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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/20/26 at 11:12 am to jefforize
Posted on 2/20/26 at 11:12 am to jefforize
quote:
This Iran situation is going to cap our upside in the short term, I fear
Is that for fear of the Israel facilities?
This may be more of the same old AI sentiment is down, today. CRWV is taking it worse than NBIS is, and they don't have data centers in the ME.
2
Posted on 2/20/26 at 11:16 am to Jax-Tiger
I was initially speaking more to broader macro sentiment, but yes, NBIs specifically could catch extra negative sentiment due to that, good point
Posted on 2/20/26 at 11:22 am to Jax-Tiger
Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania.
CRWV getting rocked. NBIS/IREN getting nicked.
CRWV getting rocked. NBIS/IREN getting nicked.
This post was edited on 2/20/26 at 11:23 am
Posted on 2/20/26 at 11:23 am to LSUcam7
well there goes a week of gains.
Posted on 2/20/26 at 11:25 am to jefforize
quote:
I was initially speaking more to broader macro sentiment, but yes, NBIs specifically could catch extra negative sentiment due to that, good point
I was wondering why NBIS would be affected by Iran/US tensions. NASDAQ seems to be holding steady. What is it about the Iran situation that is causing NBIS to tank?
Posted on 2/20/26 at 11:38 am to Jax-Tiger
I don’t think it’s Iran at all.
Shake up in data center worries if you see the link above.
Shake up in data center worries if you see the link above.
Posted on 2/20/26 at 11:40 am to LSUcam7
Definitley not Iran. I think this leads the question on if financing will be more expensive going forward.
Posted on 2/20/26 at 11:43 am to Jax-Tiger
From October - "“Nebius’s launch of Israel’s largest Blackwell-powered AI cloud marks the beginning of the country’s AI infrastructure buildout."
Posted on 2/20/26 at 11:54 am to ynlvr
Turns out it’s fake news. Crwv financing went through
Posted on 2/20/26 at 11:57 am to Craft
No way 
Seriously?
Seriously?
Posted on 2/20/26 at 11:58 am to LSUcam7
Yep both companies denied the rumor. That’s why it’s all bouncing right now, that’s what I’m reading
Posted on 2/20/26 at 12:57 pm to Craft
quote:
Turns out it’s fake news. Crwv financing went through
Cramer read a text from the CRWV CEO on-air this morning denying the rumor. Cramer may be a fool but the dude is connected in the tech world
Posted on 2/20/26 at 1:00 pm to FredsGotSlacks
Seems like there should be a big bounce back, soon - maybe Monday...
Posted on 2/20/26 at 1:12 pm to Jax-Tiger
NBIS currently down as much as CRWV.
I think I’ll shut the computer down for today and get outside.
I think I’ll shut the computer down for today and get outside.
Posted on 2/20/26 at 1:20 pm to LSUcam7
This was all just a ruse to make sure options over $100 didn't print.
Forward.
Forward.
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