$NBIS 20260918 190.0 PUT$ ✌🏻✌

$NBIS 20260918 190.0 PUT$ ✌🏻✌🏻✌🏻✌🏻

Meta Historic $27B Deal with Nebius! Chase NBIS or Bottom CRWV Now?

Meta has doubled down on its aggressive AI expansion, signing a five-year infrastructure agreement with Nebius worth up to $27 billion. This marks one of the largest single AI capacity contracts in history. Under the terms, Nebius will provide $12 billion in dedicated capacity beginning in early 2027, featuring one of the first large-scale deployments of Nvidia’s next-gen "Vera Rubin" platform. Additionally, Meta has committed to purchasing up to $15 billion in supplemental capacity from Nebius's third-party builds. Are you bullish on Neocloud? Is Nebius a better buy than Coreweave?

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