Nebius & Rocket Lab Raises Funds at High: When to Bottom?

Nebius plans to issue $3.75 billion in convertible senior notes to fund the buildout. Following the announcement, its stock dropped over 10%, giving back part of its previous gains. Rocket Lab is raising funds to ensure the smooth first flight of its next-generation Neutron rocket in 2026. The company is conducting an ATM (at-the-market) offering to raise up to $1 billion in common stock. After the announcement, RKLB shares fell ~5% in after-hours trading. How long before it’s attractive to buy the dip?

My take on the NBIS & RKLB funding surge: Are we at the top? Both Nebius and Rocket Lab have been on a wild run lately. Raising funds at these price levels is a classic "strike while the iron is hot" move, but for us retail investors, it’s a nerve-wracking game of musical chairs. • NBIS: The AI infrastructure hype is real, but a capital raise usually leads to short-term dilution. I’m watching the support levels closely. • RKLB: They are solid, but after such a massive pump, a "healthy correction" is almost inevitable. When to bottom? I wouldn’t go all-in right now. I’m waiting for a 15-20% pullback from the recent peak to start averaging in. Don't let FOMO turn you into a long-term "bag holder" by accident.
Time for tryout this 
Drone shield  Swarm  ai used in the military is nothing short of super profitable 
Swarm  drone shield, anything ai to do with  drones are going berserk, AI in the military will be a winner from now on
avatarScxw
03-18
🚀 Nebius & Rocket Lab – Fundraising at the Top or Opportunity in Disguise? Both Nebius and Rocket Lab are raising capital at a time when their stock prices have been strong. On the surface, this looks negative (and we already see the market reacting with pullbacks), but there are 2 key ways to look at it: 📉 Short-term: - Dilution fears → stock pressure - Market tends to sell first, think later - Not surprising to see -5% to -10% reactions 📈 Medium to long-term: - Raising funds = confidence in expansion pipeline - Especially for AI infrastructure (Nebius) and space/logistics (RKLB) - If deployed well, this can accelerate growth significantly 💡 So… when is the bottom? Historically, for these kinds of announcements: - First drop = emotional selling - Second phase = stabilization (few days
avatarkoolgal
03-18
Nebius Vs CoreWeave: Which Is  A Better Buy? 🌟🌟🌟The AI arms race has just hit a new gear.  On Monday, 16 March 2026, Meta Platforms (META) has officially "double down" on its infrastructure by signing a staggering USD 27 billion, 5 year contract with $NEBIUS(NBIS)$ .  For context, Meta isn't just renting a few servers.  It is securing a "Digital Fortress" of compute to power the next generation of AI. What is a Neocloud? Is it some kind of cloud formation?   In short, no.  NeoCloud is not a weather phenomenon, though the name sounds like it.  In 2026, Neocloud refers to a "Digital Guardian" of the AI era: a specialised class of cloud computing provider built from the ground up specifically to power mas

Neocloud - Structural Shift In How Big Tech Handles AI Infrastructure

The $27 billion agreement between $Meta Platforms, Inc.(META)$ Meta and $NEBIUS(NBIS)$ Nebius (NBIS), announced on March 16, 2026, is a watershed moment for the "Neocloud" sector. This deal is not just a supplier contract; it’s a structural shift in how Big Tech handles AI infrastructure. The "Neocloud" Era: Why This Deal Matters A Neocloud (like Nebius or CoreWeave) is a specialized cloud provider built specifically for AI. Unlike AWS or Azure, which were designed for general-purpose web hosting and later retrofitted for GPUs, Neoclouds build "AI Factories" from the ground up. Priority Access: Nebius has secured early access to $NVIDIA(NVDA)$ Nvidia’s Vera Rubin
Neocloud - Structural Shift In How Big Tech Handles AI Infrastructure
avatarPatmos
03-17
Yes I'am very bullish on Neocloud  buying more Nebeius 
NVDA few days ago and now META.  Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period. This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft. #META #NBIS #AI #Datacenter #computingpower 
avatarRiyajul
03-16
@1234Riya
avatarRiyajul
03-16
@1234Riy
avatarRiyajul
03-16
Riyajul
avatarIsleigh
03-16

Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?

$Meta Platforms, Inc.(META)$   $NEBIUS(NBIS)$   $CoreWeave, Inc.(CRWV)$   Meta just fired one of the biggest shots yet in the AI infrastructure war. A five-year deal worth up to $27 billion with Nebius signals something bigger than a simple cloud contract. It reveals where the next AI bottleneck may lie. Not GPUs. Compute capacity. And that changes how investors should think about the AI supply chain. The Real Story: AI Compute Is Becoming the New Oil For years the AI trade revolved around NVIDIA GPUs. But hyperscalers are discovering a new constraint. Even if you have GPUs, you still need: • Data center space • Power
Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?
$NBIS 20260918 190.0 PUT$ ✌🏻✌🏻✌🏻✌🏻
avatarTEESL
03-16
avatarjfsrevg
03-15

High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength

High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength $Planet Labs Pbc(PL)$ — Aerospace & Defense $Mosaic(MOS)$ — Agricultural Inputs $CF Industries Holdings Inc(CF)$ — Agricultural Inputs $Alcoa(AA)$ — Aluminum $Circle Internet Corp.(CRCL)$ — Capital Markets $Applied Optoelectronics(AAOI)$ — Communication Equipment $Ciena(CIEN)$ — Communication Equipment $Viavi Solutions(VIAV)$ — Communication Equipment
High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength
$NBIS 20260320 131.0 CALL$ Using this temporary NBIS price recovery opportunity to short call. Not bullish on the AI theme as it takes a backseat against a broader energy crisis environment.
avatarNAI500
03-13

NVIDIA Takes Strategic Stake in Nebius!

Hey AI and cloud investors — this one is huge! 🚨 NVIDIA just dropped a bombshell strategic investment into European AI cloud giant Nebius. If you’re tracking pure-play AI cloud stocks, this partnership changes everything. Let’s break down why this is being called the strongest validation yet. As the race for artificial intelligence infrastructure intensifies, European AI cloud leader $NEBIUS(NBIS)$ has gained a heavyweight strategic ally. Semiconductor giant $NVIDIA(NVDA)$announced this Wednesday a major strategic investment in the Amsterdam-based AI cloud provider. The move immediately ignited the capital market, sending Nebius stock surging more than 16% by market close.
NVIDIA Takes Strategic Stake in Nebius!