RANJITH NATHI

[Alpha Owl @AlphaOwlTrading]

Did everyone forget what $NBIS is building??

Bears look away...

> ClickHouse: Data analytics | $15B valuation | 28% stake

> Toloka: AI training & data | $83.7M NBIS investment value

> Eigen AI: AI inference optimisation | $331.4M acquisition

> Avride: Robotaxis & autonomous delivery | subsidiary

> TripleTen: Tech education | $30.6M revenue in first 9 months of 2026

> Tavily: AI agent search technology | $189.4M acquisition

> Clarifai: AI inference & optimisation | $97.4M technology and team acquisition

> Inferize: Faster AI model deployment | 100% acquired

The future is bright! Trust the process!

[Eason Brooks @EasonBrooksQ]

I holding shares of $NBIS. I sold most of my shares when the price rose to $270, having previously bought at a cost of $20. I then bought more at $140 and currently hold 13,500 shares at a cost of $95.39. I'm still profitable.

If you also hold this stock, please like and follow me 🔥

I will continue to post real-time updates and the latest trends for this stock.

Please be patient and hold long-term 🚀

[David @DavidNomadi]

🚨 $NBIS 13F just dropped.

Institutions loaded up in Q3:

• BlackRock added 1.26M shares (now holds 12.8M)
• GQG Partners added a massive 10.97M shares

The stock got crushed after earnings, but smart money was buying.

Market still sees it as a high-risk AI cloud name.

Institutions just showed they see something else.Still watching this one closely.

Are you still holding $NBIS, or did you already cut?

Despite the market's volatility, I'm still holding $IREN and $NBIS.

💡If you'd like to stay updated on real-time developments regarding AI infrastructure investment opportunities, feel free to follow me.

[CrypBankz📈⛓️ @CryptoBankz_65]

As of the end of October, institutional ownership of $NBIS was already above 80%. Perhaps that figure could approach 90% by year-end. And you know what that means.

Institutions can hold for years, allowing their investment thesis to play out. Then retail eventually floods in, chasing the rally, only for institutions to start taking profits while everyone else is buying out of FOMO.

That's how this market works, whether you understand it or not.

You have to learn to play the game the big boys play if you want to win big. Develop the mentality of a winner. Winners understand that wealth creation takes patience, conviction and time. Impatience is expensive in this game.

[Tevis @FunOfInvesting]

Great post! For the record, this was $NBIS management on the $12-13 billion revenue guidance.

"very significant assumption about potential delays"

"didnt add any potential revenues from asset-light model and other partnerships in 2027"

In other words, INCREDIBLY sandbagged.

[CrypBankz📈⛓️ @CryptoBankz_65]

Major Q3 13F filings reveal significant accumulation of $NBIS by institutional giants, contrasting with retail selling.

Key Q3 Activity:

BlackRock increased its position by 1.26M shares, bringing its total holding to 12.8M shares.

GQG Partners executed a massive addition of 10.97M shares.

While you are selling, institutions are accumulating. What an irony

[MarcusWallSt @MarcusWallStX]

🚨 $NBIS — TOP 10 INSTITUTIONAL HOLDERS!

Who owns the most shares of Nebius?

Here are the 10 largest institutional holders based on reported Q3 2026 Form 13F positions:

1️⃣ BlackRock — 12.80M shares
2️⃣ GQG Partners — 10.98M shares
3️⃣ Invesco — 7.63M shares
4️⃣ UBS Group — 5.06M shares
5️⃣ Morgan Stanley — 4.51M shares
6️⃣ State Street — 4.41M shares
7️⃣ Accel Leaders 4 — 3.66M shares
8️⃣ JPMorgan Chase — 2.50M shares
9️⃣ Accel Leaders 3 — 2.25M shares
🔟 Geode Capital — 2.16M shares
🔥 A few notable moves:
• GQG Partners initiated a position of nearly 11 million shares.
• Morgan Stanley added approximately 747,000 shares.
• State Street added approximately 345,000 shares.
• Invesco increased its position by approximately 683,000 shares.
• JPMorgan reduced its position by approximately 1.49 million shares.
Institutional money is moving in different directions, but major investors continue to hold substantial positions in $NBIS.
Subscribe so you don't miss the next institutional ownership breakdown! 🚀

[Global Markets @MATIIPET]

🚨 $NBIS — BIG MONEY IS WATCHING!

Top 10 institutional holders are sitting on millions of shares.

🔥 Bank of Montreal: +102.2%
🔥 WCM Investment: +60.2%
🔥 Deutsche Bank: +18.9%
🔥 Barclays: +10.1%
🔥 AXS Investments: NEW
🔥 WT Asset Management: NEW
UBS, Geode, Amundi and Citigroup also remain among the top holders.
My position is clear: I'M EXTREMELY BULLISH ON $NBIS.
AI infrastructure is only getting bigger. I'm betting on the future, not the noise.
Follow me if you're bullish on AI stocks!

[WallStEagle @XWallStEagle]

$NBIS — INSTITUTIONS ARE LOADING UP!

632 institutional holders. $7.2B in disclosed holdings.

107 NEW positions. Only 85 sold.

Bank of Montreal: +102.2%
WCM Investment: +60.2%
Deutsche Bank: +18.9%
Barclays: +10.1%
I'm not here to sit on the sidelines.
AI infrastructure is the future, and $NBIS is one of my strongest BULLISH bets.
I'M BUYING THE VISION. I'M BULLISH ON NBIS. 🔥

Follow me. More opportunities are coming!

[WallStreetWhale @WSWhaleAlert]

🚨 STATE STREET IS INCREASING ITS $NBIS POSITION!

Another major institutional investor is adding exposure to Nebius.

📈 State Street's Q3 2026 Holdings:

Shares Held: 4,414,512
Shares Added: 344,637
Position Increase: +8.5%
Reported Position Value: $1.041 BILLION

🔥 State Street is now the 3RD LARGEST REPORTED INSTITUTIONAL HOLDER of $NBIS, behind Invesco and UBS.

A billion-dollar institutional position as Nebius continues expanding its AI infrastructure business.

Big institutions are paying attention to $NBIS.

The institutional interest is hard to ignore. 🚀

[Wall Street Market Brief @Linnazhan]

$NBIS held above $115 despite earnings pressure. Weak sentiment across neoclouds and NVDA volatility weighed on the stock, but bullish divergence is building. I’m holding my shares and ready to add lower. I still believe the bigger move is ahead. 🚀

[CrypBankz📈⛓️ @CryptoBankz_65]

Reading this from the CEO of Eigen AI is another vote of confidence that $NBIS is on the right trajectory and has the experience, expertise and team needed to make a real difference in the AI infrastructure space.

What matters here is not just the technology, but the depth of expertise Nebius is bringing together across model optimization, inference, quantization and reinforcement learning.

These are critical areas that will determine how efficiently AI models are trained, deployed and scaled in real-world applications.

The integration of Eigen AI also strengthens Nebius' ability to compete beyond simply providing compute capacity. It is building the technical capabilities to help customers get more value out of that compute.

The 17x QoQ growth in Token Factory contract value, alongside adoption from customers across different industries, is another important signal.

There is a lot more happening beneath the share price, and I believe the fundamentals deserve far more attention than the current market sentiment.

[StockAlpha @kindcorp]

I’m not going to sugarcoat it.

$NBIS carries risks right now: heavy CapEx, potential dilution, and delivery delays.

Even so, I added to my $NBIS position TODAY.

I now hold 1,369 shares, with an average cost of $109.60 and a total cost basis of $150,000.

My focus is on the long-term opportunity in AI infrastructure, not short-term stock price movements.

Follow me—I’ll continue to share my actual positions and thoughts transparently.

[benny ッ @bennytrades_]

$NBIS the absolute last line of defence holding today at $109.70

the day we lose that level we're likely heading back to the weekly 200sma down at $85.

[WallStEagle @XWallStEagle]

🚨 $NBIS BELOW $110. I'M STILL BULLISH.

Two brutal days of selling, and the bulls are getting tested.

But let's not forget:
Q3 earnings were strong.
Revenue is growing rapidly.
AI infrastructure demand remains massive.

I'm watching the $100 level closely. If NBIS finds support there, I believe a strong recovery is possible.

My long-term target remains $300+. I'm not turning bearish just because of a sell-off.

Who's still holding $NBIS?

Follow me for more! 🚀

[Nebulizer @SMASIMHO]

$NBIS Token Factory is approaching multi-hundred-million-dollar ARR, with total contract value growing 17X QoQ.

And this may be running on a fleet of just ~3,200 GPUs.

vCluster, which recently partnered with @nebiustf to scale inference across third-party GPU providers, stated:

“Today every GPU of Token Factory's external capacity runs on vCluster, 31% of the platform overall.”

The case study indicates ~1,000 external GPUs today, with plans to scale toward 10,000 GPUs across 10 sites.

Assuming that 31% represents GPU count, we're looking at just ~3,200 GPUs supporting an inference business that is barely a year old and already approaching a $200M+ ARR.

For context, assuming an entirely B300 fleet, THAT'S JUST ~6MW OF IT LOAD.

Now imagine what happens when 100MW of Nebius infrastructure is running production inference workloads.

Let that sink in.

[シバイヌおやびん（投資系VTuber） @yasutaketin]

$NBIS も $SOXX もわりと買われ直してるな
うーむ

[Alasdair Mann @itsalasdairmann]

Required reading for every $NBIS investor this weekend

[Ai Canaries @ai_canaries]

$NBIS: Madrid-Getafe data center seems to be on schedule, with B300s coming online very soon.

In today's earnings report, Merlin Properties described MAD-GET 01 as fully let, with cash flow starting in November.

This comes after the previous report, where the 20MW facility was described as fully equipped but with power supply expected in October.

Region eu-south1 (Madrid, Spain) was added to the list of Nebius private regions on September 15. The AI Cloud started listing RTX PRO 6000s in that region on September 22, with quota reached across all tiers.

The pricing history of B300s (image in comments) now includes eu-south1. The absence of this region from the public spot price tracker, combined with flat activity, suggests that new capacity is coming online soon.

Source: Merlin Properties

[The Market Matrix @armaanzinvest]

A look at $NBIS geographical advantage:

Not a single one in Texas.