NBIS
Nebius Group N.V. Class A
stock NASDAQ

$AMZN is reportedly raising NVIDIA GPU pricing \~15% across select capacity next week.
$NBIS is raising select NVIDIA GPU prices 17%–21% effective today.
$CRWV is signing new short-term compute contracts at \~$40M/MW annualized.
$IREN — JPMorgan sees \~$24B revenue by 2030 with \~65% EBITDA margins.
$ORCL — Reportedly signed a 5-year, \~$7B OCI compute deal with Tencent for \~100K advanced AI chips.
$GOOG — Google Cloud says customers are exceeding compute commitments by 50%+ on average.
Cloud growth is reaccelerating.
Frontier AI and inference are driving secular compute demand.
The AI cloud opportunity is massive.
Yet these stocks are lagging.
Bullish.

NBIS is ass

My second advice to burry is stop shorting sndk and focus on NBIS.
You bashing SNDK my my pot pain lol

GOOGL, NBIS, AVGO, RDDT
Names to watch tomorrow

Definitely NBIS.
$1,500 is very possible by late 2030

sir you own NBIS. I feel like we are in the same category.

How much positive cash flow of $NBIS $CRWV junks , analysts pump those Zombies
$NKE analysts can manipulate estimates to crash stocks
It’s not bad earnings at all.
Nike reported first-quarter revenue of $11.21 billion, missing analyst estimates of $11.33 billion
Miss just few million, almost nothing
Still big positive cash flow and dividends

here's ur answer Current Bearish Put Options & Short Positions
• NVIDIA (NVDA): Holds put options expiring through late 2027.
• Palantir Technologies (PLTR): Maintains aggressive put positions and short bets.
• Micron Technology (MU): Targeted via puts on a cyclical memory-glut thesis.
• Nebius Group (NBIS): Bet against ongoing neocloud and infrastructure valuations.
• Oracle (ORCL): Added to put contracts amid circular AI funding concerns.
• Caterpillar (CAT): Positioned against heavy industrial demand tied to tech buildouts.
• iShares Semiconductor ETF (SOXX): Broad bet against chip manufacturing.
• Nasdaq 100 Index ($IUXX): Put options anticipating a top-heavy market

Nike to join OnlyFANS and NBIS on a major partnership to Sell shoes on naked people inside of data centers. Major News to be announced by 🥭. Reported by Axios

Burry go short NBIS and cover sndk

NBIS can ligma

Buy an NBIS leap with your remaining money

Oh nice,ive sold a few NBIS csps as well.
I usually have weeklies, 30dte, and leaps all open at once. But mostly weeklies

I’ve been doing the same with NBIS for a few months. Curious what DTE you like?

NBIS = shit

Also, look at NBIS and tell me how it has been doing over the past year.

BY THE POWER OF MICHEAL BURRY, I DEMAND NBIS BACK UNDER 200 :screech: :screech:

Rolled 5 NBIS 220 10.2 C and 2 MU 1170 calls from 10.2 to 10.16 for a premium gain of $4657 combined. MU catching the gas pipe to the head this am.

NBIS being the top decliner and falling because of Micron‘s esrnings makes total sense

Damnn glad i sold my NBIS pre market