Nebius Group (NBIS) Call Options Rocket as AI Infrastructure Giant Delivers Explosive Q2 Results

Upside option positions are delivering exceptional profits in Nebius Group N.V. (NBIS).

On Sep 7, Market Rebellion’s Unusual Option Activity Service identified the purchase of 15,668 August $58 call options for $1.24 per contract, with NBIS shares trading at $54.37, significantly exceeding the strike’s previous open interest of 3,939 contracts.

The timing proved remarkably fortuitous, coming just one day before the company reported explosive second-quarter results that highlighted its rapid emergence as a disruptive force in the AI infrastructure market.

Those August $58 calls have traded as high as $12.40 today with the stock at $70.50, delivering impressive returns of approximately 900.00% from the initial entry price of $1.24. Meanwhile, NBIS shares gained approximately 29.67% from their initial trading level around $54.37, demonstrating how options can deliver significantly amplified returns compared to simply owning the underlying stock.

This performance illustrates the power of options leverage when the directional thesis proves correct, though it’s important to note that this same leverage can work against traders when market moves go in the opposite direction.

The explosive move in NBIS comes as the AI infrastructure company benefits from extraordinary growth following its August 7, 2025 second-quarter earnings report. The company reported a significant increase in revenue, up 625% year-on-year to $105.1 million, and achieved positive Adjusted EBITDA ahead of plan. This remarkable revenue growth far exceeded analyst expectations and demonstrated the company’s ability to capitalize on the AI infrastructure boom.

The strong results reflect Nebius Group’s successful positioning in the rapidly expanding AI cloud market. NBIS sees strong AI cloud demand, lands Israel’s national supercomputer project and targets up to $1B in run-rate by 2025. The company has rapidly scaled its operations to meet surging demand for AI computing infrastructure, with multiple analyst firms maintaining bullish outlooks on the stock.

Nebius Group N.V. specializes in building infrastructure for the AI revolution and is developing one of the world’s leading AI infrastructure companies. Nebius Group N.V. was founded in 1989 and is headquartered in Amsterdam, the Netherlands. The company operates globally and provides critical cloud infrastructure services that support AI and machine learning workloads. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024.

NBIS was last trading at $65.89, up 19.60% on the day.