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 $NBIS the absolute best choice for them right now.
Correct me if I'm wrong, or share your thesis below. I want to start an open discussion!
NFA, good luck to all holders! 🚀
Son44
3 дня назад
Hurts this one
Someone I know told me to invest in this heavy at 90$ did not do that🫠put it in Oscar health instead. Live and learn
Bumassbob
3 дня назад
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 дня назад
the gift that keeps giving
mikachu
3 дня назад
officially crossed 10k gains 🤝
Minmax77
3 дня назад
Did Nebius just pump their own stock?
CapitalWhale
5 дней назад
NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
M1985
6 дней назад
Nbis !
What a stock this is dip in the market this bad boy laughs and gos for more! 👌📈🔥
Pnewhite09
7 дней назад
What next ??
On The whole a decent day for The stock, Time To consolidate & build Towards newer Highs 💹💹🤞
Pnewhite09
на прошлой неделе
3 times a charm
PCE came in softer than expected, jobless claims Rose giving hope for a Rate cut & 60 day cease fire in the Middle East on approval
Aubro
на прошлой неделе
One Man show 💥🤘🏻🥵
That is no ordinary young bloke.
Leopold Aschenbrenner’s Situational Awareness LP disclosed ownership of 12.41 million Class A shares in Nebius ($NBIS), representing a 5.6% stake. That is an enormous bet.
Jt12htgwmoneys
на прошлой неделе
Rockets and fireworks 🚀👩🚀👨🚀🎆🎇🧨
Mental how one person can rocket a stock so much... maybe my day will come soon 🤣
Pnewhite09
на прошлой неделе
Let it ride
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Часто задаваемые вопросы
Какова цена акций Nebius Group NV (NBIS)?
Текущая цена Nebius Group NV (NBIS) составляет 249,32 $.
Каков 52-недельный максимум NBIS?
52-недельный максимум для NBIS составляет 278,83 $.
Каков 52-недельный минимум NBIS?
52-недельный минимум для NBIS составляет 41,42 $.
Какова недельная эффективность NBIS?
За последнюю неделю цена NBIS изменилась на 10,15 %.
Какова ежемесячная эффективность NBIS?
За последний месяц цена NBIS изменилась на 61,38 %.
Какова доходность NBIS за 3 месяца?
За последние три месяца цена NBIS изменилась на 187,24 %.
Какова доходность NBIS за 6 месяцев?
За последние шесть месяцев цена NBIS изменилась на 152,04 %.
Какова годовая эффективность NBIS?
За последний год цена NBIS изменилась на 568,96 %.