Bluesky · Hashtag

#$NBIS

55
posts · 30d
22
users
2
posts / day
2.5
posts / user
-36% vs last week

#$NBIS is an active hashtag on Bluesky. In the last 30 days, 22 people shared 55 posts with it — around 2 a day. Activity is down 36% versus the previous week, peaking on Sep 13 with 11 posts.

#$NBIS posts per day (last 30 days)

Posts with #$NBIS

Carl Quintanilla
@carlquintanilla.bsky.social
4 months ago
* NEBIUS GROUP Q1 REVENUE $399.0 MILLION VERSUS IBES ESTIMATE $371.4 MILLION * NEBIUS GROUP Q1 CAPITAL EXPENDITURES $2.5 BILLION @reuters.com $NBIS
3 7 52
George Pearkes
@peark.es
3 months ago
We've got AWS, Azure, and Google Cloud, as well as neoclouds like $CRWV, $NBIS, $IREN, $APLD, Nscale, Lambda, and Crusoe. Then a huge pivot to neocloud by $SPCX. And now $META trying to get into the same game. @groditi.bsky.social once had a good post about fixed asset utilization.
5 2 30
amitush
@yuuiko7.bsky.social
about 23 hours ago
$NBIS is hiking prices across the board starting Oct 1. - Dedicated inference endpoints now included in the increase - On-demand rates rising 16%–20% - Customers notified via email #NBIS
0 0 0
amitush
@yuuiko7.bsky.social
1 day ago
$MU $NBIS Michael Burry increased short positions in both names last quarter. - $MU short expanded as memory oversupply concerns persist - $NBIS short added amid questions around AI infrastructure valuations - Both moves filed via 13F, reflecting end-of-quarter positioning #MichaelBurry
0 0 0
amitush
@yuuiko7.bsky.social
2 days ago
$NBIS — Rothschild Redburn initiates with a Sell rating, price target $84. - Flags concerns over unit economics sustainability - Calls the current valuation demanding - Fresh sell-side coverage from a major European firm adds pressure #NBIS
0 0 0
amitush
@yuuiko7.bsky.social
2 days ago
$NBIS $CRWV both initiated at Sell by Rothschild Redburn. - Bear thesis: AI compute unit economics are starting to crack - Lower GPU pricing + in-house buildouts threaten third-party demand - Expensive financing compresses returns as the cycle matures
0 0 0

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