Brandon
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Brandon retweetledi
Brandon retweetledi

Brandon retweetledi

🚨 JUST IN:
$NBIS signs new AI infrastructure agreement with $META.
Total contract value of up to ~$27B.
Under the five-year agreement, Nebius will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027.
Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15B over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.
"We will continue to deliver."
- Arkady Volozh, Founder and CEO of Nebius

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Brandon retweetledi
Brandon retweetledi

🚨 $NBIS x Accenture partnership officially announced during today's GTC session.
"Nebius × Accenture = an AI-first cloud + an execution blueprint that moves enterprises from POC to production - fast, governed, and sovereign.
Nebius brings supercomputer-class performance with modern cloud flexibility
Accenture brings industry know-how and delivery at scale.
Together, we deliver a secure, full-stack sovereign AI cloud, from infrastructure to applications, that helps enterprises and public-sector organizations deploy AI faster."
— Laurelle Roseman, VP of Global Partnerships at $NBIS
BIG news.

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@EndicottInvests Will we see $100 by October? Momentum is there right now and I’m stoked for Q3
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@mvcinvesting This is $150 stock your insight are always on point and we are so early !
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Back in January, I wrote my first Deep Dive on $NBIS.
This is how it started:
"I haven’t been this excited about a stock in a long time."
Since then, I made it my largest position at an average cost of $25.69/share, because I just couldn’t let this opportunity pass me by.
I was heavily criticized by some for selling other positions to go big on $NBIS, but so far, it’s paying off.
Above all, I’m feeling grateful. Not just because I’m winning, but because we’re all winning together.
🙏🏻

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@talantfund $HIMS ruined me cut my losses now what’s the next best growth stock?
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Brandon retweetledi

@mvcinvesting can you see $NBIS in $120s by December? Looks like there’s rlly good momentum and news coming
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@Biotech2k1 thoughts on $VRDN? I’m a big fan and stocking before trials in early 2026 just wanted to know your thoughts
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