---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38673989.md"
description: "$Nebius(NBIS.US)With such a large budget guidance from the Mag7, a significant portion is likely for data centers, bullish on the earnings report."
datetime: "2026-02-11T17:49:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38673989.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38673989.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38673989.md)
author: "[美股大牛猫](https://longbridge.com/en/profiles/17233531.md)"
---

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# $Nebius(NBIS.US)With such a large budget guidance …


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- [Nebius (NBIS.US)](https://longbridge.com/en/quote/NBIS.US.md)

## Comments (1)

- **云霞 · 2026-02-12T07:51:26.000Z · 👍 1**: The budget guidance hasn't been given yet, so it won't be factored into last quarter's earnings report that quickly. Bullish in the long term, but it will definitely fall in the short term. Short on rallies.