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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/8/26 at 3:03 pm to Bayou_Tiger_225
Posted on 7/8/26 at 3:03 pm to Bayou_Tiger_225
quote:This felt A LOT like the time it went to $68 after hours and was 90-100 a day or two later.
A strong rejection of the mental $200 share price and moving back towards the 50D MA
This time it was $180 around 3-4 AM.
1
Posted on 7/8/26 at 3:35 pm to bayoubengals88
Posted on 7/9/26 at 7:50 am to bayoubengals88
This is lifting the whole sector.
The ability to recognize bullshite in this market is your alpha.
“Excess compute” was bullshite.
The ability to recognize bullshite in this market is your alpha.
“Excess compute” was bullshite.
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Posted on 7/9/26 at 9:21 am to bayoubengals88
I have a 210 stop, but i am riding the Roller coaster for now. If it triggers I might wait until after earnings to re-establish a position,
Posted on 7/9/26 at 9:56 am to djrunner
Really need these shorts to get burned.
Posted on 7/9/26 at 10:09 am to LB84
They are fighting this so hard.
Once the day limit passes on these short calls there’s nothing holding the stock back anymore
Once the day limit passes on these short calls there’s nothing holding the stock back anymore
This post was edited on 7/9/26 at 10:12 am
Posted on 7/9/26 at 10:19 am to Bayou_Tiger_225
What's the expiration on the shorts?
Posted on 7/9/26 at 10:37 am to SETH6180
July 10-17
Posted on 7/9/26 at 9:29 pm to Bayou_Tiger_225
If you have doubts about Nebs … watch this and you’ll never sell.
I’m so pumped now and this was 7 months ago.
I’m so pumped now and this was 7 months ago.
Posted on 7/10/26 at 12:41 pm to Mockingbird2008
I dont own enough
Posted on 7/10/26 at 2:57 pm to Mockingbird2008
If I was me, and I was running NBIS, I would get the consulting firms onboard with using NBIS in their software product development.
Posted on 7/10/26 at 3:43 pm to Jax-Tiger
Isn’t that already happening?
Posted on 7/10/26 at 3:47 pm to bayoubengals88
Accenture uses Nebius’s cloud as the core foundational layer for its regional AI deployment strategies. The partnership functions as an integrated technology stack where Nebius supplies the physical, GPU-accelerated computing power and Accenture provides the consulting blueprints, industry software, and delivery at scale.Accenture deploys Nebius’s AI cloud across several operational use cases:
1. Constructing Regional "Sovereign AI Factories"Data Control: Accenture utilizes Nebius's network of greenfield data centers across Europe and the Middle East to construct localized "AI factories".Regulatory Compliance: This setup allows Accenture’s clients—particularly public-sector organizations and defense departments—to train heavy machine learning models while fully complying with regional data privacy frameworks like Europe's GDPR, NIS2, and DORA.Local Autonomy: It bypasses the risk of relying entirely on US-based hyperscalers by ensuring data and compute power remain under local, verifiable jurisdiction.
2. Rapid Enterprise Blueprint ExecutionAccelerated Timelines: Accenture utilizes Nebius's optimized infrastructure to offer an execution blueprint designed to move enterprise clients from proof of concept (POC) to live production.Resource Optimization: Because Nebius builds automated health checks and self-healing nodes directly into its platform, Accenture's developers can provision large GPU clusters instantly without wasting weeks on infrastructure configuration.
3. Deploying Industry-Specific Applied AI SolutionsHigh-Performance Modeling: Accenture combines its proprietary, sector-specific applied AI applications (such as advanced analytics tools for healthcare and enterprise productivity) directly with Nebius’s infrastructure.
End-to-End Delivery: This integration provides enterprise clients with a pre-packaged system. Customers get direct access to both lightweight, cost-effective inference tools (via the Nebius Token Factory) and heavy-duty, supercomputer-class performance for custom model tuning.
1. Constructing Regional "Sovereign AI Factories"Data Control: Accenture utilizes Nebius's network of greenfield data centers across Europe and the Middle East to construct localized "AI factories".Regulatory Compliance: This setup allows Accenture’s clients—particularly public-sector organizations and defense departments—to train heavy machine learning models while fully complying with regional data privacy frameworks like Europe's GDPR, NIS2, and DORA.Local Autonomy: It bypasses the risk of relying entirely on US-based hyperscalers by ensuring data and compute power remain under local, verifiable jurisdiction.
2. Rapid Enterprise Blueprint ExecutionAccelerated Timelines: Accenture utilizes Nebius's optimized infrastructure to offer an execution blueprint designed to move enterprise clients from proof of concept (POC) to live production.Resource Optimization: Because Nebius builds automated health checks and self-healing nodes directly into its platform, Accenture's developers can provision large GPU clusters instantly without wasting weeks on infrastructure configuration.
3. Deploying Industry-Specific Applied AI SolutionsHigh-Performance Modeling: Accenture combines its proprietary, sector-specific applied AI applications (such as advanced analytics tools for healthcare and enterprise productivity) directly with Nebius’s infrastructure.
End-to-End Delivery: This integration provides enterprise clients with a pre-packaged system. Customers get direct access to both lightweight, cost-effective inference tools (via the Nebius Token Factory) and heavy-duty, supercomputer-class performance for custom model tuning.
Posted on 7/10/26 at 3:53 pm to sonoma8
quote:
I dont own enough
I ended up selling RKLB and buying 45 more NBIS.
Maybe I’ll just stack more.
My only holdings are OUST, NBIS, and SKHY.
ONDS, SONY, and OUST calls as well.
That’s it!!
Posted on 7/10/26 at 4:57 pm to bayoubengals88
Posted on 7/10/26 at 5:14 pm to bayoubengals88
Hopefully that will begin to decrease the volatility
Posted on 7/10/26 at 6:43 pm to bayoubengals88
quote:
Isn’t that already happening?
The.tip of the iceberg...
I would integrate with SAP, Oracle, Workday, etc...
Posted on 7/10/26 at 6:50 pm to Jax-Tiger
Absolutely. Would love to see it.
However, I do think they value targeting start ups that they think will grow exponentially.
Look at Higgsfield.
However, I do think they value targeting start ups that they think will grow exponentially.
Look at Higgsfield.
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If tweet fails to load, click here.Posted on 7/10/26 at 10:40 pm to bayoubengals88
quote:
SKHY
Can’t pull up a chart or buy this. Is there a thread? Search didn’t turn anything up.
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