---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000772654.md"
description: "$Nebius(NBIS.US) down 14% because Meta is building its own cloud to rent out spare compute. that's the neocloud nightmare in one headline, your biggest potential customer turning into a competitor. the growth story is still intact but the multiple just got a lot harder to defend. staying out until this settles down."
datetime: "2026-07-02T05:44:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000772654.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000772654.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000772654.md)
author: "[ZLH_1230](https://longbridge.com/en/profiles/25748120.md)"
generator: "portal-rs"
---

# $Nebius(NBIS.US) down 14% because Meta is building…


### Related Stocks

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

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**