$NBISNASDAQ
Nebius Group (NBIS) in Serenity's X Posts
AI infrastructure
AI cloud and infrastructure company watched for compute capacity and AI platform demand.
Tracked mention (Jun 7, 2026):
Price when mentioned: $227.81 • Return since mention →
Serenity Thesis for $NBIS
Context from Serenity's (@aleabitoreddit) public X posts.
A core high-conviction play in the GPU Neocloud infrastructure segment, recently added to the Nasdaq-100.
Recent Serenity posts mentioning $NBIS
Excerpts with links to the original public posts on X.
2026-10-23 18:27@Joshuachaisson I almost forgot about that, I’ll go look for some billboard space next to the $NBIS and OpenAI ones.2026-10-23 18:17Pretty crazy Reuters piece on the global selloff. - October 22 marked the 1st time since the COVID crash that long/short, systematic, and multi-strategy hedge funds tracked by Goldman Sachs ALL lost more than 1% in a single day. - Tech-focused hedge funds: down ~10% in October…Thu Oct 22 12:05:45 +0000 2026I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. There's little investment thesis or conviction in the first place. People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink…Tue Oct 20 22:42:07 +0000 2026Yeah this statement was heavily bullish on neoclouds like $NBIS along with many others "Our belief is that the value of compute per watt will increase over time, not decrease. The reason for that, I think it should be obvious to people really, is that as you improve the AI…2026-10-19 18:34Feels like the public interpretation is all wrong… I’m pretty sure $MSFT backing out on NScale deal is bullish for Neoclouds like $NBIS or even $IREN with energized capacity with Microsoft? Pretend Microsoft just ate a bunch of Chipotle burittos: - They order toilet paper…Thu Oct 15 21:42:12 +0000 2026Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" -…