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.

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

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

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.

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

🚀 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

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 

Swarm  drone shield, anything ai to do with  drones are going berserk, AI in the military will be a winner from now on

Time for tryout this 

Drone shield  Swarm  ai used in the military is nothing short of super profitable 

My acount  $Tiger Brokers(TIGR)$  

Riyajul

$NBIS 20260320 131.0 CALL$ 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.

@1234Riya

@1234Riy

$NBIS 20260918 190.0 PUT$ ✌🏻✌🏻✌🏻✌🏻