NBIS Nebius Group N.V. Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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12:18
Jul 19
Jul 19
The tweet reports a statement from SK Group's chairman linking AI data center growth to power infrastructure demand, listing beneficiary tickers as research context rather than personal positions.
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.
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
18:52
Jul 17
Jul 17
Monitor NBIS as debt raise oversubscribed at attractive SOFR+2.50%, showing institutional confidence; on track to deliver capacity to Microsoft, supporting growth narrative.
MED
18:24
Jul 17
Jul 17
Buy NBIS — NVIDIA Run:ai integration is a net positive, enabling higher GPU utilization on workloads and reinforcing the existing NVIDIA partnership rather than posing a competitive threat.
MED
18:05
Jul 17
Jul 17
Long NBIS on management execution and unchanged long-term thesis; current drawdown is market-wide, not company-specific, so the fundamental case remains intact.
MED
17:51
Jul 17
Jul 17
Watch NBIS/IREN as hyperscalers (META) adopting compute leasing validates neocloud business model, but author does not explicitly own these names.
MED
17:34
Jul 17
Jul 17
Buy NBIS at $166 retest level; author includes it in a basket of AI plays he believes have bottomed with >95% of drawdown complete.
MED
17:14
Jul 17
Jul 17
The tweet mocks Cramer's bearish call on NBIS after a 14% rally, but the author does not state a personal position or forward-looking view.
LOW
16:49
Jul 17
Jul 17
The author notes a sharp momentum reversal in semis but treats it as a rotation rather than a broken thesis, and lists stocks to scoop up only as a conditional "if this is the bottom," making it a watchlist rather than a current position.
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
15:48
Jul 17
Jul 17
Buy cloud providers because Chinese open-source models (Kimi 3) distill from American SOTA and cannot undercut inference costs; capex stays elevated and margins shift from AI labs to hyperscalers/cloud infrastructure serving frontier models at scale.
MED
14:54
Jul 17
Jul 17
Author grabbed positions in EWY, AAOI, NBIS, and SNDK with plans to hold AAOI and NBIS longer term while dumping EWY and SNDK within the week, cautioning about potential chop and deleveraging risks.
14:33
Jul 17
Jul 17
Author notes NBIS is down 40% in a month and looks attractive but asks when others would buy back in without stating a current position or forward call.
LOW
14:04
Jul 17
Jul 17
Nebius secured $12B from Meta and $17.4B from Microsoft; scaling from hundreds of millions to billions in revenue. The 40% drop from ATH ($300→$170) is disconnected from these massive, locked-in contracts. Contrarian long on a key AI infrastructure provider with confirmed customer demand. Execution risk in scaling; further momentum unwind could push lower short-term.
HIGH
14:02
Jul 17
Jul 17
NBIS is down 40% from ATH ($300→$170) despite securing $12B from Meta and $17.4B from Microsoft for AI infrastructure. The sell-off is indiscriminate momentum unwinding, not a change in fundamentals; the contract backlog supports multi-billion revenue growth. At current levels, the risk/reward is skewed to the upside as the AI buildout continues through at least 2027. Further momentum selling could drag NBIS lower; broader macro shock or AI capex cuts.
MED
About NBIS Analyst Coverage
Buzzberg tracks NBIS (Nebius Group N.V. Class A Ordinary Shares) across 69 sources. 1354 bullish vs 7 bearish calls from 81 analysts. Sentiment: predominantly bullish (58%). 2322 total trade ideas tracked. Past 7 days: 62 bullish, 1 bearish, 77 watch. Latest voices: moninvestor, Daniel Koss, babyfolio.