NBISInternet & Digital Services
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Get what investors say about NBIS next
2 new calls on NBIS this week are not on this page yet. Follow NBIS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what NBIS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about NBIS
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-20 | Kiana DanielFounder and CEO, Invest Diva | Bullish | Fox Business (uncut) | Nebius GPU rental rates for B200s rose 109% in a single week, demonstrating extraordinary pricing power in AI… |
| 2026-10-15 | Alex HassellHead of Software & Cloud Equity Research, Rothschild & Co Redburn | Bearish | CNBC (uncut) | Most exposed to the compute re-pricing trade; convertible bonds have a conversion price roughly 100% above… |
| 2026-08-18 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | The Big Picture (Ritholtz) | Investors misread CEO Arseny Palobkov's culturally Russian self-deprecating style as a business red flag… |
| 2026-07-17 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | Nebius, the most capital-intensive neo-cloud at $4.40 of capex per $1 of revenue, implicitly admitted the… |
| 2026-04-17 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | interview | Nebius is led by former Yandex engineers who left Russia and are deploying $2B to build AI-native data… |
Next report: 12 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | — | — | +2.0% |
| 12 Aug 2026 | before the open | -0.12 vs -0.64 | +22.0% |
Notable options days
Sessions in the last 120 where NBIS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-10-14 | ||||||
| 2026-10-08 | ||||||
| 2026-10-06 | ||||||
| 2026-09-24 | ||||||
| 2026-08-12 | ||||||
| 2026-07-01 | ||||||
| 2026-05-14 |
NBIS on the Wheel
NBIS did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
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