Dave S. Investing

$NBIS

[Dave S. Investing @David917S]

@TheNewMoney_app Easy Money

[Dave S. Investing @David917S]

📅 Mark your calendars: $NBIS reports Q2 2026 results on Wednesday, August 12, before market open.
Conference call at 8:00am ET / 2:00pm CET.
Watching: ARR progression, connected vs. contracted capacity, margin trajectory.

[Dave S. Investing @David917S]

@jeremymjacquin Whats your oppinion on Long Term hold Nebius? (2031)

[Dave S. Investing @David917S]

@mvcinvesting New data Center in Cabo Verde? 😃😃 just joking 😅

[Dave S. Investing @David917S]

@SMASIMHO Thx 🙏

[Dave S. Investing @David917S]

$NBIS just raised $775M in its first secured debt financing at SOFR + 2.50% 🔥

No new equity. Zero dilution. Banks are funding >100% of capex – backed by deployed GPUs and contracted cash flows.

Significantly oversubscribed. MUFG, BofA, Deutsche Bank, Goldman in the syndicate.

Best part: a “repeatable framework” for $40B+ in customer commitments. Every new Microsoft/Meta deal can now be financed this way.

The flywheel is spinning. 🚀

[Dave S. Investing @David917S]

$NBIS just raised $775M in its first secured debt financing at SOFR + 2.50% 🔥

No new equity. Zero dilution. Banks are funding >100% of capex – backed by deployed GPUs and contracted cash flows.

Significantly oversubscribed. MUFG, BofA, Deutsche Bank, Goldman in the syndicate.

Best part: a “repeatable framework” for $40B+ in customer commitments. Every new Microsoft/Meta deal can now be financed this way.

The flywheel is spinning. 🚀

[Dave S. Investing @David917S]

🚨 $NBIS Estonia watch update:
It started with a single Warehouse & Logistics Specialist posting. Now the careers page shows 6 open roles in Tallinn — Data Center IT Manager, Senior DC Technicians, IT Infrastructure Engineer (RMA & Diag), DC Support Manager…
You don’t hire a full data center IT team for a warehouse. 👀
Estonia DC confirmed in all but name. Job postings remain the best leading indicator before official capacity announcements. Contracted → connected pipeline keeps growing. 🇪🇪⚡
Bullish. $NBIS

[M. V. Cunha @mvcinvesting]

🚨 Another data center deployment in the pipeline for $NBIS?

The company has just posted three job openings in Singapore, a market that management had already expressed interest in entering.

The roles strongly suggest that Nebius is actively preparing for a Singapore data center presence.

In just four days, we’ve seen evidence of expansion into Wales, India, and now Singapore.

[Dave S. Investing @David917S]

Nebius just quietly announced its biggest strategic shift since the Yandex split.

$NBIS is going asset-light:

→ Partners finance & own the data centers
→ Nebius deploys its full software stack on top
→ Nebius sells the capacity through its own sales org
→ Rev-share, licensing fees, commissions

Translation: high-margin software revenue with almost zero incremental capex.

Volozh's own words: "much better margins than conventional wholesale bare-metal contracts."

That's a direct shot at the CoreWeave model.

The biggest bear case on neoclouds is capex intensity and dilution. This attacks exactly that.

No numbers, no partner names yet — "initial arrangements" signed. Q2 earnings July 29 just got a lot more interesting. 👀

[Dave S. Investing @David917S]

Both Hardware Infrastructure. No official announcement. These are the exact roles that historically show up 6–12 months before a new Nebius site goes live.

APAC expansion was announced in March with India as a key market. Now the infra hiring follows. Earnings July 29 📈

[Dave S. Investing @David917S]

🚨 $NBIS just posted its FIRST data center roles in India — Hyderabad:

▫️ Field Technical Lead – Data Center Deployments
▫️ Technical Program Manager – New Data Center Launches

[Dave S. Investing @David917S]

@BitcoinAIGuy Explain

[Dave S. Investing @David917S]

@AdityaInvests90 They never ever guide that amount. Did you Even Research? Their arr is 7-9 B

[Dave S. Investing @David917S]

@jeremymjacquin @EndicottInvests @Mastercard Bro you are a Clown

[Dave S. Investing @David917S]

@JonesNo_7 @TrumpTruthOnX Sure. ~84,000 US troops in Europe. ~2,100,000 European NATO troops without you. 25:1. You weren’t protecting Europe — Funny how you all cannot understand that.

[Dave S. Investing @David917S]

@ecommerceshares Blackforest Labs, Nebius ?

[Roman Chernin @romanchernin]

@nebiusai could probably help SpaceX to become the cloud by partnering and providing the full platform to serve diversity of customers… not just rent out a full cluster to one customer :)