🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑-To The Moon - Tiger Brokers Online Investing Community

🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype.

That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something worth keeping an eye on. I'd like to see NBIS prove it can continue growing revenue, expand its AI cloud customer base, and justify the higher valuation before chasing the rally.

Personally, I think this could be the beginning of a longer-term AI cloud re-rating rather than just a one-day spike—but after such a strong move, I'd rather wait for confirmation or a healthy pullback than buy purely on FOMO. 📈

NEBIUS

NVIDIA

CoreWeave

Oracle

Nebius Surges 18.8% After NVIDIA Takes 9.3% Stake — Is This AI Cloud's New Champion?

Nebius (NBIS) soared 18.78% to $217, making it the session's standout mover, after NVIDIA took an approximately 9.3% stake in the company. Hedge fund positions more than doubled, CoreWeave gained 8%, and Oracle rose 5%, signaling that "the AI cloud business is beginning to pay off." However, the chairman sold roughly $1.4 million in shares concurrently, flagging potential distribution at elevated levels. With NVIDIA putting real capital behind Nebius, is this surge the start of an AI cloud revaluation, or a one-time thematic spike?

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🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑

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