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Nebius

0 statements across 0 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 16, 2026 by Jon Ma · said 2 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Jordi Hays (1), John Coogan (1)

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2026 1 mention in 1 episode
2025 1 mention in 1 episode

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Everything said about Nebius, oldest first

Mar 16, 2026 positive
Assertion Supported
Ma: Nebius and Meta Agree to $27B AI Infrastructure Deal
“Nebius and Meta have agreed to a twenty seven billion dollar AI infrastructure pact, a deal. The talks are advanced to packed stage. A five-year deal, twenty-seven billion to supply AI infrastructure capacity to Meta.”
Jon Ma Mar 16, 2026 ▶ 27:53 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
Jul 30, 2026 neutral
Assertion Supported
Coogan: Situational Awareness held concentrated longs in Nebius, Micron, CoreWeave, shorted Adobe
“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”
John Coogan Jul 30, 2026 ▶ 1:30 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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