The 70% surge in NBIS isn’t ra

The 70% surge in NBIS isn’t random — it’s a classic case of capital chasing AI adjacency. With Microsoft stepping in, the market is pricing in not just a partnership but the implied Nvidia halo effect. Remember: anything tied to Microsoft’s AI stack is indirectly tied to Nvidia’s silicon dominance. NBIS simply became the latest proxy trade for investors who missed the first leg of the NVDA run. Smart money sees this as leverage on the broader AI supercycle, while retail sees ‘another Nvidia play’ — and that disconnect is exactly why we got a vertical move

NBIS Soars 50%! Follow Nvidia to Invest?

AI hyperscaler Nebius (NBIS) skyrocketed 50%, after announcing a $19.4B multi-year deal with Microsoft. According to NBIS’s SEC filing, Microsoft will purchase $17.4B worth of AI cloud services, with an additional $2B option through 2031. ----------- 1. Now that the stock has surged, will NBIS turn “too expensive” like CoreWeave — or is there still upside left? 2. Is following Nvidia to pick growth stock a good idea?

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":476913748647936,"tweetId":"476913748647936","gmtCreate":1757440423890,"gmtModify":1757440951699,"author":{"id":4219757744744272,"idStr":"4219757744744272","authorId":4219757744744272,"authorIdStr":"4219757744744272","name":"PittyMeat","avatar":"https://community-static.tradeup.com/news/e5fd485716cf88fc37b4f85cb1a1878e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"264bdfbd0df24e189d295c1838719abe","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"NBIS Soars 50%! Follow Nvidia to Invest?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":264bdfbd0df24e189d295c1838719abe}&rnconfig={\"headerBarHidden\": true}","description":"AI hyperscaler Nebius (NBIS) skyrocketed 50%, after announcing a $19.4B multi-year deal with Microsoft.\nAccording to NBIS’s SEC filing, Microsoft will purchase $17.4B worth of AI cloud services, with an additional $2B option through 2031.\n-----------\n1. Now that the stock has surged, will NBIS turn “too expensive” like CoreWeave — or is there still upside left?\n2. Is following Nvidia to pick growth stock a good idea?","image":"https://community-static.tradeup.com/news/d4e06e5cd464949af17c193f300ca058"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>The 70% surge in NBIS isn’t random — it’s a classic case of capital chasing AI adjacency. With Microsoft stepping in, the market is pricing in not just a partnership but the implied Nvidia halo effect. Remember: anything tied to Microsoft’s AI stack is indirectly tied to Nvidia’s silicon dominance. NBIS simply became the latest proxy trade for investors who missed the first leg of the NVDA run. Smart money sees this as leverage on the broader AI supercycle, while retail sees ‘another Nvidia play’ — and that disconnect is exactly why we got a vertical move</p></body></html>","htmlText":"<html><head></head><body><p>The 70% surge in NBIS isn’t random — it’s a classic case of capital chasing AI adjacency. With Microsoft stepping in, the market is pricing in not just a partnership but the implied Nvidia halo effect. Remember: anything tied to Microsoft’s AI stack is indirectly tied to Nvidia’s silicon dominance. NBIS simply became the latest proxy trade for investors who missed the first leg of the NVDA run. Smart money sees this as leverage on the broader AI supercycle, while retail sees ‘another Nvidia play’ — and that disconnect is exactly why we got a vertical move</p></body></html>","text":"The 70% surge in NBIS isn’t random — it’s a classic case of capital chasing AI adjacency. With Microsoft stepping in, the market is pricing in not just a partnership but the implied Nvidia halo effect. Remember: anything tied to Microsoft’s AI stack is indirectly tied to Nvidia’s silicon dominance. NBIS simply became the latest proxy trade for investors who missed the first leg of the NVDA run. Smart money sees this as leverage on the broader AI supercycle, while retail sees ‘another Nvidia play’ — and that disconnect is exactly why we got a vertical move","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/476913748647936","repostId":0,"isVote":1,"tweetType":1,"viewCount":718,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":465,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/476913748647936"}