RAP

Trader from West Coast, love to surf!

[Sam Badawi @Sam_Badawi]

Nebius $NBIS secured NVIDIA $NVDA Exemplar Cloud validation for HGX B300 AI training workloads, adding to its previous H200 and GB300 validations.

Nebius also delivered leading MLPerf Training 6.0 benchmark results and earned SemiAnalysis’ highest Platinum rating for AI infrastructure performance.

This isn’t an advertisement. It’s simply sharing success and why I still own $NBIS from $28. They don’t need to show off. They just need to let their execution speak for itself.

Not everyone will understand, and that’s okay.

[Stock Pattern Pros/Tim @StockPatternPro]

$IBRX

[Marc Lehman @markflowchatter]

Ontop of this misleading https://t.co/JXwmotWjeJ "story" ,

We have the Head of AWS commenting that demand is just massive. and dont expect any slowing CAPEX

Would recommend catching a listen to that

[Traderstewie @traderstewie]

$NBIS

Good spot for another $NBIS bounce to begin. Pulled back into a pocket of support on low volume.
Huge short interest at over 20% to boot!
Worth watching it again here.

Targets $260 and $270

[Marc Lehman @markflowchatter]

on $NBIS Initiating at Buy with a $304 Price Target at ROSENBLATT

[Shay Boloor @StockSavvyShay]

$NBIS earned $NVDA Exemplar Cloud validation for HGX B300 training after posting the fastest single node results in two MLPerf benchmarks.

HGX B300 performed within ~11% of GB300 NVL72 on those workloads giving Nebius more flexibility to deploy high performance compute without relying entirely on rack scale systems.

That is how Nebius moves toward delivering better performance and infrastructure efficiency for AI customers.

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Nebius Achieves NVIDIA Exemplar Cloud Validation for HGX B300 AI Training - $NBIS $NVDA

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗲𝗯𝗶𝘂𝘀 achieves 𝗡𝗩𝗜𝗗𝗜𝗔 𝗘𝘅𝗲𝗺𝗽𝗹𝗮𝗿 𝗖𝗹𝗼𝘂𝗱 validation for 𝗛𝗚𝗫 𝗕𝟯𝟬𝟬 training.

➤ NVIDIA validated Nebius' 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 using standardized AI performance benchmarks.

➤ Validation confirms performance against 𝗡𝗩𝗜𝗗𝗜𝗔'𝘀 𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲.

➤ Achievement follows previous validations on 𝗡𝗩𝗜𝗗𝗜𝗔 𝗛𝟮𝟬𝟬 and 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝗟𝟳𝟮.

➤ 𝗛𝗚𝗫 𝗕𝟯𝟬𝟬 validation strengthens Nebius' 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗨𝗹𝘁𝗿𝗮 cloud infrastructure.

➤ Nebius and NVIDIA engineers jointly tested and optimized 𝗔𝗜 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴 performance.

➤ Nebius recorded fastest single-node 𝗛𝗚𝗫 𝗕𝟯𝟬𝟬 results in two MLPerf benchmarks.

➤ Results covered 𝗟𝗹𝗮𝗺𝗮-𝟯.𝟭-𝟴𝗕 and 𝗚𝗣𝗧-𝗢𝗦𝗦 𝟮𝟬𝗕 training workloads.

➤ 𝗦𝗲𝗺𝗶𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 awarded Nebius 𝗣𝗹𝗮𝘁𝗶𝗻𝘂𝗺 status in ClusterMAX 𝟯.𝟬, its highest tier.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens 𝗡𝗲𝗯𝗶𝘂𝘀' competitive position in the rapidly expanding 𝗔𝗜 𝗰𝗹𝗼𝘂𝗱 market.

➤ Independent NVIDIA validation increases enterprise confidence in 𝗡𝗲𝗯𝗶𝘂𝘀' 𝗚𝗣𝗨 infrastructure.

➤ Demonstrated training performance could attract customers running 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 𝗺𝗼𝗱𝗲𝗹𝘀.

➤ Multiple hardware validations reinforce Nebius' ability to deliver 𝗵𝗶𝗴𝗵-𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲.

➤ Strong benchmark results could support 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 and long-term cloud demand.

[Bilaal- BD investing @bdinvestingg]

The open AI headline was FAKE NEWS by financial times. $500b was wiped out today from the markets. They can’t keep getting away with this

The Financial Times clarified its OpenAI revenue report.

Sept: $70B gross revenue , $50B net after expenses

Aug $40B revenue , $30B net

$20B difference: An accounting difference, NOT lost revenue.

[Hardik Shah @AIStockSavvy]

Nvidia CTO on LinkedIn: Nebius has built on that foundation is worth paying attention to. Extreme resiliency. Automatic node repair in 15 minutes with workloads unaffected. First in Europe with GB300 NVL72 running. Among the first with B300s on XDR InfiniBand. - $NVDA $NBIS

[Hardik Shah @AIStockSavvy]

$NBIS | Rosenblatt 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗡𝗲𝗯𝗶𝘂𝘀 𝗚𝗿𝗼𝘂𝗽, PT $𝟯𝟬𝟰

Analyst sees Nebius benefiting from massive AI spending and delivering hypergrowth, while requiring more financing for its capacity roadmap.

[Cole @StockOptionCole]

$NBIS Fundamentals remain VERY INTACT on this consolidation pullback to the wedge bottom & 50MA

Bought dip today

Believe we go 20%+ higher from here above 250 soon!

[Anp🅰️nman @spacanpanman]

$ASTS: 🚀🚀🚀

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $HTZ Hertz Lenders Team Up With Advisers as Possible Debt Fight Looms - Bloomberg

[TheBronxViking @TheBronxViking]

$HTZ hell of a weekly setup…

[The Titan Traders @TT_stocks_]

$HTZ short term road map 🗺️

2.20 —-> 2.50
2.50 —-> 2.80-3.00

If this happens then your weekly calls should explode because they aren’t even being priced for a squeeze yet.

[Marc Lehman @markflowchatter]

$ASH chatter out now $90 mentioned on the service

[The Titan Traders @TT_stocks_]

$HTZ that wall just got eaten 😳

[Shay Boloor @StockSavvyShay]

$CBRS just doubled per wafer performance with CS 4 without needing a new chip and says inference can run up to 30x faster than GPUs.

Installs also drop from days to hours which could help turn its ~$25B backlog into revenue much faster.

[Top Stock Alerts @TopStockAlerts1]

$HTZ this is how trends usually start… kinda quiet then just goes

[Antonio Costa @ACInvestorBlog]

$HTZ Highest Volume Contracts today. Squeeze over 2.12 (Neckline) Typical Cup and Handle pattern.