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 $NBIS the absolute best choice for them right now.
Correct me if I'm wrong, or share your thesis below. I want to start an open discussion!
NFA, good luck to all holders! 🚀
Son44
há 3 dias
Hurts this one
Someone I know told me to invest in this heavy at 90$ did not do that🫠put it in Oscar health instead. Live and learn
Bumassbob
há 3 dias
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
há 3 dias
the gift that keeps giving
mikachu
há 3 dias
officially crossed 10k gains 🤝
Minmax77
há 3 dias
Did Nebius just pump their own stock?
CapitalWhale
há 5 dias
NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
M1985
há 6 dias
Nbis !
What a stock this is dip in the market this bad boy laughs and gos for more! 👌📈🔥
Pnewhite09
há 7 dias
What next ??
On The whole a decent day for The stock, Time To consolidate & build Towards newer Highs 💹💹🤞
Pnewhite09
semana passada
3 times a charm
PCE came in softer than expected, jobless claims Rose giving hope for a Rate cut & 60 day cease fire in the Middle East on approval
Aubro
semana passada
One Man show 💥🤘🏻🥵
That is no ordinary young bloke.
Leopold Aschenbrenner’s Situational Awareness LP disclosed ownership of 12.41 million Class A shares in Nebius ($NBIS), representing a 5.6% stake. That is an enormous bet.
Jt12htgwmoneys
semana passada
Rockets and fireworks 🚀👩🚀👨🚀🎆🎇🧨
Mental how one person can rocket a stock so much... maybe my day will come soon 🤣
Pnewhite09
semana passada
Let it ride
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Perguntas frequentes
Qual é o preço da ação Nebius Group NV (NBIS)?
O preço atual de Nebius Group NV (NBIS) é $ 259,79.
Qual é a máxima de 52 semanas de NBIS?
A máxima de 52 semanas para NBIS é $ 278,83.
Qual é a mínima de 52 semanas de NBIS?
A mínima de 52 semanas de NBIS é $ 41,42.
Qual é o desempenho semanal de NBIS?
Na última semana, o preço de NBIS mudou em 14,78%.
Qual é o desempenho mensal de NBIS?
No último mês, o preço de NBIS mudou em 68,16%.
Qual é o desempenho em 3 meses de NBIS?
Nos últimos três meses, o preço de NBIS mudou em 199,3%.
Qual é o desempenho de 6 meses de NBIS?
Nos últimos seis meses, o preço de NBIS mudou em 162,63%.