Nebulizer
@SMASIMHO

Long Only Account: 99.87% $NBIS, 0.13% $BE #39 Rising on Substack Finance @nebulizerlabs Opinions are biased. Portfolio is undiversified.

 New York / Vancouver
nebius-tracker.vercel.app/
Joined November 2025
845 Photos and videos
$NBIS Q2 Wrapped (The Finale) Part 3 is here, and *self glaze* this is my best work yet. I answer the only question that matters: Where do $NBIS Q2 Revenue and ARR land?
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$NBIS Q2 Wrapped (Part Three)

The grand finale of a three-part series breaking down $NBIS ahead of earnings. The most mechanical derivation of Q2 Revenue and ARR here on X. Disclaimer: This is the mother of all deep dives. Feel

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$NBIS Q2 Wrapped (Part 2) Plenty of FUD in the streets. Part 2 cuts through the noise. I answer the question on everyone's minds: How much active capacity does $NBIS actually have?
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$NBIS Q2 Wrapped (Part Two)

The second in a three-part series breaking down $NBIS ahead of earnings. Part Two is a deep dive into $NBIS's current datacenter footprint and the 2026 energization timeline. And you know how deep

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$NBIS Q2 Wrapped (Part 1) Beautiful Divine Green Candle today for $NBIS. Let's celebrate by remembering the company behind the price action. Part 1 is a teardown on major press releases since Q1 and why they matter.
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$NBIS Q2 Wrapped (Part One)

The first in a three-part series breaking down $NBIS ahead of earnings. We go deep on official press releases, datacenter footprint and energization timelines, and revenue & ARR projections. Call

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$NBIS Vineland Status Deepdive

Since management didn't give any public facing updates on active power during recent firesides, podcasts, or Q1 '26 earnings, I've been scrambling a bit to update my active power model. In

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$NBIS: The Hyperscaler Playbook (Act 1)

How will Nebius become the next hyperscaler? This is the first in a series of articles where I want to go deeper than sensationalist FinTwit headlines. The first piece to this puzzle is one of the

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Where's Waldo? $NBIS's Oklahoma Data Center.

TLDR: I think Project Clydesdale is the site for Nebius's Oklahoma Data Center. 399 Acres, 4 phases. LLM's estimate each phase to be ~100MW in capacity for a total of 400MW. In the Q4 '25 Investor

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How much does $NBIS run out of Kansas City?

TLDR: Nebius currently has 12MW active, and still has the option to add 28MW of capacity at this site. We all know in November 2024, $NBIS announced it would be the first anchor tenant at Patmos's
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(DON'T READ THIS) WHAT'S NEXT FOR HORMUZ AND THE MARKETS

Writing this very much for my own understanding. I want to be able to look back in the coming days see what I got right or wrong. Like many of you, yes, I have been monitoring the situation and only

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