NBIS Nebius Group N.V. Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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23:29
Jul 19
Jul 19
Buy compute infrastructure names — Kimi AI hitting capacity limits signals surging AI compute demand globally, providing a demand read-through for data center and HPC-focused operators IREN, NBIS, NUAI, and WULF.
MED
22:31
Jul 19
Jul 19
Buy NBIS LEAPS (2030+) in the 74.50–157 zone based on a Fibonacci technical setup after a 40%+ drawdown from highs, targeting 600; reasoning is purely technical with no fundamental catalyst and heavy hype framing.
MED
21:33
Jul 19
Jul 19
The author notes that only RKLB and NBIS appear in their comments, implying limited engagement or discussion around these tickers without expressing a directional view.
LOW
20:51
Jul 19
Jul 19
Author teases an upcoming post about portfolio management and entry/exit strategies for NBIS, MU, and ASYS, but provides no current positions or trade calls.
19:45
Jul 19
Jul 19
Buy NBIS as AI infrastructure demand outstrips GPU supply, evidenced by Kimi's subscriber halt, making compute a beneficiary.
MED
18:35
Jul 19
Jul 19
Author explicitly states they are bullish on NBIS and dismisses concerns about Amazon's impact, indicating a confident long view.
18:28
Jul 19
Jul 19
The author reacts with mock distress to a bullish quoted article about NBIS winning AI startups from AWS, but does not state a personal position or forward call.
LOW
18:01
Jul 19
Jul 19
Buy Nebius as the "AI overbuild" narrative is wrong; real-world compute capacity is already hitting limits (Kimi K3 pausing new subscriptions), and the coming wave of end-to-end AI agents will drive a step-change in GPU/compute demand that the market is mispricing.
MED
16:40
Jul 19
Jul 19
Buy neocloud operators IREN, NBIS, and CRWV as Kimi K3's demand surge has maxed out GPU capacity and forced a subscription pause, signaling accelerating AI compute demand that benefits GPU-as-a-service providers.
MED
16:29
Jul 19
Jul 19
Buy NBIS as the highest-quality neocloud name following a ~41% drawdown; author explicitly prefers it over peers, viewing sector fears around META excess compute and Kimi K3 AI spend reduction as overblown and creating attractive risk/reward.
MED
16:27
Jul 19
Jul 19
The author reflects on a strong YTD performance and recent drawdowns while reaffirming confidence in their long-term thesis without stating current positions or forward calls.
LOW
15:32
Jul 19
Jul 19
Neocloud name down ~41% amid fears of META selling excess compute and Kimi K3 reducing AI spend; speaker views selloff as overblown but stops short of explicit position language.
MED
15:20
Jul 19
Jul 19
Buy neocloud operators as Kimi K3's GPU capacity crunch — pausing new subscriptions within 48 hours of launch — signals extreme compute scarcity; potential hyperscaler capex confirmation would be an additional re-rating catalyst for GPU-rental infrastructure plays.
MED
13:51
Jul 19
Jul 19
Buy NBIS — demand materially exceeds supply (4-5 customers competing per GPU cluster), and the asset-light model enables faster scaling without the dilutive capital raises that typically constrain AI infrastructure peers.
MED
12:18
Jul 19
Jul 19
Quote from SK Group chairman on AI infrastructure demand; author lists ticker without personal stance.
LOW
10:49
Jul 19
Jul 19
Buy NBIS — reduced frontier lab funding is a modest negative since NBIS's contracts are primarily with hyperscalers, not frontier labs; open-source model adoption expands AI's addressable market and aggregate compute demand, supporting infrastructure spending long-term.
MED
10:28
Jul 19
Jul 19
Buy NBIS as the compute infrastructure and integration layer beneficiary of open source AI adoption — enterprises preferring self-hosted models over frontier labs create structural demand for Nebius's platform, with inference demand potentially scaling dramatically as AI agents proliferate.
MED
03:13
Jul 19
Jul 19
Named in Neocloud/HPC sector accumulation list during a high-beta sell-off dip.
MED
21:34
Jul 18
Jul 18
The tweet simply reposts a factual statement about NBIS without expressing any personal position or forward-looking view.
LOW
21:14
Jul 18
Jul 18
Author replies to request for NBIS strategy but does not provide any view or commitment; ticker only in parent context.
LOW
21:11
Jul 18
Jul 18
Author teases an upcoming post about portfolio management, exit strategy for NBIS, entry strategy for MU, and a method to find niche stocks like ASYS, but provides no current positions or trade calls.
LOW
18:41
Jul 18
Jul 18
Buy NBIS as a leveraged play on open-source AI winning market share from frontier labs; open source delivers ~90% performance at lower cost, compressing frontier lab margins while simultaneously driving 1,000x inference demand growth that benefits NBIS's infrastructure positioning.
MED
12:49
Jul 18
Jul 18
Author endorses open-source AI models and explicitly agrees with the parent's bullish view on NBIS, signaling a long position.
12:44
Jul 18
Jul 18
Author re-enters $NBIS long after previously selling the top; explicit buy-in language signals a directional reversal, though the specific catalyst for the change has been deferred to a follow-up post.
MED
11:56
Jul 18
Jul 18
Mentions NBIS drawdown correlated with Nasdaq 100 inclusion and algos crushing high beta, no directional commitment.
LOW
07:46
Jul 18
Jul 18
Buy neoclouds as cheaper/open-source AI models shift enterprise compute demand away from frontier labs toward American cloud infrastructure; neoclouds absorb the resulting capacity demand from hyperscalers in a self-reinforcing cycle.
MED
00:14
Jul 18
Jul 18
Author highlights Cramer's contradictory advice on NBIS and ASTS as a critique of his timing, not a personal position.
LOW
22:06
Jul 17
Jul 17
Go long NBIS as increasing model size and competition drive demand for rented AI infrastructure, making NBIS's cloud buildout more valuable.
MED
20:34
Jul 17
Jul 17
Buy AI infrastructure and enabler names — author explicitly buying this basket, underpinned by thesis that AI capex ($600-750B+ from profitable hyperscalers) is driving direct revenue and rising earnings at beneficiaries, making the "bubble" narrative structurally wrong.
MED
20:18
Jul 17
Jul 17
Author agrees with parent that these stocks will see highs once the market picks back up, but no explicit position or forward call is stated.
About NBIS Analyst Coverage
Buzzberg tracks NBIS (Nebius Group N.V. Class A Ordinary Shares) across 70 sources. 1362 bullish vs 7 bearish calls from 82 analysts. Sentiment: predominantly bullish (58%). 2336 total trade ideas tracked. Past 7 days: 65 bullish, 1 bearish, 73 watch. Latest voices: moninvestor, TradingWarz, babyfolio.