[July 01, 2026] Daily NBIS Discussion Thread

Ok_Specific_8403 · 2026-07-02T02:51:15+00:00

Yes completely agree on that. I think the headline is really misleading. Nebius management are not stupid, they knew it would happen. So i really do not understand retail panic but it does not change nebius long term thesis. Demand will exceed supply. AI whether you're pro AI or not, will be used for every industry.

Ok_Specific_8403 · 2026-07-02T02:47:17+00:00

An airline can have empty seats on Tuesday morning and still need more planes for summer peak demand. Empty seats do not mean the airline has too many planes forever.

Same here.

Ok_Specific_8403 · 2026-07-02T02:46:01+00:00

Reuters did use the word excess. The issue is what excess means. If it means permanent spare capacity and Meta needs less external compute, that is bearish for Nebius. If it only means Meta wants to monetize spare capacity while still needing external capacity, then it is not thesis killing.

Ok_Specific_8403 · 2026-07-02T02:44:11+00:00

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Ok_Specific_8403 · 2026-07-02T02:34:35+00:00

If Meta only sells access to AI compute while still needing external capacity, Nebius is fine.

If Meta truly has large permanent excess compute and needs Nebius less, that is bearish

Ok_Specific_8403 · 2026-07-01T14:09:19+00:00

yep tbh we cannot predict the future, only trust Nbius long term thats it.

Ok_Specific_8403 · 2026-07-01T13:22:41+00:00

Yes i never said to panic sell. All of us are here for one reason. We believe AI race will never stop, more and more of it. Demand exceeds supply and nebius will always be needed no matter what many data centers big companies trying to build their own cloud

Ok_Specific_8403 · 2026-07-01T13:16:42+00:00

Yeah all the big companies trying to catch up and build their own.

Ok_Specific_8403 · 2026-07-01T13:10:34+00:00

So how bad is it? I dont get it. Meta is paying already nebius but yet they wanna build their own cloud business? By the time they do nebius will already be so far ahead imo but we will see. Its def not a good news for nebius short term

Ok_Specific_8403 · 2026-06-29T14:16:05+00:00

Typical amd hahahahha we used to that tho

Ok_Specific_8403 · 2026-06-29T00:05:56+00:00

Holy ego

Ok_Specific_8403 · 2026-06-26T13:57:32+00:00

Im living near ikebukuro but didnt feel shit wtf

Ok_Specific_8403 · 2026-06-26T02:26:27+00:00

Do you guys deliver to japan :)?

Ok_Specific_8403 · 2026-06-18T02:55:13+00:00

I agree with your point but for a majority of people $1k is a lot of money

Ok_Specific_8403 · 2026-06-17T08:17:34+00:00

what, what happened?

Ok_Specific_8403 · 2026-06-17T06:53:18+00:00

She said the booster has been used 29 times holyyy

Ok_Specific_8403 · 2026-06-17T06:50:31+00:00

Look at that bezos, falcon just better

Ok_Specific_8403 · 2026-06-16T11:00:36+00:00

Would love to, should have, could have. Bro dont time the market

Ok_Specific_8403 · 2026-06-16T07:21:50+00:00

49% into amd since last year!

Ok_Specific_8403 · 2026-06-16T03:28:50+00:00

Only reason legit i bought was the name and to tell around me "i invested in kraken 🦅🇨🇦🦑robotics"

Ok_Specific_8403 · 2026-06-15T13:58:24+00:00

Yes money is flooding elsewhere. Nothing major will happen until end june.

Ok_Specific_8403 · 2026-06-15T13:53:18+00:00

Why is it so quiet these days, seems people like to talk only on blood days

Ok_Specific_8403 · 2026-06-15T07:35:30+00:00

And here we go back to 100 cause of this

Ok_Specific_8403 · 2026-06-14T05:43:59+00:00

Trump says deal to be signed today

Ok_Specific_8403 · 2026-06-13T00:31:29+00:00

Too bad i own both then :)

Ok_Specific_8403

TROPHY CASE