The $17.4B Microsoft deal validates bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised. Despite profit-taking risks, the Microsoft partnership sets the stage for multi-year growth, premium pricing, and expanded datacenter capacity.

I always find markets fascinating when a stock vaults 50% in a matter of days, because that kind of move usually reveals either a genuine structural shift or a collective rush of investor euphoria. $NEBIUS(NBIS)$ , the AI-infrastructure specialist, has just delivered that kind of spectacle, touching a 52-week high of $100.51 after trading as low as $14.09 within the year. The question is whether this meteoric run is the start of something enduring or simply the effect of investors chasing the nearest Nvidia proxy. Meteoric rise, but gravity always waits its turn Riding the AI wave or making its own? Nebius has repositioned itself firmly into AI-focused infrastructure, and that pivot appears to be resonating. Quarterly revenue has surged nearly eig

I bought $NEBIUS(NBIS)$ before it was popular at $20 per share.It's already 5x for me. This is only the beginning as they have just announced a massive $17 billion deal with Microsoft.It can easily make another 5x from here.Here is why NBIS is an asymmetric opportunity: 🧵A logo with the word "NEBIUS" in bold, dark blue, sans-serif font on a bright yellow background.1/ $NBIS is an AI infrastructure company.This is a very hard market; it requires:- Hardware expertise.- A lot of capital.- High demand.NBIS has all three.2/ So, what does NBIS exactly do?It inherited Yandex's data center business and turned it into a neo-cloud business tailored for AI workloads.It has hardware and software layers.In the hardware layer, they use exclusively

Nebius (NBIS) has soared 50% to $96.82 after announcing a $19.4 billion multi-year deal with Microsoft, with $17.4 billion committed for AI cloud services and a $2 billion option through 2031, per its SEC filing. Nvidia (NVDA), a key backer, trades at $175, up 25% YTD, while the S&P 500 hits 6,520, Nasdaq 21,950, and Bitcoin $123,456. The VIX at 14.12 signals calm amid oil at $74.50/barrel and tariff tensions. Posts found on X buzz with “NBIS moonshot” excitement, but some caution “overvalued risks.” Is NBIS now too expensive like CoreWeave, or does upside remain? Should you follow Nvidia into this growth stock? This deep dive explores the surge, valuation debate, Nvidia’s role, outlook, trading strategies, and a plan to navigate this AI hyperscaler frenzy. The Surge Unveiled: Microsof

I'm intrigued by the recent 70% surge in Nebius $NEBIUS(NBIS)$  stock, especially with the announcement of a $19.4B multi-year deal with Microsoft $Microsoft(MSFT)$  . The fact that Microsoft will purchase $17.4B worth of AI cloud services, with a $2B option through 2031, suggests a strong vote of confidence in Nebius's capabilities. This partnership, combined with the stock hitting $108.58, makes me wonder about its future trajectory. It's exciting to see such growth, but I'm cautious about whether this rapid rise could push it into "too expensive" territory, similar to what happened with CoreWeave $CoreWeave, Inc.(CRWV)$

Maybe but won't buy another 

The 70% surge in NBIS isn’t random — it’s a classic case of capital chasing AI adjacency. With Microsoft stepping in, the market is pricing in not just a partnership but the implied Nvidia halo effect. Remember: anything tied to Microsoft’s AI stack is indirectly tied to Nvidia’s silicon dominance. NBIS simply became the latest proxy trade for investors who missed the first leg of the NVDA run. Smart money sees this as leverage on the broader AI supercycle, while retail sees ‘another Nvidia play’ — and that disconnect is exactly why we got a vertical move

Got lucky with NBIS flying to the moon with Microsoft Billions investment , from negative to an awesome positive position. 

1. Has NBIS become “too expensive,” à la CoreWeave — or is there still room to run? Positives for Nebius Massive Microsoft deal: NBIS just locked in a $17.4 bn five-year GPU infrastructure agreement, with a potential $2 bn extension through 2031.  De-risking their buildout: That deal gives Nebius strong visibility into revenue, and Microsoft cash-flow or committed payments can underwrite capital expenditures and debt financing. Analysts see this as significantly reducing execution risk.  Strong “neocloud” positioning: Nebius is carving out a niche as a vertically integrated AI cloud provider using Nvidia-powered GPU infrastructure, which is exactly what hyperscalers are scrambling for.  Room for further contracts: If this Microsoft deal is Phase 1, investors and analysts see

On September 8, after-market hours, the AI infrastructure space saw a bombshell announcement: $NEBIUS(NBIS)$ signed a $17.4 billion long-term contract with $Microsoft(MSFT)$ This deal fundamentally resets market consensus on Nebius and underscores Microsoft’s “capital discipline + resource security” dual-track strategy in AI.For Nebius: From uncertainty to certaintyUntil now, Nebius was viewed as just another “emerging European AI compute player,” with its valuation driven largely by future expectations. This contract instantly elevates it into the global AI infrastructure oligopoly alongside $CoreWeave, Inc.(CRWV)$ Financially, the $17.4B contract translates t

$Broadcom(AVGO)$ $Tesla Motors(TSLA)$ $EchoStar(SATS)$  📉 What Was Down Today I’m watching $TSLA –1.3% as US EV market share sinks back to 2017 lows, pressing its triangle compression. I’m also noting reports that Tesla launched a new Weibo account, hinting at efforts to leverage its brand in China’s competitive humanoid robot sector. This connects directly to its long-term Optimus ambitions, even as near-term EV share declines. $SMMT collapsed –25.2% after Phase 3 trial disappointments, while $CVS sank –4.8% after management refused to guide on government ratings, clouding visibility. 📈 What Was Up Today I’m tracking $SATS +19.9% after Elon Musk’s SpaceX ag

Nebius Group ( $NEBIUS(NBIS)$ ) exploded 70% to $108.58 after inking a $19.4 billion multi-year AI cloud deal with Microsoft, including a $17.4 billion firm commitment and $2 billion option through 2031. This pact, the largest in NBIS's history, could redefine the AI hyperscaler, but valuations now at $60 billion raise questions if it's too expensive like CoreWeave. With the S&P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on EU/Mexico/Canada) and oil at $74.50/barrel. Posts found on X buzz with “NBIS Nvidia clone” hype, but some warn of “bubble pricing.” This deep dive explores the deal, valuation, Nvidia link, market reactions, and strategies to bet on the twin or hedge the hype

This week, all eyes turn to U.S. jobs concerns and pivotal inflation data, with the Producer Price Index (PPI) dropping Wednesday and the Consumer Price Index (CPI) on Thursday, shaping the Federal Reserve’s next rate decision. Gold at $3,650 and the S&P 500 at 6,540 reflect a market bracing for impact, while Nasdaq at 21,950 and Bitcoin at $123,456 signal tech and crypto sensitivity. The VIX at 14.12 and oil at $74.50/barrel hint at calm, but posts found on X show a split between “Fed cut hype” and “stagflation fears.” Calls for a rate cut—potentially exceeding 25 basis points (bps)—grow louder, with Wall Street betting easing won’t derail despite strong data risks. This deep dive explores the pullback’s end, cut expectations, 25 vs. 50 bps debate, data impact, trading plays, and a pl

$NEBIUS(NBIS)$ time to sell half my holdings to get the stock for free

$NEBIUS(NBIS) The faithful shall be rewarded! This $Microsoft(MSFT)$ Deal alone is worth more than the entire market cap of NBIS, with more deals in the making. With the recent earnings that smashed estimates, this is going on a generational run! Fingers crossed.

$NEBIUS(NBIS)$ sold some shares at 66 decided to go back in at 64 this is a very long play with amd