$NEBIUS(NBIS)$ NBIS: A Bullish-To The Moon - Tiger Brokers Online Investing Community - To The Moon

37
4
Favorite

Gehlot
2025-11-12

NBIS: A Bullish Powerhouse in AI Infrastructure 🚀

Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside!

Leadership is now projecting a whopping $9B in ARR for 2026 😎

Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light…

The $NBIS upside is absolutely massive! Here’s why:

• Epic $3B deal with $META

• Ambitious $7-9B ARR goal for 2026

• 2.5GW of contracted power locked in for 2026

• 1GW of live, connected power by 2026

• Zero spare capacity—everything’s snapped up

• $4.3B in funding locked and loaded

Talk about flawless delivery!

@Daily_Discussion @TigerWire @TigerCommunity @Tiger_Newspress @TigerStars @Tiger_comments

# Nebius Group (NBIS) Earnings Report: AI Gains vs. Heavy Losses

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.

37

Report

Comment（4）

Top
Latest

Enid Bertha
·2025-11-13
TOP
Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock will not sit still

Reply
1
Report
Fold Replies
- Gehlot:
  True
  2025-11-13
  Reply
  Report
Mortimer Arthur
·2025-11-13
TOP
在ER看涨期权期间，Nebius表示，他们清除了所有瓶颈，到2026年将并网容量达到800MW-1GW。他们还表示，新目标是到2026年合同容量达到2.5 GW（或更多）！
Reply
1
Report
LeoIII.
·2025-11-12
Undervalued gem! Meta deal is massive 💥 Time to top up before the surge! [看涨][666]
Reply
1
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":499127429259864,"tweetId":"499127429259864","gmtCreate":1762882357830,"gmtModify":1762961023269,"author":{"id":4184660311217232,"idStr":"4184660311217232","authorId":4184660311217232,"authorIdStr":"4184660311217232","name":"Gehlot","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":150,"starInvestorFlag":false},"themes":[{"themeId":"c295c60a6c4a48a893d813a8531a1333","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Nebius Group (NBIS) Earnings Report: AI Gains vs. Heavy Losses","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":c295c60a6c4a48a893d813a8531a1333}&rnconfig={\"headerBarHidden\": true}","description":"Nebius Group ($NBIS), specializing in cloud infrastructure, analytics, and AI services, is set to announce its earnings on Tuesday, November 11. Investors are eager to see if the gains from AI services will offset the company's heavy losses. The stock price may react significantly based on the earnings report."}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>&nbsp;</p>\n<p>NBIS: A Bullish Powerhouse in AI Infrastructure 🚀</p>\n<p>Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside!</p>\n<p>Leadership is now projecting a whopping $9B in ARR for 2026 😎</p>\n<p>Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light…</p>\n<p>The $NBIS upside is absolutely massive! Here’s why:</p>\n<p>• Epic $3B deal with $META</p>\n<p>• Ambitious $7-9B ARR goal for 2026</p>\n<p>• 2.5GW of contracted power locked in for 2026</p>\n<p>• 1GW of live, connected power by 2026</p>\n<p>• Zero spare capacity—everything’s snapped up</p>\n<p>• $4.3B in funding locked and loaded</p>\n<p>Talk about flawless delivery!</p>\n<p><a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/4139029059434852\">@TigerCommunity</a> <a href=\"https://ttm.financial/U/3527667628464496\">@Tiger_Newspress</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>&nbsp;</p>\n<p>NBIS: A Bullish Powerhouse in AI Infrastructure 🚀</p>\n<p>Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside!</p>\n<p>Leadership is now projecting a whopping $9B in ARR for 2026 😎</p>\n<p>Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light…</p>\n<p>The $NBIS upside is absolutely massive! Here’s why:</p>\n<p>• Epic $3B deal with $META</p>\n<p>• Ambitious $7-9B ARR goal for 2026</p>\n<p>• 2.5GW of contracted power locked in for 2026</p>\n<p>• 1GW of live, connected power by 2026</p>\n<p>• Zero spare capacity—everything’s snapped up</p>\n<p>• $4.3B in funding locked and loaded</p>\n<p>Talk about flawless delivery!</p>\n<p><a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/4139029059434852\">@TigerCommunity</a> <a href=\"https://ttm.financial/U/3527667628464496\">@Tiger_Newspress</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a>&nbsp;</p></body></html>","text":"$NEBIUS(NBIS)$ NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by 2026 • Zero spare capacity—everything’s snapped up • $4.3B in funding locked and loaded Talk about flawless delivery! @Daily_Discussion @TigerWire @TigerCommunity @Tiger_Newspress @TigerStars @Tiger_comments","highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":4,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/499127429259864","repostId":0,"isVote":1,"tweetType":1,"viewCount":2148,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":813,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":499658587365728,"commentId":"499658587365728","gmtCreate":1763006471168,"gmtModify":1763007367736,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499127429259864,"objectIdStr":"499127429259864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock  will not sit still\n<br><br>","text":"Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock  will not sit still\n<br><br>","html":"Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock  will not sit still\n<br><br>","likeSize":1,"commentSize":1,"subComments":[{"id":499676069835664,"commentId":"499676069835664","gmtCreate":1763016291369,"gmtModify":1763016295967,"authorId":4184660311217232,"author":{"id":4184660311217232,"idStr":"4184660311217232","authorId":4184660311217232,"name":"Gehlot","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499127429259864,"objectIdStr":"499127429259864","type":1,"supId":499658587365728,"supIdStr":"499658587365728","prevId":0,"prevIdStr":"0","content":"True","text":"True","html":"True","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499658292785504,"commentId":"499658292785504","gmtCreate":1763006399250,"gmtModify":1763007367497,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499127429259864,"objectIdStr":"499127429259864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"在ER看涨期权期间，Nebius表示，他们清除了所有瓶颈，到2026年将并网容量达到800MW-1GW。他们还表示，新目标是到2026年合同容量达到2.5 GW（或更多）！<br>","text":"在ER看涨期权期间，Nebius表示，他们清除了所有瓶颈，到2026年将并网容量达到800MW-1GW。他们还表示，新目标是到2026年合同容量达到2.5 GW（或更多）！<br>","html":"在ER看涨期权期间，Nebius表示，他们清除了所有瓶颈，到2026年将并网容量达到800MW-1GW。他们还表示，新目标是到2026年合同容量达到2.5 GW（或更多）！<br>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499451890872912,"commentId":"499451890872912","gmtCreate":1762961575441,"gmtModify":1763054743545,"authorId":9000000000000510,"author":{"id":9000000000000510,"idStr":"9000000000000510","authorId":9000000000000510,"name":"LeoIII.","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499127429259864,"objectIdStr":"499127429259864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Undervalued gem! Meta deal is massive 💥 Time to top up before the surge! [看涨][666]","text":"Undervalued gem! Meta deal is massive 💥 Time to top up before the surge! [看涨][666]","html":"Undervalued gem! Meta deal is massive 💥 Time to top up before the surge! [看涨][666]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}