NBIS (NBIS)

Bought $NBIS and it's down 2wu, help! https://t.co/sPZa2FFBee

$NBIS is down 10% following reports that $META is developing a cloud business to sell access to excess AI compute. This was something that had been expected for a long time. Meta has been pushing CapEx as aggressively as possible because any potential excess capacity could always be resold later anyway. Mark Zuckerberg said as much back in May. It doesn’t change anything for $NBIS IMO. Quick reminder: Nebius has a $12B contract with Meta, plus a $15B backstop. And according to Nebius’ management, they don’t expect to use a single dollar of that backstop for Meta. Instead, that capacity should be sold to enterprise customers at higher margins, because the demand is clearly there.

$NBIS continues building a constructive intraday recovery as buyers absorb pullbacks and steadily reclaim higher prices while overhead liquidity limits immediate upside beneath the 5.56K ask wall at $260.01. Price trades at $252.56 as bid support continues absorbing sell pressure, and holding above the larger liquidity clusters keeps short-term momentum favoring buyers while a break through overhead supply opens the path for further expansion. Resistance: • $257.99 — 3.68K ask • $260.01 — 5.56K ask • $262.01 — 3.12K ask Support: • $252.56 — 15.91K bid • $246.99 — 6.32K bid • $243.01 — 4.65K bid

$NBIS monthly So far holding Tenkan + Kijun support, potentially establishing a higher low there. https://t.co/svetemEGnV

$NBIS @leopoldasch Situational Awareness framework predicts an inflection point around 2026-2027 where compute demand goes vertical. If you believe that timeline, @nebiusai current valuation looks cheap against 2027-28 numbers. He’s buying the 2028 Nebius at a discount. The size alone of his position shows conviction the market is still a full cycle behind on what neocloud revenue looks like when AGI workloads hit. In summary; look where you’re going, not where you’re stepping. You haven’t seen shit yet… Prepare.