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?

avatarPatmos
06:22
Yes I'am very bullish on Neocloud  buying more Nebeius 
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avatarLuxodorscent
03-16 23:56
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 
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avatarRiyajul
03-16 23:19
@1234Riya
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avatarRiyajul
03-16 23:06
@1234Riy
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avatarRiyajul
03-16 23:05
Riyajul
1Reply
avatarIsleigh
03-16 22:41

Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?

$Meta Platforms, Inc.(META)$   $NEBIUS(NBIS)$   $CoreWeave, Inc.(CRWV)$   Meta just fired one of the biggest shots yet in the AI infrastructure war. A five-year deal worth up to $27 billion with Nebius signals something bigger than a simple cloud contract. It reveals where the next AI bottleneck may lie. Not GPUs. Compute capacity. And that changes how investors should think about the AI supply chain. The Real Story: AI Compute Is Becoming the New Oil For years the AI trade revolved around NVIDIA GPUs. But hyperscalers are discovering a new constraint. Even if you have GPUs, you still need: • Data center space • Power
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Meta’s $27B AI Bet: Is Nebius the New Cloud King or Is CoreWeave the Real Play?
avatarCliff_Chua
03-16 13:07
$NBIS 20260918 190.0 PUT$ ✌🏻✌🏻✌🏻✌🏻
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avatarTEESL
03-16 11:13
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avatar听见鸟儿的声音
03-16 09:08
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avatarjfsrevg
03-15 07:55

High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength

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
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High-Momentum Leaders: 17 Stocks Showing Expanding Relative Strength
avatarPapa Bear
03-14
$NBIS 20260320 131.0 CALL$ 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.
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avatarNAI500
03-13

NVIDIA Takes Strategic Stake in Nebius!

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.
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NVIDIA Takes Strategic Stake in Nebius!
avatarShayBoloor
03-13

The AI Business Model

The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NEBIUS(NBIS)$ (Cloud Utility for the Agentic AI Age) $NVIDIA(NVDA)$ just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category.
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The AI Business Model
avatarPeterDiCarlo
03-13

Mixed Signals: $TXN Lights Up, $NBIS Hits Target, $QQQ Looks Fragile

Markets look messy right now, but a few interesting setups are starting to emerge: 1. $Texas Instruments(TXN)$ Market looks ugly, but $TXN just lit up on BOTH of my systems. Monthly BX flipped green in Jan and my short-term reentry just fired after a 12% pullback. Asymmetric setup: coin-flip odds with 3–4x upside vs downside. 2. $NEBIUS(NBIS)$ NBIS Up 25% from a level we called before the bounce. Just hit our first target off a simple re‑entry signal with a ~70% win rate and tight risk. 3. $Invesco QQQ(QQQ)$ “I’m bearish on $QQQ and hope I am wrong ❌ I think we’re setting up for a 5–10% flush that punishes every ‘buy the dip’ trader. I hope I'm wrong but here’s exa
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Mixed Signals: $TXN Lights Up, $NBIS Hits Target, $QQQ Looks Fragile