r/NBIS_Stock

100% $500 EOY who agrees!

I have a question. I’m a beginner investor and currently hold 250 shares of Nebius. I have full confidence in it and I’m truly investing for the long term, aiming toward 2030. I want to keep buying more whenever I have extra money available.

My question is, considering the volatility: do you sometimes take a bit of profit and then buy back in at a lower price? And do you have a strategy behind that?

Both ~ 57 B

https://www.msn.com/en-us/money/other/nebius-stock-gets-a-double-boost-overnight-from-cloud-price-hike-buzz-nvidia-outlook/ar-AA23Iy93?ocid=finance-verthp-feeds

To those asking yesterday. The "dip" was yesterday! Higher volume and higher premarket vs the morning of the nbis earnings report

Saw this article comparing NVIDIA and Nebius in AI. Makes me wonder if jumping on the smaller player is worth the hype. Thoughts?

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

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$NBIS Nvidia’s Q1 FY2027 earnings are strongly bullish for Nebius bc they explicitly validate and accelerate the AI-native cloud thesis that Nebius embodies.

In the earnings call today, Stacy Rasgon (Bernstein) asked where “AI native clouds” sit and whether they grow faster.

Jensen Huang placed “AI native clouds” firmly in Nvidia’s faster-growing ACIE segment (AI Cloud, Industrial, Enterprise) alongside sovereign AI and enterprise workloads. He stated that while both hyperscale and ACIE categories will grow “incredibly fast,” he expects the second category to grow faster over time as it addresses a much larger economic opportunity! This was perhaps the most directly bullish statement pertaining to Nebius business model and growth trajectory

AI natives like Nebius were highlighted as ideal Nvidia customers because they require fully integrated, highly rentable architectures with rapid time-to-first-token and broad model support—precisely the strengths of Nvidia’s platform. This segmentation directly benefits Nebius, which operates as a pure-play AI-native cloud built from the ground up for high-performance compute rental rather than a retrofitted general cloud.

The broader earnings reinforce the tailwind. The ACIE segment grew 31% sequentially (versus 12% for hyperscale), with AI cloud revenue inside it more than tripling year-over-year.

Agentic AI demand was described as having “gone parabolic” because tokens are now profitable, aligning perfectly with Nebius’ deep partnership with Nvidia to build a best-in-class inference and agentic AI stack and Nebius acquisitions in inference/agentic (Eigen Ai, Tavily) will be the added rocket fuel and margin boosters for their in-house designed platform Token Factory.

Combined with Nvidia’s robust $91 billion Q2 revenue guidance, sustained ~75% gross margins, pricing power in cloud rentals, and ecosystem expansion (partner data centers >10 MW nearly doubling), the AI boom is only accelerating and the results confirm that demand for exactly the type of scalable, high-performance AI cloud capacity Nebius is building remains exceptionally strong and is broadening beyond traditional hyperscalers.

Credit: https://x.com/MB_Hogan/status/2057316121636671842

You like the returns now? Wait until they announce the plan they are quietly executing on:

Evolution

Phase 1: AI Cloud

Rents GPU clusters cheaper/faster than hyperscalers.

Competes with: Amazon Microsoft Google

Phase 2: AI Native Stack

Builds: inference optimization model routing memory layers persistent agents synthetic workforce tooling

This becomes the “AI operating system.”

Phase 3 — Autonomous Enterprise Layer

Businesses stop hiring for certain workflows.

Instead: they subscribe to AI labor fleets running on Nebius Nebius takes transaction fees

Begins resembling: cloud provider marketplace operating system labor platform financial network

Is it becos of the google and Blackstone collaboration? Find it worrying that we are not moving in the same direction as the rest of the market

I’m genuinely confused. Why is the price at 190? Surely it should be at 230 like it was after earnings? What’s happened since earnings for it to drop?

I’ve bought more now as Nvidia beat should send it up. If it doesn’t go up then clearly manipulation again.

Please let me know if you know it’s something else.

with this decent run, what is (y)our dip? whats a “dont buy too high”? 190? 160? the gap btwn aths and how low? atp anything below 185 might be considered a real dip but nbis always been beta volatile.

so whats YOUR dip?