---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42545637.md"
description: "$Nebius(NBIS.US)Returning to 300 is a high-probability event, disproving the overcapacity of data center computing power.33% upside potential, go all in with heavy positions."
datetime: "2026-07-09T12:23:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42545637.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42545637.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42545637.md)
author: "[trend_OptsDaily](https://longbridge.com/en/profiles/12647527.md)"
---

# $Nebius(NBIS.US)Returning to 300 is a high-probabi…


### Related Stocks

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

## Comments (28)

- **R8 · 2026-07-09T15:14:22.000Z · 👍 1**: Followed trend bro
- **木木森森 · 2026-07-09T14:20:56.000Z**: Buying options?
  - **trend_OptsDaily** (2026-07-09T14:41:13.000Z): Underlying stock
- **锦河 · 2026-07-09T13:29:07.000Z**: Can DRAM get back to 80?
  - **trend_OptsDaily** (2026-07-09T13:30:09.000Z): There's still hope for this year.
  - **锦河** (2026-07-09T17:20:00.000Z): This year😂
- **EndlessMemorieI•N•G · 2026-07-09T13:10:43.000Z**: Why is Oracle still as lifeless as a dead fish? 😭
  - **trend_OptsDaily** (2026-07-09T13:13:50.000Z): There are several reasonsThe computing power of the OpenAI camp, OpenAI never makes moneyToo much debt
  - **EndlessMemorieI•N•G** (2026-07-09T13:14:51.000Z): Only waiting with tears
- **VonMarseil · 2026-07-09T12:38:19.000Z · 👍 1**: Seeing Trend boss, I feel relieved. I've held NBIS all the way from 21 to 299, sold some but still have a considerable position, and remain bullish～
  - **trend_OptsDaily** (2026-07-09T12:43:50.000Z): Is it really that amazing? 15 times😂
  - **VonMarseil** (2026-07-09T12:46:27.000Z): Not that much, I sold off some positions intermittently in the middle, and I'm almost solely holding this one in 2024 and 2025 🥹
  - **trend_OptsDaily** (2026-07-09T12:49:38.000Z): Also very impressive, the alpha king
- **听香琴断 · 2026-07-09T12:33:01.000Z**: Used AI for an analysis, not sure if it's correct
  - **trend_OptsDaily** (2026-07-09T12:35:23.000Z): AI is sometimes conservative
  - **听香琴断** (2026-07-09T12:38:12.000Z): Yes, the AI only opens a position after confirming the signal, which leads to suboptimal profit maximization, but the safety margin feels acceptable.
  - **S丨plendid** (2026-07-09T13:17:41.000Z): If AI can make money, you might as well build a model to trade options every day🙉 It can only be used as a reference, after all, models usually just analyze valuations and such, for example, they won
- **做美股不买中概 · 2026-07-09T12:30:17.000Z**: The P/E ratio is too high.
  - **trend_OptsDaily** (2026-07-09T12:31:47.000Z): You can look into ARR.
- **丁淞泊 · 2026-07-09T12:27:44.000Z**: Envious when it was 190+Unfortunately, no position left
  - **trend_OptsDaily** (2026-07-09T12:29:20.000Z): Being able to eat it is already pretty good~
- **听香琴断 · 2026-07-09T12:25:51.000Z · 👍 1**: I don't understand this stock, but seeing you aggressively increased your position yesterday, you should be able to make a big profit. Congratulations
- **赚钱棒棒星 · 2026-07-09T12:25:05.000Z**: How is IREN?
  - **trend_OptsDaily** (2026-07-09T12:27:15.000Z): Equity dilution, the data center concentration is a bit low, neocloud's fundamentals aren't strong enough.I don't know much about it either, not touching it.
  - **赚钱棒棒星** (2026-07-09T12:28:00.000Z): Then I switched to NBIS, feeling that the fundamentals are better.
  - **trend_OptsDaily** (2026-07-09T12:29:47.000Z): You're responsible for your own profits and losses~