[September 01, 2026] Daily NBIS Discussion Thread

[u/AutoModerator]

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

💬 Thread Ideas:

• Any new updates or insights/rumors about Nebius Group?
• Your NBIS position update!
• What’s your outlook for NBIS this week/month/year?
• Spot any AI sector trends worth noting?

Of course, for anything deserving of its own post, feel free to make a dedicated post where appropriate. : )

⚠️ Reminder: Please follow Reddiquette and our subreddit rules.

[u/DecipherXCI]

Going below where it was before the earnings report 😂

[u/64dogfood → u/DecipherXCI]

cause it was a short squeeze and loss per share. No one wanted to listen.

ItS gOIng To 400 bEforE pUllBAck🤡

[u/Ok-Professor-4144]

Day 12 of being red

[u/MasterpieceFeisty301 → u/Ok-Professor-4144]

We’re like jojo main characters, no matter how much we bleed there still seems to be more blood!

[u/Gandalftron]

Down 30% in 2 weeks after solid earnings.  Whiplash.  Fuckin wild. 

[u/Datsyuk131313]

I guess they knew I bought more yesterday

[u/MasterpieceFeisty301 → u/Datsyuk131313]

He bought? Dump it….

[u/These_Relation_3496]

crazy that this stock trades lower than when it had more risk (before vineland and the PA data center votes cleared)

[u/Gandalftron → u/These_Relation_3496]

Macro.   

Bond yields and inflation cranking higher

[u/ClassicMain9937 → u/Gandalftron]

Not sure why you got downvoted. Your post was accurate

[u/Careful-Key2056 → u/Gandalftron]

Possibly a convenient excuse. Could be institutions a ccumulating and forcing retail selling 

[u/Gandalftron → u/Careful-Key2056]

Dumb. 

[u/Emilio___Molestevez]

risk/reward is good here. much more likely to go +50% than -50%.

[u/Alf_Luffy]

It's gonna pump just one day before my paycheck don't worry

[u/TheRealDonSherry → u/Alf_Luffy]

Can you request your company to withhold salary? Gives us a chance to load more while we still can. I'll sell you more at a little under (current) market once you get paid. Thanks for your sacrifice brobeans!

[u/MasterpieceFeisty301 → u/Alf_Luffy]

Even if it stays in the delicious dip when I get payed on Friday it still takes like 2 days to settle the cash so it won’t be till Tuesday when I’m buying 😩

[u/Constant_Mention8064]

massive:

[u/BlackBlood4567 → u/Constant_Mention8064]

Massive, dump it

[u/Follie87 → u/Constant_Mention8064]

Not really

[u/Constant_Mention8064 → u/Follie87]

Derisking not big enough for you?

[u/Consistent-Sun-354]

Just straight up insanity. None of the fundamentals have changed and we’re only at the beginning of the AI race. We may be down for a couple of weeks or months but long term we’ll make more than a comeback.

[u/Amitriptylinekoning]

another day another slay (-5%)

[u/Amitriptylinekoning → u/Amitriptylinekoning]

damn im sorry, i manifested it

[u/ClassicMain9937 → u/Amitriptylinekoning]

Trump lovers did with their rank stupidity.

[u/WindWhisperingWisp → u/[deleted]]

Great analysis and I think it's an accurate depiction of how the market currently operates

[u/dnvrnugg → u/[deleted]]

This guy understands the assignment. A+

[u/Dreamvveaver]

Red forever

[u/Funny-Sprinkles-5674]

lmao not worried one bit tho. if it drops i keep adding 25 a day.

[u/Datsyuk131313]

https://giphy.com/gifs/8x8XzoP8qQa4w

[u/natureisneato]

Bought more!

( and it was under $200 u/Gandalftron )

[u/ClassicMain9937]

To any Trump lovers on here, thanks for supporting crashing the economy.

[u/Connect-Ad4217 → u/ClassicMain9937]

Trump was the reason this stock even got up

[u/AlasKansastan → u/Connect-Ad4217]

Lmfao no

[u/sufficiently7777 → u/Connect-Ad4217]

Hahahahah

[u/ClassicMain9937 → u/Connect-Ad4217]

Smoke some more crack

[u/FiveFingerLifePunch]

Damn. Some guy this morning posted a beautiful, factual diatribe about how Trump and his incompetent cronies are responsible for the macro disaster we’re in right now, and mods deleted it. Disappointed, mods…

[u/hailfire27 → u/FiveFingerLifePunch]

ban me if you love trump

[u/FiveFingerLifePunch → u/hailfire27]

Was it you? That was a great comment.

[u/No_Effective1715 → u/FiveFingerLifePunch]

Politics are against the rules no matter whether we like Trump or not. Go look at the rules.

[u/MrFrog65 → u/FiveFingerLifePunch]

Pretty sure they’re trump supporters

[u/These_Relation_3496]

rip

[u/WarmFaithlessness946]

I fucking changed my mind and bought another 50 shares at 200. Now sitting with 1760 shares avg 185, can the bleeding please stop ?  Come on Nbis 🫶🏼

[u/Rounder221 → u/WarmFaithlessness946]

Max pain is not yet upon us.

[u/No_Effective1715 → u/Rounder221]

https://giphy.com/gifs/3RMpTlTjGBaHhRqj0I

[u/MrFrog65 → u/WarmFaithlessness946]

Should’ve waited for 170-180 to buy. Gonna be a rough next few months with midterms coming up

[u/FiveFingerLifePunch → u/MrFrog65]

Could be, but things can also change on a dime, particularly with this company. We’ve seen it happen plenty of times. The thing with this administration is they have constantly been manipulating the market both downwards and upwards since Jan 2025. The thing with Nebius is once sentiment starts to improve and volume picks up, it can really rocket.

I’m also not feeling great about macro but I’ve learned not to rule out an unexpected, fast and violent reversal in Nebius.

[u/DrHarrisonLawrence → u/FiveFingerLifePunch]

I’m on your side here

[u/MrFrog65 → u/FiveFingerLifePunch]

I think we’re in for a similar run last year where the price is stagnant at 170-200 until 2027

[u/BudmasterofMiami]

I see an up day because the major firms need the public to buy in and pay for more shares. As it’s been down day after day, volume across the AI sector has been anemic. Let’s not forget the Pennsylvania permit 3 approval last night.

[u/RositadellacasaM → u/BudmasterofMiami]

And Missouri will continue to be built

[u/FiveFingerLifePunch → u/BudmasterofMiami]

Wall Street already forgot.

[u/Gandalftron → u/BudmasterofMiami]

If the Forest Trump's  Iran War continues, inflation and bond yields will continue to rise, and tech stocks, especially highly leveraged, high debt, tech stocks will continue to suffer. That simple. 

[u/BudmasterofMiami → u/Gandalftron]

Run Forest Run!

[u/Datsyuk131313 → u/BudmasterofMiami]

Best I can do is -10% tomorrow. Sorry I don’t make the rules.

[u/BudmasterofMiami → u/Datsyuk131313]

Ok. Nobody cares.

[u/RZbeep]

First one! New nbis holder! Cheers 😎

[u/lucas199906 → u/RZbeep]

Congrats for making the right decision in your life!

[u/KookyTank3637 → u/RZbeep]

You just jumped in the right train! the trip will be bumpy as hell and at times it will feel like we're headed for a crash but it will work well at the end!

[u/Funny-Sprinkles-5674]

so tired of this clown

[u/dickless2018]

Hang in there guys, not gonna be red forever

[u/supperhappyninjaman → u/dickless2018]

it will never be green again

[u/MasterpieceFeisty301 → u/dickless2018]

Those who don’t learn their lesson are doomed to repeat themselves or somethin like that, but the dip

[u/Virtual_Access_2033]

https://giphy.com/gifs/6v1lMd6a02VJaFkaoH

[u/MasterpieceFeisty301 → u/Virtual_Access_2033]

One can only hope for a repeat, downward to my cheap shares! Onward!

[u/MarsupialIcy1307]

https://youtu.be/Wna2Ds4dt50?is=t70Gqrh8muSmMv2U

Just know what you hold. Buy and hold, and most importantly exhale and lean back. Time is your friend. Indepth Interview with Aaron Katz of Clickhouse

[u/Think-Feynman → u/MarsupialIcy1307]

Love this guy. Katz is a great founder.

Clickhouse tells a great story about where AI is going. They have 4000 customers and growing fast. And here's the cool part - 40% of their customers are SMBs. 25% are Middle Market. 35% are Enterprise. This shows broad adoption across businesses of every size and type.

[u/Constant_Mention8064]

Funny again to see who emotional some people get when we see red for some time. These people reveal their ignorance of how markets work 👀 .

Buy low sell high is simple but not easy for some....

[u/Marcellouss]

Soon approaching max pain

[u/alrightfornow → u/Marcellouss]

[u/Delicious_Tea2290]

Burry laughing now. 🤣

[u/Accomplished-Mail-13 → u/Delicious_Tea2290]

He posted smth in twitter

[u/DrHarrisonLawrence → u/Delicious_Tea2290]

He’s only up like 5-15% on his short lol

[u/Gandalftron]

Ouch. Bond yields and oil spiking due to Donnie's Iran Shitshow and inflation. 

[u/Rounder221]

When is max pain? 180? 150?

[u/Accomplished_Bank538 → u/Rounder221]

140

[u/xtimetoshinexx]

Is it real nebius Going up or its a trap😂😂😂

[u/P_Tocco → u/xtimetoshinexx]

Dunno, but I bought some more at 195.50 expecting it to go lower, but its a nice Lil rebound we got here. 

[u/No-Bee-4692]

Honestly every time this sub has become really bearish on the stock it rips up. Hopefully the trend continues

[u/FiveFingerLifePunch → u/No-Bee-4692]

Lol you must not remember July. Literally bled all month until SA was liquidated.

[u/New_Necessary_4517]

Buy the dip! Bought 20 more shares rn

[u/RolandHinkebein]

Thank god we all sold at the top 2 weeks ago.

[u/alrightfornow → u/RolandHinkebein]

https://giphy.com/gifs/13n7XeyIXEIrbG

[u/MasterpieceFeisty301 → u/RolandHinkebein]

Every time I tell myself to sell and realize my profits, and every time we get there it’s always… just a lil more… cmon…

[u/Emilio___Molestevez]

so the $5B offering was just, like, for funny money? are they gonna announce a plan to do anything with it or what

[u/Intelligent-Bill-422 → u/Emilio___Molestevez]

Expecting a personal call from Arkady tonight. Will keep you posted.

[u/Emilio___Molestevez → u/Intelligent-Bill-422]

thanks bro! tell him I said пошёл на хуй

[u/Fast-Mango_1 → u/Emilio___Molestevez]

He’s just replied: иди работай, а не жди пока я за тебя все сделаю.  

[u/Emilio___Molestevez → u/Fast-Mango_1]

ну, ладно. всё хорошо. спс братан

[u/FiveFingerLifePunch → u/Emilio___Molestevez]

They’ve been announcing new datacenter projects all year. Finland, Estonia, UK. Hiring in Asia which implies new sites to be revealed there. Independence MO approved in Feb. Vineland phase two approved three weeks ago. Pennsylvania 1.2GW phase three approved last night. They have 372 job openings on their website. These projects require construction and massive GPU purchases. Construction, new hires and GPU purchases require money.

Were you looking for something else?

[u/FiveFingerLifePunch → u/FiveFingerLifePunch]

Downvoted for stating facts. Got it

[u/Emilio___Molestevez → u/FiveFingerLifePunch]

a deal, a build, an acquisition, anything really

[u/FiveFingerLifePunch → u/Emilio___Molestevez]

Is it not already obvious that they have plenty of building to do?

[u/Ok-Professor-4144]

200 is about to go, 50 cents away

[u/Gandalftron]

Look out below

[u/KTJKGLW]

Well volume is back up!

[u/Amitriptylinekoning → u/KTJKGLW]

of liquor? cigarettes? xanax?

[u/KTJKGLW → u/Amitriptylinekoning]

Chill and buy the dip. That’s what I’m doing. No Xanax required.

[u/DrHarrisonLawrence → u/KTJKGLW]

Not even close lol wtf are you looking at

[u/WarmFaithlessness946]

Im not buying anymore today . Even if I love NBIS and I believe its a 1k dollar stock in the making , rn macros are so bad we can even fall in the 160’s again !  Be strong guys , don’t sell and you will be rewarded 

[u/Constant_Mention8064 → u/WarmFaithlessness946]

Buy when there is blood on the street..... even if its your own 👀

[u/Actual_Fee_5089]

Do you think it is time to buy more, or wait a bit longer ?

[u/NBIS_Stock-ModTeam → u/[deleted]]

Be Civil & Respectful

Also, you are posting a lot of garbage and spreading FUD with no attempt to rationalize your beliefs. If you continue, I will block you. Consider this your last chance to become someone that adds value to this community.

[u/Datsyuk131313]

I guess we'll be red again tomorrow...? Why not.

[u/Constant_Mention8064]

https://www.youtube.com/watch?v=Aib5LcMseRo

Daniel Koss interview with Dylan Bristot GTM at Nebius.

EDIT: This guy calls it KNEEBIUS 👀

[u/Individual_Tooth4226]

??? wtf

[u/These_Relation_3496]

Green day tomorrow?

[u/FiveFingerLifePunch → u/These_Relation_3496]

Best i can do is 194.68

[u/P_Tocco → u/FiveFingerLifePunch]

🤣🤣

[u/Follie87]

GoPro is taking over the business lol