$NBIS.

@investmentguru_May 28, 2026 · 2:03 AM

THE NEOCLOUD SUPERCYCLE IS ACCELERATING The smartest money in AI just made its move — and the signal is impossible to ignore. Leopold Aschenbrenner’s Situational Awareness fund — which grew from $225M to $13.7B AUM in under 2 years — just disclosed a 5.6% stake (12.4M Class A shares) in $NBIS. This is the guy who called every major AI bottleneck years early. He doesn’t park $2B+ in a position casually. $NBIS — Nebius Group → Q1 revenue: $399M — up 684% YoY, 75% QoQ → AI cloud ARR surged to $1.9B, up 54% QoQ → Adjusted EBITDA margin: 45% in AI cloud segment → $27B, 5-year Meta deal locked in → $9.3B cash on hand after raising $6B+ YTD → Targeting 4 GW+ contracted power by year-end → Full year guidance: $3B–$3.4B revenue, $7B–$9B ARR → Selling out capacity every quarter — demand exceeds supply Aschenbrenner just validated what the fundamentals already screamed. $IREN — The Vertically Integrated Beast → $3.4B NVIDIA AI cloud contract secured → $9.7B Microsoft deal for GB300 GPUs (5-year) → $2.1B NVIDIA equity investment (30M share warrants) → Blackwell deployment at Childress, TX → ARR target raised to $4.4B → 4.5 GW total power footprint across TX, Canada, Oklahoma → $3B convertible note raise shows capital market conviction IREN isn’t a miner anymore. It’s a full-stack AI factory operator with NVIDIA and Microsoft as anchors. The NeoCloud Basket → $CRWV — CoreWeave: $99.4B backlog, 1GW+ active, pure-play benchmark → $NBIS — Nebius: hyperscaler-grade AI cloud, Aschenbrenner’s biggest bet → $IREN — Vertically integrated, power-rich, Nvidia & Microsoft backed → $APLD — Applied Digital: emerging data center player in the mix 🧠 Why This Theme Has Legs → Hyperscalers (MSFT, Meta, Google) are outsourcing GPU capacity to neoclouds at scale → Power-connected land is the new scarce resource — and neoclouds own it → Nvidia is now an equity investor in both $NBIS and $IREN — alignment is complete → The $100B+ AI capex wave flows through neoclouds before it reaches anyone else Other play - $SLNH $KEEL $BTBT $HIVE $WYFI $BTDR $CIFR The NeoCloud isn’t a trade. It’s the infrastructure layer of the AI supercycle. Not financial advice.

@aleabitoredditMay 28, 2026 · 12:01 AM

Look who joined team $NBIS. 5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN. That being said: Nebius is now up ~3x since I went long last year. Weebius has plot armor. https://t.co/JYZvf3GJND

@aleabitoredditMay 24, 2026 · 6:39 PM

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.  There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

@blackpanthercapMay 15, 2026 · 9:57 AM

⚡️JUST IN: Citi just assigned a Buy on $NBIS. Price target: $287.00 That’s not a reiteration. That’s a fresh call. And they’re not alone. → Northland Securities, Buy, $248 → Citizens JMP, Buy, raised to $270 → D.A. Davidson, Buy, raised to $250 → Bank of America, Buy, raised to $240 → Citi — Buy — $287 (new) 5 analysts. All Buys. Targets ranging from $240 to $287. GPU clusters. Cloud. Data centers. All vertical. Infrastructure Europe actually needs. The smart money is lining up. The question isn’t whether this moves. -BP Note: This is NOT financial advice.

@mrmikeinvestingMay 14, 2026 · 8:15 PM

I’ve said this before, & I’ll say it again one last time… If you’re looking for the next $SNDK then look no further than $NBIS. Nebius has grown its revenues +684% YoY, built $50B worth of backlog (2027-2031), & has over $10B in cash. I can guarantee AI infrastructure names will boom over the next 6 months. $NBIS is currently $220, & will be $360+ before the end of the year. I’ve been telling everyone to buy since $63. Don’t miss out…

@blackpanthercapMay 14, 2026 · 1:09 PM

⚡️JUST IN: Northland Securities just reiterated their price target from $215 to $248 on $NBIS. Citizens just reiterated their price target from $175 to $270 on $NBIS. Both institutions maintained ‘Buy.’ -BP https://t.co/a9MMktQnFP

@aleabitoredditMay 11, 2026 · 8:02 PM

As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means. It’s an endless dilution machine just because they secured power. I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing. Nvidia actually gave $NBIS funds. While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo. $IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.

@blackpanthercapMay 10, 2026 · 5:59 PM

@5xCap $177 is $NBIS. Typo mate. Relax. And answer is simple. NBIS and RKLB are just beside each other in my portfolio overview. https://t.co/aasrxNh5y6

@blackpanthercapMay 9, 2026 · 7:58 PM

My wife's dad from UK is here during the weekend. He asked me at dinner tonight what I invest in. I listed them. All nine. $IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.V. $OUST. He waited for a name he recognised. Never came. "None of the big ones?" he said. I said no. He looked at me the way people look at someone who ordered something unusual off the menu. I didn't explain. I used to explain. I stopped. Because by the time you can explain it at a dinner table, the ENTRY window is usually closed. $IREN is signing $3.4B AI cloud contracts with NVIDIA. $RKLB just posted record revenue and backlog. $NBIS is up 110% year-to-date with $50B+ contracted. $AAOI is capacity-constrained through mid-2027. Nobody at that dinner table was talking about any of this. That is not a criticism of them. That is the whole point. -BP Not financial advice. Do your own research.

@aleabitoredditMay 7, 2026 · 9:19 PM

$NVDA hasn't invested anything. They got a completely risk-free purchase agreement without committing anything. This is different than a convertible note where they would loan $IREN money and to convert it at $70. People conflate all the nuances of financing structures, it's actually material if they put $2B into a company like $NBIS.

@mrmikeinvestingMay 5, 2026 · 2:11 AM

$NBIS will be the next stock to have a $SNDK like run… With a 5 year $50B backlog, 547% YoY revenue growth, & $4B in cash you cannot be bullish enough on $NBIS. Over these next few months the rotation into Neo-clouds will cause a euphoric squeeze. $330+ incoming this year for $NBIS. Mark my words…

@blackpanthercapMay 4, 2026 · 4:53 PM

Nobody told the norm this: The best investments of the next 5 years won’t appear on CNBC. They won’t have celebrity endorsements. They’ll be in SEC filings. In DoD contract announcements. In hyperscaler earnings calls. In boring press releases nobody reads. On X by following the right people. $IREN. $ONDS. $AAOI. $RKLB. $NBIS. $CIFR. $AMPX. $PNG.V $OUST The information is public. Most people just don’t look. -BP Note: This is NOT financial advice.

@blackpanthercapMay 1, 2026 · 6:20 PM

⚡$NBIS just agreed to acquire Eigen AI for $643M. MIT's HAN Lab researchers. Custom CUDA kernels. Post-training quantization. KV-cache optimization. In plain English: the team that figured out how to make AI models run faster with less compute is NOW inside Nebius. Inference is the fastest-growing segment of AI. Expected to account for two-thirds of total compute demand this year. $NBIS just bought the team that makes the compute go further. Still long $NBIS. This is exactly the kind of vertical integration move the thesis is built on. -BP Not financial advice.

@mrmikeinvestingMay 1, 2026 · 2:40 AM

If you missed $INTC at $30. Missed $AMD at $68 Or even missed $GOOGL at $140… Then you do not want to miss out on $NBIS. The rotation from Photonics into data centers is only just beginning. $NBIS is currently $138, & I expect $330+ within 10 months. Don’t miss out… https://t.co/gaB0mrUsJh

@blackpanthercapApr 26, 2026 · 2:32 PM

The world is trying to feminize men. 1-day on X, you’ll see it’s working. I’ve never seen so many bitching over $IREN & $NBIS. Run, eat some meat, workout, meditate. Get your testerone level straight man. -BP https://t.co/fTvoOLGNLB

@aleabitoredditApr 11, 2026 · 3:58 PM

@Sandeman52 Yeah, I genuinely don't understand, there's 0 chance they can monetize 4GW+ capacity without financing. And they chose ATMs over convertible notes + $NVDA investment like $NBIS. Majority of people don't understand structural mechanics of dilution, which is why they keep blindly buying into a $6B money printer sold into the open market. People's portfolios would have been up 60%+ from $NBIS instead of down -8%+ from $IREN if they listened.

@blackpanthercapApr 10, 2026 · 5:01 PM

@AlphaOwlTrading Insane week for $NBIS. Beautiful to see.

@blackpanthercapApr 6, 2026 · 7:10 PM

H100 GPU rental prices just surged 40% in 6 months. From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026. Here’s what that means in plain English: The companies that ALREADY SECURED power, land, and grid connections for AI compute are sitting on scarce infrastructure. $IREN. $NBIS. $CIFR. The four largest hyperscalers plan to spend $700 billion on AI infrastructure in 2026. That’s not a forecast. That’s disclosed capital. GPU prices going up is the neocloud business model working exactly as designed. Short contracts. Rising rates. Locked-in capacity. Still holding all three. -BP Reminder: This is not financial advice.

@kaizen_investorMar 16, 2026 · 10:18 AM

It is the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META. Key Details of the Agreement • Dedicated Capacity ($12 Billion): Nebius will provide Meta with $12 billion worth of dedicated AI computing capacity across multiple locations, with the rollout starting in early 2027.  • Next-Gen Tech: This infrastructure will be built on NVIDIA’s cutting-edge Vera Rubin platform, marking one of the first massive-scale implementations of this new technology.  • Flexible Capacity ($15 Billion): Meta has also committed to buying up to $15 billion in additional compute capacity from upcoming Nebius clusters over the next five years. Interestingly, Nebius plans to offer this capacity to third-party clients first, and Meta has essentially agreed to buy up whatever is left over.  After being up 28% last week, $NBIS now up 14% in pre-market.

@mrmikeinvestingDec 28, 2025 · 3:50 PM

$NBIS just announced they’re expecting a 2026 ARR of just over $8B+ This is a projected 700%+ YoY increase. This current setup is identical to $PLTR at $40, $TSLA at $210, or even $NVDA at $110. Don’t miss this opportunity as 2026 will be massive for $NBIS. Mark my words… https://t.co/ayhQLuHgop

@mrmikeinvestingDec 26, 2025 · 5:09 AM

This year generational wealth was made via a wide variety of stock picks… In 2025 I called out: 1. $ASTS at $36 2. $HOOD at $21 3. $PLTR at $62 4. $RKLB at $37 5. $TSLA at $210 Next year the 5 stocks that will dominate are $ONDS, $IREN, $ZETA, $NVO, & $NBIS. Don’t miss out… https://t.co/fhlHFhNbZ6

@mrmikeinvestingSep 25, 2025 · 2:07 AM

$LMND is the next stock to see a massive squeeze similar to $OPEN, $TSLA & $NBIS. Backed by $1B+ in cash, no debt, and 80% customer growth in 2 years time shows $LMND is an obvious buy. Expect 200/300% upside from around $50 range. $150+ target for mid 2026. Don’t miss it… https://t.co/r7nGEGqZas

@mrmikeinvestingSep 8, 2025 · 9:30 PM

$NBIS was yet another generational wealth creating opportunity… Since my bottom call that took place Early August at $62 $NBIS is now up nearly 80%+ It’s obvious that $NBIS is the next gen of AI infrastructure. $250+ is incoming next year for $NBIS. Mark my words… https://t.co/tMRRZQyU96

@mrmikeinvestingAug 21, 2025 · 7:13 PM

I’ve created generational wealth by calling the bottoms and predicting the breakouts on these stocks: $LMND at $28 and ran to $60+ $PLTR at $42 and ran to $190+ $HOOD at $29 and ran to $118+ The next stocks to yield such returns are $TSLA, $OSCR, & $NBIS. Don’t miss them. https://t.co/uKOG6pAcdK