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 $NBIS the absolute best choice for them right now.
Correct me if I'm wrong, or share your thesis below. I want to start an open discussion!
NFA, good luck to all holders! 🚀
Son44
3 dni temu
Hurts this one
Someone I know told me to invest in this heavy at 90$ did not do that🫠put it in Oscar health instead. Live and learn
Bumassbob
3 dni temu
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 dni temu
the gift that keeps giving
mikachu
3 dni temu
officially crossed 10k gains 🤝
Minmax77
3 dni temu
Did Nebius just pump their own stock?
CapitalWhale
5 dni temu
NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
M1985
6 dni temu
Nbis !
What a stock this is dip in the market this bad boy laughs and gos for more! 👌📈🔥
Pnewhite09
7 dni temu
What next ??
On The whole a decent day for The stock, Time To consolidate & build Towards newer Highs 💹💹🤞
Pnewhite09
w zeszłym tygodniu
3 times a charm
PCE came in softer than expected, jobless claims Rose giving hope for a Rate cut & 60 day cease fire in the Middle East on approval
Aubro
w zeszłym tygodniu
One Man show 💥🤘🏻🥵
That is no ordinary young bloke.
Leopold Aschenbrenner’s Situational Awareness LP disclosed ownership of 12.41 million Class A shares in Nebius ($NBIS), representing a 5.6% stake. That is an enormous bet.
Jt12htgwmoneys
w zeszłym tygodniu
Rockets and fireworks 🚀👩🚀👨🚀🎆🎇🧨
Mental how one person can rocket a stock so much... maybe my day will come soon 🤣
Pnewhite09
w zeszłym tygodniu
Let it ride
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Często zadawane pytania
Jaka jest cena akcji Nebius Group NV (NBIS)?
Aktualna cena Nebius Group NV (NBIS) wynosi 262,36 $.
Jaki jest 52-tygodniowy szczyt NBIS?
52-tygodniowe maksimum dla NBIS wynosi 278,83 $.
Jaki jest 52-tygodniowy poziom minimalny NBIS?
52-tygodniowe minimum dla NBIS wynosi 41,42 $.
Jaki jest tygodniowy wynik NBIS?
W ciągu ostatniego tygodnia cena NBIS zmieniła się o 15,91%.
Jaka jest miesięczna wydajność NBIS?
W ciągu ostatniego miesiąca cena NBIS zmieniła się o 69,82%.
Jaka jest 3-miesięczna wydajność NBIS?
W ciągu ostatnich trzech miesięcy cena NBIS zmieniła się o 202,26%.
Jaka jest 6-miesięczna wydajność NBIS?
W ciągu ostatnich sześciu miesięcy cena NBIS zmieniła się o 165,22%.
Jaka jest roczna wydajność NBIS?
W ciągu ostatniego roku cena NBIS zmieniła się o 603,94%.