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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/8/25 at 4:25 pm to FLObserver
Posted on 9/8/25 at 4:25 pm to FLObserver
Holy shite!!
1
Posted on 9/8/25 at 4:25 pm to FLObserver
My question is, why would the CEO sell those shares at $65 a share if he knew Microsoft was partnering??
Posted on 9/8/25 at 4:27 pm to sonoma8
Loading Twitter/X Embed...
If tweet fails to load, click here. quote:
The GPU Services will be deployed in several tranches during 2025 and 2026. Subject to the satisfaction of the deployment and availability of the GPU Services, the total contract value is about $17.4 billion through 2031. Microsoft may also acquire additional services and/or capacity under the Agreement, which would increase the total contract value to about $19.4 billion.
quote:
Nebius plans to finance the capital expenditure for the contract through cash flow from the deal and debt issuance secured against the contract. The company stated the debt terms would be enhanced by the credit quality of Microsoft as the counterparty.
Posted on 9/8/25 at 4:28 pm to LSUcam7
17.4b is so much money
Posted on 9/8/25 at 4:28 pm to supadave3
I haven't posted in this thread for awhile but I monitor it.
I just wanted to jump in again to add another HOLY shite BOYS!
I just wanted to jump in again to add another HOLY shite BOYS!
Posted on 9/8/25 at 4:28 pm to LSUcam7
Wow. Thank you OP been on this ride for a bit
Posted on 9/8/25 at 4:29 pm to sonoma8
Congrats to the NBIS holders. Kicking myself for takign profits at $70.
Posted on 9/8/25 at 4:31 pm to NOFOX
Yea congats to all holders!! I’ve been planning on getting back in but didn’t have any free money…. Oh well, day late and a dollar short
Posted on 9/8/25 at 4:34 pm to NOFOX
quote:
Congrats to the NBIS holders. Kicking myself for takign profits at $70.
This is my largest holding by far but that’s really not saying much. I’m very much a small fry and usually on the wrong end of these.
Regardless, I still feel like I should have maxed out a credit card and put it all on NBIS. Haha.
What the hell is thing thing going to do tomorrow? We may go parabolic, fellas!!
This post was edited on 9/8/25 at 4:35 pm
Posted on 9/8/25 at 4:35 pm to sonoma8
He didn’t sell.
It starts on 11 September
It starts on 11 September
Posted on 9/8/25 at 4:43 pm to bayoubengals88
frick back down to $95
Posted on 9/8/25 at 4:48 pm to SkiUtah420
quote:Calm down friend. This will be a multi day runner. 115+ is possible
frick back down to $95
Posted on 9/8/25 at 4:49 pm to bayoubengals88
I thought about buying more this morning 
Posted on 9/8/25 at 4:51 pm to Neauxla
I hope IT didn’t sell all those calls. Geez.
My Roth may go up 400% or more tomorrow
My Roth may go up 400% or more tomorrow
Posted on 9/8/25 at 4:52 pm to bayoubengals88
Where do you see it by Feb 2026?
Posted on 9/8/25 at 4:53 pm to NotoriousFSU
I think I said $70s-$80s by end of 2025.
The market doesn’t even know how to process this news yet. Let me have a drink before I start doing valuations
The market doesn’t even know how to process this news yet. Let me have a drink before I start doing valuations
This post was edited on 9/8/25 at 4:54 pm
Posted on 9/8/25 at 5:01 pm to bayoubengals88
Congratulations. Damn.
Posted on 9/8/25 at 5:03 pm to bayoubengals88
BOOOOOOOM!!!!
Posted on 9/8/25 at 5:10 pm to IT_Dawg
There he is!!
Posted on 9/8/25 at 5:14 pm to bayoubengals88
I’ll be at the bar at 11am tomorrow!!!!
LFG!!!!!!!!
I just can’t right now. Can’t sell options after hours so gotta wait for the morning. I love this shite!!!!!
LFG!!!!!!!!
I just can’t right now. Can’t sell options after hours so gotta wait for the morning. I love this shite!!!!!
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