NBIS Soars 50%! Follow Nvidia to Invest?

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{"data":{"themeId":"264bdfbd0df24e189d295c1838719abe","name":"NBIS Soars 50%! Follow Nvidia to Invest?","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/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1757384638384,"userCounts":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":264bdfbd0df24e189d295c1838719abe}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1757952000000,"rewardEnd":true,"symbols":[],"tweetCounts":34,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"NBIS Soars 50%! Follow Nvidia to Invest?","tweetAmount":34,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":477726070108984,"gmtCreate":1757638644090,"gmtModify":1757641441426,"author":{"id":"4176441021976392","authorId":"4176441021976392","name":"vc888","avatar":"https://community-static.tradeup.com/news/c4cf7fefd0d4b0d4bc4081fe0326fd5e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176441021976392","authorIdStr":"4176441021976392"},"themes":[],"title":"","htmlText":"The $17.4B Microsoft deal validates bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised. Despite profit-taking risks, the Microsoft partnership sets the stage for multi-year growth, premium pricing, and expanded datacenter capacity.","listText":"The $17.4B Microsoft deal validates bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised. Despite profit-taking risks, the Microsoft partnership sets the stage for multi-year growth, premium pricing, and expanded datacenter capacity.","text":"The $17.4B Microsoft deal validates bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised. Despite profit-taking risks, the Microsoft partnership sets the stage for multi-year growth, premium pricing, and expanded datacenter capacity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/477726070108984","isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477723768132360,"gmtCreate":1757638081894,"gmtModify":1757933704262,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"title":"Nebius’ Meteoric Rise: Genuine AI Breakthrough or Just Nvidia’s Halo Effect?","htmlText":"I always find markets fascinating when a stock vaults 50% in a matter of days, because that kind of move usually reveals either a genuine structural shift or a collective rush of investor euphoria. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> , the AI-infrastructure specialist, has just delivered that kind of spectacle, touching a 52-week high of $100.51 after trading as low as $14.09 within the year. The question is whether this meteoric run is the start of something enduring or simply the effect of investors chasing the nearest Nvidia proxy. Meteoric rise, but gravity always waits its turn Riding the AI wave or making its own? Nebius has repositioned itself firmly into AI-focused infrastructure, and that pivot appears to be resonating. Quarterly revenue has surged nearly eig","listText":"I always find markets fascinating when a stock vaults 50% in a matter of days, because that kind of move usually reveals either a genuine structural shift or a collective rush of investor euphoria. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> , the AI-infrastructure specialist, has just delivered that kind of spectacle, touching a 52-week high of $100.51 after trading as low as $14.09 within the year. The question is whether this meteoric run is the start of something enduring or simply the effect of investors chasing the nearest Nvidia proxy. Meteoric rise, but gravity always waits its turn Riding the AI wave or making its own? Nebius has repositioned itself firmly into AI-focused infrastructure, and that pivot appears to be resonating. Quarterly revenue has surged nearly eig","text":"I always find markets fascinating when a stock vaults 50% in a matter of days, because that kind of move usually reveals either a genuine structural shift or a collective rush of investor euphoria. $NEBIUS(NBIS)$ , the AI-infrastructure specialist, has just delivered that kind of spectacle, touching a 52-week high of $100.51 after trading as low as $14.09 within the year. The question is whether this meteoric run is the start of something enduring or simply the effect of investors chasing the nearest Nvidia proxy. Meteoric rise, but gravity always waits its turn Riding the AI wave or making its own? Nebius has repositioned itself firmly into AI-focused infrastructure, and that pivot appears to be resonating. Quarterly revenue has surged nearly eig","images":[{"img":"https://community-static.tradeup.com/news/b4b7eedd0fbe895fda082ea9762c5386","width":"1800","height":"1800"},{"img":"https://community-static.tradeup.com/news/b1d4b780d03d1e79975654c5c19d0b34","width":"2500","height":"1555"},{"img":"https://community-static.tradeup.com/news/ba28594728fc10a66d8b426940207564","width":"2500","height":"1555"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":15,"commentSize":4,"repostSize":3,"link":"https://ttm.financial/post/477723768132360","isVote":1,"tweetType":1,"viewCount":4539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274803156147","authorIdStr":"3479274803156147"},"content":"Interesting take","text":"Interesting take","html":"Interesting take"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":477185092178016,"gmtCreate":1757504277672,"gmtModify":1757510115595,"author":{"id":"10000000000011059","authorId":"10000000000011059","name":"OguzO Capitalist","avatar":"https://community-static.tradeup.com/news/27d9a0b39634961f1b2fc3417b5abd53","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011059","authorIdStr":"10000000000011059"},"themes":[],"title":"Here is Why NBIS is an Asymmetric Opportunity?","htmlText":"I bought <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> before it was popular at $20 per share.It's already 5x for me. This is only the beginning as they have just announced a massive $17 billion deal with Microsoft.It can easily make another 5x from here.Here is why NBIS is an asymmetric opportunity: 🧵A logo with the word \"NEBIUS\" in bold, dark blue, sans-serif font on a bright yellow background.1/ $NBIS is an AI infrastructure company.This is a very hard market; it requires:- Hardware expertise.- A lot of capital.- High demand.NBIS has all three.2/ So, what does NBIS exactly do?It inherited Yandex's data center business and turned it into a neo-cloud business tailored for AI workloads.It has hardware and software layers.In the hardware layer, they use exclusively","listText":"I bought <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> before it was popular at $20 per share.It's already 5x for me. This is only the beginning as they have just announced a massive $17 billion deal with Microsoft.It can easily make another 5x from here.Here is why NBIS is an asymmetric opportunity: 🧵A logo with the word \"NEBIUS\" in bold, dark blue, sans-serif font on a bright yellow background.1/ $NBIS is an AI infrastructure company.This is a very hard market; it requires:- Hardware expertise.- A lot of capital.- High demand.NBIS has all three.2/ So, what does NBIS exactly do?It inherited Yandex's data center business and turned it into a neo-cloud business tailored for AI workloads.It has hardware and software layers.In the hardware layer, they use exclusively","text":"I bought $NEBIUS(NBIS)$ before it was popular at $20 per share.It's already 5x for me. This is only the beginning as they have just announced a massive $17 billion deal with Microsoft.It can easily make another 5x from here.Here is why NBIS is an asymmetric opportunity: 🧵A logo with the word \"NEBIUS\" in bold, dark blue, sans-serif font on a bright yellow background.1/ $NBIS is an AI infrastructure company.This is a very hard market; it requires:- Hardware expertise.- A lot of capital.- High demand.NBIS has all three.2/ So, what does NBIS exactly do?It inherited Yandex's data center business and turned it into a neo-cloud business tailored for AI workloads.It has hardware and software layers.In the hardware layer, they use exclusively","images":[{"img":"https://community-static.tradeup.com/news/5557fcd5299a281dace81c9814492c5b","width":"900","height":"465"},{"img":"https://community-static.tradeup.com/news/1c11d447ec436581dc5588808d7711e9","width":"900","height":"399"},{"img":"https://community-static.tradeup.com/news/f27eae226a489bba9f080e45c2513313","width":"900","height":"411"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/477185092178016","isVote":1,"tweetType":1,"viewCount":3603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},{"id":477055612268544,"gmtCreate":1757475058564,"gmtModify":1757508267896,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Nebius’ 50% Rocket Ride: Follow Nvidia’s Lead or Avoid the Hype Trap?","htmlText":"Nebius (NBIS) has soared 50% to $96.82 after announcing a $19.4 billion multi-year deal with Microsoft, with $17.4 billion committed for AI cloud services and a $2 billion option through 2031, per its SEC filing. Nvidia (NVDA), a key backer, trades at $175, up 25% YTD, while the S&amp;P 500 hits 6,520, Nasdaq 21,950, and Bitcoin $123,456. The VIX at 14.12 signals calm amid oil at $74.50/barrel and tariff tensions. Posts found on X buzz with “NBIS moonshot” excitement, but some caution “overvalued risks.” Is NBIS now too expensive like CoreWeave, or does upside remain? Should you follow Nvidia into this growth stock? This deep dive explores the surge, valuation debate, Nvidia’s role, outlook, trading strategies, and a plan to navigate this AI hyperscaler frenzy. The Surge Unveiled: Microsof","listText":"Nebius (NBIS) has soared 50% to $96.82 after announcing a $19.4 billion multi-year deal with Microsoft, with $17.4 billion committed for AI cloud services and a $2 billion option through 2031, per its SEC filing. Nvidia (NVDA), a key backer, trades at $175, up 25% YTD, while the S&amp;P 500 hits 6,520, Nasdaq 21,950, and Bitcoin $123,456. The VIX at 14.12 signals calm amid oil at $74.50/barrel and tariff tensions. Posts found on X buzz with “NBIS moonshot” excitement, but some caution “overvalued risks.” Is NBIS now too expensive like CoreWeave, or does upside remain? Should you follow Nvidia into this growth stock? This deep dive explores the surge, valuation debate, Nvidia’s role, outlook, trading strategies, and a plan to navigate this AI hyperscaler frenzy. The Surge Unveiled: Microsof","text":"Nebius (NBIS) has soared 50% to $96.82 after announcing a $19.4 billion multi-year deal with Microsoft, with $17.4 billion committed for AI cloud services and a $2 billion option through 2031, per its SEC filing. Nvidia (NVDA), a key backer, trades at $175, up 25% YTD, while the S&P 500 hits 6,520, Nasdaq 21,950, and Bitcoin $123,456. The VIX at 14.12 signals calm amid oil at $74.50/barrel and tariff tensions. Posts found on X buzz with “NBIS moonshot” excitement, but some caution “overvalued risks.” Is NBIS now too expensive like CoreWeave, or does upside remain? Should you follow Nvidia into this growth stock? This deep dive explores the surge, valuation debate, Nvidia’s role, outlook, trading strategies, and a plan to navigate this AI hyperscaler frenzy. The Surge Unveiled: Microsof","images":[{"img":"https://community-static.tradeup.com/news/9c0befc719cdc579a5a509716103bf65","width":"768","height":"432"},{"img":"https://community-static.tradeup.com/news/5f5ac13e4b5b8a444aaccac9185557d5","width":"1068","height":"601"},{"img":"https://community-static.tradeup.com/news/a7d678766d0cb2828f8da46ccaaf1cec","width":"1260","height":"708"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":94,"commentSize":3,"repostSize":4,"link":"https://ttm.financial/post/477055612268544","isVote":1,"tweetType":1,"viewCount":5068,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011037","authorId":"10000000000011037","name":"Jo Betsy","avatar":"https://static.tigerbbs.com/d1bbf6ac76dc4dc532d0d4d38f8eb441","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011037","authorIdStr":"10000000000011037"},"content":"Buy NBIS now; $150 target seems achievable if growth holds.","text":"Buy NBIS now; $150 target seems achievable if growth holds.","html":"Buy NBIS now; $150 target seems achievable if growth holds."},{"author":{"id":"3479274690516828","authorId":"3479274690516828","name":"fishhhh","avatar":"https://static.tigerbbs.com/12a0c58374df69e6142a95d96017b500","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274690516828","authorIdStr":"3479274690516828"},"content":"Is the hype worth it, or is this just another expensive ride?","text":"Is the hype worth it, or is this just another expensive ride?","html":"Is the hype worth it, or is this just another expensive ride?"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":477018364837896,"gmtCreate":1757465952316,"gmtModify":1757467783972,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I'm intrigued by the recent 70% surge in Nebius <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;stock, especially with the announcement of a $19.4B multi-year deal with Microsoft <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. The fact that Microsoft will purchase $17.4B worth of AI cloud services, with a $2B option through 2031, suggests a strong vote of confidence in Nebius's capabilities. This partnership, combined with the stock hitting $108.58, makes me wonder about its future trajectory. It's exciting to see such growth, but I'm cautious about whether this rapid rise could push it into \"too expensive\" territory, similar to what happened with CoreWeave <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>","listText":"I'm intrigued by the recent 70% surge in Nebius <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp;stock, especially with the announcement of a $19.4B multi-year deal with Microsoft <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. The fact that Microsoft will purchase $17.4B worth of AI cloud services, with a $2B option through 2031, suggests a strong vote of confidence in Nebius's capabilities. This partnership, combined with the stock hitting $108.58, makes me wonder about its future trajectory. It's exciting to see such growth, but I'm cautious about whether this rapid rise could push it into \"too expensive\" territory, similar to what happened with CoreWeave <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>","text":"I'm intrigued by the recent 70% surge in Nebius $NEBIUS(NBIS)$ stock, especially with the announcement of a $19.4B multi-year deal with Microsoft $Microsoft(MSFT)$ . The fact that Microsoft will purchase $17.4B worth of AI cloud services, with a $2B option through 2031, suggests a strong vote of confidence in Nebius's capabilities. This partnership, combined with the stock hitting $108.58, makes me wonder about its future trajectory. It's exciting to see such growth, but I'm cautious about whether this rapid rise could push it into \"too expensive\" territory, similar to what happened with CoreWeave $CoreWeave, Inc.(CRWV)$","images":[{"img":"https://community-static.tradeup.com/news/4342e1761fedac409876ba91897c754d","width":"1260","height":"1396"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":8,"repostSize":3,"link":"https://ttm.financial/post/477018364837896","isVote":1,"tweetType":1,"viewCount":3671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Clearly NVDA is manipulated along with weak hands being shook out. NVDA should easily be 200+ right now. ....Patience will pay off.","text":"Clearly NVDA is manipulated along with weak hands being shook out. NVDA should easily be 200+ right now. ....Patience will pay off.","html":"Clearly NVDA is manipulated along with weak hands being shook out. NVDA should easily be 200+ right now. ....Patience will pay off."},{"author":{"id":"9000000000000362","authorId":"9000000000000362","name":"fluffzo","avatar":"https://static.tigerbbs.com/d19479028ad9f5265647d85d6157c5be","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000362","authorIdStr":"9000000000000362"},"content":"The Microsoft deal does sound promising, but keep an eye on those overvaluation signals.","text":"The Microsoft deal does sound promising, but keep an eye on those overvaluation signals.","html":"The Microsoft deal does sound promising, but keep an eye on those overvaluation signals."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477014165099272,"gmtCreate":1757464838966,"gmtModify":1757467817221,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"Wall Street Wakes Up to NBIS: A $19B Bet on the Future of AI Cloud","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Artificial intelligence (AI) continues to reshape not just the technology sector but also financial markets. Every few months, a new player emerges from relative obscurity to become the next centerpiece of investor excitement. This time, the spotlight falls on Nebius (NASDAQ: NBIS), a hyperscale AI infrastructure company that has just stunned Wall Street. Shares of NBIS soared an extraordinary 70% in a single trading session, closing at $108.58, after the company announced a multi-year $19.4 billion agreement with Microsoft (MSFT). According to NBIS’s SEC filing, Microsoft will purchase $17.4 billion worth of AI cloud services, with an additional $2 billion option running through 2031. For a company of NBIS’s size, this deal is tran","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Artificial intelligence (AI) continues to reshape not just the technology sector but also financial markets. Every few months, a new player emerges from relative obscurity to become the next centerpiece of investor excitement. This time, the spotlight falls on Nebius (NASDAQ: NBIS), a hyperscale AI infrastructure company that has just stunned Wall Street. Shares of NBIS soared an extraordinary 70% in a single trading session, closing at $108.58, after the company announced a multi-year $19.4 billion agreement with Microsoft (MSFT). According to NBIS’s SEC filing, Microsoft will purchase $17.4 billion worth of AI cloud services, with an additional $2 billion option running through 2031. For a company of NBIS’s size, this deal is tran","text":"$NEBIUS(NBIS)$ Artificial intelligence (AI) continues to reshape not just the technology sector but also financial markets. Every few months, a new player emerges from relative obscurity to become the next centerpiece of investor excitement. This time, the spotlight falls on Nebius (NASDAQ: NBIS), a hyperscale AI infrastructure company that has just stunned Wall Street. Shares of NBIS soared an extraordinary 70% in a single trading session, closing at $108.58, after the company announced a multi-year $19.4 billion agreement with Microsoft (MSFT). According to NBIS’s SEC filing, Microsoft will purchase $17.4 billion worth of AI cloud services, with an additional $2 billion option running through 2031. For a company of NBIS’s size, this deal is tran","images":[{"img":"https://community-static.tradeup.com/news/f9cb740e4a613abcabfc67d0128415fd","width":"1259","height":"465"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/477014165099272","isVote":1,"tweetType":1,"viewCount":4871,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"Nebius is expected to receive an upfront prepayment from Microsoft, which could range from $2.6 billion to $4.4 billion.","text":"Nebius is expected to receive an upfront prepayment from Microsoft, which could range from $2.6 billion to $4.4 billion.","html":"Nebius is expected to receive an upfront prepayment from Microsoft, which could range from $2.6 billion to $4.4 billion."},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"If they get additional deals stock can go to $125","text":"If they get additional deals stock can go to $125","html":"If they get additional deals stock can go to $125"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476959178560064,"gmtCreate":1757451499850,"gmtModify":1757451503674,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181877949416372","authorIdStr":"4181877949416372"},"themes":[],"title":"","htmlText":"Maybe but won't buy another&nbsp;","listText":"Maybe but won't buy another&nbsp;","text":"Maybe but won't buy another","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476959178560064","isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476913748647936,"gmtCreate":1757440423890,"gmtModify":1757440951699,"author":{"id":"4219757744744272","authorId":"4219757744744272","name":"PittyMeat","avatar":"https://community-static.tradeup.com/news/e5fd485716cf88fc37b4f85cb1a1878e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4219757744744272","authorIdStr":"4219757744744272"},"themes":[],"title":"","htmlText":"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","listText":"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","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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476913748647936","isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476909522637104,"gmtCreate":1757439707139,"gmtModify":1757439711528,"author":{"id":"3577184779307688","authorId":"3577184779307688","name":"AlantinoK","avatar":"https://community-static.tradeup.com/news/9ba82f950981eaf973260e3deab6e76b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577184779307688","authorIdStr":"3577184779307688"},"themes":[],"title":"","htmlText":"Got lucky with NBIS flying to the moon with Microsoft Billions&nbsp;investment , from negative to an awesome&nbsp;positive position.&nbsp;","listText":"Got lucky with NBIS flying to the moon with Microsoft Billions&nbsp;investment , from negative to an awesome&nbsp;positive position.&nbsp;","text":"Got lucky with NBIS flying to the moon with Microsoft Billions investment , from negative to an awesome positive position.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476909522637104","isVote":1,"tweetType":1,"viewCount":3616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476868508173192,"gmtCreate":1757429280185,"gmtModify":1757429701187,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"1. Has NBIS become “too expensive,” à la CoreWeave — or is there still room to run? Positives for Nebius Massive Microsoft deal: NBIS just locked in a $17.4 bn five-year GPU infrastructure agreement, with a potential $2 bn extension through 2031.&nbsp; De-risking their buildout: That deal gives Nebius strong visibility into revenue, and Microsoft cash-flow or committed payments can underwrite capital expenditures and debt financing. Analysts see this as significantly reducing execution risk.&nbsp; Strong “neocloud” positioning: Nebius is carving out a niche as a vertically integrated AI cloud provider using Nvidia-powered GPU infrastructure, which is exactly what hyperscalers are scrambling for.&nbsp; Room for further contracts: If this Microsoft deal is Phase 1, investors and analysts see","listText":"1. Has NBIS become “too expensive,” à la CoreWeave — or is there still room to run? Positives for Nebius Massive Microsoft deal: NBIS just locked in a $17.4 bn five-year GPU infrastructure agreement, with a potential $2 bn extension through 2031.&nbsp; De-risking their buildout: That deal gives Nebius strong visibility into revenue, and Microsoft cash-flow or committed payments can underwrite capital expenditures and debt financing. Analysts see this as significantly reducing execution risk.&nbsp; Strong “neocloud” positioning: Nebius is carving out a niche as a vertically integrated AI cloud provider using Nvidia-powered GPU infrastructure, which is exactly what hyperscalers are scrambling for.&nbsp; Room for further contracts: If this Microsoft deal is Phase 1, investors and analysts see","text":"1. Has NBIS become “too expensive,” à la CoreWeave — or is there still room to run? Positives for Nebius Massive Microsoft deal: NBIS just locked in a $17.4 bn five-year GPU infrastructure agreement, with a potential $2 bn extension through 2031. De-risking their buildout: That deal gives Nebius strong visibility into revenue, and Microsoft cash-flow or committed payments can underwrite capital expenditures and debt financing. Analysts see this as significantly reducing execution risk. Strong “neocloud” positioning: Nebius is carving out a niche as a vertically integrated AI cloud provider using Nvidia-powered GPU infrastructure, which is exactly what hyperscalers are scrambling for. Room for further contracts: If this Microsoft deal is Phase 1, investors and analysts see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476868508173192","isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476774164009056,"gmtCreate":1757403953413,"gmtModify":1757404061060,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Massive NBIS Options Bet Preceded 17.4B Microsoft Windfall: Smart Money Knew?","htmlText":"On September 8, after-market hours, the AI infrastructure space saw a bombshell announcement: <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> signed a $17.4 billion long-term contract with <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> This deal fundamentally resets market consensus on Nebius and underscores Microsoft’s “capital discipline + resource security” dual-track strategy in AI.For Nebius: From uncertainty to certaintyUntil now, Nebius was viewed as just another “emerging European AI compute player,” with its valuation driven largely by future expectations. This contract instantly elevates it into the global AI infrastructure oligopoly alongside <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> Financially, the $17.4B contract translates t","listText":"On September 8, after-market hours, the AI infrastructure space saw a bombshell announcement: <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> signed a $17.4 billion long-term contract with <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> This deal fundamentally resets market consensus on Nebius and underscores Microsoft’s “capital discipline + resource security” dual-track strategy in AI.For Nebius: From uncertainty to certaintyUntil now, Nebius was viewed as just another “emerging European AI compute player,” with its valuation driven largely by future expectations. This contract instantly elevates it into the global AI infrastructure oligopoly alongside <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> Financially, the $17.4B contract translates t","text":"On September 8, after-market hours, the AI infrastructure space saw a bombshell announcement: $NEBIUS(NBIS)$ signed a $17.4 billion long-term contract with $Microsoft(MSFT)$ This deal fundamentally resets market consensus on Nebius and underscores Microsoft’s “capital discipline + resource security” dual-track strategy in AI.For Nebius: From uncertainty to certaintyUntil now, Nebius was viewed as just another “emerging European AI compute player,” with its valuation driven largely by future expectations. This contract instantly elevates it into the global AI infrastructure oligopoly alongside $CoreWeave, Inc.(CRWV)$ Financially, the $17.4B contract translates t","images":[{"img":"https://community-static.tradeup.com/news/57e4bccc8e9656760c3c3154fa0c40a6"},{"img":"https://community-static.tradeup.com/news/766e144b92e46b9e5d90c67938284165"},{"img":"https://static.tigerbbs.com/06cebd8b10f768097012a9878350e298"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":3,"repostSize":9,"link":"https://ttm.financial/post/476774164009056","isVote":1,"tweetType":1,"viewCount":23260,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"this is just the start, $300 next year","text":"this is just the start, $300 next year","html":"this is just the start, $300 next year"},{"author":{"id":"9000000000000650","authorId":"9000000000000650","name":"ClarenceNehemiah","avatar":"https://static.tigerbbs.com/5fee988f6e6e3c043a31a7e8992655c4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000650","authorIdStr":"9000000000000650"},"content":"It's fascinating how the options market can sometimes predict big moves.","text":"It's fascinating how the options market can sometimes predict big moves.","html":"It's fascinating how the options market can sometimes predict big moves."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":476734026723632,"gmtCreate":1757396861456,"gmtModify":1757469602752,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🚀📡💰 Market Recap 08Sep25: Fed Bets, Nasdaq Record, and Musk’s $17B Spectrum Power Play 🚀📡💰","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/SATS\">$EchoStar(SATS)$</a>&nbsp; 📉 What Was Down Today I’m watching $TSLA –1.3% as US EV market share sinks back to 2017 lows, pressing its triangle compression. I’m also noting reports that Tesla launched a new Weibo account, hinting at efforts to leverage its brand in China’s competitive humanoid robot sector. This connects directly to its long-term Optimus ambitions, even as near-term EV share declines. $SMMT collapsed –25.2% after Phase 3 trial disappointments, while $CVS sank –4.8% after management refused to guide on government ratings, clouding visibility. 📈 What Was Up Today I’m tracking $SATS +19.9% after Elon Musk’s SpaceX ag","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/SATS\">$EchoStar(SATS)$</a>&nbsp; 📉 What Was Down Today I’m watching $TSLA –1.3% as US EV market share sinks back to 2017 lows, pressing its triangle compression. I’m also noting reports that Tesla launched a new Weibo account, hinting at efforts to leverage its brand in China’s competitive humanoid robot sector. This connects directly to its long-term Optimus ambitions, even as near-term EV share declines. $SMMT collapsed –25.2% after Phase 3 trial disappointments, while $CVS sank –4.8% after management refused to guide on government ratings, clouding visibility. 📈 What Was Up Today I’m tracking $SATS +19.9% after Elon Musk’s SpaceX ag","text":"$Broadcom(AVGO)$ $Tesla Motors(TSLA)$ $EchoStar(SATS)$ 📉 What Was Down Today I’m watching $TSLA –1.3% as US EV market share sinks back to 2017 lows, pressing its triangle compression. I’m also noting reports that Tesla launched a new Weibo account, hinting at efforts to leverage its brand in China’s competitive humanoid robot sector. This connects directly to its long-term Optimus ambitions, even as near-term EV share declines. $SMMT collapsed –25.2% after Phase 3 trial disappointments, while $CVS sank –4.8% after management refused to guide on government ratings, clouding visibility. 📈 What Was Up Today I’m tracking $SATS +19.9% after Elon Musk’s SpaceX ag","images":[{"img":"https://community-static.tradeup.com/news/3a0beadd8433621221c71eed1f3aba37","width":"2752","height":"1736"},{"img":"https://community-static.tradeup.com/news/ad2ed2e08c1412ed61556899d9369809","width":"2752","height":"1735"},{"img":"https://community-static.tradeup.com/news/21da86b376eda227beec14015e25de4d","width":"1641","height":"2215"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":14,"commentSize":12,"repostSize":23,"link":"https://ttm.financial/post/476734026723632","isVote":1,"tweetType":1,"viewCount":5003,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010931","authorIdStr":"10000000000010931"},"content":"Thanks for sharing!","text":"Thanks for sharing!","html":"Thanks for sharing!"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"🚀Cathie Wood’s conviction plus ARK’s flows make this more than just a technical story. That kind of capital behind Tesla at the same time the chart is compressing under 360 adds serious weight. It’s the kind of setup I remember seeing in $META before its sharp move.","text":"🚀Cathie Wood’s conviction plus ARK’s flows make this more than just a technical story. That kind of capital behind Tesla at the same time the chart is compressing under 360 adds serious weight. It’s the kind of setup I remember seeing in $META before its sharp move.","html":"🚀Cathie Wood’s conviction plus ARK’s flows make this more than just a technical story. That kind of capital behind Tesla at the same time the chart is compressing under 360 adds serious weight. It’s the kind of setup I remember seeing in $META before its sharp move."}],"imageCount":15,"langContent":"EN","totalScore":0},{"id":476609309115256,"gmtCreate":1757387161050,"gmtModify":1757407115312,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"NBIS Skyrockets 70% on Microsoft Megadeal: Nvidia Twin or Overhyped?","htmlText":"Nebius Group ( <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> ) exploded 70% to $108.58 after inking a $19.4 billion multi-year AI cloud deal with Microsoft, including a $17.4 billion firm commitment and $2 billion option through 2031. This pact, the largest in NBIS's history, could redefine the AI hyperscaler, but valuations now at $60 billion raise questions if it's too expensive like CoreWeave. With the S&amp;P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on EU/Mexico/Canada) and oil at $74.50/barrel. Posts found on X buzz with “NBIS Nvidia clone” hype, but some warn of “bubble pricing.” This deep dive explores the deal, valuation, Nvidia link, market reactions, and strategies to bet on the twin or hedge the hype","listText":"Nebius Group ( <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> ) exploded 70% to $108.58 after inking a $19.4 billion multi-year AI cloud deal with Microsoft, including a $17.4 billion firm commitment and $2 billion option through 2031. This pact, the largest in NBIS's history, could redefine the AI hyperscaler, but valuations now at $60 billion raise questions if it's too expensive like CoreWeave. With the S&amp;P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on EU/Mexico/Canada) and oil at $74.50/barrel. Posts found on X buzz with “NBIS Nvidia clone” hype, but some warn of “bubble pricing.” This deep dive explores the deal, valuation, Nvidia link, market reactions, and strategies to bet on the twin or hedge the hype","text":"Nebius Group ( $NEBIUS(NBIS)$ ) exploded 70% to $108.58 after inking a $19.4 billion multi-year AI cloud deal with Microsoft, including a $17.4 billion firm commitment and $2 billion option through 2031. This pact, the largest in NBIS's history, could redefine the AI hyperscaler, but valuations now at $60 billion raise questions if it's too expensive like CoreWeave. With the S&P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on EU/Mexico/Canada) and oil at $74.50/barrel. Posts found on X buzz with “NBIS Nvidia clone” hype, but some warn of “bubble pricing.” This deep dive explores the deal, valuation, Nvidia link, market reactions, and strategies to bet on the twin or hedge the hype","images":[{"img":"https://community-static.tradeup.com/news/9266d2a27ea3be9ba99a5589a2c84cc4","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/2a9caabee8606e3ebe13db8019f15cc7","width":"2560","height":"1435"},{"img":"https://community-static.tradeup.com/news/3a36090828c9a447fa5649f9d69b1463","width":"900","height":"600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":80,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/476609309115256","isVote":1,"tweetType":1,"viewCount":4445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"content":"NBIS-Microsoft deal = win! Buy at $108, chase $120!","text":"NBIS-Microsoft deal = win! Buy at $108, chase $120!","html":"NBIS-Microsoft deal = win! Buy at $108, chase $120!"},{"author":{"id":"3479274781436276","authorId":"3479274781436276","name":"snixee","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274781436276","authorIdStr":"3479274781436276"},"content":"Incredible insight! Can't wait to see how this unfolds! [Wow]","text":"Incredible insight! Can't wait to see how this unfolds! [Wow]","html":"Incredible insight! Can't wait to see how this unfolds! [Wow]"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":476609295581296,"gmtCreate":1757386985111,"gmtModify":1757387006969,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Inflation Showdown: Will 25 or 50 bps Unlock the Fed’s Next Move?","htmlText":"This week, all eyes turn to U.S. jobs concerns and pivotal inflation data, with the Producer Price Index (PPI) dropping Wednesday and the Consumer Price Index (CPI) on Thursday, shaping the Federal Reserve’s next rate decision. Gold at $3,650 and the S&amp;P 500 at 6,540 reflect a market bracing for impact, while Nasdaq at 21,950 and Bitcoin at $123,456 signal tech and crypto sensitivity. The VIX at 14.12 and oil at $74.50/barrel hint at calm, but posts found on X show a split between “Fed cut hype” and “stagflation fears.” Calls for a rate cut—potentially exceeding 25 basis points (bps)—grow louder, with Wall Street betting easing won’t derail despite strong data risks. This deep dive explores the pullback’s end, cut expectations, 25 vs. 50 bps debate, data impact, trading plays, and a pl","listText":"This week, all eyes turn to U.S. jobs concerns and pivotal inflation data, with the Producer Price Index (PPI) dropping Wednesday and the Consumer Price Index (CPI) on Thursday, shaping the Federal Reserve’s next rate decision. Gold at $3,650 and the S&amp;P 500 at 6,540 reflect a market bracing for impact, while Nasdaq at 21,950 and Bitcoin at $123,456 signal tech and crypto sensitivity. The VIX at 14.12 and oil at $74.50/barrel hint at calm, but posts found on X show a split between “Fed cut hype” and “stagflation fears.” Calls for a rate cut—potentially exceeding 25 basis points (bps)—grow louder, with Wall Street betting easing won’t derail despite strong data risks. This deep dive explores the pullback’s end, cut expectations, 25 vs. 50 bps debate, data impact, trading plays, and a pl","text":"This week, all eyes turn to U.S. jobs concerns and pivotal inflation data, with the Producer Price Index (PPI) dropping Wednesday and the Consumer Price Index (CPI) on Thursday, shaping the Federal Reserve’s next rate decision. Gold at $3,650 and the S&P 500 at 6,540 reflect a market bracing for impact, while Nasdaq at 21,950 and Bitcoin at $123,456 signal tech and crypto sensitivity. The VIX at 14.12 and oil at $74.50/barrel hint at calm, but posts found on X show a split between “Fed cut hype” and “stagflation fears.” Calls for a rate cut—potentially exceeding 25 basis points (bps)—grow louder, with Wall Street betting easing won’t derail despite strong data risks. This deep dive explores the pullback’s end, cut expectations, 25 vs. 50 bps debate, data impact, trading plays, and a pl","images":[{"img":"https://community-static.tradeup.com/news/d2159e09f648f3901a4c15f046752fbc","width":"4535","height":"3000"},{"img":"https://community-static.tradeup.com/news/bf96f9477e07cc5b1c9f4adb230fe3b5","width":"1024","height":"536"},{"img":"https://community-static.tradeup.com/news/8c14c9a81a8a180ecf54b81200d5fb77","width":"1400","height":"1053"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476609295581296","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":476594099736896,"gmtCreate":1757383445157,"gmtModify":1757398115858,"author":{"id":"4207114222777552","authorId":"4207114222777552","name":"TheIRLlabubu","avatar":"https://community-static.tradeup.com/news/7eb5f4f0574fec5232af563c8ab43584","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207114222777552","authorIdStr":"4207114222777552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> time to sell half my holdings to get the stock for free","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> time to sell half my holdings to get the stock for free","text":"$NEBIUS(NBIS)$ time to sell half my holdings to get the stock for free","images":[{"img":"https://community-static.tradeup.com/news/dfac8ab9f598064cddb594ede8b95748","width":"860","height":"1252"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/476594099736896","isVote":1,"tweetType":1,"viewCount":3761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476577918177368,"gmtCreate":1757379324456,"gmtModify":1757398406573,"author":{"id":"4186742115380952","authorId":"4186742115380952","name":"Potatoboi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186742115380952","authorIdStr":"4186742115380952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)</a> The faithful shall be rewarded! This&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>Deal alone is worth more than the entire market cap of NBIS, with more deals in the making. With the recent earnings that smashed estimates, this is going on a generational run! Fingers crossed.","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)</a> The faithful shall be rewarded! This&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>Deal alone is worth more than the entire market cap of NBIS, with more deals in the making. With the recent earnings that smashed estimates, this is going on a generational run! Fingers crossed.","text":"$NEBIUS(NBIS) The faithful shall be rewarded! This $Microsoft(MSFT)$ Deal alone is worth more than the entire market cap of NBIS, with more deals in the making. With the recent earnings that smashed estimates, this is going on a generational run! Fingers crossed.","images":[{"img":"https://community-static.tradeup.com/news/71bf24cc16c2893ce905a30964879783","width":"364","height":"572"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":4,"repostSize":65,"link":"https://ttm.financial/post/476577918177368","isVote":1,"tweetType":1,"viewCount":8085,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"it depends on the demand, how much are you willing to pay for this stock? lots of people lining up to buy this.","text":"it depends on the demand, how much are you willing to pay for this stock? lots of people lining up to buy this.","html":"it depends on the demand, how much are you willing to pay for this stock? lots of people lining up to buy this."},{"author":{"id":"9000000000000644","authorId":"9000000000000644","name":"CrystalRose","avatar":"https://static.tigerbbs.com/25ded438897391c2e32edc77a343fe21","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000644","authorIdStr":"9000000000000644"},"content":"Sounds promising! Just be wary of potential market volatility while riding this wave of optimism.","text":"Sounds promising! Just be wary of potential market volatility while riding this wave of optimism.","html":"Sounds promising! Just be wary of potential market volatility while riding this wave of optimism."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476546592400240,"gmtCreate":1757371709689,"gmtModify":1757384689233,"author":{"id":"4089892790736720","authorId":"4089892790736720","name":"mycyp2026","avatar":"https://static.tigerbbs.com/797bf6d7eb7fe1e8277f91ca76a9ca63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089892790736720","authorIdStr":"4089892790736720"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> signs $17.4 billion AI infrastructure deal with<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>, share jumps.","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> signs $17.4 billion AI infrastructure deal with<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>, share jumps.","text":"$NEBIUS(NBIS)$ signs $17.4 billion AI infrastructure deal with$Microsoft(MSFT)$ , share jumps.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476546592400240","repostId":"2566263048","repostType":2,"repost":{"id":"2566263048","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1757372684,"share":"https://ttm.financial/m/news/2566263048?lang=en_US&edition=fundamental","pubTime":"2025-09-09 07:04","market":"fut","language":"en","title":"Nebius Signs $17.4 Billion AI Infrastructure Deal With Microsoft, Shares Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2566263048","media":"Reuters","summary":"UPDATE 1-Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jumpAdds details from paragraph two onwardsSept 8 (Reuters) - Nebius Group NBIS.O said on Monday it will provide Micro","content":"<html><head></head><body><p>Sept 8 (Reuters) - Nebius Group NBIS.O said on Monday it will provide Microsoft MSFT.O with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 40% after the bell.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/081a65b99668ac6fd9624f8ff83603ed\" tg-width=\"842\" tg-height=\"829\"/></p><p>The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure.</p><p>Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion.</p><p>Nebius&#39; core business involves providing <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.</p><p>Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, <a href=\"https://laohu8.com/S/NJR\">New Jersey</a>, starting later this year.</p><p>&#34;The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond,&#34; Nebius CEO Arkady Volozh said.</p><p>Microsoft is the largest customer of <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> CRWV.O — one of Nebius&#39; competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.</p><p>Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nebius Signs $17.4 Billion AI Infrastructure Deal With Microsoft, Shares Jump</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNebius Signs $17.4 Billion AI Infrastructure Deal With Microsoft, Shares Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-09 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 8 (Reuters) - Nebius Group NBIS.O said on Monday it will provide Microsoft MSFT.O with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 40% after the bell.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/081a65b99668ac6fd9624f8ff83603ed\" tg-width=\"842\" tg-height=\"829\"/></p><p>The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure.</p><p>Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion.</p><p>Nebius&#39; core business involves providing <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.</p><p>Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, <a href=\"https://laohu8.com/S/NJR\">New Jersey</a>, starting later this year.</p><p>&#34;The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond,&#34; Nebius CEO Arkady Volozh said.</p><p>Microsoft is the largest customer of <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> CRWV.O — one of Nebius&#39; competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.</p><p>Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","BK4567":"ESG概念","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","MSFT":"微软","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","SG9999001077.SGD":"United International Growth Fund SGD","BK4566":"资本集团","NBIS":"NEBIUS","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0171293334.USD":"贝莱德英国基金A2","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250908:nL3N3UV1E6:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566263048","content_text":"Sept 8 (Reuters) - Nebius Group NBIS.O said on Monday it will provide Microsoft MSFT.O with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 40% after the bell.The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure.Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion.Nebius' core business involves providing Nvidia NVDA.O graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, New Jersey, starting later this year.\"The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond,\" Nebius CEO Arkady Volozh said.Microsoft is the largest customer of CoreWeave CRWV.O — one of Nebius' competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.","news_type":1,"symbols_score_info":{"MSFT":1.1,"NBIS":1.1}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475377062167048,"gmtCreate":1757086277281,"gmtModify":1757384689291,"author":{"id":"4207114222777552","authorId":"4207114222777552","name":"TheIRLlabubu","avatar":"https://community-static.tradeup.com/news/7eb5f4f0574fec5232af563c8ab43584","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207114222777552","authorIdStr":"4207114222777552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> sold some shares at 66 decided to go back in at 64 this is a very long play with amd","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a> sold some shares at 66 decided to go back in at 64 this is a very long play with amd","text":"$NEBIUS(NBIS)$ sold some shares at 66 decided to go back in at 64 this is a very long play with amd","images":[{"img":"https://community-static.tradeup.com/news/0a971e88ba8b5c692428073746013b5d","width":"860","height":"1252"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/475377062167048","isVote":1,"tweetType":1,"viewCount":2711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":475061471555712,"gmtCreate":1756994022474,"gmtModify":1757384689359,"author":{"id":"10000000000010921","authorId":"10000000000010921","name":"EliteOptionsTrader","avatar":"https://community-static.tradeup.com/news/5a78e8ff8100616ecc6724330507917f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010921","authorIdStr":"10000000000010921"},"themes":[],"title":"NBIS AI Infrastructure Leader to $100 Next?","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Ever since the post earnings gap up to 75 we have seen NBIS consolidate in a range between 65-75. If we can get thru 75 we should make a move to 100 next, has been holding very well. What Do They Do?Nebius builds the physical backbone for AI, massive data centers filled with high-powered GPUs and infrastructure that companies rent to train and run AI models. They make money by selling access to this computing power, often on long-term contracts with enterprises, governments, and AI developers. Think of them like a specialized landlord for AI compute: they build it, power it, and lease it out at scale.Earnings ResultsRevenue Growth: Revenue jumped 625% YOY to ~$105.1M in Q2 (from $14.5M).Net Loss: Reported an adjusted net loss of $91","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Ever since the post earnings gap up to 75 we have seen NBIS consolidate in a range between 65-75. If we can get thru 75 we should make a move to 100 next, has been holding very well. What Do They Do?Nebius builds the physical backbone for AI, massive data centers filled with high-powered GPUs and infrastructure that companies rent to train and run AI models. They make money by selling access to this computing power, often on long-term contracts with enterprises, governments, and AI developers. Think of them like a specialized landlord for AI compute: they build it, power it, and lease it out at scale.Earnings ResultsRevenue Growth: Revenue jumped 625% YOY to ~$105.1M in Q2 (from $14.5M).Net Loss: Reported an adjusted net loss of $91","text":"$NEBIUS(NBIS)$ Ever since the post earnings gap up to 75 we have seen NBIS consolidate in a range between 65-75. If we can get thru 75 we should make a move to 100 next, has been holding very well. What Do They Do?Nebius builds the physical backbone for AI, massive data centers filled with high-powered GPUs and infrastructure that companies rent to train and run AI models. They make money by selling access to this computing power, often on long-term contracts with enterprises, governments, and AI developers. Think of them like a specialized landlord for AI compute: they build it, power it, and lease it out at scale.Earnings ResultsRevenue Growth: Revenue jumped 625% YOY to ~$105.1M in Q2 (from $14.5M).Net Loss: Reported an adjusted net loss of $91","images":[{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1148,"commentSize":0,"repostSize":54,"link":"https://ttm.financial/post/475061471555712","isVote":1,"tweetType":1,"viewCount":5774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":474804488564784,"gmtCreate":1756954867593,"gmtModify":1757384689423,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"Nebius Group’s AI Boom: Can Hypergrowth and Early Profitability Justify the Risk?","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Artificial intelligence remains the hottest investment theme of the decade, with trillions of dollars expected to be poured into infrastructure, data centers, and GPU capacity over the coming years. At the center of this buildout are not just chipmakers like Nvidia, but also a growing ecosystem of infrastructure providers who deliver the power, facilities, and scalability required to deploy AI at scale. One of the most striking stories in this space right now is Nebius Group, a relatively young AI infrastructure provider that just reported truly eye-popping results. The company’s revenue soared 625% year-over-year and climbed 106% sequentially, while also reaching EBITDA profitability in its core AI segment earlier than expected. Fo","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> Artificial intelligence remains the hottest investment theme of the decade, with trillions of dollars expected to be poured into infrastructure, data centers, and GPU capacity over the coming years. At the center of this buildout are not just chipmakers like Nvidia, but also a growing ecosystem of infrastructure providers who deliver the power, facilities, and scalability required to deploy AI at scale. One of the most striking stories in this space right now is Nebius Group, a relatively young AI infrastructure provider that just reported truly eye-popping results. The company’s revenue soared 625% year-over-year and climbed 106% sequentially, while also reaching EBITDA profitability in its core AI segment earlier than expected. Fo","text":"$NEBIUS(NBIS)$ Artificial intelligence remains the hottest investment theme of the decade, with trillions of dollars expected to be poured into infrastructure, data centers, and GPU capacity over the coming years. At the center of this buildout are not just chipmakers like Nvidia, but also a growing ecosystem of infrastructure providers who deliver the power, facilities, and scalability required to deploy AI at scale. One of the most striking stories in this space right now is Nebius Group, a relatively young AI infrastructure provider that just reported truly eye-popping results. The company’s revenue soared 625% year-over-year and climbed 106% sequentially, while also reaching EBITDA profitability in its core AI segment earlier than expected. Fo","images":[{"img":"https://community-static.tradeup.com/news/75ef422cac889b842c73fbd39f34d933","width":"1268","height":"472"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/474804488564784","isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[]}