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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/15/26 at 11:37 pm to bayoubengals88
Posted on 7/15/26 at 11:37 pm to bayoubengals88
quote:
What would truly be the ultimate mic drop here is if Nebius can get their partners to pay for their entire Bloom Energy contract.
I will feel better when Bloom Energy shows any ability for material delivery for data centers as the primary power source. I am not saying I buy the short report but I am not aware of any material datacenter running on Bloom as primary power. That is why I am more nervous about Vineland than most bulls.
Switching power sources willy nilly generally does not historically turn out roses
1
Posted on 7/15/26 at 11:48 pm to igoringa
And to undercut myself - hearing rumors that Brun may be in the partner program which would definitely meet the press release definition of partner and may have real excess capacity in the short term as they are already well into the build
Posted on 7/15/26 at 11:50 pm to igoringa
quote:
Now again, I could be completely wrong and it would not be the first time - but I do not see Companies engaging in multi billion contstruction projects because of software availability.
Valid point!
Looking forward to how this develops.
Posted on 7/16/26 at 12:01 am to igoringa
quote:
Now again, I could be completely wrong and it would not be the first time - but I do not see Companies engaging in multi billion contstruction projects because of software availability.
There's also a demand story hiding in plain sight: this model is purpose-built for sovereign AI. McKinsey estimates 30-40% of AI spending could be influenced by sovereignty requirements, a $500-600 BILLION market by 2030. Governments want to OWN their national AI infrastructure but need production-grade software and demand aggregation. That is literally the product Nebius announced this morning. The EU is targeting €200B through 2030, the Gulf states are spending tens of billions, and Nebius already built Israel's machine.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/16/26 at 7:44 am to bayoubengals88
quote:…Spits out coffee…
What would truly be the ultimate mic drop here is if Nebius can get their partners to pay for their entire Bloom Energy contract. You heard it here first!
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/16/26 at 7:47 am to bayoubengals88
Called it BB88
Posted on 7/16/26 at 9:06 am to bayoubengals88
I’ll check back next month. Gonna be holding anyways.
Posted on 7/16/26 at 10:04 am to The Boat
Chipping away at dips 5 shares at a time
Posted on 7/16/26 at 10:14 am to bayoubengals88
where is the next level of support for this thing....$135?
Posted on 7/16/26 at 10:16 am to JetsetNuggs
I am out completely, stops met closer to 200. I will wait until earnings, this could go down more, currently 181.
This post was edited on 7/16/26 at 10:17 am
Posted on 7/16/26 at 10:34 am to SETH6180
quote:
where is the next level of support for this thing....$135?
I dont know, but I sold a put at $175, and that was BEFORE the stock ran up to the $290's. I-m kinda hoping it hits.
Posted on 7/16/26 at 11:00 am to Jax-Tiger
Low of the day (so far) $174.94. 100d MA is $174.06.
Important level to hang around.
Important level to hang around.
Posted on 7/16/26 at 11:05 am to LSUcam7
Whats below that….asking for a friend
Posted on 7/16/26 at 11:09 am to SETH6180
quote:Yeah, I would say that $140 is in play if things get uglier.
where is the next level of support for this thing....$135?
Posted on 7/16/26 at 11:18 am to bayoubengals88
quote:
Yeah, I would say that $140 is in play if things get uglier.
Posted on 7/16/26 at 11:28 am to bayoubengals88
quote:
Yeah, I would say that $140 is in play if things get uglier.
The put premiums are scary high right now
Posted on 7/16/26 at 11:43 am to T-Jon
Have not kept up with this one, why is it on a 33% slide over the last month? Are you all expecting it to rebound? Reading the posts from yesterday, the news looked positive for the future.
Posted on 7/16/26 at 11:43 am to Bayou_Tiger_225
Hopefully a strong earning season gets the mojo back.
Since we’re so in the weeds we sometimes don’t see the forest.
Since we’re so in the weeds we sometimes don’t see the forest.
Posted on 7/16/26 at 11:53 am to kaaj24
And there’s the open weight model partnership
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/16/26 at 11:53 am to kaaj24
Is this what being violatedfeels like
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