$NBIS hasn't been touched since withdrawing at $289.
Because I somehow felt it wasn't at the market's core.
It's not a fundamental reason; when looking at the overall market, it feels offset from the core.
I don't think this is the end, but for now I wasn't caught.

Nebius Group NV (Derivatives) (NBIS)
Nebius Group NV (Derivatives) NBIS 價格歷史 USD
Nebius Group NV (Derivatives) 社交媒體動態
Originally $NBIS was rebounding nicely these two days, but Meta announced its entry into the cloud computing/AI computing power market, causing it to crash -13%!
I can feel the sentiment of $CRCL holders from yesterday!
Llama performed so poorly that it can't use that much compute; Mark Zuckerberg can only rent out compute, similar to Elon Musk's xAI situation.
But AI compute resources have been scarce in recent years, this is just a short‑term downside, continue holding! https://t.co/n37dFiwRFH
Bought $NBIS and it's down 2wu, help! https://t.co/sPZa2FFBee
$NBIS
$NBIS is down 10% following reports that $META is developing a cloud business to sell access to excess AI compute.
This was something that had been expected for a long time.
Meta has been pushing CapEx as aggressively as possible because any potential excess capacity could always be resold later anyway. Mark Zuckerberg said as much back in May.
It doesn’t change anything for $NBIS IMO.
Quick reminder: Nebius has a $12B contract with Meta, plus a $15B backstop. And according to Nebius’ management, they don’t expect to use a single dollar of that backstop for Meta. Instead, that capacity should be sold to enterprise customers at higher margins, because the demand is clearly there.
價格預測
什麼時候是購買NBIS的好時機?我應該現在買入還是賣出NBIS?
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概率價格預測(未來24小時)此預測為實驗性技術產品,僅供參考,不構成投資建議。現實生活中的任何突發事件都可能對交易行為產生重大影響,因此交易者應謹慎決策。
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