex to over $30bn in market cap—what immediately stood out to us was his drive to go again and his quiet confidence that this time will be bigger. For over a year, we have followed the admittedly unique story of Nebius, a global team of some 400 engineers with significant resources to allocate to growth and deep industry relationships but with the mentality and hunger of a startup. After numerous meetings in SF, London, Amsterdam, and even a trip to the snowy town of Mäntsälä, Finland, to visit their first data center, we found ourselves sharing in that same quiet confidence over what they could achieve. We believe that software will increasingly become a key purchase criterion, and the demands will expand. Further, as the market broadens to the enterprise, we expect that a full-stack solution will become necessary. Whether delivering bare metal at scale or the full AI platform, Nebius is well-positioned to serve all ends of the market. Finally, as data sovereignty is increasingly a priority for nations, Nebius’ strong foothold in Europe and the US aligns with the need for trusted, localized solutions. AI infrastructure is just the tip of the iceberg. Beyond the core Nebius AI-native cloud business, Nebius Group is home to exceptional talent driving innovation across adjacent domains. These teams have helped develop leading technology that has formed independent companies, such as Avride (delivery robots and robotaxis), Clickhouse (open-source column-based DBMS), Toloka (data for genAI), and TripleTen (edtech). We are excited to partner with Arkady, this group of talented, humble engineers and operators, and our friends at Nvidia. In a world where every company will leverage AI, Nebius is positioned to become an important utility of the AI age. accel.com/noteworthies/our-i… With these Tech pioneers as their investment backers & their track record one needs to understand we are still early. They invest long term. The World is in the middle of the most important innovation revolution the world has ever witnessed, 10 years to change dramatically every industry & AI will be at the center of it all. Looking forward to see which company will be the next partnership to be announced to continue our execution plan. GLTA. #nebius #AI #clickhouse #toloka #AVRide

$NBIS AI stocks are making waves & ROI along the way for investors, this past week was amazing & I believe the best is yet to come watch out Q3 ER by oct 30th. 2026 will be our defining year. Jensen Huang CEO $NVDA left a remarkable quote back in july 23rd "The next 5 years will create more AI milllionaires than internet did in 20" I personally believe that $NBIS will be the winner of this race among peers the reason is simple, the multi billion partnerships they are aligning, the best AI supercloud, an ecosystem of subs like Clickhouse, Toloka, Avride in fast growth verticals, their talented team of engineers & CEO Arkady Volozh leadership who previously created another $30 billion company but was forced to sell it only to double down on this AI bet with his own money & majority ownership. It takes courage to do what he did that is why I am so happy its all coming together for him & all NEBIUS employees who had to leave their homeland to pursuit their dreams elsewhere, just imagine the emotional burden but they have nailed it. The next 5 years will be wild, that is my vision I own more than 10K shares & I have shared extensive info that clearly outlines $NBIS will be a minimum x10 bagger we have ahead but the start will be 2026 a year where we can do x3 as soon as another hyperscaler comes aboard look out $AMZN & $ORCL ($300B OpenAI deal) they are going to need a lot of help with that. So here we are on a saturday thinking open the markets... we know we have a winner if you are in the AI race (reminds me of the space race 1957-1975) but this time everything will be super fast at todays ultra fast pace. Seize this moment, take action because this has only started they are buying the land for the next mega data centers in Alabama & elsewhere for sure. I always dreamed of catching a wave of this magnitude, persistence pays off in the markets, also following the right people. I will always be in gratitude to @Sandeman52 @mvcinvesting that is why I always try to pay it forward & so should you. Success alone is no fun, it takes company to make a party! In this life there is nothing more rewarding that helping people succeed, changing their lives, making their dreams come true. Now we have the opportunity to do it too. Pass this message to people you care about, show them what is happening with AI stocks, it will be their call but if they do see it rest assured they will thank you forever because we are only getting started.

🚨JUST IN: $NBIS UBS, WELL FARGO, BNP PARIBAS, Altshuler Shaham all adding multi million shares blocks in Q3 🐳🐳🐳🐳 it’s clear we are on a loading rampage. Conviction & taking advantage is key now.

🚨 JUST IN: $NBIS "The AWS of AI" Top 10 reasons why Amazon $AMZN × NEBIUS partnership would be a winner. 1. AI infrastructure surge, faster regional capacity. AWS needs more low-latency, GPU-dense capacity in EMEA/LatAm. NEBIUS can add incremental MW fast via co-build/leaseback models with local partners, reducing time-to-capacity and capex intensity on a per-region basis. 2. Sovereign & regulated cloud wins. $NBIS brings on-the-ground compliance playbooks (data residency, certifications, local ops) that help AWS win/retain public sector, banks, and healthcare in jurisdictions with strict sovereignty rules. 3. Power + permitting arbitrage. Combining AWS’s power-procurement scale with Nebius’s brownfield conversions and municipal relationships lowers PPA costs and shortens permitting lead-times—critical in power-constrained metros. 4. AI customer flywheel. $NBIS AI-native startups (gen-AI, agents, robotics) funnel into AWS’s higher-level services (Bedrock, SageMaker, data/analytics). AWS gains workload gravity; Nebius customers gain global scale and feature depth. 5. Edge & robotics adjacency. $NBIS ecosystem (e.g., AV/robotics workloads, inference at the edge) complements AWS’s edge stack (Local Zones, Wavelength, Outposts). Joint reference architectures unlock industrial, logistics, and retail computer-vision workloads. 6. ClickHouse & data-intensive patterns. NEBIUS traction with modern data engines (e.g., ClickHouse) aligns with AWS’s analytics suite (Redshift, EMR, OpenSearch). Co-engineered blueprints improve cost/performance for ad-tech, observability, and time-series. 7. Multi-cloud resilience story (without cannibalizing core). Joint DR/BCP validated patterns (primary on AWS, secondary on NEBIUS regions—or vice versa for specific geos) meet regulator demands while keeping AWS as the control plane. 8. Go-to-market leverage. Co-sell: AWS marketplace listings + NEBIUS field relationships with ISVs/scale-ups in Southern/Eastern Europe and LatAm. Faster pipeline creation, particularly for AI inference and GPU-as-a-service. 9. Sustainability optics & real savings. NEBIUS’s efficiency upgrades (liquid cooling, higher rack density, heat reuse) plus AWS’s renewable PPAs improve PUE and emissions intensity, helping large RFPs with strict ESG scoring. 10. Margin mix uplift for AWS. High-value AI workloads (fine-tuning, retrieval-augmented generation, agentic apps) land on AWS services; overflow/latency-sensitive compute rides NEBIUS capacity—improving AWS attach on data, security, and observability layers. The reasoning behind this post if because many of you believe per a recent poll that $AMZN could be the hyperscaler with a perfect fit for NEBIUS. Credit is due to Marc Boroditsky CRO at $NBIS as he was the one who labelled the quote, hoping one day NEBIUS can become The AWS of AI. Happy weekend Family! #nebius #amazon #AWS #AI

$NBIS Investing is all about extracting value & understanding that in the long run the price you pay will be returned a few more times. How about x10 times? This week we had a major dip, people are saying bubble & that’s incorrect, $NBIS stock has gone up +112% (3 months) +447% (6 months) & of course at some point it would have a week with 15-20% drop. That’s exactly when you hit the BUY button. $NBIS Q3 ER call will be something to look forward to… guidance will go from $1B ARR to $4B ARR in 2026 at a min not considered added business or new hyperscaler deals that could be looming. So sit, relax or take advantage because these dips is what makes the stock market such unique beast. NEBIUS ecosystem & full stack creates a major advantage vs all their competitors, our AI Cloud 3.0 for enterprises will become a dominant force as the data centers are built…we have Trillions of AI investment & we need to wait for reviewed GW guidance for coming years. We are in a unique position to take advantage of the biggest breakthrough technology in centuries. Don’t fall for their games & take advantage business will continue its march to become a dominant force in AI industry.

🚨 JUST IN: $NBIS Could Investing $10,000 in Nebius Stock Make You a Millionaire? Nebius' growth is set to take off thanks to the massive demand for cloud AI infrastructure. The stock is trading at an expensive valuation right now. Nebius can justify its valuation thanks to the exponential growth it is capable of delivering, and that could send the stock soaring even higher. This cloud AI infrastructure specialist can benefit from a trillion-dollar end market in the long run. Nebius made investors significantly richer in the past year, turning an investment of $10,000 into $50,000 as of this writing in just a year thanks to a parabolic rise in its stock price. The Dutch company's rapid rise has been fueled by the huge amounts of money that companies are spending to get their hands on cloud infrastructure for training AI models and building custom applications. So, it wasn't surprising to see Nebius recently landing a massive contract from Microsoft that has the potential to significantly boost its growth in the long run.But will it be a good idea to put $10,000 into this stock now and hope that it can make you a millionaire on the back of this huge end-market opportunity? Let's find out. Nebius provides AI-focused cloud infrastructure powered by massive graphics processing unit (GPU) clusters. Additionally, it also offers a software platform and other managed services that help its customers build AI solutions on its infrastructure. So, the company operates a full-stack AI-focused cloud computing platform that integrates both hardware and software elements, including popular large language models (LLMs) such as DeepSeek, Llama, and others. So, it is easy to see why developers, startups, and big AI companies are flocking toward Nebius to run their AI workloads on its infrastructure. This explains the remarkable growth in the company's revenue. Its top line jumped by an impressive 545% in the first six months of 2025 to $156 million. Consensus estimates project Nebius to end 2025 with $569 million in revenue. That would be almost 5 times the revenue it generated last year. Even better, analysts are projecting a significant jump in its revenue over the next couple of years as well. But then, there is a solid chance that Nebius could easily exceed those expectations. The company was recently awarded a five-year, $17.4 billion contract by Microsoft. The tech giant will be using Nebius' dedicated AI data center in New Jersey for the next five years to handle AI workloads. The size of this contract could go up to $19.4 billion if Microsoft decides to buy additional services.This five-year contract could send Nebius' top line soaring. The cloud infrastructure provider could easily exceed Wall Street's growth expectations if we distribute the potential Microsoft revenue equally over a five-year period. However, the good part is that Nebius is scratching the surface of a massive end-market opportunity.The combined size of the cloud infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) market is expected to hit almost $1.2 trillion by 2030, according to Goldman Sachs. Nebius, therefore, has massive room for growth over the next five years. Importantly, the company is taking steps to ensure that it can corner a nice chunk of the lucrative opportunity on offer.Nebius was expecting its connected data center power capacity to hit 220 megawatts (MW) by the end of 2025. By the end of next year, the company was anticipating more than 1 gigawatt (GW) of contracted power capacity at its disposal. Investors should note that Nebius issued these forecasts before the Microsoft contract was announced. So, the company is likely to expand its capacity at a faster pace now to fulfill Microsoft's requirements. Also, investors can expect Nebius to land more contracts in the future considering the trillion-dollar-plus revenue opportunity in the full-stack cloud infrastructure market, as mentioned above. All this could make Nebius a much bigger company in the long run, but will it be enough to turn $10,000 into a million dollars? Can this high-flying stock become a millionaire-maker? Nebius' red-hot rally in the past year brought its market cap to just under $22 billion. A 100 times increase in its stock price from current levels -- which would be needed to turn $10,000 into $1 million -- means that its market cap will have to hit $2.2 trillion in the long run. Dividing the potential market cap needed to achieve a 100 times increase in the stock price by the U.S. technology sector's average price-to-sales ratio of 8.8 means that Nebius will need to generate $250 billion in annual sales to turn $10,000 into a million. While that seems ambitious, investors should note that the company's addressable market is big enough to help it achieve such massive sales in the future. However, that's likely to take time, especially considering that Nebius is going up against much bigger companies in the AI cloud infrastructure space and it will have to significantly ramp up its infrastructure to achieve such a level of revenue... fool.com/investing/2025/09/2…

🚨 JUST IN: $NBIS A whale did $22.3M 🐳Buy AH. This is just the start as many more will follow since we are at 40% Inst. Ownership. Next week Fellows Forum NEBIUS will be showcased alongside Open AI & Anthropic... maybe some PR announcement to capture the audience by sept 24-25th? Yesterday a nice video of progress in Vineland (NJ) was published with workers saying by november it should be ready. Many positive developments. This could be the last week we see NEBIUS Sub $100. This type of purchases mark the uptrend.

$NBIS Hedgies buying massively in AH. I believe we are getting another round of news tomorrow. Lets capture everyone’s attention during Fellows Forum 25th -26th September.

🚨JUST IN: $NBIS ROVIDA Investment has released 13F adding NEBIUS again with 453K (+26.2%). Total 2.19M ✅ shares or $246.19M Top #12 Inst 🐳🐳 Rest of Top 10 will release today & tomorrow

🚨 JUST IN: $NBIS "The AWS of AI" The importance of this title is what I will detail today. AWS has gone in a period of 11 years from a turnover of $3B in 2013 to $108B in 2024. This is almost x37 in revenue in that period let that sink in. Imagine what returns could bring a growth of that size in the value of $NBIS not considering all the other subs that are powerhouses like Clickhouse (40-60B IPO value)... Thats the AWS of AI goal our management is envisioning and its quite clear by the fast growth & Billions multiplied that they are on track to achieve it. We are hearing over & over Marc Boroditsky CRO of NEBIUS mention this message like a mantra & its very calculated. They know what they have, the exponential use of AI playing a numbers game in our favor. What we have seen the past few weeks is Hedge Funds are massively piling in trying to steal shares from retail shareholders who collectively own 50% of company until next readout, wild swings but in an upward trajectory. I would encourage people here to be strong & hold for major rewards. I know myself & many others are doing just that, in fact the dip created yesterday by a Trump vs China tweet maybe a great excuse to have a way to get many more shares on a fabricated dip. The pace of the market is unprecedented, there are hundreds of Billions being invested just to keep up with AI demand and its going to continue for many years. NEBIUS is at the center of it all profiting from each move. The hyperscalers are helping NEBIUS scale & to become a full stack vendor for the rest of the market. We are getting the chips that are needed from a very special relationship with $NVDA as we are building a strong foundation partnership unique in this AI race. Jensen Huang supports NEBIUS all the way. As he knows NEBIUS will be a huge customer down the road its a win-win. NEBIUS business is specialization, innovation is necessary & that is exactly what they are building. High margins service is what they are aiming for from a huge amount of revenue (AWS type figures). We are in the middle of multi Trillion amount of transformation taking place... NEBIUS is focused on a solid capitalization strategy to utilize their value to raise & leverage their increasing value to continue growing & get more capacity expansion. They want to support all AI for the scaling for next few years that will be massive. Inference will be the name of the game, it will be our ultimate opportunity to become a key actor in the tech future. I have Palantir vibes but at a much faster pace of speed. NEBIUS will bring more revenue in two years than they did in 23 prior years let that sink in. Finally next week we should receive news from DataOne who already building Vineland AI Data Center about a unique & sustainable feature that should bring some attention to our sustainability. Resuming $NBIS is a unique investment opportunity as they advance to become the go to AI player. Q3 ER call will be very important as we will get new guidance & perhaps more news of another hyperscaler. The market is behind $NBIS Enjoy the returns & take advantage of dips like the one we currently have. Thanks to the @rundowndaily_ for some of these remarks. nitter.app/rundowndaily_/status/1… #nebius #inference #aws #AI

$NBIS I personally believe this could be the news for tomorrow a partnership with $NVDA The timelines match: Oct 29th: $NVDA presents from 9am ET a new partner for Agentic AI. "A First-Of-Its-Kind Integrated Stack for Operational AI and Specialized AI Agents [DC51273]" In this session, we’ll unveil the newest NVIDIA partner and not only reveal the work we’re doing together but also allow you to deploy the integrated software stack directly. Following the initial announcement of this partner at the keynote, here’s what you can expect: Building AI agents that can securely leverage private enterprise data and make fast, effective decisions is no small task. Together, NVIDIA and a new partner are rolling out a first-ever, fully integrated software stack with a native data integration engine, operational applications and frameworks, and best-in-class AI combined with out-of-the-box-available NVIDIA Nemotron models and NVIDIA AI. Bring your laptop—and leave equipped with the skills to create your own AI-powered solutions. Adel El Hallak, Sr. Dir. of Software Product Management, NVIDIA Key Takeaways: Learn how to deploy enterprise AI, including building specialized AI agents using the world class software platform of a newly announced partner with NVIDIA AI and Nemotron models. Experience end-to-end run-through of this new integrated platform. Walk away with a software stack and know how to develop custom AI agents for your organization. $NBIS starts afterwards "From pilots to production without compromise" Is it tuesday already?

$NBIS Retailers if you know what you hold you should not panic & take advantage of the mega dip. What is happening is simple, the hedge funds want your shares & they are applying max pressure to make sure you sell your shares to them. Remember retail accounted for more than 50% holdings. Two weeks max to Q3 ER. Don’t let them play the psychological games on you. Hold & long view.

🚨JUST IN: $NBIS October 29th was the day of reassurance that NEBIUS is positioned to benefit tremendously from this AI wave of new Data Centers & Capex buildout as we heard AI buildouts in multi Billions from $MSFT $GOOG $META On top of that Jerome Powell (FED) comments reassured AI & Data Centers is the main driver of the economy right now. Equinix $EQIX Hinted at NEBIUS relationship. They own +250 Data Centers. I can see great synergies here minimizing time to have the capacity ready & our engineers coming to make the most of our AI stack buildout for enterprise, sovereign & AI native startups customers. “We continue to serve the significant and sustained demand for our differentiated infrastructure and interconnection capabilities in support of our customers’ AI and non-AI workloads… We were built and continue to build for this opportunity.” — Adaire Fox-Martin, CEO, Q3’25 release (Oct 29). Equinix, Inc. Positive for Nebius: Confirms hyperscale + “metro-proximate” capacity is accelerating — a tailwind for GPU cloud providers colocating near end users. Alphabet (Google) — Capex surge “We are investing to meet customer demand and capitalize on the growing opportunities across the company.” — Sundar Pichai, after hiking 2025 capex to $91–$93B on AI / data-center spend (Oct 30). Reuters Why it matters: Big Tech is overbuilding AI infra. Cloud buyers will seek multi-vendor capacity and specialized partners — room for Nebius in enterprise AI stacks. Microsoft — capacity first, profits later “Growth could have been higher without the capacity constraints, which Microsoft expects will continue at least until June 2026.” — Amy Hood, CFO, post-earnings (Oct 30). “We have to balance third-party demand with our own first-party needs… Each time we say no to something (that doesn’t serve our long-term interest) I feel better.” — Satya Nadella, on prioritizing scarce AI capacity (Oct 30). Positive for Nebius: Scarcity of GPU + power is real. Alternative capacity (new builds, power-secured campuses) becomes strategic — exactly where Nebius positions. Meta — willing to “over-invest” “In the worst-case scenario of over-investing in AI, we’d see some loss and depreciation, but we’d grow into that and use it over time.” — Mark Zuckerberg, after flagging higher 2026 capex (Oct 30). Why it matters: Validates the multi-year AI build cycle; supports demand visibility for compute and interconnect suppliers. Utilities gearing for AI load — AEP American Electric Power lifted its 5-year capex to $72B, citing 28 GW of signed load additions by 2030 (80% from hyperscalers); peak system demand seen rising to 65 GW by 2030 (from 37 GW). (Oct 29). Why it matters: Power is the wall. Partners who secure generation / grid deals for campuses will win AI workloads. Macro power lens — Wood Mackenzie via Reuters Global data-center electricity demand seen at ~700 TWh in 2025 → ~3,500 TWh by 2050; outlook ties the AI build-out to long-term nuclear growth. (Oct 29). Reuters Why it matters: Reinforces the “AI = energy + real assets” thesis behind the DC land-grab and power-banking strategies. Digital Realty (DLR) — AI lifts guidance (last week, context) Raised FY’25 revenue and Core FFO guidance after record bookings tied to AI workloads. Key message: AI demand is driving backlog and power allocations. (Oct 23). Why it matters: Alongside Equinix, the top REITs are scaling to meet AI; competition for sites/power is intensifying. Vantage Data Centers — mega-campus Texas “Frontier” campus: $25B, 1.4 GW, 10 DCs; emblematic of AI-first density (250kW+ racks). (Aug 19; still the reference mega-build). Why it matters: Sets the bar for GW-scale plays — a benchmark for any Nebius-aligned capacity strategy in the U.S. Are you bullish enough for Nov 11th Q3 ER call?

$NBIS I will try to make it as simple as possible for everyone to stay calm & let things play out. Nebius + Clickhouse + Avride + Toloka + $19.4B contract with MSFT + Guidance ARR Q3 increase guaranteed + execution + 500 engineers & talent + AI transformational revolution = Q3 surprise & a unicorn in the making. Are you going to be scared because Burry & a few wolves are out to get the scared sheep or do you have enough conviction in stocks that will prove to generate ROI in your accounts if you play the long game? I am all for taking advantage on dips but to think that in 2 days of algos games the sky is falling is totally stupid.

🚨 JUST IN: $NBIS Roman Chernin Co-Founder NEBIUS @romanchernin has just released an image of what it appears to be the launch of one of our Data Centers UK or Israel were scheduled Q4. These are great news as we get closer to Q3 ER news, date confirmation should be released soon.

$NBIS To show many who have asked me about NEBIUS amazing opportunity & my own conviction in the investment, I am sharing my portfolio along with earnings data projected until 2028. Resuming, I am 67.5% in on NEBIUS. My take? this will be generational wealth for anyone who makes a move, some were lucky to get it a $20 and thats fine I started at $68 and totally fine & have been increasing my position ever since. $95 is a great buying opportunity too if you can do your DD, see who our partners are, our Billion $ subs & interpret what this graph means. We are just getting started. There is so much more to come! NEBIUS will transform the world, AI is the present not the future but we will own a big stake of everything related to this amazing revolution that we are a part of. #nebius #ai #clickhouse #avride #toloka

🚨JUST IN: $NBIS Avride continues expanding now Shake Shack via Uber Eats Avride’s autonomous delivery robots are bringing more variety to Jersey City with the addition of Shake Shack, now available for robot delivery through Uber Eats. Customers downtown can enjoy Shake Shack’s delicious, made-to-order 100% Angus beef burgers, crispy chicken, hand-spun milkshakes, + more, delivered right to their door by an Avride robot. With Shake Shack joining local favorites, Avride and Uber Eats continue to make it easier for residents to get the food they love in a new way.

$NBIS Charles Antoine Beyney - DataOne CEO which is the company building NEBIUS DC in Vineland (NJ) made this comment about the importance of density in NEBIUS AI Data Centers. 🚀 “Size Does Not Matter Anymore — Only Density Does” When a CEO says this, they’re signaling a paradigm shift in what defines a competitive or valuable data center in the AI era. In the past decade (cloud era), size — measured in square meters or total MW capacity — was the bragging metric. The bigger the hyperscale campus, the better. Today, in the AI compute era, the dominant metric has shifted to compute density per MW or per rack — essentially, how much AI power you can deliver per unit of energy and space. 💡 What the CEO Is Really Implying 1. The Limiting Factor Is Power, Not Space AI workloads (LLMs, generative models, inference) require GPUs drawing 40–80 kW per rack — sometimes >100 kW with NVIDIA H100/H200 clusters. The grid is the bottleneck, not the land. Hence, it’s no longer about having 100 acres of space — it’s about having a site where you can feed 200 MW into a few halls at ultra-high density. ➡️ Implication: Winning data centers will be those who can maximize power and cooling density within their existing footprint, not just add new square footage. 2. Density = Performance per Square Meter A 10 MW facility of low-density racks might support 1,000 traditional servers. A 10 MW high-density AI hall could host 10× that compute, thanks to GPU clusters and liquid cooling. This changes valuation metrics: revenue per MW, compute per rack, flops per watt, etc. ➡️ Implication: DataOne wants to be perceived as an AI-optimized infrastructure company, not a traditional colocation player. 3. Shift Toward Liquid Cooling & Advanced Design High density is inseparable from direct-to-chip liquid cooling, immersion cooling, and custom airflow engineering. DataOne might be signaling that they’re already engineering for 100 kW+ racks, positioning themselves as “AI-ready” compared to legacy competitors still at 15–20 kW/rack. ➡️ Implication: Their design IP (cooling topology, power distribution, floor plan) becomes a core differentiator. 4. Capital Efficiency and ROI A dense facility produces far more compute revenue per MW, raising revenue per MW installed — a crucial KPI for investors. Instead of building 10 low-density centers, DataOne can deliver the same compute output from 3 ultra-dense ones — cutting capex and time to market. ➡️ Implication: Density = higher ROI, faster payback, better sustainability profile. 5. Strategic Alignment with AI Hyperscalers Hyperscalers (NVIDIA, AWS, Nebius, OpenAI, xAI, Anthropic) demand GPU-dense, liquid-cooled pods with ultra-low latency between nodes. These clients are now evaluating data centers not by square footage but by density & efficiency metrics (kW/rack, PUE, WUE, cooling redundancy). ➡️ Implication: DataOne is positioning to host or partner with AI supercloud providers, not generic tenants. 6. Message to Investors and Regulators By saying “size doesn’t matter,” the CEO is subtly communicating: “We don’t need to own 1,000 acres — we need the smartest megawatt in the market.” “We are optimizing for power and data gravity, not land expansion.” “Our growth is vertical (density, performance), not horizontal (footprint).” ➡️ Implication: Better margins, faster deployment cycles, and less environmental permitting friction. 🧭 Strategic Takeaway “Density is the new size.” DataOne is framing itself as an AI-era data center, not a legacy hyperscaler warehouse. CEO is implying: “We don’t just host servers; we maximize compute power per watt, per meter, per second.” This aligns with the future where AI workloads, liquid cooling, and energy-aware compute orchestration define the winners — not who owns the most land. That is $NBIS key advantage over competitors. DataOne needs to update the market with a sustainability feature that will be another key advantage of $NBIS Data Centers... we should have more news on this in coming days...

🚨 JUST IN: $NBIS CRO Marc Boroditsky told TBPN: "We believe the real opportunity is delivering the AWS equivalent for AI.” “The $100B+ business opportunity is servicing the hyperscaler-level requirements of this new class of AI customers, while also supporting the single engineer building from scratch as they scale.” linkedin.com/posts/tbpn_in-n…

🚨 JUST IN: $NBIS NEBIUS PR October 28th & 29th! #GTCDC "We’ll have news to share before and during NVIDIA GTC. Stay with us for more. Yesterday another $38B debt was directed to Open AI Stargate projects (sorry no bubble) things are all in motion. All the NEBIUS Top execs will be in DC along $NVDA CEO Jensen - Arkady Volozh, CEO - Marc Boroditsky, Chief Revenue Officer - Daniel Bounds, Chief Marketing Officer - Shane Zide, Vice President of Sales, Americas - Mona L., Director of Startup Ecosystem - Anubhav Maheshwari, Head of Venture Partnerships - David Schulman, Senior Director of Partner Marketing - Artem Elmuratov, Head of Life Sciences and Healthcare - Dean Archibald, Sales Director Lets see what next week brings to all. Exciting times!

$NBIS A powerful set of reasons to load up NEBIUS now before we continue doubling. Its going to be a very interesting 5 years ahead but 2026 is going to be it for NEBIUS investment. Several analysts have upgraded Price Targets recently... + Arete Research: $184 + BWS Financial: $130 + D.A Davidson: $125

$NBIS Added to MSCI World Index. Excellent news to minimize volatility & have many more institutions supporting the stock. Next will be NASDAQ100 ✅📈

$NBIS My thoughts about which Hyperscaler / Tech giant deal might come next, and why... here are plausible “next partners” for NEBIUS, along with rationale and caveats: Candidate partners: $AMZN / AWS AWS has long been the dominant cloud provider and is intensifying its AI investments. Nebius could pitch as a third-party GPU provider to augment AWS’s internal capacity (especially in regions where AWS is capacity constrained or wants a “sovereign / partner stack” solution). The deal could be structured as a capacity lease / co-deployment in certain markets (e.g. Europe, Middle East) where regulatory or sovereign demand pushes for local control. But AWS typically likes to own hardware; the question is whether they’re comfortable outsourcing some edge or overflow AI capacity. Jeff Bezos has already invested in Toloka, a NEBIUS sub specialized in AI training data for smarter agents and models. Toloka builds data solutions integrating human expertise and state-of-the-art automation to accelerate AI development. $GOOG / Alphabet / Google Cloud Google has strong internal AI infrastructure but also faces regional limits and may outsource overflow or specialize “AI burst capacity.” Nebius could be compelling in geographies where Google wants local presence but doesn’t want full capital exposure (for example in parts of Europe, Middle East, Africa). Also Google may benefit from Nebius’s expertise integrating full stack (software + infra) rather than just raw compute. $ORCL OpenAI (or frontier AI / “lab-scale” clients) Not a classic hyperscaler, but many frontier AI labs or R&D organizations (e.g. Anthropic, Inflection, Cohere, AI21, others) might want to outsource scalable GPU infrastructure. Nebius could secure multi-year deals with one or more of them. OpenAI already partners with Azure / Microsoft, but complementary deals or overflow capacity deals are feasible. Regional / Sovereign cloud providers Governments in Europe, the Middle East, South Korea, etc., seeking sovereign or national AI infrastructure, may partner with Nebius to build “AI cloud islands” that interoperate globally. These might not be full “hyperscaler” names, but similar in scale and strategic. Given the current state, the most probable next deal (in my view) is with AWS / Amazon (or a subset thereof) for GPU / AI capacity in a region where AWS is under pressure to scale quickly. The reasons: AWS already has huge demand and is constantly capacity constrained for GPU/AI workloads. Nebius’s full-stack capability (hardware + orchestration layer) could appeal as a plug-in for overflow or edge capacity. AWS may prefer to outsource some risk rather than invest everywhere itself, particularly in expensive or politically complex geographies. An AWS partnership would also lend even more credibility to Nebius and make it a visible “third pillar” next to Azure + GCP. Another strong contender is Google / GCP, especially for regional expansion in Europe / Middle East. So I would place a 50 %+ subjective probability on a Nebius–AWS $AMZN or Nebius–GCP $GOOG partnership in the next year. Let me know your thoughts...any other players?

$NBIS Could the land acquired by NEBIUS in Birmingham, Alabama for $90M be destined to build a new Data Center for $META? Nebius Inc., which already operates several across the United States, is buying over 79 acres in Birmingham. According to the Birmingham Business Journal, the area of land totals 79.33 noncontiguous acres. It includes the former Regions Lakeshore Operations Center, vacant adjoining lots and an undeveloped parcel previously owned by The UAB Research Foundation. BBJ tracked a series of property record sales before they were all sold to Alabama ADC Holdings LLC for $90 million on September 30. Earlier this year, $META announced a new 715,000-square-foot data center would be built off Interstate 65, across from the Hyundai automotive assembly plant. It will join the company's other Alabama data center campus, located in Huntsville. "Each day, millions of people around the world use Meta's products, and the next-generation Alabama data center in Montgomery will soon help keep the company's popular platforms running smoothly," Gov. Kay Ivey said in a statement. "Meta is putting down roots in another great location in Sweet Home Alabama, and we're committed to helping the company grow and prosper here." 1819news.com/news/item/data-…

🚨 JUST IN: $NBIS Prediction: This AI Cloud Infrastructure Stock Can Be the Next Nvidia in the 2030s Management has also raised Nebius' annualized run-rate revenue (ARR) guidance from a range of $750 million to $1 billion to a range of $900 million to $1.1 billion. Much of this momentum is coming from its core GPU compute clusters business. The company is witnessing near-peak utilization rates and stable pricing for its AI clusters based on Nvidia's Hopper architecture GPUs, despite the next-generation Blackwell architecture GPUs expected to become available by the end of 2025. Management said Nebius is scaling from a niche AI cloud provider into a full AI infrastructure platform. The company has expanded its cloud infrastructure capacity with large GPU clusters, doubled its networking speed, and made improvements in its software cloud platform to support large-scale AI training and inference workloads. Nebius is seeing rapid expansion in its customer base, which now includes technology giants such as Cloudflare, Shopify, and Prosus, and leading AI-native start-ups, including HeyGen, Lightning AI, and Photoroom. The addition of such large enterprise customers has improved Nebius' long-term revenue visibility Software ecosystem Nebius is also improving its software stack to support its expanding capacity and improve the performance of larger-scale GPU clusters. Besides accelerating network speed, the company has also improved reliability with automated health check software. Nebius is also developing an inference-as-a-service platform to work with AI models like Llama, Qwen, and Flux on its infrastructure. This platform has been designed to ensure high performance and reliability in inference workloads, while also tackling challenges such as unpredictable latency, GPU scarcity, and scaling rigidity. The inference-as-a-service platform can result in a shift in revenue mix toward higher-margin software and services. Just as Nvidia has created a solid competitive moat with its software ecosystem, Nebius may also see impressive demand for its software offerings in the coming years. fool.com/investing/2025/09/1…

$NBIS Roman Chernin CBO NEBIUS interview by theCUBE + NYSE WIRED. "AI Factories - Data Centers of the Future" The fundamental reason why the big customers are choosing us is specialization. Whats is the current strategy now for business? Roman: There is two dimensions, one is just you need to scale. The current market is if you will secure the power you will be good. So we have focused a lot on building the scale. Demand is there. And then the second challenge is how we build the platform up stack. We dont want to be the large utility company... we want to be the platform we want to be the cloud !! piped.video/watch?v=mxbk-CuK… #AI #nebius #datacenters #microsoft #inference

$NBIS Q3 ER 11-11 will show increased guidance. Consider $17.4B $MSFT ($3.48B x 5 yr contract) + all new customers. Bullish into earnings 🔥 🚨Top technical analysis by @investwithsheng 📈 + Catalysts to consider in Q4 @MB_Hogan ✅

$NBIS Something is cooking… news AH? This is exciting to say the least…

$NBIS When there´s blood in the streets.... BUY! Today is one of these days... this is what separates opportunistic buys from panic sellers. If you believe in your stock value long term, dont sell... weather the storm & buy dips.

$NBIS This is the reason why 📈

📢 $NBIS AI Data Centers demand Nebius a huge amount of capital. My point is to prove that in order to reach at least 1GW another hyperscaler at minimum is in the works. Expected costs (facility): plan $9–$14M/MW for shell/MEP/cooling; $2.7–$4.2 B to stand up the facility side of NJ’s 300 MW. IT/GPU dollars are on top and can exceed that, but financing can be contract-backed. Growth rate in MW/year: based on guidance, ~300–400 MW of new active capacity per year is a reasonable working range through 2026–27, with secured power ramping faster (toward >1 GW by end-2026). How many MW can Nebius do in a year with ~$5–6B liquidity? If spending mostly on facility capex, ~400–550 MW is fundable unlevered; with project finance against long-term contracts, practical throughput can be meaningfully higher. Capital & time to completion (NJ): first halls in months; full 300 MW in ~18–36 months across phases—subject to utility interconnects and supply chain.

$NBIS CEO Arkady Volozh is a visionary. He is evolving AI playing like a Chess 3D game… few steps ahead. Execution, strategy & talent. Bring on Q3 ER 📈

$NBIS Q3 13Fs reporting will appear until Nov 15th So far no big changes here the sept vs august comparison. Retailers still 💎 holding 51%, we know that should change by Nov 15th. If anyone has better tracking please do share. Thanks

$NBIS & $NFLX anyone? 🍿🎥🎬

$NBIS continues building attention in Washington DC Oct 29th to attract US Gov & enterprise projects. NEBIUS will join Accenture at #GTCDC next week to discuss how organizations can scale AI innovation without sacrificing trust, cost, or control. As AI becomes the backbone of digital and industrial infrastructure, the need for secure, sovereign, and high-performance platforms has never been greater. They will explore what it takes to build and scale AI responsibly - across industries and the public sector - while keeping performance, compliance, and resilience at the core. Don't miss it

$NBIS Nebius has a unique ecosystem of unicorn startups. ClickHouse: Nebius owns a stake of 28% worth $6 Billion today. Customers like Tesla, Microsoft, Meta, Spotify... that could be worth $18 Billion in a few years which could mean non-dilutive financing for AI infrast growth.

$NBIS no news at the keynote which was amazing but other players in the picture got the deal done. Lets see what the evening brings. Maybe tomorrow…

$NBIS BOOM 🔥🔥🔥 $NVDA 100 Billion gig has lifted entire AI industry. Lets go!

$NBIS Expecting a very green week ahead after US & China have confirmed an agreement on tariffs. $NBIS $121.33 (+3.47%) Premarket. Today I would just let it grow on macro sentiment & start releasing those juicy PRs starting tomorrow Oct 28th for #GTCDC capturing headlines. This week will define what we have all been waiting for 📈✅

$NBIS ends the week with +6,89% return. My portfolio is 92.5% in on it. Gazillions at play. The future is AI all the way. Industries reconfigured & redefined. Catalysts pending: * NJ starting 300MW * UK contracts * Q3 ER updates to new ARR * AVRide doing 100K deliveries in one campus! * Other hyperscaler deals * News around Oct 15th of a innovation development about sustainable Data Centers. Enjoy the weekend !!

$NBIS Getting to $12B a year explained ✅📈

$NBIS Q3 ER is on tomorrow 11-11. * Revenue estimated: $155.7 million avg * EPS: approximately –$0.56 per share * Guidance ARR Key! Highlights: MSFT $17.4B + $2B more ✅ Cash: $5 Billion ✅ Israel & UK Data Centers activated ✅ Accenture partnership for Sovereign AI ✅ AI Token Factory ✅ * Vineland NJ Data Center Q4 (pending update) * Birmingham, AL terrain acquired $90M ✅ * 1GW capacity updated? * Team of 7-8 Enterprise Sales execs (recruiting) Any other important topics? GLTA.

$NBIS A must read… its all about performance, control & efficiency ✅ Thanks Manuel & Roman!

$NBIS Good morning/night $117.54 (+5.63%) ✅📈

$NBIS This is BIG! so NEBIUS is looking to hire a Director of Strategic Partnership just for $NVDA Tracking dozens of high-impact workstreams across both organizations. Can you say verticals? NEBIUS & NVIDIA are going full swing for all industries across the spectrum. We are going minimum x5 from today until end of 2026. Mark my words! Q3 ER call for the reveal October 29th?

$NBIS AI Token Factory is ready...

$NBIS What an oportunity today to add on dip… as we approach in 3 weeks time Q3 ER just curious on what will be next. I can’t keep up with all the news interrelated, today NVDA & Elon Musk once again. Is our relationship with $MSFT a potential door to OpenAI? Time will tell but I believe there is something to it. Hope the $NBIS team nails a few nice customers in Dubai… & we continue our momentum. Today was Hedgies business as usual, take advantage these opportunities don’t last long. Long & strong. 💎📈

$NBIS If you are an investor & you like growth stocks, I have compiled a list of the Top 20 X users you should definitely follow. The ranking is not based on preference. Each & everyone is unique & provides either great insights, Deep DD, analitical thinking, visuals & laughs. ;) A must have for any investor get a fast track on investment to help your portfolio grow. By sharing we all benefit collectively. So hope they help you gain the edge you are looking for. Top 20 X Fintwit users + a special one if you want to succeed in AI investing. (See if you catch who it is ;) #1.@mvcinvesting #2.@sandeman52 #3.@daniel_koss #4.@MB_Hogan #5.@HyperTechInvest #6.@babyfolio #7. @InvestInAssets #8.@sam_badawi #9.@meeijer #10.@yianisz #11.@RJCcapital #12. @InvestingVisual #13.@sarfatti_IR #14.@genZinvest0r #15.@MarkosAAIG #16. @The_AI_Investor #17.@amitisinvesting #18.@StockSavvyShay #19.@romanchernin #20.@AIStockSavvy Knowledge is everything in today’s market. I hope they help you gain the wisdom to make you succeed in today’s fast paced investment world. Enjoy!

$NBIS ‘The Dream Team’ Talent is the biggest asset of any company. Glad to see this pool of top recruitments coming to Nebius. What an adventure awaits!

🚨JUST IN: $NBIS Emirates is next stop in our journey. $NVDA Nvidia stock climbs to record amid reported UAE export approval, price target raise: 'This is not a bubble' Nvidia (NVDA) stock rose to a record high Thursday, up around 1.8%, after Bloomberg reported that the US government has approved for export several billion dollars' worth of the tech giant's chips to the United Arab Emirates. The Commerce Department issued Nvidia its export license to the UAE after the federation solidified earlier commitments to making reciprocal investments in the US, Bloomberg reported, citing an unnamed US official. This marks the first time Nvidia has been allowed to ship its AI chips to the country since Trump became president. finance.yahoo.com/news/nvidi…

$NBIS Two key facts #1. Institutionals 🐳🐳 loading up AH pre Q3 ER✅ #2. AI infrastructure $JPM mentions 5T-7T spending next 5 years. We are so early. 🫰💰 Thanks @_BNG_Capital

$NBIS When Jensen Huang calls something a “once-in-a-lifetime opportunity,” the world listens — and this time, he wasn’t talking about gaming chips or AI models. At $NVDA ’s GTC conference in Washington, D.C., Huang unveiled what he believes is the next industrial revolution: a fundamental platform shift that could redefine global communications, national competitiveness, and trillion-dollar industries. This shift, he said, is America’s chance to reclaim leadership in the technologies that power the modern world. Moments after that statement, Huang revealed a move that sent shockwaves through both Silicon Valley and Wall Street — a partnership designed not just to expand Nvidia’s footprint, but to rebuild the very backbone of global connectivity. It’s a vision that fuses AI, telecommunications, and data center infrastructure into one unstoppable force — and according to Huang, it’s the key to keeping America at the center of the technological map. piped.video/ml_Jl0UETZA?si=xD1J…

$NBIS The comical part of this upgrade is $GS is upgrading when they are famous for low balling any decent stock in the market while they pocket both hands while adding massively. I guess this must be a bit of payback based on the factor they raised a few billions for Nebius. But Goldie… 🧐🧐 they never pass the smell test

$NBIS if you look at it with perspective NEBIUS has all the dots aligned to be part of this mega deal along $MSFT $ORCL $NVDA & OPEN AI

$NBIS Drug discovery will accelerate with AI 🧬 NVDA BioNEMO will be at the center of it all. Imagine how that innovation can transform Biotech & life sciences.

$NBIS upgrades are coming. Northland raised from $77 to $206 from @mvcinvesting

🚨 JUST IN: $NBIS Nebius launches Nebius Robotics and Physical AI Awards Nebius is proud to announce the Nebius Robotics and Physical AI Awards, a new global initiative to find the next big thing among startups and scale-ups building the future of robotics and vision AI systems. The awards aim to showcase companies advancing the frontier of physical AI, from embodied robotics and autonomous systems to streaming video analytics — technologies that are redefining how the physical world is observed, understood, and automated. Are you are developing the next big AI startup? Apply below nebius.com/robotics-physical… #AI #startups #robotics #physicalAI

$IREN $3.4B ARR 2026 $NBIS 💎💎 ?? 👀

This is a personal opinion but I believe $META needs a hand. Their Virtual reality adventure is proving costly & they are not advancing quickly enough to the AI race. Q3 ER was a test of that sentiment. Meta / Mark Zuckerberg (earnings): “I think that it’s the right strategy to aggressively front‑load building capacity, so that way we’re prepared for the most optimistic cases.” (Oct 30, 2025) Reuters. $NBIS could help: Front‑loaded capex from AI platforms can crowd grids and supply chains; Nebius’ behind‑the‑meter builds and phased ramps are a differentiator. Or is NEBIUS going to be super busy catching up to speed with $MSFT & OpenAI $250B Azure contract... There are not that many hyperscalers CEO Arkady Volozh was referring to: Rank Top 10: #1. NVIDIA (NVDA) "Partner" #2. Microsoft Azure AI (MSFT) "Partner" #3. Google Cloud / DeepMind (GOOG) #4. Amazon Web Services (AWS) #5. Meta Platforms (META) #6. Oracle Cloud (OCI AI Infra) #7. Nebius (NBIS) "Hello there?" #8. CoreWeave "Benchmark competitor" #9. Tencent / Baidu / Alibaba Cloud #10. Anthropic / OpenAI Hybrid Infra So which one could it be? Opinions? Is "The AWS of AI" more than a catchy title? we should find out soon enough... $AMZN killed it yesterday with +$230 Billion added on market cap.

$NBIS Come on let’s close that ATM today! Oversubscribed & lets resume with $2.3B after fees paid to added Cash available to grow💰Congrats to all who added today! 🏆

$NBIS $22B with $MSFT & $META & you are going to get scared? 🌱🤑

$NBIS Roman Chernin Co-Founder & CBO Nebius @romanchernin outlines the important of inference in the future. First we will build the AI Data Centers & that’s important but the key driver for the future growth of the company should come from the AI platform that enables to build & refine LLMs, optimize models & execute high-performance computing tasks while performing efficient inference.

$NBIS Yesterday there were news about $NVDA CEO Jensen to do an event in october 28th in Washington DC which should focus in US investments. This should bring AI spotlight & MAGA focus on at least a $500B investment. For NEBIUS as a solid partner this will bring Dept. of Defense & US Government opportunities along those of Nvidia. We are in the middle of a very interesting relationship NVDA-US-NBIS that should offset in the future the dependence of Taiwan & the potential risks of any China threat. In regards to US, Nvidia hasn’t disclosed a single, consolidated Nvidia-only U.S. capex number for factories yet. What it has said is that, working with TSMC, Foxconn, Wistron, Amkor and SPIL, it plans to produce up to $500 billion of AI infrastructure in the U.S. over four years—that’s output/value through partners, not Nvidia’s direct factory spending. Separately, Nvidia announced a $5 billion equity investment in Intel (part of a broader U.S. partnership), but that’s not factory capex. What exists / is coming in the U.S? Wafers (TSMC Arizona, Phoenix): TSMC has begun making Nvidia’s next-gen Blackwell wafers in Arizona. The first U.S.-made Blackwell wafer was produced Oct 17–20, 2025. Until U.S. packaging ramps, those wafers are still sent to Asia for advanced packaging. Advanced packaging & test (Amkor, Peoria, AZ): Amkor broke ground on a $7B high-volume packaging/test campus. Construction finishes mid-2027; production starts early-2028. Nvidia is named as a customer. System assembly/integration (Texas): Nvidia-branded AI supercomputers will be assembled by partners Foxconn (Houston) and Wistron (Dallas), with mass production targeted ~12–15 months from the April 14, 2025 announcement (i.e., mid-2026). What are your opinions about this event? What oportunities will it bring for $NBIS in the future? Lets hope US & China close their agreement soon so things can get back to normal...

🚨JUST IN: $NBIS Nebius Group announces exercise of the underwriters' option to purchase additional Class A shares Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced that, in connection with its previously announced underwritten public offering of Class A ordinary shares, the underwriters have exercised in full their option to purchase an additional 1,621,621 Class A shares at the offering price of $92.50, less underwriting discounts and commissions, bringing Nebius’s aggregate gross proceeds from the Class A offering  to approximately $1.15 billion. The initial closing of the Class A offering occurred on September 15, at which time the Company also closed its offering of convertible notes due 2030 and 2032 to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended.  The aggregate proceeds of both offerings, including the proceeds of the additional Class A shares acquired upon exercise of the underwriters’ option, is approximately $4.3 billion.   Goldman Sachs & Co. LLC acted as lead book-running manager for the offering. Morgan Stanley, BofA Securities and Citigroup acted as additional book-running managers.

$NBIS Annual meeting highlights: NEBIUS will buy up to 20% of the Class A shares in the next 18 months that speaks volumes as to building the narrative for appreciation in stock value. Also they approved cancelling 40M shares held in treasury. Next leg up will start next week!!

$NBIS Watch out for NEBIUS PR today around 1pm EU time or 7am ET... Management hinted at more than one PR before & during #GTCDC My sentiment as we await... we still can only guess what it will lead to in the coming quarters & following years of exponential growth. Release that $NVDA partnership PR already !! ;)

$NBIS Avride RoboTaxis are coming to Dallas. It will be a nice booster for Q4.

$NBIS Ok so about time for that special sustainability feature of Vineland Data Center to become known to all. I hope it’s tomorrow & we let monday do the fireworks… we need a nice surprise. How about a 🐰🎩?

📢JUST IN: $NBIS Microsoft Just Lit a Fuse Under Nebius (NBIS). Buy Now Before It Takes Off. Microsoft (NASDAQ: $MSFT ) unveiled yesterday what it describes as "the next chapter" in its evolving partnership with OpenAI, reaffirming the AI pioneer as its key frontier model collaborator. The announcement revealed Microsoft’s acquisition of approximately 27% of OpenAI’s for-profit OpenAI Group PBC business, valued at around $135 billion, while ushering in a new phase of artificial intelligence (AI) innovation. A standout element of this expanded pact is OpenAI’s commitment to procure $250 billion in Azure cloud services, alongside newfound flexibility to partner with third parties. However, a key condition mandates that any API-based products -- essentially interfaces enabling different software applications to exchange data and services --must run exclusively on Azure, while non-API offerings can leverage any cloud platform. This structure bolsters Microsoft’s dominance, granting it intellectual property rights to OpenAI’s breakthroughs until Artificial General Intelligence (AGI) is realized, effectively securing a near-term monopoly over the commercial AI layer. Yet, a less conspicuous winner will also emerge from this deal, poised to reap significant rewards: Nebius Group (NASDAQ:NBIS), an up-and-coming AI infrastructure provider. By supplying critical GPU resources for Azure, including from its new data center in New Jersey, Nebius is well-positioned to capitalize on the rising tide of OpenAI-driven workloads, boosting its compute utilization. Supported by its recent five-year, $17.4 billion agreement with Microsoft to deliver AI infrastructure from its New Jersey data center -- —potentially expanding to $19.4 billion if demand increases -- Nebius is carving out a vital role in the industry. The market has yet to fully recognize the powerful multiplier effect this could have on NBIS stock, presenting investors with a timely opportunity to buy in now before it takes off. The Tailwind for $NBIS The setup enhances Nebius’ revenue stream, particularly as OpenAI’s tools like ChatGPT and GitHub Copilot scale globally. With Microsoft investing heavily in AI supercomputing, Nebius benefits from the increased utilization of its GPU infrastructure. The company’s recent financials reflect this potential, with doubled revenues and positive EBITDA in its core AI business, signaling strong operational momentum. This partnership positions Nebius to capitalize on the projected 45% CAGR growth in the neocloud market through 2030, making it a critical player in supporting the AI ecosystem. Nebius’s Emerging Role as a Key Player Rather than developing AI models, Nebius focuses on supplying the “GPU fuel” essential for AI innovation. Its full-stack AI infrastructure, including large-scale GPU clusters and the Aether platform, meets the rising demand for cloud-based AI services. The company’s global data center expansion, spanning Europe, the Middle East, and the UK, enhances its scalability and ability to serve diverse markets. This strategic role as an enabler, rather than a competitor to model developers, sets Nebius apart as a mid-cap leader. Its recent deal with Microsoft to provide data center capacity further strengthens its position, offering a pipeline for long-term growth as AI workloads intensify. Risks and Competition to Watch Despite the upside, Nebius faces hurdles. Azure’s GPU supply chain is highly competitive, with players like Dell (NYSE:DELL), Hewlett Packard Enterprise (NYSE:HPE), and Lenovo vying for contracts. Microsoft’s practice of hedging suppliers could cap Nebius’s share, while the stock’s recent pullback after a rally suggests short-term volatility. The company’s ambitious data center expansion also poses execution risks, as maintaining margins amid competition and scaling operations will be challenging. Analyst fair value estimates for NBIS range widely from $125 to $206 per share, reflecting broad uncertainty about whether it can stick the landing. Investors must consider these factors, especially with the stock’s performance under scrutiny ahead of a critical third-quarter earnings release on Nov. 11. Analysts view the Microsoft deal as a potential catalyst to elevate Nebius’ market standing, supported by a “Strong Buy” consensus and updated annual recurring revenue guidance of $900 million to $1.1 billion. However, some note the stock’s recent dip, indicating volatility. The timing, just before earnings, adds urgency for investors eyeing a position. With Microsoft’s own strong earnings growth and Nebius’ strategic role, the investment case is robust for those betting on AI infrastructure, though careful timing is key. Key Takeaway The Microsoft-OpenAI partnership will light a fire for significant growth potential under Nebius, which can leverage its role as a GPU supplier for Azure and its strategic Microsoft deal. This positions NBIS as a compelling investment in the expanding AI infrastructure sector. However, investors should be mindful of the competitive pressures, execution risks, and volatility NBIS faces. The wide range of analyst price targets underscores the variability at play, but as the market begins to recognize Nebius’ pivotal role in the AI ecosystem, now may be the single-best strategic moment to invest. finance.yahoo.com/news/micro…

$NBIS Dataone is teasing an innovation that will change the AI industry forever. One can assume that @nebiusai will be part of it right @mvcinvesting ? Interesting times ahead. Buy the dips & let it rip. Bright future ahead for Nebius investors

$IOVA CFO Corleen already making progression. Its nice to have pros at the wheels. Reversal in place. Science is solid. Margins will start improving & lung data coming in PR before end of year. ✅📈

$NBIS Having weekend fun with my children & 🐶 companion. Life is good. Next week we will beat & continue the journey 📈 Pets are a beauty… & family members with all rights 😍

I have listened carefully to his last 3 interviews & must say that Marc Boroditsky is an excellent corporate speaker for NEBIUS. He creates excitement & knows how to communicate in a very appealing way.

$NBIS For once I will just say that I am happy that China is not interested in $NVDA chips that means the rest of the main partners will have quicker access to develop their Data Centers with the right chips. With $500B & a 6 quarters backlog I can’t imagine China demanding what it would mean for supply to everybody. So lets continue the journey & lets leave things the way they are right now…

For total fairness $JPM also entered $IREN new position 645K shares or $31.4M

Latest whales 🐳 Q3 13Fs Altshuler Shaham +2.08M. Total 4.18M shares UBS Group + 2.31M. Total 2.71M shares WELLS Fargo +2.43M Total: 2.54M shares BNP Paribas +1.55M Total: 1.65M shares They know what they are doing… 📈💎 2026 & beyond

$NBIS is indirectly a big beneficiary because of their $MSFT partnership for AI Data Centers & full stack. Big news for AI industry! more to come...

$NBIS If you like Marc Boroditsky CRO Nebius you have to read this Deep Dive to see connections to $ORCL who recently landed OpenAI huge $300B infrastructure deal

$NBIS is officially launching AI Cloud 3.0 targeting enterprise customers. 📈

🚨 JUST IN: $MSFT bets $33B to neoclouds like $NBIS to ease the AI Supply crunch. This is continued validation $NBIS will be the AWS of AI. Momentum continues in Microsoft & NEBIUS partnership after the initial $17.9B investment. Article: bloomberg.com/news/articles/…

🚨JUST IN: $NBIS Q3 Earnings Report RELEASED ✅ $META agreement valued at approx $3B. 5 years. 🟢 $7-9B ARR 2026 Guidance 🟢 Revenue of $146.1M Capacity increased to 2.5GW 🟢 (ATM) equity program for up to 25 million Class A shares Excellent news except the ATM which is a bit of dilution. Live Call: nebius-q3-2025-earnings-call…

$NBIS What NEBIUS CRO is implying has ROI written all over it in CAPITAL $$$. These are exciting times.

$NBIS Roman Chernin Co-Founder talks about the importance of Scaling AI Inference Performance in the Cloud with Nebius on this video released by $NVDA View it on the link below: piped.video/watch?v=qwGx5ZfU…

$NBIS If you are into AI stocks you need to read this

GS upgrades $NBIS to $120

$NBIS The Keynote was amazing! when I hear Jensen its like seeing the Steve Jobs of our times. Transforming so many things at once & learning fast to have it all Made in USA for smart reasons. There were big partnerships Nokia got a revival, AI chip sales $500B fully commited already for next 5 quarters, PLTR has the superior software for all what Jensen wants for enterprises, Uber got the robotics partnership… $NBIS even though it did not capture spotlight news today will be an integral part of the $MSFT - OpenAI $250B Azure deal. Who will build the Data centers? I have an idea. AI is super alive… tomorrow could be our day with a presentation targeting enterprises. 🍀

$NBIS presentation with Accenture for AI sovereign.

$VBIV Short traders may control the game for now but they can’t hide the success of this GBM pipeline. CEO & rest of management should do something about it. This is surreal! The deal will come & we will fly... delayed reaction so they can keep stealing shares from weak hands.

$NBIS This is the way to Sovereign AI... with a partner like Accenture #1 in their field the target is clear.

$NBIS Continues progressing now with NVDA Exemplar Status on H200 GPUs. Thanks @daniel_koss

$NBIS Amazing news! NEBIUS AI Cloud arrives in the UK CEO Arkady Volozh will do a keynote today in Future of AI Conference in London at 15:40 UK time.

$NBIS I have a hunch Jensen will nail this for the AI industry. If our Q3 ER call is oct 29th would be perfect timing ✅📈

That represents a very unprofessional way of going against competitors. MSFT is playing with fire, an IREN member of the board should be respectful not be a total ass.

This is the exact same reason why $NBIS with a $19.4B contract for 5 years + all extra deals will blow Q3 ER… guidance will be raised $4B ARR x 5 years at a minimum… but me be stocks will be evaporated

$NBIS Listen to Chief Revenue Officer Marc Boroditsky interview in Schwabb. Talk about NEBIUS multiple GW coming, new countries & speaking about the reality that in his many years in the industry he has never experienced anything remotely close to this AI opportunity. nitter.app/SchwabNetwork/status/1…

$TGTX CEO Mike Weiss left it clear to analysts today he has bought the dip $100M & will add another $100M more and more. @TGTherapeutics Shareholders have a true ally here not often seen in the investment world. 📈

$TGTX JPM Healthcare conference has always been the perfect showcase for a Biotech to shine. I guess CEO MW wants to extract max value for his 13.07M shares so if BO talks are in the way with one or more suitors monday should be all about showing amazing potential down the line.

You must be kidding right? Dilution 10% to grow 600% is killing shareholder value? How do you think Data Centers with massive Capex are paid? At some point dilution would come look where they have done it at + $100