NBIS Nebius Group N.V. · NASDAQ · Services-Computer Programming, Data Processing, Etc.

What each lens says: crowd — 2 posts and 1 loud comments read bullish · insiders — insiders bought $0.0M and sold $8.3M in 30 days (0 buys, 13 sales) · press — 21 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to NBIS — asked of the layer, served live

research.hypotheses

discusses ×1 hyp:basket:1907a815e220:20260907
discusses ×1 hyp:basket:1cb91ee54e5c:20260907
discusses ×1 hyp:basket:2d9909ee6bdd:20261003
discusses ×1 hyp:basket:37f97a7635a5:20260907
discusses ×1 hyp:basket:37f97a7635a5:20261002
discusses ×1 hyp:basket:4ee80fc906b1:20260907
discusses ×1 hyp:basket:54465065c9ff:20261003
discusses ×1 hyp:basket:82ab4070b7bf:20260930
discusses ×1 hyp:basket:8d600200a85d:20260924
discusses ×1 hyp:basket:9b131111a396:20260925
discusses ×1 hyp:basket:dab8cd8eb5b2:20260917
discusses ×1 hyp:basket:dab8cd8eb5b2:20261002

research.verdicts

discusses ×1 verdict:hyp:basket:37f97a7635a5:20260907
discusses ×1 verdict:hyp:basket:dab8cd8eb5b2:20260917
discusses ×1 verdict:hyp:basket:e0e5979900c8:20260911
discusses ×1 verdict:hyp:basket:ef480c17a5ab:20260911
discusses ×1 verdict:hyp:basket:f216bf0203f4:20260907
discusses ×1 verdict:hyp:cluster:0350e6630ab7:20260916
discusses ×1 verdict:hyp:lead_lag:1eb8c5918fab:20260911

open the relational graph ↗

History of NBIS — the layer's log: every relationship that appeared, strengthened or faded

2026-10-04 00:16 strengthened references news:e24c03c5a2a66f15 news.articles · ×2
2026-10-04 00:16 strengthened references news:a2a68603095949f8 news.articles · ×4
2026-10-04 00:16 strengthened references news:2835fae2547ac608 news.articles · ×2
2026-10-04 00:16 strengthened references news:8c773c5f544251ef news.articles · ×2
2026-10-04 00:16 strengthened references news:439d49065dd9c291 news.articles · ×2
2026-10-04 00:16 strengthened references news:cebb0a4d290d2994 news.articles · ×2
2026-10-04 00:16 faded references reddit:t3_1vmcebr social.posts · evicted by a cap · ×1
2026-10-04 00:16 appeared references news:391ef0a2049cdc16 news.articles · crossed the bar · ×1
2026-10-04 00:16 strengthened references news:8d11f93060245035 news.articles · ×2
2026-10-04 00:16 strengthened references news:b93f2d66e166b00e news.articles · ×2
2026-10-04 00:16 strengthened references news:e33ce88ec7fd2402 news.articles · ×2
2026-10-04 00:16 strengthened references news:9dc01d605008d5d7 news.articles · ×2
2026-10-04 00:16 strengthened references news:55644667e8511d2b news.articles · ×2
2026-10-04 00:16 strengthened references news:a10ebafc2e154a81 news.articles · ×2
2026-10-04 00:16 strengthened references news:d0f2366311a1760a news.articles · ×2
2026-10-04 00:16 strengthened references news:48344c8703c490e8 news.articles · ×2
2026-10-04 00:16 strengthened references news:1fc38027666fb6fb news.articles · ×2
2026-10-04 00:16 strengthened references news:827241d53394068b news.articles · ×2
2026-10-04 00:16 strengthened references news:da38c3e8191aeb30 news.articles · ×2
2026-10-04 00:16 strengthened references news:7702b8b673be3dc8 news.articles · ×2
2026-10-04 00:16 strengthened references news:577eb34533d980f9 news.articles · ×2
2026-10-03 18:04 appeared discusses hyp:cluster:247bc8ff4744:20261003 research.hypotheses · crossed the bar · ×1
2026-10-03 12:21 appeared discusses hyp:lead_lag:221e7f44016a:20261003 research.hypotheses · crossed the bar · ×1
2026-10-03 10:49 appeared discusses hyp:basket:2d9909ee6bdd:20261003 research.hypotheses · crossed the bar · ×1
2026-10-03 10:49 appeared discusses hyp:cluster:46ad3482e44d:20261003 research.hypotheses · crossed the bar · ×1
2026-10-03 10:41 strengthened discusses reddit:t3_1wtopl9 social.posts · ×8
2026-10-03 10:41 strengthened discusses reddit:t3_1wt838s social.posts · ×8
2026-10-03 07:13 faded references reddit:t3_1vcnsh4 social.posts · evicted by a cap · ×1
2026-10-03 07:13 appeared references news:8c773c5f544251ef news.articles · crossed the bar · ×1
2026-10-03 07:13 faded references reddit:t3_1uxod38 social.posts · evicted by a cap · ×1
2026-10-03 07:13 appeared references news:2835fae2547ac608 news.articles · crossed the bar · ×1
2026-10-03 07:13 faded references reddit:t3_1udx22a social.posts · evicted by a cap · ×1
2026-10-03 07:13 appeared references news:e24c03c5a2a66f15 news.articles · crossed the bar · ×1
2026-10-03 07:13 faded references news:b61c337e5ffacf12 news.articles · evicted by a cap · ×1
2026-10-03 07:13 appeared references news:439d49065dd9c291 news.articles · crossed the bar · ×1
2026-10-03 07:13 faded references news:8e74e45080cb5e81 news.articles · evicted by a cap · ×1
2026-10-03 07:13 appeared references news:cebb0a4d290d2994 news.articles · crossed the bar · ×1
2026-10-03 07:13 faded references news:10bf1db5af89380a news.articles · evicted by a cap · ×1
2026-10-03 07:13 appeared references news:8d11f93060245035 news.articles · crossed the bar · ×1
2026-10-03 07:13 faded references news:d7ccb2ddcccdb485 news.articles · evicted by a cap · ×1

The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post	⬆	flair	word score
r/wallstreetbets How did WSB's stock picks of 2026 perform - Q3 Check in	411	Discussion	bullish
r/wallstreetbets 2026 WSB Index Status Check - The Empire Strikes Back	434	Discussion	bullish
r/wallstreetbets Looks like he decided he didn't want to retire October 9th nor work for 60 more years and took the $26,500 loss	108	YOLO	bearish
r/wallstreetbets A little inspo for you degens	77	Gain	bearish
r/wallstreetbets 80k -> 463k in 8 month, I need a break	1554	Gain	bearish
r/wallstreetbets 60k -> 463k in 8 months, I'm quitting	228	Gain	neutral
r/wallstreetbets Why IREN is a hard pass for me	88	Discussion	bearish
r/wallstreetbets 250x NBIS 240P 2DTE @ 5.81, Speedrunning Bankruptcy with Weeklies	63	Verified Trade	bearish
r/stocks One stock your bullish on for next 12 months?	202	Advice	bullish
r/stocks Reddit experiment with stock picking	79		bullish
r/stocks let's discuss the next bottleneck ---- my thoughts best risk reward is robotics	149	Advice	neutral
r/stocks $IREN earnings report. What does everything think?	73	Company Discussion	bearish
r/wallstreetbets Long NBIS @ $19.10 for $8,595, up $85,938 (+1000%)	616	Verified Trade	bullish
r/wallstreetbets The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity	3049	DD	bearish
r/wallstreetbets IREN TO THE MOON🚀 (regard edition)	61	YOLO	bullish
r/wallstreetbets Closed NBIS 250P for +$20k (+41%) on Tues, it hit +$300k on Wed 💀	383	Verified Gain	bearish
r/wallstreetbets Closed NBIS for $20,793.68 gain (+24%)	413	Verified Gain	bullish
r/wallstreetbets 95x NBIS 250P 3DTE @ $5.17, because I hate money apparently	209	Verified Trade	neutral
r/wallstreetbets Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET	80	DD	bearish
r/wallstreetbets Quick 5 figure profit off NBIS	66	Gain	bullish
r/stocks Memory stocks left behind the AI Recovery Train?	92	Industry Discussion	neutral
r/wallstreetbets CSCO YOLO	61	YOLO	bullish
r/wallstreetbets 2M in two months. Up 9,155% in two years with options AMA	4634	Discussion	bearish
r/stocks Nebius (NBIS) smashed Q2	242		bearish
r/wallstreetbets NBIS Earnings (Boom boom boom boom)	137	News	bullish
r/wallstreetbets Who will get the biggest pop from earnings next week - Aug 10-15	301	Discussion	bullish
r/wallstreetbets $1,510,891.00 in one month. Up 8,376% AMA	6709	Discussion	bullish
r/wallstreetbets I think the AI bottom is in	74	Discussion	bullish
r/wallstreetbets Do you think recent AI selloff was mainly due to Citadel's hunt for Leopold's fund	762	Discussion	bearish
r/stocks Do you think recent AI selloff was mainly due to Citadel's hunt for Situational Awareness fund	306		bearish

The comments — loudest in 30 days, over 10 upvotes

“I posted it on NBIS and here, so what exactly are you talking about? Every figure in it is public. Share count, grant terms, the chairman's own quote, the capex guidance. None of it is a state secret. Go check it and come back with one number I got wrong. Every time I post anything on IREN with ac…”

14 ⬆ · u/LarryBlink · r/wallstreetbets · on Why IREN is a hard pass for me

“**BRUN is basically a leveraged bet on AI compute demand staying extremely strong.** That’s from ChatGPT. So if you girls like Coreweave or NBIS. This is a similar play https://preview.redd.it/ft7ex1n165sh1.jpeg?width=1170&format=pjpg&auto=webp&s=84c24b35e68ce3c017b013c1f883ec20d95a1bb6”

12 ⬆ · u/DoubleFamous5751 · r/wallstreetbets · on Boost run (BRUN) Multibagger in next earning call or ban

News

seen	headline	source
2026-10-02T21:23	Nebius Group (NASDAQ:NBIS) Stock Jumps 4.5% - Should You Buy?	MarketBeat
2026-10-02T18:21	What's Going On With Nebius Group Stock Friday?	Benzinga
2026-10-02T15:16	Nebius Group N.V. (NBIS) Share Price, News, Stock Market Cap NASDAQ	TechGraph
2026-10-02T10:39	Why Hyperscalers Need Nebius (And Not The Other Way Around) (NASDAQ:NBIS)	Seeking Alpha
2026-10-02T10:10	Nebius vs. CoreWeave: Which Is the Better AI Stock to Own for the Next 5 Years?	The Motley Fool
2026-10-01T21:24	Nebius Group (NASDAQ:NBIS) Stock Falls 1.5% - Here's Why	MarketBeat
2026-10-01T15:23	Nebius Group (NASDAQ:NBIS) Stock: Insider John Wilson Iv Boynton Sells 50 Shares	MarketBeat
2026-10-01T15:07	Nebius: Transforming From GPU Landlord To Sovereign AI Architect (NASDAQ:NBIS)	Seeking Alpha
2026-09-30T23:38	Nebius Chief Revenue Officer Liquidates Entire Directly-Held Shares for $1.5 Million	Yahoo Finance
2026-09-30T15:16	I've Changed My Mind on Nebius Stock. The AI Supercycle Has Room for More Than Just Hyperscalers.	The Motley Fool
2026-09-30T13:50	Nebius Group N.V. (NBIS) Stock News & Articles	247wallst.com
2026-09-30T12:27	Nebius: Strong Execution, But The Valuation Already Reflects It (NASDAQ:NBIS)	Seeking Alpha
2026-09-30T12:19	What's Going on With Nebius Stock on Wednesday?	Benzinga
2026-09-30T11:39	Why is Nebius stock gaining today?	Investing.com
2026-09-30T11:21	Stock-Split Watch: Is Nebius Next?	The Motley Fool
2026-09-29T22:17	Innodata vs. Nebius Group N.V.: Which AI Stock Is a Better Buy in 2026?	The Motley Fool
2026-09-29T21:37	Innodata vs. Nebius Group N.V.: Which AI Stock Is a Better Buy in 2026?	Yahoo Finance
2026-09-29T21:22	Nebius Group (NASDAQ:NBIS) Stock Price Up 2.4% - What's Next?	MarketBeat
2026-09-29T16:34	What's Going On With Nebius Group Stock Tuesday?	Benzinga
2026-09-29T13:12	Nebius: Strong Buy As Palantir Unlocks A New Growth Engine (NASDAQ:NBIS)	Seeking Alpha

Who holds it — the big funds' 13F reports, each manager's newest quarter

manager	position	shares	move vs prior quarter	as of
none of the followed funds reported a position

Insider trades — Form 4 open-market buys and sales

traded	filed	who	side	shares	price	value
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	1,264	$207.67	$262,495
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	1,900	$208.84	$396,796
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	1,100	$209.74	$230,714
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	400	$210.53	$84,212
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	200	$211.88	$42,376
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	300	$213.40	$64,020
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	900	$214.81	$193,329
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	200	$215.59	$43,118
2026-09-15	2026-09-17	Boynton John Wilson IV director	sell	100	$216.52	$21,652
2026-09-14	2026-09-16	Boroditsky Marc Chief Revenue Officer	sell	5,000	$209.26	$1,046,300
2026-09-14	2026-09-16	Boroditsky Marc Chief Revenue Officer	sell	2,000	$208.63	$417,260
2026-07-15	2026-09-21	Boroditsky Marc Chief Revenue Officer	sell	22,386	$197.00	$4,410,042
2026-06-15	2026-09-21	Boroditsky Marc Chief Revenue Officer	sell	4,500	$250.00	$1,125,000

Congressional trades — House periodic transaction reports

traded	filed	member	type	owner	amount
no filings naming this ticker in the window