M. V. Cunha(@mvcinvesting):It's late 2026 and some investors are still freaking out over pre-planned insider sales? Ophir was at Nebius Inflection and participated in management's Q&A with sell-side analysts. I was there, and I can tell you he was probably the most bullish person in the room. This reminds me of the FUD on X back in September 2025, when Arkady announced a pre-planned share sale. The stock was trading at ~$65 at the time, and that was right before Nebius announced a contract with Microsoft.

M. V. Cunha

@mvcinvesting

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

参加 July 2020

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M. V. Cunha@mvcinvesting

2026.10.06 10:39

It's late 2026 and some investors are still freaking out over pre-planned insider sales? Ophir was at Nebius Inflection and participated in management's Q&A with sell-side analysts. I was there, and I can tell you he was probably the most bullish person in the room. This reminds me of the FUD on X back in September 2025, when Arkady announced a pre-planned share sale. The stock was trading at ~$65 at the time, and that was right before Nebius announced a contract with Microsoft.