Ray.t168 - Nebiusmaxxing 🇸🇬

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Ray.t168 - Nebiusmaxxing 🇸🇬

Ray.t168 - Nebiusmaxxing 🇸🇬

@RayT168

$NBIS investor since Jan 2025 Follow my journey in stacking $NBIS shares Current count: 6560 shares ARE YOU READY FOR THE AGENTIC ERA?

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Ray.t168 - Nebiusmaxxing 🇸🇬 retweetledi
Nebulizer
Nebulizer@SMASIMHO·
$NBIS Vineland: A Comprehensive Thread Vineland has 2 main structures. According to DataOne's Modeling Report, the first encompasses Phase 1 and Phase 2. The second is Phase 3. According to IIR Energy, Phases 1-3 are divided into 6 different units, each 50MW. 🧵1/4
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Dr. Tomislav Marinovic
Dr. Tomislav Marinovic@DrTomsLens·
Reminder: a team of just 15 built a 95-minute film on $NBIS AI cloud in 14 days with a $500K budget. Many Hollywood movies cost more than 100x that and have teams so large the credits take minutes to finish. If AI scaling laws persist through next year, a film like this could cost one tenth as much to make. YouTube: youtu.be/PFPS4AdrgCI
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Artemis
Artemis@LeeMaitland3·
$NBIS Huh!? Nebius earnings today...? Can anyone confirm?
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The Ugly Buckling
The Ugly Buckling@TheUglyBuckling·
🇪🇪 Tensor Estate has taken a stake in MCF Group Estonia, the owner and operator of the Greenergy Data Centers facility near Tallinn, Estonia Speculation: this may be linked with $NBIS plans to run a data center in Estonia. Hints pointing this direction: - Two weeks before this news, on July 15, 2026, Nebius publicly rolled out a new "asset-light" infrastructure-partner model: outside investors/operators finance, own and run a data center, Nebius supplies the architecture and software stack and sells the capacity through its global sales org. Nebius said it had signed initial arrangements under this model but didn't identify the partners, locations, or terms. - Tensor Estate is a new investment vehicle behind well-known Estonian entrepreneurs — including Bolt's Markus Villig, Kristjan Rahu, Jüri Käo, Enn Kunila and Urvo Männama — who, through Tensor Estate subsidiaries, acquired roughly a quarter of Greenergy Data Centers, Estonia's largest facility, with the majority stake still held by the state-linked Three Seas Initiative Investment Fund. The fresh capital, close to €100 million, is earmarked for retrofitting the building for AI workloads and expanding its client base beyond Estonia. - The official deal announcement frames it explicitly as expansion capital for the facility to grow in response to AI demand — language that matches Nebius's partner pitch almost exactly. Source: datacenterdynamics.com/en/news/tensor… #Nebius #Estonia #datacenters #Greenergy #TensorEstate
The Ugly Buckling@TheUglyBuckling

🇪🇪 $NBIS Mapped the data center landscape in Harjumaa (Tallinn region) for colocation potential: 1. Greenergy Data Centers (GDC) Tallinn DC-1 — Saue vald, Harjumaa The strongest near-term fit and the only large-scale purpose-built colo facility actually located in Harjumaa. 14,500 m² facility with 31.5 MW of campus power, renewable-powered, target PUE of 1.2, Tier 3/4 redundancy, and carrier- and operator-neutral. It's operational today, ISO27001-certified, and structured for exactly this kind of colocation/private-suite deal — the main constraint would be whether 31.5 MW (shared across other tenants) is enough for a meaningful GPU deployment. 2. Sunly's planned Risti AI data center — Lääne County (~65-70 km from Tallinn, just outside Harjumaa) Best long-term strategic fit but not in Harjumaa and not yet built. Sunly has applied for planning permission for a 180MW AI data center near Risti, which would become the largest in the Baltic region, costing €1.7 billion, powered by a co-located solar park. Parts could be operational by 2028 if permitting goes well — this is the only Estonian project sized and designed like the AI campuses Nebius typically colocates in (Mäntsälä, Lappeenranta). 3. Smaller Tallinn-area enterprise colo facilities (Telia Tallinn 1, Kyndryl Estonia Data Center, DataHOUSE @ Tallinn/CITIC Telecom CPC, Infonet DC, WaveCom) — Infonet DC is the largest of these at around 4 MW with space for 512 racks. These are enterprise/telco-grade facilities, well connected to the Tallinn IX ecosystem, but likely too small in power density for AI/GPU-scale colocation. They'd be more plausible as a secondary connectivity or edge-inference point than a primary Nebius deployment. Some context worth noting: Nebius already operates in the region — its flagship Mäntsälä facility is about 40 miles north of Helsinki, and it's developing a 310MW hyperscale campus in Lappeenranta, Finland, in a $10B multi-phase project targeting 2027. That's roughly 80-200 km across the Gulf of Finland from Tallinn — good subsea fiber and power interconnection already exist between the two — which could make Estonia a natural extension of Nebius's Nordic footprint rather than an entirely new market. Not a confirmed deal — just reading the infrastructure tea leaves. ☕ #Nebius #DataCenters #Estonia #Harjumaa #AIInfrastructure #Colocation

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Ray.t168 - Nebiusmaxxing 🇸🇬 retweetledi
BDigs
BDigs@B__Digs·
So $BE put this page up about $NBIS Vineland site. bloomenergyvineland.com/en
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Ray.t168 - Nebiusmaxxing 🇸🇬 retweetledi
Nebulizer
Nebulizer@SMASIMHO·
Great find by @TheUglyBuckling. Timing and messaging, along with Greenergy being the only campus near Tallinn > 4MW are proof enough that this is $NBIS's Estonian site. Glad to see things are moving along. Expect this site up and running before EOY. x.com/TheUglyBucklin…
The Ugly Buckling@TheUglyBuckling

🇪🇪 Tensor Estate has taken a stake in MCF Group Estonia, the owner and operator of the Greenergy Data Centers facility near Tallinn, Estonia Speculation: this may be linked with $NBIS plans to run a data center in Estonia. Hints pointing this direction: - Two weeks before this news, on July 15, 2026, Nebius publicly rolled out a new "asset-light" infrastructure-partner model: outside investors/operators finance, own and run a data center, Nebius supplies the architecture and software stack and sells the capacity through its global sales org. Nebius said it had signed initial arrangements under this model but didn't identify the partners, locations, or terms. - Tensor Estate is a new investment vehicle behind well-known Estonian entrepreneurs — including Bolt's Markus Villig, Kristjan Rahu, Jüri Käo, Enn Kunila and Urvo Männama — who, through Tensor Estate subsidiaries, acquired roughly a quarter of Greenergy Data Centers, Estonia's largest facility, with the majority stake still held by the state-linked Three Seas Initiative Investment Fund. The fresh capital, close to €100 million, is earmarked for retrofitting the building for AI workloads and expanding its client base beyond Estonia. - The official deal announcement frames it explicitly as expansion capital for the facility to grow in response to AI demand — language that matches Nebius's partner pitch almost exactly. Source: datacenterdynamics.com/en/news/tensor… #Nebius #Estonia #datacenters #Greenergy #TensorEstate

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みみりん@投資系女子
余談 熊本地震ひどいな... 自分は仕事で、地震があったエリアに滞在しておりましたが、 最近はSNSで有名になりたいアホウ、政治関係の活動家が地震が起きたエリアに集まる傾向あんのよ...🤦‍♀️ 被災地はアホウの対応でストレスたまるの。 あれほんと、精神的に追い打ちになるから、 絶対に熊本や九州に、バズ目的や目立ちたい目的で行かないでほしい。
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Ray.t168 - Nebiusmaxxing 🇸🇬
@MirageWL8 It is how it is.. being listed in US, it is open to the world. Everyone wants to have a stake in fast growing companies where the top funds, nvda, leopold are buying too
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Mirage
Mirage@MirageWL8·
$NBIS I'm guilty of this obviously, but I actually wish $NBIS wasn't hyped as much as it is, because it just brings forth the worst crowd of degens (again, I'm guilty of this too) But what happens when it gets super crowded with people who don't understand the story, is it just get manipulated far too easily when behind the scenes is such a phenomenal company with such phenomenal people.
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Babyfolio
Babyfolio@babyfolio·
South Koreans, are you okay?! It's crazy out there
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Ray.t168 - Nebiusmaxxing 🇸🇬 retweetledi
Mirage
Mirage@MirageWL8·
$NBIS Insider Purchases, Sales, Form 3s and Form 4s I want to clear up some things for people about ownership of $NBIS stock, there seems to be a lot of misinformation floating around. SEC Filings can be found here: sec.gov/edgar/search/#… Form 4: An SEC filing insiders must submit when buying or selling shares of their stock Form 3: Is the initial ownership report that insiders file To clarify things: - This is Arkady's (@AV75919) Form 3 from March 18, 2026: sec.gov/Archives/edgar… Him and his family trust own about 11.3% of the company with a 51%+ control of voting power. - I've also attached Arkady's latest Form 4: sec.gov/Archives/edgar… which shows the number of shares sold, which is tiny, and the reason is because of vesting RSU's he needed to sell a portion to cover taxes. Basically if you have RSU's, you have to sell a portion of it to cover transaction costs... It also states "Pursuant to automatic sale instructions" which is according to a pre-existing RSU agreement. And last, "The sale was not a discretionary trade" If you look at any of the recent sales from Andrey or Danila, it's much of the same to cover cost of transactions for RSUs. Additionally if it says it's a "10b5-1 trading plan adopted by the Reporting Person" What a 10b5-1 means is: The insider set up instructions in advance to buy or sell shares at a future date, under specific conditions, so the trades are not based on later decisions or inside information.
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