NBIS
Down more than its cloud peers
- NBIS −9.54% on the last session vs SPY −0.25%: −9.3 pts of stock-specific move.
- News: Gartner report warns most AI cloud providers won't survive independently; neocloud stocks sink. (247wallst.com)
- More than its group: its cloud peers -1.6% (-1.3 pts vs SPY).
- Aftermath, volume spike (6.8× average volume on pace today so far): After its 7 volume spikes in the past 5 years, NBIS was higher a day later 5 times out of 7; half the outcomes fell between +0.7% and +9.6%. History, not a forecast.
- 178 Reddit mentions in the past 24 hours, 71% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: Rosenblatt started coverage at Buy, target $304.
- 6 insider or congressional trades in the past 30 days, including 3 insider sales not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 6.8× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | Marc Boroditsky | Chief Revenue Officer | Sell | 10b5-1 plan | 7,000 | $211.23 | $1.5M | Oct 13 |
| Oct 5, 2026 | Ophir Nave | COO | Sell | 10b5-1 plan | 500,000 | $235.53 | $117.8M | Oct 6 |
| Oct 1, 2026 | Arkadiy Volozh | CEO | Sell | unplanned | 37,778 | $234.16 | $8.8M | Oct 5 |
| Oct 1, 2026 | Danila Shtan | CTO | Sell | unplanned | 14,546 | $234.16 | $3.4M | Oct 5 |
| Oct 1, 2026 | Andrey Korolenko | Chief Infrastructure Off | Sell | unplanned | 29,090 | $234.16 | $6.8M | Oct 5 |
| Sep 29, 2026 | John Wilson Iv Boynton | Director | Sell | 10b5-1 plan | 50 | $235.01 | $11.8K | Oct 1 |
| Sep 15, 2026 | John Wilson Iv Boynton | Director | Sell | 10b5-1 plan | 6,364 | $210.36 | $1.3M | Sep 17 |
| Sep 14, 2026 | Marc Boroditsky | Chief Revenue Officer | Sell | 10b5-1 plan | 7,000 | $209.08 | $1.5M | Sep 16 |
| Sep 1, 2026 | Sanchez Maria Del Dado Alonso | CFO | Sell | unplanned | 470 | $196.00 | $92.1K | Sep 2 |
| Aug 14, 2026 | John Wilson Iv Boynton | Director | Sell | 10b5-1 plan | 5,296 | $270.99 | $1.4M | Aug 18 |
| Aug 14, 2026 | Charles E Ryan | Director | Sell | 10b5-1 plan | 50,000 | $265.53 | $13.3M | Aug 18 |
| Jul 15, 2026 | John Wilson Iv Boynton | Director | Sell | 10b5-1 plan | 6,958 | $197.00 | $1.4M | Jul 17 |
| Jul 15, 2026 | Marc Boroditsky | Chief Revenue Officer | Sell | 10b5-1 plan | 26,886 | $205.87 | $5.5M | Sep 21 |
| Jul 1, 2026 | Andrey Korolenko | Chief Infrastructure Off | Sell | unplanned | 33,871 | $235.45 | $8M | Jul 6 |
| Jul 1, 2026 | Danila Shtan | CTO | Sell | unplanned | 16,937 | $235.45 | $4M | Jul 6 |
| Jul 1, 2026 | Arkadiy Volozh | CEO | Sell | unplanned | 46,627 | $235.45 | $11M | Jul 6 |
| Jun 15, 2026 | John Wilson Iv Boynton | Director | Sell | 10b5-1 plan | 5,812 | $253.29 | $1.5M | Jun 15 |
| Jun 4, 2026 | Danila Shtan | CTO | Sell | 10b5-1 plan | 15,678 | $238.96 | $3.7M | Jun 5 |
| Jun 2, 2026 | Sanchez Maria Del Dado Alonso | CFO | Sell | unplanned | 1,509 | $276.20 | $416.8K | Jun 3 |
| Jun 2, 2026 | Marc Boroditsky | Chief Revenue Officer | Sell | unplanned | 10,776 | $276.20 | $3M | Jun 3 |
| May 20, 2026 | Boaz Tal | General Counsel | Sell | 10b5-1 plan | 5,100 | $199.39 | $1M | May 22 |
| May 15, 2026 | Marc Boroditsky | Chief Revenue Officer | Sell | 10b5-1 plan | 4,500 | $217.55 | $979K | May 19 |
| May 13, 2026 | Elena Bunina | Director | Sell | 10b5-1 plan | 10,894 | $206.87 | $2.3M | May 15 |
| May 13, 2026 | Andrey Korolenko | Chief Infrastructure Off | Sell | unplanned | 500,000 | $203.24 | $101.6M | May 15 |
| May 6, 2026 | Elena Bunina | Director | Sell | 10b5-1 plan | 10,819 | $184.86 | $2M | May 8 |
| May 4, 2026 | Elena Bunina | Director | Sell | 10b5-1 plan | 5,882 | $170.00 | $999.9K | May 5 |
| Apr 15, 2026 | Marc Boroditsky | Chief Revenue Officer | Sell | 10b5-1 plan | 4,500 | $160.10 | $720.5K | Apr 16 |
| Apr 14, 2026 | Elena Bunina | Director | Sell | 10b5-1 plan | 20,060 | $149.93 | $3M | Apr 14 |
| Apr 6, 2026 | Andrey Korolenko | Chief Infrastructure Off | Sell | unplanned | 31,357 | $111.20 | $3.5M | Apr 8 |
| Apr 1, 2026 | Arkadiy Volozh | CEO | Sell | unplanned | 33,358 | $103.73 | $3.5M | Apr 2 |
| Mar 31, 2026 | Boaz Tal | General Counsel | Sell | unplanned | 3,036 | $98.78 | $299.9K | Apr 1 |
| Mar 31, 2026 | Andrey Korolenko | Chief Infrastructure Off | Sell | unplanned | 26,976 | $98.78 | $2.7M | Apr 1 |
| Mar 31, 2026 | Danila Shtan | CTO | Sell | unplanned | 13,489 | $98.78 | $1.3M | Apr 1 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Soros Fund Management (George Soros) | 310,000 | $85.6M | 1.4% | new | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q2 2026 | 310,000 | $85.6M | 1.4% | Aug 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves