Nebius position trimmed for profit; currently on hold with no urgency to buy dips.
“From Shoes to GPUs: Why Neoclouds Have Hit Peak Hype”
Chip Stock InvestorPublished Oct 6 · 2 passages
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CoreWeave and Nebius dubbed the maybe not neo clouds, but the neo scalers, I think, is what Palo Alto Networks CEO Nikesh Arora called them. They're kind of almost in a class by themselves,
This is why we trimmed the Nebius position, took some of the profit off the table last month, and we're on hold. We don't see any need to be in a rush to buy the dip on this. We already have plenty of capital allocated to this via primarily Nebius, of course, the hyperscalers, Amazon, Alphabet and so on, Digital Ocean, an emerging mid-cap that is being quite disciplined.
What this channel has said about $NBIS
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2026-10-06This one
CoreWeave and Nebius dubbed the maybe not neo clouds, but the neo scalers, I think, is what Palo Alto Networks CEO Nikesh Arora called them. They're kind of almost in a class by themselves,