$NEBIUS(NBIS)$ We might need to remind the shorts what their talking points are. I think they have lost their notes, that is why they are not here.

$NEBIUS(NBIS)$  I tend to think that the partnership with CrowdStrike shouldn't be forgotten.

$NEBIUS(NBIS)$ Let's go, Nubius! Investors don't want to hear about convertible notes! They want to hear about production!

$NEBIUS(NBIS)$  Jensen said, “Nebius will take care of you”. Let that sink in. $NVIDIA(NVDA)$ ’s partnership runs deep. Nebius will have first access to $NVIDIA(NVDA)$  Rubin.

$NEBIUS(NBIS)$ It appears that many individuals are not pleased with the rise in debt. I am more content with debt financing over equity dilution through a significant stock issue to fund capital investment. This leads to a higher return on equity.

$NEBIUS(NBIS)$ The good news is that there is no further dilution. With the new convertible and the Nvidia warrants, the dilution for Nebius reaches 20 per cent, which is the company's limit under its current bylaws, as voted by the shareholders.

$NEBIUS(NBIS)$ I am not too concerned about how low it goes. This debate is rather exhausting. A couple of dollars will not matter when it reaches 200-500 dollars.

$NEBIUS(NBIS)$ Capex is not a surprise here, this is a short-lived overreaction.

$NEBIUS(NBIS)$  NBIS will also attract new investors at these price ranges.

$NEBIUS(NBIS)$  Nebius has integrated the $NVIDIA(NVDA)$  Physical AI Data Factory Blueprint into its global-scale AI infrastructure. Early developers, including RoboForce and Milestone Systems, are already cutting iteration cycles from weeks to days. Voxel51, Nebius, and $NVIDIA(NVDA)$  technologies enable Porsche Engineering and other AV companies to accelerate synthetic data generation pipelines.

$NEBIUS(NBIS)$  Price closed right below my resistance zone of 94.80-100.74. The next move will be quite intriguing to observe

$NEBIUS(NBIS)$  This is precisely how the market should've digested $NVIDIA(NVDA)$ 's stellar earnings. The big players manipulated paper hands into panic selling last week. Think of it as delayed gratification - the momentum just needed extra marination. With Fed's rumored December liquidity injection, 2025 might close with fireworks hotter than Sichuan hotpot.

$NEBIUS(NBIS)$  is a solid contender for AI data center dominance, $150 price target brewing nicely. This hidden gem's about to shine brighter than a quantum processor!

$NEBIUS(NBIS)$  Wedding bells for $Meta Platforms, Inc.(META)$  & $Microsoft(MSFT)$  collab. This stock's like a locked vault - dip is buying season!

$NEBIUS(NBIS)$  $Alphabet(GOOGL)$ 's "cheaper chips" play could be music to Nebius' ears. With competitive pressure mounting, $NVIDIA(NVDA)$ 's GPU prices might nosedive sooner than expected. Lower upfront data center costs mean fatter profit margins for Nebius – the domino effect in silicon valley never sleeps.

$NEBIUS(NBIS)$ Nebius' 2-gigawatt data center in Frankfurt, Indiana is now fully operational. At current profit margins exceeding 20%, this facility alone could generate $24B revenue with $5B annual profit. Using a conservative P/E ratio of 75, that translates to $375B market cap. Honestly these margin projections are on the low side.

$NEBIUS(NBIS)$ There's no stock with a more compelling narrative and stronger financials than NBS right now.

$NEBIUS(NBIS)$ What a shame about that sudden rugpull, could've easily hit 110 by now

$NEBIUS(NBIS)$ MSCI inclusion might turn the retail investor trickle into a flood. Maintaining small position with 108 USD average cost, letting the market unfold its narrative.

$NEBIUS(NBIS)$  Just came across an RJC Capital post referencing local news about Nebius swapping a 130-acre petition withdrawal for a massive 1200-acre greenfield data center development!