NBIS got included in the Nasdaq-100. Bullish flow picked up 2 days prior.

Investor summaryBullish

NBIS added to Nasdaq-100; significant bullish options flow indicates institutional positioning ahead of the event.

Bull points

Inclusion in the Nasdaq-100 index forces passive index funds to buy the stock.
Significant bullish options flow ($11M and $8.8M) suggests institutional accumulation ahead of the catalyst.

NBISAI 资本开支

Post body

Bullish options flow picked up on the 10th ahead of Nebius Group being added to the Nasdaq-100 with about $11 million in call premium.

Yesterday we saw another $8.8 million in call premium.

Looks institutions were positioning around this.

Holding NBIS long positions.

Discussion · top comments2 selected

u/MrUsername0 1· 1d ago

Every tech was bullish in the past 2 days. Looked like institutions picked up on that also.

SOXX was hit by about $32 million in call premium on the 9th; up 10% since