$NEBIUS(NBIS)$ NBIS: A Bullish-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Gehlot
11-12

NBIS: A Bullish Powerhouse in AI Infrastructure 🚀

Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside!

Leadership is now projecting a whopping $9B in ARR for 2026 😎

Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light…

The $NBIS upside is absolutely massive! Here’s why:

• Epic $3B deal with $META

• Ambitious $7-9B ARR goal for 2026

• 2.5GW of contracted power locked in for 2026

• 1GW of live, connected power by 2026

• Zero spare capacity—everything’s snapped up

• $4.3B in funding locked and loaded

Talk about flawless delivery!

@Daily_Discussion @TigerWire @TigerCommunity @Tiger_Newspress @TigerStars @Tiger_comments

# Nebius Group (NBIS) Earnings Report: AI Gains vs. Heavy Losses

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Enid Bertha
·11-13
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Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock will not sit still

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- Gehlot:
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  11-13
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Mortimer Arthur
·11-13
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During the ER call, Nebius said that they cleared all bottlenecks to reach 800MW -1GW CONNECTED capacity for 2026. They also said their new goal is to have up to 2.5GW (or more) CONTRACTED capacity for 2026!!
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LeoIII.
·11-12
Undervalued gem! Meta deal is massive 💥 Time to top up before the surge! [看涨][666]
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Here’s why:</p>\n<p>• Epic $3B deal with $META</p>\n<p>• Ambitious $7-9B ARR goal for 2026</p>\n<p>• 2.5GW of contracted power locked in for 2026</p>\n<p>• 1GW of live, connected power by 2026</p>\n<p>• Zero spare capacity—everything’s snapped up</p>\n<p>• $4.3B in funding locked and loaded</p>\n<p>Talk about flawless delivery!</p>\n<p><a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/4139029059434852\">@TigerCommunity</a> <a href=\"https://ttm.financial/U/3527667628464496\">@Tiger_Newspress</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>&nbsp;</p>\n<p>NBIS: A Bullish Powerhouse in AI Infrastructure 🚀</p>\n<p>Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside!</p>\n<p>Leadership is now projecting a whopping $9B in ARR for 2026 😎</p>\n<p>Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light…</p>\n<p>The $NBIS upside is absolutely massive! Here’s why:</p>\n<p>• Epic $3B deal with $META</p>\n<p>• Ambitious $7-9B ARR goal for 2026</p>\n<p>• 2.5GW of contracted power locked in for 2026</p>\n<p>• 1GW of live, connected power by 2026</p>\n<p>• Zero spare capacity—everything’s snapped up</p>\n<p>• $4.3B in funding locked and loaded</p>\n<p>Talk about flawless delivery!</p>\n<p><a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/4139029059434852\">@TigerCommunity</a> <a href=\"https://ttm.financial/U/3527667628464496\">@Tiger_Newspress</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a>&nbsp;</p></body></html>","text":"$NEBIUS(NBIS)$ NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. 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Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by 2026 • Zero spare capacity—everything’s snapped up • $4.3B in funding locked and loaded Talk about flawless delivery! @Daily_Discussion @TigerWire @TigerCommunity @Tiger_Newspress @TigerStars @Tiger_comments","highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":4,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/499127429259864","repostId":0,"isVote":1,"tweetType":1,"viewCount":1437,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":813,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":499658587365728,"commentId":"499658587365728","gmtCreate":1763006471168,"gmtModify":1763007367736,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499127429259864,"objectIdStr":"499127429259864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Bouncing off the post Microsoft deal valuation - 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Meta deal is massive 💥 Time to top up before the surge! [看涨][666]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}