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    • LuxodorscentLuxodorscent
      ·03-16 23:56
      NVDA few days ago and now META.  Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period. This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft. #META #NBIS #AI #Datacenter #computingpower 
      112Comment
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    • RiyajulRiyajul
      ·03-16 23:19
      @1234Riya
      30Comment
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    • RiyajulRiyajul
      ·03-16 23:06
      @1234Riy
      53Comment
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    • RiyajulRiyajul
      ·03-16 23:05
      Riyajul
      48Comment
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    • IsleighIsleigh
      ·03-16 22:41

      Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?

      $Meta Platforms, Inc.(META)$   $NEBIUS(NBIS)$   $CoreWeave, Inc.(CRWV)$   Meta just fired one of the biggest shots yet in the AI infrastructure war. A five-year deal worth up to $27 billion with Nebius signals something bigger than a simple cloud contract. It reveals where the next AI bottleneck may lie. Not GPUs. Compute capacity. And that changes how investors should think about the AI supply chain. The Real Story: AI Compute Is Becoming the New Oil For years the AI trade revolved around NVIDIA GPUs. But hyperscalers are discovering a new constraint. Even if you have GPUs, you still need: • Data center space • Power
      4572
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      Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?
    • Cliff_ChuaCliff_Chua
      ·03-16 13:07
      $NBIS 20260918 190.0 PUT$ ✌🏻✌🏻✌🏻✌🏻
      129Comment
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    • TEESLTEESL
      ·03-16 11:13
      $NEBIUS(NBIS)$ 
      137Comment
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    • 听见鸟儿的声音听见鸟儿的声音
      ·03-16 09:08
      $NBIS 20260320 85.0 PUT$ 
      138Comment
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    • jfsrevgjfsrevg
      ·03-15 07:55

      High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength

      High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength $Planet Labs Pbc(PL)$ — Aerospace & Defense $Mosaic(MOS)$ — Agricultural Inputs $CF Industries Holdings Inc(CF)$ — Agricultural Inputs $Alcoa(AA)$ — Aluminum $Circle Internet Corp.(CRCL)$ — Capital Markets $Applied Optoelectronics(AAOI)$ — Communication Equipment $Ciena(CIEN)$ — Communication Equipment $Viavi Solutions(VIAV)$ — Communication Equipment
      256Comment
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      High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength
    • Papa BearPapa Bear
      ·03-14
      $NBIS 20260320 131.0 CALL$ Using this temporary NBIS price recovery opportunity to short call. Not bullish on the AI theme as it takes a backseat against a broader energy crisis environment.
      708Comment
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    • NAI500NAI500
      ·03-13

      NVIDIA Takes Strategic Stake in Nebius!

      Hey AI and cloud investors — this one is huge! 🚨 NVIDIA just dropped a bombshell strategic investment into European AI cloud giant Nebius. If you’re tracking pure-play AI cloud stocks, this partnership changes everything. Let’s break down why this is being called the strongest validation yet. As the race for artificial intelligence infrastructure intensifies, European AI cloud leader $NEBIUS(NBIS)$ has gained a heavyweight strategic ally. Semiconductor giant $NVIDIA(NVDA)$announced this Wednesday a major strategic investment in the Amsterdam-based AI cloud provider. The move immediately ignited the capital market, sending Nebius stock surging more than 16% by market close.
      451Comment
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      NVIDIA Takes Strategic Stake in Nebius!
    • ShayBoloorShayBoloor
      ·03-13

      The AI Business Model

      The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NEBIUS(NBIS)$ (Cloud Utility for the Agentic AI Age) $NVIDIA(NVDA)$ just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category.
      216Comment
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      The AI Business Model
    • PeterDiCarloPeterDiCarlo
      ·03-13

      Mixed Signals: $TXN Lights Up, $NBIS Hits Target, $QQQ Looks Fragile

      Markets look messy right now, but a few interesting setups are starting to emerge: 1. $Texas Instruments(TXN)$ Market looks ugly, but $TXN just lit up on BOTH of my systems. Monthly BX flipped green in Jan and my short-term reentry just fired after a 12% pullback. Asymmetric setup: coin-flip odds with 3–4x upside vs downside. 2. $NEBIUS(NBIS)$ NBIS Up 25% from a level we called before the bounce. Just hit our first target off a simple re‑entry signal with a ~70% win rate and tight risk. 3. $Invesco QQQ(QQQ)$ “I’m bearish on $QQQ and hope I am wrong ❌ I think we’re setting up for a 5–10% flush that punishes every ‘buy the dip’ trader. I hope I'm wrong but here’s exa
      251Comment
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      Mixed Signals: $TXN Lights Up, $NBIS Hits Target, $QQQ Looks Fragile
    • IsleighIsleigh
      ·03-16 22:41

      Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?

      $Meta Platforms, Inc.(META)$   $NEBIUS(NBIS)$   $CoreWeave, Inc.(CRWV)$   Meta just fired one of the biggest shots yet in the AI infrastructure war. A five-year deal worth up to $27 billion with Nebius signals something bigger than a simple cloud contract. It reveals where the next AI bottleneck may lie. Not GPUs. Compute capacity. And that changes how investors should think about the AI supply chain. The Real Story: AI Compute Is Becoming the New Oil For years the AI trade revolved around NVIDIA GPUs. But hyperscalers are discovering a new constraint. Even if you have GPUs, you still need: • Data center space • Power
      4572
      Report
      Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?
    • LuxodorscentLuxodorscent
      ·03-16 23:56
      NVDA few days ago and now META.  Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period. This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft. #META #NBIS #AI #Datacenter #computingpower 
      112Comment
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    • RiyajulRiyajul
      ·03-16 23:19
      @1234Riya
      30Comment
      Report
    • RiyajulRiyajul
      ·03-16 23:05
      Riyajul
      48Comment
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    • RiyajulRiyajul
      ·03-16 23:06
      @1234Riy
      53Comment
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    • Cliff_ChuaCliff_Chua
      ·03-16 13:07
      $NBIS 20260918 190.0 PUT$ ✌🏻✌🏻✌🏻✌🏻
      129Comment
      Report
    • TEESLTEESL
      ·03-16 11:13
      $NEBIUS(NBIS)$ 
      137Comment
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    • 听见鸟儿的声音听见鸟儿的声音
      ·03-16 09:08
      $NBIS 20260320 85.0 PUT$ 
      138Comment
      Report
    • jfsrevgjfsrevg
      ·03-15 07:55

      High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength

      High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength $Planet Labs Pbc(PL)$ — Aerospace & Defense $Mosaic(MOS)$ — Agricultural Inputs $CF Industries Holdings Inc(CF)$ — Agricultural Inputs $Alcoa(AA)$ — Aluminum $Circle Internet Corp.(CRCL)$ — Capital Markets $Applied Optoelectronics(AAOI)$ — Communication Equipment $Ciena(CIEN)$ — Communication Equipment $Viavi Solutions(VIAV)$ — Communication Equipment
      256Comment
      Report
      High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength
    • NAI500NAI500
      ·03-13

      NVIDIA Takes Strategic Stake in Nebius!

      Hey AI and cloud investors — this one is huge! 🚨 NVIDIA just dropped a bombshell strategic investment into European AI cloud giant Nebius. If you’re tracking pure-play AI cloud stocks, this partnership changes everything. Let’s break down why this is being called the strongest validation yet. As the race for artificial intelligence infrastructure intensifies, European AI cloud leader $NEBIUS(NBIS)$ has gained a heavyweight strategic ally. Semiconductor giant $NVIDIA(NVDA)$announced this Wednesday a major strategic investment in the Amsterdam-based AI cloud provider. The move immediately ignited the capital market, sending Nebius stock surging more than 16% by market close.
      451Comment
      Report
      NVIDIA Takes Strategic Stake in Nebius!
    • ShayBoloorShayBoloor
      ·03-13

      The AI Business Model

      The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NEBIUS(NBIS)$ (Cloud Utility for the Agentic AI Age) $NVIDIA(NVDA)$ just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category.
      216Comment
      Report
      The AI Business Model
    • PeterDiCarloPeterDiCarlo
      ·03-13

      Mixed Signals: $TXN Lights Up, $NBIS Hits Target, $QQQ Looks Fragile

      Markets look messy right now, but a few interesting setups are starting to emerge: 1. $Texas Instruments(TXN)$ Market looks ugly, but $TXN just lit up on BOTH of my systems. Monthly BX flipped green in Jan and my short-term reentry just fired after a 12% pullback. Asymmetric setup: coin-flip odds with 3–4x upside vs downside. 2. $NEBIUS(NBIS)$ NBIS Up 25% from a level we called before the bounce. Just hit our first target off a simple re‑entry signal with a ~70% win rate and tight risk. 3. $Invesco QQQ(QQQ)$ “I’m bearish on $QQQ and hope I am wrong ❌ I think we’re setting up for a 5–10% flush that punishes every ‘buy the dip’ trader. I hope I'm wrong but here’s exa
      251Comment
      Report
      Mixed Signals: $TXN Lights Up, $NBIS Hits Target, $QQQ Looks Fragile
    • Papa BearPapa Bear
      ·03-14
      $NBIS 20260320 131.0 CALL$ Using this temporary NBIS price recovery opportunity to short call. Not bullish on the AI theme as it takes a backseat against a broader energy crisis environment.
      708Comment
      Report