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Nebius Group N.V. Class A Ordinary Shares
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"$MSFT signed another deal with NScale to rent AI compute in Texas the 5th large-scale rental in five months. Hyperscalers are accelerating their rental deals and slowing their in-house datacenter builds. This is good for providers like $NBIS but also highlights a potential slowdown in CapEx from the giants and a lack of willingness to take the risks themselves. Or struggles to find viable infrastructure or energy sources themselves so they rely on those who have those. A trend to watch"
X Link @WealthyReadings 2025-10-15T14:57Z 8459 followers, 1145 engagements
"The first two feed on the third as U.S. electricity demand climbs XX% in the next decade. Demand is $NBIS $IREN $CIFR $WULF & $CRWV Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Step in today 👇 #bitcoin #Crypto #btc #eth #Altcoin #trading #signa"
X Link @Lius_merlow 2025-10-15T14:44Z XXX followers, XXX engagements
"@stepnotonpets Two years of plenty of that. I owned all the best names 5x lower $LEU $KTOS $NBIS I STILL own them but not adding to them here. Fresh cash going into profitable theme plays $ENS $PLPC $AMKR $PLAB $GXO $MTRN $HII $DOCN etc"
X Link @stocktalkweekly 2025-10-15T14:43Z 347.4K followers, 1391 engagements
"Couldnt help myself bought more $NBIS I expect we wont be down here for a long long time after earnings and big announcement next month Probably will chill for awhile after earnings and watch it grow Im getting very close to my share count goal"
X Link @accounting_ds 2025-10-15T14:29Z XXX followers, 1816 engagements