Ticker brief · 2026-10-18
NBIS NEBIUS GROUP NV
Compute scarcity supports bulls as financing contagion breaks technical support
Technology · Software
Lean: mixedlast close
$158.74
1 day
-0.3%
14 days
-28.2%
mkt cap
$54.7B
signals 14d
2,106
authors 14d
486
crowd 14d
-3.2σ
NBIS has a mixed narrative: credible investors are accumulating, but stronger recent trading records also support the structural bear case. The decisive late-week shift was renewed selling after Thursday's support rebound, with unverified VARA liquidation reports intensifying credit-contagion fears despite record GPU rental prices. Small starters, lower-strike put selling and speculative rebound calls indicate selective entry and tactical upside exposure, while substantial downside options demand rules out a uniformly bullish institutional read.
BULL CAMP
Compute scarcity, stronger rental pricing and higher-margin inference services support revenue growth and improving returns. Bulls distinguish NBIS from CRWV through liquidity, customer backing and financing flexibility, positioning it to survive consolidation.
Key voices@StockSavvyShayHIGHB-1.05@DrNHJMEDIUM-HIGHB-0.83@ronjonbSaaSMEDIUM-HIGHC-0.44@daniel_kossMEDIUM-HIGHB-2.20@JonahLuptonMEDIUM-HIGHA+0.46
“NBIS appears inexpensive, with revenue potentially exceeding sell-side estimates by 20–30%.”— @JonahLupton · tweet ↗
BEAR / SKEPTIC
Expensive capital and CRWV credit stress can impair financing and compress NBIS's valuation even while compute demand remains strong. Broken support, concentrated ownership and possible forced selling leave rebound attempts vulnerable.
Key voices@InvestiBrewMEDIUM-HIGHA-0.45@SpecialSitsNewsHIGHB-2.08@nanalyzetweetsMEDIUM-HIGHB+5.59@ProblemSniperMEDIUM-HIGHC-2.66@Jake__WujastykHIGHB-0.84
“Rising yields and collapsing debt issuance constrain financing for the AI infrastructure buildout.”— @InvestiBrew · tweet ↗
Hypotheses35direction · basis · magnitude · supporters — NEW = first seen this week
▲Accelerating AI usage and constrained powered compute supply sustain GPU rental pricing, supporting Nebius revenue growth and upward earnings revisions.
@DrNHJMEDIUM-HIGHB-0.837s · insight@daniel_kossMEDIUM-HIGHB-2.203s · insight@SpecialSitsNewsHIGHB-2.081s · insight@ZeekTytLOW-MEDIUMC-0.845s@ren_stocks-0.404s@SebagyeongLOW-MEDIUMC-1.164s+9 more
▲Nebius's software stack and serverless inference platform can increase revenue per unit of capacity and expand margins beyond commodity GPU rental.
@Nice_Stock_LOW-MEDIUMC-1.944s@DrTomsLensLOW-MEDIUMC-1.555s@ren_stocks-0.404s@yasutaketinMEDIUMB+1.151s · insight@Lazarus_CapitalLOW-MEDIUMA+0.671s · insight@WealthCode99978MEDIUMB-1.341s · insight+4 more
▲Nebius's relatively stronger liquidity, financing access and customer support provide competitive advantages and improve its survival prospects during neocloud consolidation.
@ronjonbSaaSMEDIUM-HIGHC-0.443s@Beth_KindigHIGHB+0.011s · insight@StockSavvyShayHIGHB-1.051s · insight@AviNMashMEDIUMC-2.254s · insight@Nice_Stock_LOW-MEDIUMC-1.941s@ZeekTytLOW-MEDIUMC-0.842s+12 more
▲Capacity conversion, rapid revenue growth and potential earnings or ARR upgrades make Nebius attractive after the selloff relative to future business scale.
@StockSavvyShayHIGHB-1.053s · insight@JonahLuptonMEDIUM-HIGHA+0.462s · insight@daniel_kossMEDIUM-HIGHB-2.201s · insight@ariaradniaMEDIUM-HIGHB+0.671s · insight@SmallCapSnipaMEDIUM-HIGHC+0.171s@StonkValueLOW-MEDIUMC-6.113s+5 more
▼Higher borrowing costs and CoreWeave credit distress can restrict neocloud financing, delay capacity deployment and transmit valuation pressure to Nebius.
@InvestiBrewMEDIUM-HIGHA-0.454s · insight@SpecialSitsNewsHIGHB-2.081s · insight@conorsenHIGHA-0.801s · insight@MarkosAAIGMEDIUM-HIGHA-0.782s · insight@CorneliaLakeMEDIUM-HIGHA+0.071s · insight@ProblemSniperMEDIUM-HIGHC-2.661s+12 more
▼Weak differentiation, customer conflicts, heavy reinvestment and GPU obsolescence threaten neocloud returns and independence despite strong current compute demand.
@nanalyzetweetsMEDIUM-HIGHB+5.591s · insight@SpecialSitsNewsHIGHB-2.081s · insight@SmallCapSnipaMEDIUM-HIGHC+0.171s@yasutaketinMEDIUMB+1.151s · insight@tenet_researchMEDIUM-HIGHC-1.231s@WallStDiariesLOW-MEDIUMC+0.672s+3 more
▼Equity issuance and convertible financing could dilute Nebius shareholders, reducing per-share gains even if funded capacity and business revenue grow.
@burak_finance+0.241s@harry03994688LOW-MEDIUMA-0.161s · insight@CmgVentureMEDIUMC+0.141s@edge_of_powerMEDIUMA-2.641s · insight@InvestmentGuru_MEDIUMC-2.081s@TheStockerManMEDIUMB-3.391s+2 more
▲Oversold conditions and buying near long-term moving-average support can produce a Nebius relief rally, conditional on support and reversal confirmation.
@Venu_7_MEDIUM-HIGHB-2.674s · insight@enrichtradesMEDIUMC-3.444s@AlphaOwlTradingLOW-MEDIUMC-1.194s@StockTrader_MaxLOW-MEDIUMC-1.326s@AdityaInvests90LOW-MEDIUMC-1.853s@FunOfInvestingMEDIUMC-0.601s+9 more
▼Failed breakouts and broken trend or moving-average support leave Nebius vulnerable to further downside until price reclaims resistance or establishes a base.
@ProblemSniperMEDIUM-HIGHC-2.663s@MentoviaXMEDIUMC-2.895s@StockTrader_MaxLOW-MEDIUMC-1.323s@MMatters22596MEDIUMC-0.731s@Jake__WujastykHIGHB-0.841s · insight@pdicarlotraderMEDIUM-HIGHC+1.302s+9 more
▼Concentrated leveraged AI portfolios and possible fund deleveraging could force additional Nebius selling independently of company operating performance.
@HammerstoneMar3HIGHC+0.301s@KawzInvestsMEDIUM-HIGHA-0.481s · insight@JonkooTradesLOW-MEDIUMB+0.101s@MentoviaXMEDIUMC-2.892s@pumpkinpuripuriMEDIUMC-2.371s@FunOfInvestingMEDIUMC-0.601s+3 more
▲Large call purchases and put-selling orders indicate meaningful bullish Nebius exposure, although reported flows do not establish uniform investor intent.
@FinanchleMEDIUMC2s@tsungrowMEDIUMC-0.473s@CheddarFlowMEDIUM-HIGHC1s@TheNewMoney_appLOW-MEDIUMC2s@RockyTSTHLOW-MEDIUMC1s@FlowbyBobbyLOW-MEDIUMC1s+3 more
▼Deep downside put purchases and substantial call selling show material bearish or hedging exposure that challenges uniformly bullish interpretations of Nebius options flow.
◆Waiting for confirmation, reducing leverage or rotating capital toward other sectors improves exposure management without requiring an outright directional Nebius short.
@ronjonbSaaSMEDIUM-HIGHC-0.442s@LeifSoreideHIGHC-0.791s@DustinHuntwnMEDIUMC-3.752s@ren_stocks-0.401s@CryptoBankz_65LOW-MEDIUMC+0.761s@StockOptionColeMEDIUMC-4.282s+4 more
▲Short covering and negative-gamma hedging could accelerate Nebius upside once price clears trigger levels and persistent selling pressure subsides.
@CryptoBankz_65LOW-MEDIUMC+0.761s@Simply0DTELOW-MEDIUMC-3.482s@StockTrader_MaxLOW-MEDIUMC-1.321s@wey_how12640MEDIUMC-2.451s@Pablo01618LOW-MEDIUMA-0.561s · insight
▲Nvidia Exemplar Cloud certification and leading production benchmarks provide an independent endorsement of Nebius's latest hardware deployment and infrastructure execution.
@StockSavvyShayHIGHB-1.051s · insight@Nice_Stock_LOW-MEDIUMC-1.941s@ZeekTytLOW-MEDIUMC-0.841s@MB_HoganLOW-MEDIUMA-1.791s · insight@PSInvestorLOW-MEDIUMB-2.021s@Sam_BadawiMEDIUM-HIGHC-3.181s+6 more
▲Nebius's reported letter of intent for Volt's planned Rotterdam facility adds a distinct European capacity opportunity, subject to construction and regulatory execution.
@Nice_Stock_LOW-MEDIUMC-1.941s@MB_HoganLOW-MEDIUMA-1.792s · insight@DrTomsLensLOW-MEDIUMC-1.551s@AlphaOwlTradingLOW-MEDIUMC-1.191s@AlexfromBabylonLOW-MEDIUMB-2.492s · insight@AviNMashMEDIUMC-2.251s · insight+1 more
▲Reported Nvidia transaction talks involving Reflection AI could strengthen a Nebius customer's financial backing, although transaction structure and completion remain unresolved.
@StockSavvyShayHIGHB-1.051s · insight@AlphaOwlTradingLOW-MEDIUMC-1.191s@edge_of_powerMEDIUMA-2.641s · insight@FunOfInvestingMEDIUMC-0.601s@daniel_kossMEDIUM-HIGHB-2.201s · insight@NotA_BullLOW-MEDIUMC-1.451s+1 more
▲Nebius's reported Andersen referral agreement creates a distinct enterprise distribution channel with access to an established base of potential customers.
@DrTomsLensLOW-MEDIUMC-1.551s
▲Hark's use of Nebius Token Factory for real-time inference supplies a specific customer deployment validating the platform's commercial application.
▲A reported Palantir inference partnership adds a distinct commercial relationship to Nebius's emerging agent-native cloud and inference ecosystem.
@DrTomsLensLOW-MEDIUMC-1.551s
▲Era Compute's reported partnership with Nebius expands customer access to GPU infrastructure through a distinct commercial distribution relationship.
@Sam_BadawiMEDIUM-HIGHC-3.181s@Nice_Stock_LOW-MEDIUMC-1.941s
▲Making Nvidia Run:ai available through Nebius AI Cloud Applications adds a discrete platform integration and reinforces its Nvidia software ecosystem participation.
@Nice_Stock_LOW-MEDIUMC-1.941s@esenkaratekinMEDIUMC-2.521s
▲Nebius's availability of Nvidia Riva AI within its applications represents a distinct software integration expanding the platform's offered capabilities.
@CHItraderB-0.221s
▲Immediate Muse Spark Open availability on Nebius Token Factory adds a specific Meta model launch that strengthens its open-model serving proposition.
@DrTomsLensLOW-MEDIUMC-1.552s@Nice_Stock_LOW-MEDIUMC-1.942s
▲Reflection's Beam open-weight model becoming available on Nebius Token Factory adds a distinct model-serving launch within an existing customer ecosystem.
▲Nebius's dynamic pricing for interruptible GPU capacity creates a distinct commercial offering, with utilization determining whether available supply produces incremental revenue.
@FABYMETAL4MEDIUM-HIGHB-1.961s · insight@MikaelXeelandLOW-MEDIUMB-8.451s · insight@JonahLuptonMEDIUM-HIGHA+0.461s · insight
◆Arkady Volozh's scheduled keynote provides a discrete near-term communication event, without supplied evidence of an associated contract or guidance announcement.
@CryptoBankz_65LOW-MEDIUMC+0.761s
▼A reported lawsuit seeking to halt Nebius data-center construction introduces a discrete legal obstacle that could delay infrastructure execution.
@DGretta_AuthorLOW-MEDIUMC-0.571s
▼A proposed Chinese approval requirement for model-hosting agreements could add regulatory friction to Nebius relationships involving affected models or counterparties.
@zephyr_z9MEDIUM-HIGHA+0.591s · insight
▼A Nebius executive's planned sale of option-derived shares introduces a discrete insider supply event, without establishing deterioration in the operating business.
@KeithTradeSmithMEDIUM-HIGHC+1.081s
▲Rosenblatt's Buy initiation provides a distinct sell-side endorsement of Nebius, linking its stated price target to rapid growth and infrastructure execution.
@MoneyNomads1LOW-MEDIUMB-0.331s@SmallCapSnipaMEDIUM-HIGHC+0.171s
▲BNP Paribas Exane's reported Nebius upgrade and price-target increase constitute a separate positive analyst action, with target levels absent from the supplied rationale.
@MB_HoganLOW-MEDIUMA-1.791s · insight
▲Nvidia's strategic interest in neocloud capacity could encourage financial or commercial support, reducing failure risk and supporting Nebius's future expansion.
@USAnt_IDEALOW-MEDIUMC-0.641s@KrisPatel99MEDIUMA-1.641s · insight@daniel_kossMEDIUM-HIGHB-2.201s · insight@AlexfromBabylonLOW-MEDIUMB-2.491s · insight@Alpha_CatLOW-MEDIUMC-3.101s
▲Autonomous AI adoption could increase demand for Nebius-linked Toloka verification services and create additional commercial partnership opportunities beyond infrastructure rental.
@DrTomsLensLOW-MEDIUMC-1.551s
▼Nebius's valuation may remain excessive after substantial declines because expensive capital and uncertain future cash generation warrant lower business multiples.
@convequityMEDIUM-HIGHA-0.531s · insight@MWM76LOW-MEDIUMC+3.164s@Banana3StocksLOW-MEDIUMC-2.062s@MarketMaestro1MEDIUM-HIGHC-1.301s@HyperSharkkMEDIUMB-1.611s · insight@theincomewheelMEDIUM-HIGHC-1.401s
Direct calls5authors taking explicit directional positions
@cantonmeowHIGHB+1.35
Initiated a small starter long in NBIS.
@StockSavvyShayHIGHB-1.05
Added NBIS for long-term capacity growth, inference demand and valuation upside.
@Venu_7_MEDIUM-HIGHB-2.67
Added NBIS at $170 near its 200-day SMA as a long-term holding.
@ProblemSniperMEDIUM-HIGHC-2.66
Buy NBIS 200 calls expiring October 16 at 0.80 or less.
@MWM76LOW-MEDIUMC+3.16
Sell NBIS and CRWV based on their enterprise-value comparison.
Sellside activity17
William Blair noteForecasts $72B ARR and 47% adjusted gross margin for Nebius in 2030.
William Blair noteResearch on Anthropic compute commitments is referenced; substantive estimates are not supplied.
Goldman noteCompute-pricing evidence supports medium-term AI-hosting monetization.
BofA noteProjects data-center capacity roughly quintupling by 2030 across hyperscalers, neoclouds and sovereign builds.
JPMorgan upgradeUpgraded CRWV from Neutral to Overweight on stronger compute pricing and margins; this is peer activity, not an NBIS upgrade.
JPMorgan noteSurging token usage supports GPUs, memory, networking, data centers and power.
JPMorgan noteProjects AI-industry annualized revenue above $300B by year-end.
JPMorgan noteProjects a 300 GW AI-compute shortfall.
JPMorgan noteInvestor feedback shows mixed AI sentiment and concern over returns and funding sustainability.
JPMorgan noteAn author disputes its classification of APLD when comparing AI data-center business models.
BNP Paribas Exane upgradeReported NBIS upgrade accompanied by a price-target increase; neither target is supplied.
Rosenblatt initiate PT 304Initiated NBIS at Buy with a $304 target. Reports on October 11 and October 15 appear to relay the same initiation.
Gartner noteForecasts over 80% of neoclouds may disappear or lose independence by 2030; another relay cites an $8.5T revenue requirement through 2030.
Saxo noteFavors profitable chipmakers over debt-heavy AI infrastructure companies.
D.A. Davidson noteWarns CRWV equity could go to zero if the AI cycle weakens; relevant as peer credit commentary.
Morningstar pt_cutAn author rebuts an IREN target cut using fixed debt, contracts, prepayments and financing structure; target levels are unavailable.
Cantor noteReported a bullish pullback call with three favored stocks; no NBIS-specific rating or target is supplied.
News / data points5discrete events + data quoted by authors
@DrNHJMEDIUM-HIGHB-0.83
B300 GPU rental prices rose for 17 straight days to a record high.
@Venu_7_MEDIUM-HIGHB-2.67
NBIS rebounded 15% from its lows on 2.5 times average volume at its 200-day SMA.
@KawzInvestsMEDIUM-HIGHA-0.48
An unconfirmed rumor alleged a $26.4B hedge-fund failure; prior 13F holdings establish exposure, not current liquidation.
@FinanchleMEDIUMC
Reported a $25.54M two-leg bullish call-options position; full structure and counterparty intent are unavailable.
@TheNewMoney_appLOW-MEDIUMC
Reported a $722,400 purchase of NBIS $135 puts expiring December 2028.
Position disclosures3skin in the game
@cantonmeowHIGHB+1.35
Initiated a small NBIS starter and subsequently added a small amount.
@MB_HoganLOW-MEDIUMA-1.79
Disclosed roughly 75% portfolio exposure to NBIS and later bought 1,000 additional shares.
@LeifSoreideHIGHC-0.79
Exited NBIS and is waiting for AI-infrastructure credit risks to stabilize.
Desk readconvergence assessment
There is convergence on current compute scarcity but sharp disagreement over whether financing, dilution and customer economics permit shareholders to capture it; both camps have HIGH and MEDIUM-HIGH voices, so credibility alone does not settle the trade. Track records temper bullish activity: StockSavvyShay is -3.24 and ronjonbSaaS -0.14, while structural bear nanalyzetweets is +5.01 and small-position buyer cantonmeow +2.74; DustinHuntwn's repeated historical-gain promotions and BlackPantherCap's pump_risk flag add no independent validation. Funded capacity conversion, utilization, realized margins and support holding would change the balance; the systematic book has no current position, its latest LONG returned -0.25%, and every supplied prior hypothesis remains unscored.
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 99% mid · 54 pctile own 1y | IV/HV 1.09× |
| Skew — 25Δ RR 30d | -0.045 46 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +8.69 normal | 5-session Δ -1.34 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-03-18 (z=2.0) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.11 (−1 bearish … +1 bullish)
Who spoke486
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Nice_Stock_ | C | -1.94 | 58 | +0.31 |
| @CryptoBankz_65 | C | +0.76 | 51 | +0.63 |
| @DrTomsLens | C | -1.55 | 46 | +0.57 |
| @DustinHuntwn | C | -3.75 | 43 | +0.68 |
| @ZeekTyt | C | -0.84 | 41 | +0.16 |
| @ren_stocks | · | -0.40 | 36 | +0.51 |
| @StockOptionCole | C | -4.28 | 34 | +0.37 |
| @AjTrader7 | C | -1.83 | 31 | -0.10 |
| @MB_Hogan | A | -1.79 | 27 | +0.51 |
| @burak_finance | · | +0.24 | 26 | +0.42 |
| @Sebagyeong | C | -1.16 | 25 | +0.18 |
| @danielisdizzy | C | -1.91 | 23 | +0.60 |
| @TheBigBerbowski | C | +0.77 | 23 | +0.32 |
| @DrNHJ | B | -0.83 | 22 | +0.37 |
| @StockSavvyShay | B | -1.05 | 20 | +0.33 |
| @enrichtrades | C | -3.44 | 19 | +0.47 |
| @SmallCapSnipa | C | +0.17 | 19 | +0.22 |
| @AlphaOwlTrading | C | -1.19 | 19 | +0.55 |
| @StockTrader_Max | C | -1.32 | 19 | +0.44 |
| @YodaStockInvest | C | -0.89 | 17 | +0.53 |
| @StonkValue | C | -6.11 | 17 | +0.73 |
| @PSInvestor | B | -2.02 | 17 | +0.24 |
| @Sandeman52 | C | -0.61 | 16 | +0.57 |
| @MWM76 | C | +3.16 | 16 | -0.68 |
| @tsungrow | C | -0.47 | 15 | +0.41 |
Recent signals30of 2,106 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @StockOptionCole | +0.20 | Discloses 27% cash and says three stocks remain on a watch list pending unspecified buy levels. | -4.1% | tweet ↗ |
| 2026-10-16 | @CryptoBankz_65 | +0.70 | Sell part of ONDS and add to NBIS. — Discloses rotating capital from ONDS into a larger NBIS position. | -4.1% | tweet ↗ |
| 2026-10-16 | @BMNRTracker | -0.65 | Argues Nebius is lower quality and may require an ATM or over $60B of debt to meet guidance. | -4.1% | tweet ↗ |
| 2026-10-16 | @TheBigBerbowski | +0.65 | Frames the linked material as evidence investors are missing by not buying NBIS. | -4.1% | tweet ↗ |
| 2026-10-16 | @MWM76 | -0.70 | Argues NBIS would remain expensive even at $60. | -4.1% | tweet ↗ |
| 2026-10-16 | @rzayev7895 | +0.55 | Discloses adding to five positions during an unusually prolonged selloff. | -4.1% | tweet ↗ |
| 2026-10-16 | @Selling4Premium | +0.45 | Sell a CRWV Nov 6 35/25 put-credit spread and target NBIS puts at 130-140 strikes. — Discloses a new CRWV bullish put-credit spread and plans to write NBIS puts. | -4.1% | tweet ↗ |
| 2026-10-16 | @BlackPantherCap | +0.10 | Expects AI-related holdings to recover, but gives a highly uncertain one-month to two-year horizon. | -4.1% | tweet ↗ |
| 2026-10-16 | @ElliottWaveSage | -0.35 | Warns that recent bounces may not be bottoms and watches for another low. | -4.1% | tweet ↗ |
| 2026-10-16 | @ronjonbSaaS | +0.35 | Compares cash and debt, portraying NBIS as financially stronger than CRWV. | -4.1% | tweet ↗ |
| 2026-10-16 | @InvestmentGuru_ | +0.35 | Offers $163 as a level to consider if looking to buy NBIS, without explicit entry intent. | -4.1% | tweet ↗ |
| 2026-10-16 | @AlexfromBabylon | +0.80 | Discloses rotating from IREN into Nebius due to uncertainty, expected IREN headwinds and confidence in NBIS earnings. | -4.1% | tweet ↗ |
| 2026-10-16 | @CryptoBankz_65 | +0.15 | Reports NBIS CEO Arkady Volozh's scheduled October 21 keynote appearance. | -4.1% | tweet ↗ |
| 2026-10-16 | @MWM76 | -0.90 | Says both CRWV and NBIS could become worthless. | -4.1% | tweet ↗ |
| 2026-10-16 | @burak_finance | +0.40 | Observes that the last two VIX spikes above 20 coincided with local NBIS bottoms. | -4.1% | tweet ↗ |
| 2026-10-16 | @fundmyfund | +0.60 | Presents NBIS as a potential beneficiary if CRWV fails and its assets become available. | -4.1% | tweet ↗ |
| 2026-10-16 | @RockyTSTH | -0.80 | Reports NBIS puts reaching a 1,000% gain. | -4.1% | tweet ↗ |
| 2026-10-16 | @AISavvyCapital | +0.75 | Bought more IREN, CRWV, and NBIS before the close — Explicitly discloses fresh additions to three positions | -4.1% | tweet ↗ |
| 2026-10-16 | @TheBigBerbowski | -0.45 | Describes a severe selloff and asks whether the named stocks have bottomed. | -4.1% | tweet ↗ |
| 2026-10-16 | @The_Real_Fly | -0.55 | Lists severe one-day declines across neocloud stocks. | -4.1% | tweet ↗ |
| 2026-10-16 | @MWM76 | -0.85 | Sell both NBIS and CRWV. — Explicitly recommends selling both stocks based on enterprise-value comparison. | -4.1% | tweet ↗ |
| 2026-10-16 | @MarioNawfal | -0.35 | AI equities fell amid leverage concerns while broader indexes diverged | -4.1% | tweet ↗ |
| 2026-10-16 | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS today. — Explicitly states additions to three named positions during market weakness. | -4.1% | tweet ↗ |
| 2026-10-16 | @joinlegendsonly | +0.35 | Provides support, reclaim, and upside target levels for a prospective NBIS relief bounce. | -4.1% | tweet ↗ |
| 2026-10-16 | @SelfMadeMastery | +0.55 | The author discloses adding 30 NBIS shares today. | -4.1% | tweet ↗ |
| 2026-10-16 | @OMillionaires | +0.45 | Implies continuing to hold NBIS while acknowledging that holding is difficult. | -4.1% | tweet ↗ |
| 2026-10-16 | @JonkooTrades | +0.25 | Rejects claims that Nvidia is barring neoclouds, citing named firms' GTC sponsorships. | -4.1% | tweet ↗ |
| 2026-10-16 | @ronjonbSaaS | -0.20 | Sell NBIS after a rebound and use the proceeds to buy more SPCX. — States a concrete plan to rotate from NBIS into additional SPCX after NBIS rebounds. | -4.1% | tweet ↗ |
| 2026-10-16 | @gabz_investing | +0.55 | Reassures investors that current AI-stock weakness should resolve favorably over the long term. | -4.1% | tweet ↗ |
| 2026-10-16 | @Globalmess65 | -0.15 | Do not buy NBIS until it reaches $144. — Gives a concrete price threshold before considering NBIS. | -4.1% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.