🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑

Gilly87
07-22

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype.

That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something worth keeping an eye on. I'd like to see NBIS prove it can continue growing revenue, expand its AI cloud customer base, and justify the higher valuation before chasing the rally.

Personally, I think this could be the beginning of a longer-term AI cloud re-rating rather than just a one-day spike—but after such a strong move, I'd rather wait for confirmation or a healthy pullback than buy purely on FOMO. 📈

NEBIUS

NVIDIA

CoreWeave

Oracle

Nebius Surges 27% — Did $775M in Debt Flip From Risk to Advantage Overnight?
Nebius surged 27.13% on Thursday and added a further 5.08% after-hours, completely reversing the prior day's 12.65% plunge. The catalyst was a reinterpretation of its $775 million debt financing as "capital efficiency" rather than leverage risk, compounded by the announcement of a new AI partnership. Concerns over credit default swap costs that had crushed the stock just 24 hours earlier dissipated rapidly. When the same leverage is first priced as a risk and then as an advantage, where exactly is the valuation anchor for neocloud names?
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