$NBIS 20260618 80.0 PUT$ Nebiu-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$NBIS 20260618 80.0 PUT$

Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it.

NBIS:

• Revenue missed expectations

• CapEx surged

• Stock down ~6% pre-market

You don’t get to burn aggressively and miss growth targets.

Look around:

AMD beats earnings → drops on guidance

UNH reports → collapses

Semis are cracking

AI infra names are wobbling

This is not euphoric momentum anymore.

The market is quietly shifting from:

“Spend now, profits later”

to

“Show me the cash flow.”

And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting.

Is AI dead? No.

But the easy money phase is over.

In bull markets, stories go up.

In bear markets, balance sheets matter.

If you’re still banking on AI without looking at:

• CapEx efficiency

• Free cash flow

• Utilization rates

• Real demand vs hype

You’re not investing.

You’re hoping.

It looks like that repricing is just getting started.

“AI Fear” Hits Real Estate Services Stocks! Would Panic Sell Last?

CBRE and JLL both fell over 12% as investors extended “AI disruption” concerns to real estate services firms. AI agents can now generate valuation reports, contract summaries, and due diligence in minutes—eroding informational advantages. Fears extend further: if AI shrinks white-collar office demand, could structural real estate demand fall permanently? Yet Barclays and Jefferies argue Wednesday’s plunge looked more like panic than fundamentals. Can AI really disrupt multi-billion-dollar dealmaking—or is this an overreaction?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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In a bear market, you get punished for it.</p>\n<p>NBIS:</p>\n<p>• Revenue missed expectations</p>\n<p>• CapEx surged</p>\n<p>• Stock down ~6% pre-market</p>\n<p>You don’t get to burn aggressively and miss growth targets.</p>\n<p>Look around:</p>\n<p>AMD beats earnings → drops on guidance</p>\n<p>UNH reports → collapses</p>\n<p>Semis are cracking</p>\n<p>AI infra names are wobbling</p>\n<p>This is not euphoric momentum anymore.</p>\n<p>The market is quietly shifting from:</p>\n<p>“Spend now, profits later”</p>\n<p>to</p>\n<p>“Show me the cash flow.”</p>\n<p>And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting.</p>\n<p>Is AI dead? No.</p>\n<p>But the easy money phase is over.</p>\n<p>In bull markets, stories go up.</p>\n<p>In bear markets, balance sheets matter.</p>\n<p>If you’re still banking on AI without looking at:</p>\n<p>• CapEx efficiency</p>\n<p>• Free cash flow</p>\n<p>• Utilization rates</p>\n<p>• Real demand vs hype</p>\n<p>You’re not investing.</p>\n<p>You’re hoping.</p>\n<p>It looks like that repricing is just getting started.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/b08c41c366a231465cbc25a5fffa8c74\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/NBIS 20260618 80.0 PUT\">$NBIS 20260618 80.0 PUT$</a>&nbsp;</p>\n<p>Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it.</p>\n<p>NBIS:</p>\n<p>• Revenue missed expectations</p>\n<p>• CapEx surged</p>\n<p>• Stock down ~6% pre-market</p>\n<p>You don’t get to burn aggressively and miss growth targets.</p>\n<p>Look around:</p>\n<p>AMD beats earnings → drops on guidance</p>\n<p>UNH reports → collapses</p>\n<p>Semis are cracking</p>\n<p>AI infra names are wobbling</p>\n<p>This is not euphoric momentum anymore.</p>\n<p>The market is quietly shifting from:</p>\n<p>“Spend now, profits later”</p>\n<p>to</p>\n<p>“Show me the cash flow.”</p>\n<p>And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting.</p>\n<p>Is AI dead? No.</p>\n<p>But the easy money phase is over.</p>\n<p>In bull markets, stories go up.</p>\n<p>In bear markets, balance sheets matter.</p>\n<p>If you’re still banking on AI without looking at:</p>\n<p>• CapEx efficiency</p>\n<p>• Free cash flow</p>\n<p>• Utilization rates</p>\n<p>• Real demand vs hype</p>\n<p>You’re not investing.</p>\n<p>You’re hoping.</p>\n<p>It looks like that repricing is just getting started.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/b08c41c366a231465cbc25a5fffa8c74\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","text":"$NBIS 20260618 80.0 PUT$ Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it. NBIS: • Revenue missed expectations • CapEx surged • Stock down ~6% pre-market You don’t get to burn aggressively and miss growth targets. Look around: AMD beats earnings → drops on guidance UNH reports → collapses Semis are cracking AI infra names are wobbling This is not euphoric momentum anymore. The market is quietly shifting from: “Spend now, profits later” to “Show me the cash flow.” And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting. Is AI dead? No. But the easy money phase is over. In bull markets, stories go up. In bear markets, balance sheets matter. If you’re still banking on AI without looking at: • CapEx efficiency • Free cash flow • Utilization rates • Real demand vs hype You’re not investing. You’re hoping. 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