$NEBIUS(NBIS)$ Interesting take from an analyst: AI is "too big to fail" and because of US national security concerns, since the US can't afford to lose this race to China, the government should bail out the AI industry similar to how big banks were bailed out years ago. It's an interesting point, and something like that could play out six to nine months down the line if these debt issues keep halting data center buildouts, which are essential for AI growth.
$NEBIUS(NBIS)$ IREN's numbers are out, waiting on the earnings call. Sales grew substantially, and the loss narrowed by 60 percent. After hours we're green.
$NEBIUS(NBIS)$ Nebius looks very oversold across the board here. It feels like the baby is being thrown out with the bathwater. Their debt structure is best in business. They have already started construction on two data centers, one in Missouri and one in Alabama, with another one set to begin construction in Pennsylvania in 2028. They have also kept some compute to be sold at auction, which makes sense since as the data centers are built more carefully and at a slower pace, they can charge more for compute. If there is any consolidation in the neo cloud space, Nebius will be in the best position of all, and there is no reason why this isn't an outstanding opportunity to add more shares. With a long-term inves
People think the world is ending, but it isn't. The AI moratorium is more about oversight and tighter restrictions on future builds, not current ones. That said, the Dakotas rolled out the red carpet and Indiana is welcoming data centers as long as local municipalities share in tax revenues. So basically, all that will happen is a shift in where future construction takes place, inside or outside the U.S. $NEBIUS(NBIS)$ is in Finland, France, UK, Iceland, Israel, Saudi Arabia, and the Netherlands, while expanding in Spain and Germany. The world is a big place and Nebius is a global operator. If the U.S. chooses to make business difficult, all you will see is a shift overseas while growth continues, as compute demand is off the charts and capa
$NEBIUS(NBIS)$ Been holding since it was at $16. Added several times on the way up. Back when I first got in, retail owned about 60% of the shares and there was almost no institutional presence. Now retail holds less than 20%. I'm keeping my shares and trusting the process. If that doesn't work for someone, they can just sell and move on. Simple.
$NEBIUS(NBIS)$ NBIS is positioned well right now. There don't seem to be any issues with what they're building, and the EU is providing grants for construction there.
$NEBIUS(NBIS)$ Not saying this isn't painful to watch. But supply and demand still apply here. If there's less supply of data centers, that's only going to push the price of compute even higher. In my view, this may actually benefit NBiS long term.
$NEBIUS(NBIS)$ For the longs, I just watched a demo at work of a new AI capability from Google. My biggest takeaways: it's a game changer for any company of any size, and the amount of compute, storage, and power this will need is beyond next level. The idea that the AI investment cycle is over seems like lunacy. The superior neos are going to shock the market in 2027, and by 2028 they'll be sitting on their own throne. Just be patient.
$Advanced Micro Devices(AMD)$ A green close does feel like a bit of a positive sign. I think longs could have a decent session ahead, assuming there's some buying and DCA happening. The premarket action could be interesting to watch.