What top creators are saying about Nebius(NBIS)— Page 2

Sharp pullback presents an accumulation opportunity as the market is overlooking growth potential and structural pricing power in AI compute.

Upsized its convertible note offering to $5.75B to fund AI infrastructure, demonstrating strong investor demand despite near-term dilution risks.

Backed by a $1B investment and priority status from NVIDIA, using short-term compute contracts to pass on cost increases, with September volatility offering better entry points.

NeoCloud competitor trading at a premium valuation (EV/GP/RG of 0.14) compared to IREN.

Positioned to trade on fundamental revenue execution as Citadel has shed over 80% of aggregate distressed portfolio liquidation risk.

Investor sold after a 45% five-day rally due to short-term risks surrounding the Vineland NJ data center project (which represents ~40% of backlog), while evaluating whether to buy back in amid a recent debt offering.

Upsized convertible note offering to $5B for GPU infrastructure expansion, creating near-term dilution risk.

Fell 10-13% as short-covering momentum cooled and capital rotated out of premium-valued names into cheaper infrastructure peers.

Pullback caused by convertible note dilution offers a buying opportunity as capital is deployed into high-demand AI compute capacity.

Convertible bond offering created immediate dilution concerns and arbitrage selling; dip buyers should wait for selling pressure to subside.

Fell 7%–12% on a $4.5B convertible note offering and Pennsylvania regulatory restrictions on data centers, though pullbacks may offer entry points for long-term investors.

Weighed down by moderation in frontier AI lab QoQ growth and capital expenditure sustainability concerns.

Indiscriminate selling of high-beta tech provides a relative value opportunity in GPU-owning infrastructure compared to pure landlord colocation models.

Secured unanimous municipal approval for its New Jersey data center expansion supporting its $17.4 billion Microsoft agreement, prompting D.A. Davidson to raise its price target to $250.

DA Davidson raised its price target back to $250 following the approval of the Vineland, New Jersey datacenter, which eliminates a major risk factor and clears the path to resume construction.

Cleared the Vineland planning board with a 9 to 1 vote, keeping the site's 300 MW capacity on track and removing a key near-term overhang.

Included in a directional comparison regarding data center power architecture developments.

The stock has become overextended around $270 and trades at roughly 5x the valuation of comparable peers like IREN, making risk/reward unattractive and suggesting investors take profits.

Exited previous position at $239.31 for a 172.29% return and is currently avoiding repurchasing due to concerns over Neocloud profitability and sustainability, but has outlined staged re-entry buy targets at $150, $120, and $100.

Tracked as a fast-growing neocloud leveraging power rights, data centers, and GPUs for AI demand.

Viewed with caution due to heavy debt leverage and capital intensity compared to higher-margin hardware component suppliers.

Exited position after a >45% 5-day rally due to short-term risks tied to the Vineland NJ data center project, which accounts for ~40% of its backlog and significant future revenue.

Highlights a successful swing trade and expresses bullish sentiment without specific price targets or timeframes

Delivered 454% YoY revenue growth and holds $8 billion in cash, offering high-growth AI compute exposure with less debt risk than neocloud peers.

Exhibiting high-beta crypto-like volatility with massive momentum runs driven by capital rotation into AI hardware equities.

Staged a strong rebound alongside specialized AI infrastructure names following institutional liquidations.

The user is liquidating the remainder of their position following an earnings release.

Recorded 454% revenue growth, beat EPS forecasts by 83%, and benefited from strong pricing power with Blackwell compute auctions clearing 15% above previous records.

Reported strong Q2 financial and operational results with $582M in revenue, up 454% YoY, an ARR of $3B, and highlighted strong customer demand with increased pricing power.

Surged 35% in a single day, but Michael Burry compared it to the top of a boom and questioned the sentiment around the stock.

Expressed a bearish sentiment, characterizing it as a sign of a market boom top and raising concerns about depreciation.

Strong underlying earnings reports triggered severe short squeezes against heavily shorted AI-adjacent equities.

Surged 30% in a single day, experiencing massive short interest and short squeeze potential while implementing an asset-light business model with short-term contracts.

Likes the earnings but wants to see an ability to expand GW capacity and higher revenue beats in future reports.

Bullish sentiment, stating it is 'absolutely ripping' alongside companies with compute resources, showing strong upward price movement of +25.23% over a 5-day period.

Nebius reported strong Q2 results, massive revenue growth, 50% EBITDA margin, and expanding contracted power capacity, though analysts advise avoiding chasing the stock at all-time highs due to volatility.

Reported 'unreal' Q2 earnings with revenue up 454% YoY to $582M, ARR of $3.0B up 58% QoQ, and raised 2026 contracted capacity guidance to 5 GW.

Reported strong Q2 2026 earnings with revenue up 454% YoY to $582M, ARR reaching $3.0B, raised 2026 contracted power guidance to 5 GW, and AI Cloud adjusted EBITDA margin reaching 50%.

Described as an 'obvious winner' with strong upward price momentum during the trading session and after-hours.

Trades at a high P/E of roughly 224x reflecting strong ARR growth and leading neo-cloud execution.

Identified as a direct neocloud beneficiary of incoming AI infrastructure capital influx.

Took a position due to a financing partnership involving NVDA, GS, and KKR, benefiting from an NVDA residual value backstop that supports terminal GPU values and lowers equity burn.

Viewed favorably for its product capabilities, valuable contracts with hyperscalers, and potential for future deals, with the market capitalization of $46B considered to undervalue the company.

Highlighted as a strong product due to its ability to connect dedicated infiniband between separate smaller clusters as a key differentiator.

Attractive high-growth AI infrastructure play trading at a discount due to short-seller sentiment, with massive upcoming pipelines and revenue expectations.

Mentioned as a comparable stock that is more expensive than Real Brokerage.

Consolidating while maintaining massive growth

Set for short positions

Trading lower, pressured by a high-profile short position by Michael Burry and a reduced price target to $175, facing a 30% short float.

Targeted by Michael Burry with a large short position due to concerns over excessive off-balance-sheet liabilities and unsustainable valuations.