Discussion: The Anthropic Deal: Is it actually happening? Leopold's entry, hyperscaler crunch, and $NBIS vs. competitors.
Hello guys, I wanted to get your thoughts on a possible Anthropic deal. Do you think it’s happening soon?
$NBIS is currently one of the biggest AI neoclouds in Europe and sits on a massive mountain of cash from the Yandex sale. Personally, I think the deal is highly probable. Leopold Aschenbrenner's massive investment into Nebius speaks volumes — as a former OpenAI insider, he definitely knows how the AI landscape is shifting and what these labs need.
If we look at the competition:
$CRWV (CoreWeave) is heavily leveraged, using massive debt to expand, and they already have major commitments.
$IREN (Iris Energy) has great green energy certifications and cheap power/land, but they don't have the scale or the Nvidia backing that Nebius has right now.
Anthropic's hunger for compute is insatiable, and the big hyperscalers (AWS, Google Cloud) are mostly capacity-constrained in Europe, especially with strict GDPR data regulations. In my opinion, this makes $NBIS the absolute best choice for them right now.
Correct me if I'm wrong, or share your thesis below. I want to start an open discussion!
NFA, good luck to all holders! 🚀
Son44
3 giorni fa
Hurts this one
Someone I know told me to invest in this heavy at 90$ did not do that🫠put it in Oscar health instead. Live and learn
Bumassbob
3 giorni fa
Is it still worth getting into
I've been doing some research on these stocks and looks pretty good, but idk. I see that the stock has run up quite a bit alr. Is it still worth getting into? At an all time high asw so just... idk
mikachu
3 giorni fa
the gift that keeps giving
mikachu
3 giorni fa
officially crossed 10k gains 🤝
Minmax77
3 giorni fa
Did Nebius just pump their own stock?
CapitalWhale
5 giorni fa
NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
M1985
6 giorni fa
Nbis !
What a stock this is dip in the market this bad boy laughs and gos for more! 👌📈🔥
Pnewhite09
7 giorni fa
What next ??
On The whole a decent day for The stock, Time To consolidate & build Towards newer Highs 💹💹🤞
Pnewhite09
settimana scorsa
3 times a charm
PCE came in softer than expected, jobless claims Rose giving hope for a Rate cut & 60 day cease fire in the Middle East on approval
Aubro
settimana scorsa
One Man show 💥🤘🏻🥵
That is no ordinary young bloke.
Leopold Aschenbrenner’s Situational Awareness LP disclosed ownership of 12.41 million Class A shares in Nebius ($NBIS), representing a 5.6% stake. That is an enormous bet.
Jt12htgwmoneys
settimana scorsa
Rockets and fireworks 🚀👩🚀👨🚀🎆🎇🧨
Mental how one person can rocket a stock so much... maybe my day will come soon 🤣
Pnewhite09
settimana scorsa
Let it ride
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Domande frequenti
Qual è il prezzo dell’azione Nebius Group NV (NBIS)?
Il prezzo attuale di Nebius Group NV (NBIS) è 249,26 $.
Qual è il massimo a 52 settimane di NBIS?
Il massimo a 52 settimane per NBIS è 278,83 $.
Qual è il minimo a 52 settimane di NBIS?
Il minimo a 52 settimane per NBIS è 41,42 $.
Qual è l’andamento settimanale di NBIS?
Nell’ultima settimana, il prezzo di NBIS è cambiato di 10,13%.
Qual è la performance mensile di NBIS?
Nell’ultimo mese, il prezzo di NBIS è cambiato di 61,34%.
Qual è la performance a 3 mesi di NBIS?
Negli ultimi tre mesi, il prezzo di NBIS è cambiato di 187,17%.
Qual è la performance a 6 mesi di NBIS?
Negli ultimi sei mesi, il prezzo di NBIS è cambiato di 151,98%.
Qual è il rendimento annuale di NBIS?
Nel corso dell’ultimo anno, il prezzo di NBIS è cambiato di 568,8%.