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Nebius Group N.V.

Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.

SectorInformation TechnologyTickerNBISHeadquarters🇳🇱 NetherlandsWebsitenebius.com

Mentions

32 mentions · latest on 20 Oct 2026

See which tracked investors hold Nebius Group N.V. →Ownership and position changes on OwnershipTrace

Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (October 19, 2026)-20 Oct 2026
Value & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
MMMT WealthBlogWhat Markets Are Saying & What’s Mispriced?-13 Oct 2026
Tech InvestmentsBlogCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Modern Value InvestingBlogPortfolio and Strategy Update: Q4 2026-2 Oct 2026
SemiAnalysisBlogClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns-23 Sept 2026
MMMT WealthBlogWhat Markets Are Saying & What’s Mispriced?-21 Sept 2026
TacticzHazelBlogThe Best Investor is a Dead Investor-18 Sept 2026
The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (September 7-11, 2026)-9 Sept 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 24-28, 2026)-28 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
MMMT WealthBlogNebius Group (NBIS): My 2030 Forecasts-24 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Capitalist LettersBlogBuying This Small-Cap Stock with 100% Upside Potential!-16 Aug 2026
Global Equity BriefingBlogNu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Long-term InvestingBlogCoreweave (and Nebius NV)-13 Aug 2026
The Pragmatic OptimistBlogNeoclouds Earnings: The SpaceX Formula-13 Aug 2026
Global Equity BriefingBlogNebius Q2 2026: Arkady Delivers Again!-13 Aug 2026
TacticzHazelBlogMichael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Sung CapitalBlogThe fund that ran out of the thing it was named after-5 Aug 2026
Yet Another Value PodcastPodcastAugust 2026 Random Ramblings-4 Aug 2026
TacticzHazelBlogPortfolio Update - July 2026-3 Aug 2026
Musings from BluBird CapitalBlogThe Month Memory Broke. Our thesis is un-changed.-3 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
Yet Another Value BlogBlogDid Situational Awareness inflate the AI bubble?-30 Jul 2026
Yet Another Value BlogBlogJuly 2026 Random Ramblings-27 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings Watch · 16:4627 Jul 2026
Capitalist LettersBlogKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Value Hive PodcastPodcastJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 6:55
+1Listen · 1:07:46
26 Jun 2026