Sky

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[Jim Liu @jiahanjimliu]

$NBIS: Why Leopold Aschenbrenner Can Move the Markets

When Leopold Aschenbrenner revealed his NBIS position today but filed May 20, NBIS jumped as much as 15.5% after hours hitting $240.

Leopold's fund Situational Awareness returned +2065% in 2025 (1) alone rotating from Nvidia to Memory/Storage/Optics to BE/Power/INTC and now Neoclouds. When a man 21x his entire portfolio in 1 year by timing almost every AI trade correctly, there's alot of people copying his trades. Every moves he makes is amplified.

Leopold accumulated his entire NBIS position between his last 13F filing on March 31 starting $92 to May 20 when NBIS was $191. May 20 was the file date for his NBIS position disclosure. His stake is enormous at 5.6% of the company outstanding shares which is significantly larger percentage of the float. His bid alone was a significant factor in driving NBIS from $92 to $191.

(1) https://t.co/r2IpABAB1C

[Daniel Koss @daniel_koss]

Let's go!! $NBIS

2 insights

1) Leopold is a buddy of Dylan Patel who is super bullish Nebius.

2) His girlfriend is Chief of Staff at Anthropic.

🤷🏻‍♂️

[taoki @justalexoki]

idgaf about the ram prices. i want more of whatever this is

[Jorge A. @InvestWithJorge]

I’m 99% sure $MSFT acquires $NBIS next year — whether they want to or not.

Why:
• AI compute is the real bottleneck
• $NBIS already runs hyperscale AI data centers
• Existing deals = deep operational integration
• Buying is faster (and cheaper) than building at this point

Control the infrastructure → control AI.

[The Tech Investor @TheTechInvest]

🚨 BREAKING: DAN IVES EXPECTS $NBIS TO BE ACQUIRED IN 2026 BY ONE OF THESE MAG 7 COMPANIES: $MSFT, $GOOGL, or $AMZN

[Sky @sky2934]

@MB_Hogan Painful hold, but I can hold for longer at least until EoY to revisit this stock

[Mark Hogan @MB_Hogan]

There is now a massive disconnect between $NBIS stock price and the average institutional price target of $172.

Here are all six institutions’ Price Targets:

• Northland Securities: $211 (raised November 12th from $206, Outperform rating)
• Arete Research: $211 (December 1, 2025; Buy rating)
• BWS Financial: $130 (September 2025; Buy rating)
• Goldman Sachs: $155 (November 14 2025; Buy rating)
• DA Davidson: $150 (raised from $125 on November 6, 2025; Buy rating)
• Citizens: $175 (intimated November 19, 2025, Outperform rating)

Consensus: Strong Buy

Consensus average upside of ~115% from current stock price of ~$80 !!

[Sky @sky2934]

@Gubloinvestor @reddog1783 The goat again, thousands of shares in Zeta and thousands in NBIS. We have the same playbook!

[Sky @sky2934]

@Gubloinvestor Can't believe zeta is lower than pre/post earnings. Nbis back down is a double whammy. Thesis haven't changed for either. This has to be the market and not the stocks.

[ALGO DADDY @BestTrader01]

$NBIS - Every Major Institution is Buying Nebius

Retweet for Maximum Exposure please

[Sarfatti Investment Research @sarfatti_IR]

$NBIS: The majority of 13F filings are out and institutions are buying huge amounts of Nebius shares. Not just any institutions, but some of the world's best investment managers.

There is a net buying of 18.5 million shares in Q3 2025. That is almost 24 million shares bought versus 5.4 million shares sold.

Top quant funds like Two Sigma (+2.2m shares) and Hudson River Trading (+450k shares) have added to their positions.

Top investment banks like UBS (+2.3m shares), Wells Fargo (+2.4m shares), and BNP Paribas (+1.5m shares) have added as well. This is in addition to other investment banks like Citi, Baird, JP Morgan, William Blair, etc.

Even George Soros' fund, Soros Capital Management added 229k shares. Ray Dalio's fund, Bridgewater, added 55k shares. Blackrock added a small amount as well.

These are top investment managers. Nebius's ownership consists of the world's best investment managers, not just retail. I cannot get more bullish.

[Sky @sky2934]

@MB_Hogan Wish I bought my 1270 shares now and not when it was at 125 a few weeks ago

[Sky @sky2934]

@Ashton_1nvests NBIS

[Sky @sky2934]

@Gubloinvestor Welcome to the club fellow Zeta and now NBIS holder

[Sky @sky2934]

@BestTrader01 Like the buys but the week was all red days I don't understand

[Sky @sky2934]

@babyfolio I'm down 50k since this week, it felt so long I had forgotten earnings was just this Tuesday and every day this week was red for us

[Sky @sky2934]

@IAMTAOMOD @WarrenGRuffet @nebiusai @romanchernin Makes sense ride the trend down. Taco king opens the government tonight and we end green and runup this week

[Sky @sky2934]

@smallbetsmoney Pump upwards

[Sky @sky2934]

@marc_periu2 Question is when will we recover back to 140s ATH and bounce higher