neutralshort-term
The host holds a position in Nebius but is waiting until after Nvidia earnings before making moves, with no clear directional call.
SourceSettled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
Consensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
The host sees NBIS still in a medium-term downtrend with bearish MACD momentum dominant; short-term bounces are only technical rebounds, and a break of channel support would expose the 86-75 support zone.
SourceThe host holds a position in Nebius but is waiting until after Nvidia earnings before making moves, with no clear directional call.
SourceNBIS beat on revenue but guided below expectations, with heavy capex raising cash-flow concerns and data-center delivery delays; NVIDIA's leadership change adds chip-supply uncertainty, so the host sees more volatility and long-term risk.
SourceThe host discloses a position in Nebius at a $59 average, sees the Vineland delay as a delay rather than a cancellation, expects a 4x revenue increase next year and break-even in Q4 2027, and may add to his position in the coming days.
SourceNBIS reports after the close Thursday; market expectations are broadly optimistic and the host thinks the rally could challenge the yearly line again.
SourceThe host sees near-term sentiment pressured by delivery delays, lower annualized run-rate revenue and revenue guidance, plus the Jensen Huang news.
SourceThe host believes Nebius's long-term prospects are better than expected; the 2027 revenue guidance is conservative, and actual revenue could come in higher if projects stay on schedule.
Source2 YouTubers have mentioned NBIS in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Last consensus (as of 2026-11-12): +33 Leaning bullish · 3 YouTubers
The host sees NBIS still in a medium-term downtrend with bearish MACD momentum dominant; short-term bounces are only technical rebounds, and a break of channel support would expose the 86-75 support zone.
The host holds a position in Nebius but is waiting until after Nvidia earnings before making moves, with no clear directional call.
NBIS beat on revenue but guided below expectations, with heavy capex raising cash-flow concerns and data-center delivery delays; NVIDIA's leadership change adds chip-supply uncertainty, so the host sees more volatility and long-term risk.
NBIS reports after the close Thursday; market expectations are broadly optimistic and the host thinks the rally could challenge the yearly line again.
The host discloses a position in Nebius at a $59 average, sees the Vineland delay as a delay rather than a cancellation, expects a 4x revenue increase next year and break-even in Q4 2027, and may add to his position in the coming days.
The host sees near-term sentiment pressured by delivery delays, lower annualized run-rate revenue and revenue guidance, plus the Jensen Huang news.
The host believes Nebius's long-term prospects are better than expected; the 2027 revenue guidance is conservative, and actual revenue could come in higher if projects stay on schedule.
The host discloses a big existing position in Nebius and, citing GPU pricing data from CoreWeave and Iron, sees no scenario where tomorrow's report isn't strong, with 2027 ARR potentially well above $25B triggering a rerating.
The host prefers Nebius over CoreWeave, viewing it as growing faster while taking on much less risk — his preferred winner in the neo-cloud space.
