$NBIS : Today Tech Analyst Dan Ives said we are still in the third inning of the Ai Revolution with roughly seven more years of the Ai buildout still to go🔥
youtube.com/watch?v=MXv_BP…
youtube.com/watch?v=MXv_BP…
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$NBIS : Today BofA raised their 2027 Nebius revenue estimate by over $1B and 2028 Nebius revenue estimate by ~$5B 🔥
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$NBIS JUST IN : Nebius secures $3.5 billion financing facility with Citi to fuel GROWTH IN 2027 with Highly Bullish Terms🔥
Press Release Quotes:
“The facility has a 364-day maturity and initially bears interest at Term SOFR plus 2.75% per annum,
increasing up to a maximum of nces diversified capital structure built on a disciplined balance sheet
Increases flexibility over timing and structure of longer-term financing to fuel growth in 2027 and beyond”
Full Press Release Here:
Press Release Quotes:
“The facility has a 364-day maturity and initially bears interest at Term SOFR plus 2.75% per annum,
increasing up to a maximum of nces diversified capital structure built on a disciplined balance sheet
Increases flexibility over timing and structure of longer-term financing to fuel growth in 2027 and beyond”
Full Press Release Here:
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Ukraine War UPDATE: President Trump claims today that great progress is being made negotiating peace between Russia and Ukraine
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$NBIS : I’m a buyer of Nebius on this extreme fear, picked up 1,000 shares 🔥
Tons of positive catalysts recently and I love the way the business is developing on a fundamental level. Of course it’s hard to time the bottom, but I think it’s undervalued here
(Not Financial Advice)
Tons of positive catalysts recently and I love the way the business is developing on a fundamental level. Of course it’s hard to time the bottom, but I think it’s undervalued here
(Not Financial Advice)
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$NBIS JUST IN: Exane BNP Paribas upgrades Nebius to OUTPERFORM and RAISES PRICE TARGET to $399 a share 🔥🔥
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$NBIS : Could Nebius generate $100M per MW per year? 🔥🔥
Per SemiAnalysis latest report this is the trajectory for open source models:
Per SemiAnalysis latest report this is the trajectory for open source models:
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$NBIS: For Weekend Warriors Who Have to Know, Nebius is Trading at ~$221 a share now on Hyperliquid
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Mainly I just can’t stand IREN management. I don’t like Roberts and I do like Tyler alright. I also look at execution. IREN late on delivering compute. CIFR just delivered black pearl two months early. I like CIFRs powered shell design team (former Google) and the investment do very well as a stock btw. I’ve owned and traded both stocks in the past. Another caveat the market already knows IREN deal with anthropic though specifics may be more or less bullish when the numbers are released. But with CIFR I agree with Wells Fargo that they will announce a new deal by October possibly for 330MW which could be a bit fresher of a catalyst. Right now I lean toward CIFR
BTW Street average analyst upside on Tipranks is about the same right now…
BTW Street average analyst upside on Tipranks is about the same right now…
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$CIFR JUST IN: Morgan Stanley maintains OVERWEIGHT rating on CIFR and RAISES PRICE TARGET to $54 🔥🔥
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$CIFR JUST IN : Wells Fargo Inititates CIFR coverage with Overweight and $25 a share PRICE TARGET 🔥
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US Economy UPDATE: President Trump announces $600 billion in savings for Americans on his new round of Most Favored Nation drug pricing
“On August 31, the President announced a new round of Most Favored Nation drug pricing agreements, projected to save Americans an estimated ption drugs. Participating manufacturers — including Bayer, Takeda, and CSL — now align their U.S. prices with the lowest prices charged in other high-income nations such as Canada, Japan, and European countries”
Source:
“On August 31, the President announced a new round of Most Favored Nation drug pricing agreements, projected to save Americans an estimated ption drugs. Participating manufacturers — including Bayer, Takeda, and CSL — now align their U.S. prices with the lowest prices charged in other high-income nations such as Canada, Japan, and European countries”
Source:
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$NBIS : Nebius Hyperliquid trading at ~$228 for those who can’t stand not checking the price on a holiday 😆🔥
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$INV Update : With the stock seriously down in the dirt amid massive selloffs after withdrawing 2026 guidance, some moderate insider buying yesterday:
Executive Chairman Michael Otworth just bought 221,000 shares on open market yesterday. Another exec bought 225,000 shares (see below).
Executive Chairman Michael Otworth just bought 221,000 shares on open market yesterday. Another exec bought 225,000 shares (see below).
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$NBIS UPDATE: Judge rules that Construction on Nebius Birmingham Data Center is Allowed to Continue Until March 8th Non-Jury Hearing 🔥
The note is behind a paywall which I was able to pay for to access, but here is the portion of the article highlighted and two key points:
1. s is a key point as the judge will decide legal issue not a jury
2. Construction Can Continue until the hearing — This is Massive as Nebius will be able to move forward with substantial completion of the data center by March 8th and the chances of any ruling stopping a buildout at that advanced stage are far more slim.
The note is behind a paywall which I was able to pay for to access, but here is the portion of the article highlighted and two key points:
1. s is a key point as the judge will decide legal issue not a jury
2. Construction Can Continue until the hearing — This is Massive as Nebius will be able to move forward with substantial completion of the data center by March 8th and the chances of any ruling stopping a buildout at that advanced stage are far more slim.
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Thx Mario, let me try to clarify. Here’s how I see this. Operational “by 2027” grammatically means PRIOR to 2027. When someone says you need to arrive “by 6PM” they don’t mean arrive after 6PM. This interpretation is consistent with what’s on the DataOne website showing that the full deliver the end of December. Best to you.
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@AnaCintra24 @Agrippa_Inv Yep 👍🏻 and that’s consistent with the DataOne website which still shows full delivery expected for the end of December
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@Agrippa_Inv Hi Agrippa. Don’t think you have the correct take here. “Operational by 2027” grammatically means prior to 2027. That’s consistent with the DataOne website which shows full delivery expected “for the end of December.”
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@CABeyney @CKCapitalxx Charles do you still stand by full delivery date on your website for end of December?
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$NBIS : DataOne website provides details on water usage, noise and timeline for full delivery of the Nebius Vineland NJ 300MW Ai Factory 🔥
1. Water Usage : closed loop liquid cooling technology, one time million gallon fill then annually use of about 7 Olympic pools of water a typical office building
2. Noise : Temporary construction noise and running of the generators will be negated by long term operational use of Bloom Fuel Cells for power which are a mostly quiet power source as loud an outdoor Ac unit. Noise barriers being installed as well.
3. Delivery Schedule: Nebius website indicates that full operation of the 300MW site is expected in 2027. The DataOne site below indicates delivery by the “end of December” 2026.
See Below Attachments as References:
askvineland.dataone.eu
1. Water Usage : closed loop liquid cooling technology, one time million gallon fill then annually use of about 7 Olympic pools of water a typical office building
2. Noise : Temporary construction noise and running of the generators will be negated by long term operational use of Bloom Fuel Cells for power which are a mostly quiet power source as loud an outdoor Ac unit. Noise barriers being installed as well.
3. Delivery Schedule: Nebius website indicates that full operation of the 300MW site is expected in 2027. The DataOne site below indicates delivery by the “end of December” 2026.
See Below Attachments as References:
askvineland.dataone.eu
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$NBIS : I just voted in preparation for Nebius annual shareholder meeting to cancel over 2.2M Class C shares of the company 🙌🏻
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Iran War Update : Qatar Foreign Minister confirms that Qatar are mediating between the US and Iran in an attempt to reach a deal
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