Couch Investor on Nebius (NBIS): the quotes, dated.
8 dated quotes about Nebius stock (NBIS), selected from all 455 Couch Investor videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with NBIS’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- NBIS close, 2026-11-06
- $129.49
- Price since the first forecast, Mar 6, 2026
- +45.0%
- S&P 500 (SPY), same period
- +9.4%
- vs the S&P 500
- +35.6 pp
- Latest stance, Aug 8, 2026
- Risk acknowledged
- Mentions found
- 655 in 119 of 455 videos
The short version
In November 2025 Couch Investor was not buying before earnings and let a group of positions including Nebius play out. In March 2026 they called its mix of hardware and software the differentiator that would make it the long-run winner. In April 2026 they felt no rush, planning to accumulate if it fell to the low $100s. In May 2026 they said the story was not finished. In June 2026 they noted that sharp drops hit their portfolio. In July 2026 they reported a 19% position. In August 2026 they tied the bear case to execution, and in October 2026 expected Wall Street to be surprised by its numbers.
Summary of the quotes on this page. Updated .
What Couch Investor said last · Oct 22, 2026
Mention
“So, yeah, I do think that a lot of folks on Wall Street are going to be surprised by the numbers that Nebius might pull up next year.”
Bullish call · Price rose
The price rose since the first bullish quote.
NBIS from to . Price movement, not the creator’s realized return.
Price up since 2 of 8 quotes · Stock ahead of SPY: 2 of 8
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
NBIS · daily close, split-adjusted · 2025-10-02 → 2026-11-06 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-10-31 | $131 |
| 2025-11-28 | $94.87 |
| 2025-12-31 | $83.71 |
| 2026-01-30 | $85.19 |
| 2026-02-27 | $91.19 |
| 2026-03-31 | $104 |
| 2026-04-30 | $138 |
| 2026-05-29 | $231 |
| 2026-06-30 | $276 |
| 2026-07-31 | $190 |
| 2026-08-31 | $206 |
| 2026-09-30 | $236 |
| 2026-10-30 | $154 |
| 2026-11-06 | $129 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
NBIS · daily close, split-adjusted · 2025-10-02 → 2026-11-06 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-10-31 | $131 |
| 2025-11-28 | $94.87 |
| 2025-12-31 | $83.71 |
| 2026-01-30 | $85.19 |
| 2026-02-27 | $91.19 |
| 2026-03-31 | $104 |
| 2026-04-30 | $138 |
| 2026-05-29 | $231 |
| 2026-06-30 | $276 |
| 2026-07-31 | $190 |
| 2026-08-31 | $206 |
| 2026-09-30 | $236 |
| 2026-10-30 | $154 |
| 2026-11-06 | $129 |
What Couch Investor said, when
- 1
— Not buying more
2:03 “Right now, I'm not buying anything before they report, right? I have my Oscar position, I have my Shift 4 position, same with Nebius, Deelocal, the Pagaya options. I'm letting them play out, and we'll see we'll see what happens, and then we'll allocate accordingly.”
Discussing how to approach earnings season across several positions, including Nebius.
- 2
— Hold, bullish
13:51 “And as I've said from the start, to me, Nebius, the fact that they are building a real AI cloud company, it's not just hardware, it's also software, to me is the biggest differentiator, and that's the thing that will make Nebius the big winner in the long run for me”
Comparing Nebius, CoreWeave and Iren while explaining a possible sale of Iren shares; the speaker said they owned Nebius.
- 3
— Conditional
18:06 “And since I already have a sizable position in Nebius, now I'm in no rush. If we do correct and we go back to the low 100 dollars, okay, then I'll continue to accumulate. If we have a new deal that's been announced and that changes the guidance, the valuation of the company, I'll adjust accordingly.”
Going through each portfolio holding and discussing how much of the company's expected progress was already priced in.
- 4
— Hold, bullish
12:41 “I'll make a specific video talking about Nebius because it does deserve that much of a respect. To me, the story is not finished, not at all.”
Remarks to fellow Nebius shareholders after the stock closed at $207 following its quarterly report; the speaker also mentioned selling covered calls.
- 5
— Risk acknowledged
1:36 “Nebius is still number one, although since Nebius is a big part of the portfolio, when Nebius goes down in one day 12%, that's usually a big hit that I'm taking. But then again, it's also one of the reasons why I'm outperforming by that much.”
Reviewing the order of the positions in the speaker's portfolio.
- 6
— Hold, bullish
20:44 “But talking about Nebius, my average as you can see is is still very low, $52.50 or so, 540 shares. I mean, with Nebius I I'm just so convinced that this is a company that is going to win and is just better than the rest, which is why I don't mind that this is a 19% position for me.”
- 7
— Risk acknowledged
25:47 “For a Nebius, the bear case is if they cannot continue to execute the way that they've been executing for the last year and a half or so.”
Discussing what the real bear cases are for CoreWeave and Nebius; the speaker added that data center delays, lawsuits and permits apply to everyone building data centers.
- 8
— Mention
16:32 “So, yeah, I do think that a lot of folks on Wall Street are going to be surprised by the numbers that Nebius might pull up next year.”
Discussing the company's medium-term margin target and whether the business can become profitable as it grows.
No quote added since · 16 later videos from Couch Investor · covers videos through
Also disclosed on the portfolio page
Couch Investor’s own NBIS trades from videos this timeline does not quote. They are listed, not counted: the price change and the call record above use the quotes only.
— Added
“And then yes, I bought another 12 shares of Nebius at $89.4.”
Other creators on NBIS
- Ticker Symbol: YOURisk acknowledged+32.3%
More from Couch Investor
Couch Investor has spoken on camera about their own NBIS position; the latest, : Largest position. See it in the disclosed holdings →
How to read this
Quotes are short excerpts from Couch Investor's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is NBIS's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-11-06. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 455 of 455 videos published since 2025-09-10 covered; 655 Nebius Group mentions found. Prices as of 2026-11-06.
Independent record — not affiliated with or endorsed by Couch Investor. Request a correction or removal