MarketMaverick
@MktMavPro
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@kakashiii111 Extremely dangerous post because you’re spreading disinformation. I hope you can make a correction before the post causes trouble: “They get great lease deals with the option to terminate literally at any time, without the risk” These are the termination clauses from actual
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$NBIS Bear 🐻 turned Bull 🐂 🤭🤭 TL;DR:👇🏽 NBIS is robotics exposure 🤖 NBIS is analytics exposure 📊 NBIS is neocloud exposure ☁️ NBIS is HPC exposure ⚙️ $MSFT’s Satya is a master 💎 spotter Early with OpenAI Early again with NBIS
globalequitybriefing.com
Updated Nebius Investment Case!
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For those new here - this is the $NBIS property purchase I keep referencing that has not been yet announced. Building and land. https://t.co/xqkzqQ3ZlF
loopnet.com
201 Milan Pky, Birmingham, AL 35211. This Office property is available for sale. This is a re-development opportunity on 55 acres of land
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Citi also raised its hyperscaler AI capex projection for 2026 by $70 billion, now forecasting $490 billion in spending versus its prior outlook for $420 billion. $MSFT $META $AMZN $GOOG $NVDA
Citigroup recently raised its big tech AI infrastructure spending forecast by nearly 22%, now seeing more than $2.8 trillion in spending through 2029, compared to its prior view for $2.3 trillion, fueled by aggressive investments from hyperscalers and heightened enterprise
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BREAKING: 🚨 🇺🇸 PRESIDENT TRUMP SAYS “MASSIVE RATE CUTS ARE COMING SOON”
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BOOOOOOOOOOOOOOOOOM!!! UAE ROYAL GROUP BOUGHT $690 Million worth of #BITCOIN and plans to buy $5 Billion in next 3 months 💥IT'S OVER FOLKS!💥
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Analysts expect $NBIS to grow revenues with a 213% CAGR to reach $4.3B in 2027 🚀
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SEC CHAIR: U.S. IS A DECADE BEHIND ON CRYPTO — CATCHING UP IS JOB ONE
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@ThePupOfWallSt I hope you don't charge your followers for this trash. You're TA included Yandex days... Scam.
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@FilipGerven @samsolid57 $NBIS (formally Yandex) was founded in 1997... So yes, decades.
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Pump it!
PRESIDENT TRUMP SAYS “MASSIVE RATE CUTS ARE COMING SOON”
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$NBIS AI CapEx is exploding, and it’s the clearest tell that the next leg of the AI cycle is just starting. AI related firms account for 14% of IG corporate bond index (JPM). This is a sign of big time CapEX. Hyperscalers guiding record data center spend. GPU supply chains
AI debt is taking over the corporate bond market: AI-related firms now reflect a record 14% of the Investment Grade Corporate Bond Index. The percentage has increased by 2.5 points since 2020, according to JPMorgan. This surpasses the banking sector's weight of ~11.5%, which
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PRESIDENT TRUMP SAYS “MASSIVE RATE CUTS ARE COMING SOON”
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BLACKSTONE SAYS WALL STREET IS COMPLACENT ABOUT AI DISRUPTION.
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Investment Gurus: "Companies like $MSFT and $NVDA are safer investments" $MSFT: "here's $19B so we can resolve our capacity shortfall" $NVDA: "here's preferential status to execute" $NBIS: "“We are still very early...” Sounds like the "safe" companies are aligned with Nebius...
Announcing a major new agreement with @Microsoft for AI infrastructure. This means significantly more aggressive growth of our AI cloud business in 2026. We’ll deliver the capacity from our new data center in Vineland, NJ, starting late 2025. Read more:
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$NBIS Q4 is in full swing! Major catalysts to look out for this quarter. 1. UK Nvidia Blackwell Ultra cluster coming online 2. “two significant new greenfield sites in the US” possible announcement 3. Additional big contract announcements - “I’m happy to announce the first of
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$NBIS - Beyond ClickHouse, Nebius’ stake in Toloka could also become a major value driver. Toloka powers leading AI labs, cloud platforms, and enterprise AI teams with expertly curated training data, human evaluations, and red‑team safety assessments for LLMs, VLMs, coding
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Investment Gurus: "Companies like $MSFT and $NVDA are safer investments" $MSFT: "here's $19B so we can resolve our capacity shortfall" $NVDA: "here's preferential status to execute" $NBIS: "“We are still very early...” Sounds like the "safe" companies are aligned with Nebius...
Announcing a major new agreement with @Microsoft for AI infrastructure. This means significantly more aggressive growth of our AI cloud business in 2026. We’ll deliver the capacity from our new data center in Vineland, NJ, starting late 2025. Read more:
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@Moneytalks925 This was more evident after-hours, you can see the price was pinned.
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