Nebo

Hail from Planet Nebius I come in peace. Neoclouds $NBIS $IREN. Infra $MRVL. Crypto $RENDER ⭕️. Simple man. Simple plan.

[Nate Endicott @EndicottInvests]

$NBIS:

Kneebius said on the earnings call

LFG

[SandemanStocks @Sandeman52]

$NBIS earnings tomorrow morning.

This is the one we’ve been waiting for.

Forget the day to day noise. Tomorrow is about execution.

I’m watching for:

• Revenue and ARR growth
• 2026 guidance and any 2027 commentary
• Capacity coming online and the path toward contracted power targets
• $MSFT and $META ramp updates
• Non hyperscaler demand
• Financing and capex plans
• Any new customer or contract commentary
• The path toward profitability

Expect volatility.

As I said, the options market is pricing a massive move, so nobody should be surprised if $NBIS moves hard in either direction.

I’m still holding my 60,000 shares.

See you premarket.

[Solana @solana]

BREAKING: $NBIS from Nebius is live on Solana via @sunrise, issued by @Backpack Securities.

Nebius is a ~$48B Nasdaq-listed, full-stack AI infrastructure provider purpose-built for the Agentic era.

[Northwise Project @InvestNorthwise]

In light of the recent Michael Burry news, Jim Chanos comments, and recent FUD surrounding $NBIS heading into earnings, we have decided to fully ungate our Nebius price targets and model heading into earnings.

Our full report and model are linked in the comments.

If you find value from our research and work, consider Northwise Premium as a way to support our work and in order to receive our upcoming new Nebius model scheduled for after earnings.

We are committed to independent, quality research and Northwise Members allow us to remain focused on equities rather that partnerships, advertising, or compromising deals.

Thanks again for your support, and enjoy!

[Mark Hogan @MB_Hogan]

$NBIS : Northwise releases full Nebius valuation model with a probability-weighted PRICE TARGET of $1,916 per share by 2030 🔥

NOTE : In their bull case, the value of Nebius subsidiaries will be around $31B by 2030 which would all but eliminate their entire estimated 2030 debt of $36B by 2030 🔥

https://t.co/Ui64V7AFsD

[Nebo @TheNebian]

I am Nebo the Nebian from Planet Nebius. $NBIS Mega Bull. I come in peace. Flourishing for mankind and life, but also pump our bags.🪐☮️

[Sky @TheSkayeth]

I am seeing some INSANE targets for $NBIS.

If this is truly a 5 wave move, then $NBIS is about to land anywhere from $590 to $1400 on the next move.

This can't be real, right?

[Nate Endicott @EndicottInvests]

#NewProfilePic

$NBIS

[Mark Hogan @MB_Hogan]

@jiahanjimliu @SMASIMHO So Herman is saying we will see shockingly high $ ARR per MW due to neoclouds using open source models?

[Jim Liu @jiahanjimliu]

Wave 1: Anthropic/Open AI
Wave 2: Open Source Model Neoclouds

The legendary Herman Jin who correctly traced Anthropic/OpenAI demand to enormous profits in production capacities in memory and photonics has now called that the second semiconductor boom will be from Neoclouds serving Open Source Models.

This is notable because @ShanghaoJin is of extremely well regarded in Asian investing communities and is the Asian @RonBaronAnalyst but younger like @leopoldasch.

Publicly Traded Neoclouds:
1. $NBIS who serves open source models through managed inference under Token Factory.
2. $CRWV who serves open source models through managed inference under Coreweave Inference.
3. $IREN who serves open source models through AI Platforms FireworksAI, TogetherAI, Fal AI and as well as customers like Figure AI who deploy a combination of open source models and in house models on bare metal. $IREN is working on AI Platform with Nvidia DSX OS and will follow up with their own Managed Inference.

[dylan ツ @demian_ai]

The @nebiustf has been working all weekend to gear up for tomorrow’s Kimi launch.

This truly feels like another Deepseek moment, but this time the team is bigger ( 👋 @clarifai @Eigen_AI_Labs), the model smarter, and the stakes are hiring.

What a time to be alive 🫡

[Anthony Pompliano 🌪 @APompliano]

Wow.

Google is willing to risk the entire company to win the AI race

[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 :)

[SpaceXAI @SpaceXAI]

Try the Tavily plugin for LLM-driven search inside Grok Build

[Jules Urbach @JulesUrbach]

Big step into a larger world… @nvidia @otoy #octane #render

[Nebo @TheNebian]

@RENDER__DADDY I am now also useless

[Watcher.Guru @WatcherGuru]

BREAKING: 🇺🇸 Jerome Powell officially steps down after 8 years as Federal Reserve Chair.

[ALTCOIN_PAPI @IMYourDaddy81]

Clarity act passed. 🚀 Soon will be finalized

[WallStreetBets @wallstreetbets]

BREAKING: 🇺🇸 Senate Banking Committee officially advances the crypto CLARITY Act in a 15-9 vote

bill now moves to the full US Senate

crypto market structure just took another step forward

GIGA bullish if this actually passes

[Trust⭕️ @intuition_trust]

$RENDER 9% AWAY