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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/8/25 at 5:14 pm to
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 9/8/25 at 5:14 pm to
lost among all this is Arkady saying there are more deals to come. this is the CEO saying folks.

Nebius’s core AI cloud business, serving customers from AI startups to enterprises, is performing exceptionally well. We have also said that, in addition to our core business, we expect to secure significant long-term committed contracts with leading AI labs and big tech companies. I’m happy to announce the first of these contracts, and I believe there are more to come. The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond.”

Nebius expects to finance the capital expenditure associated with the contract through a combination of cash flow coming from the deal and the issuance of debt secured against the contract in the near term, at terms enhanced by the credit quality of the counterparty. The Company is also evaluating a number of additional financing options to enable significantly faster growth than originally planned and will update the market on its financing strategy in due course.

Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 9/8/25 at 5:34 pm to
Hell yeah!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/8/25 at 5:34 pm to
Wow.

I have 10 9/12 calls at $75 and another 10 9/19 calls at $75. I was writing them off....

The 9/12 calls were worth 0.05 cents

I remember someone saying a few weeks back that 9/12 calls at $75 were "no brainers" (IT_Dawg, maybe?) and I guess he knew what he was saying, but I bet he was sweating it out...
This post was edited on 9/8/25 at 5:46 pm
Posted by CheesyF
Member since May 2017
532 posts
Posted on 9/8/25 at 5:35 pm to
Ditto - $80 calls worth $10 this morning. But I held and bought 10 more shares at $65
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/8/25 at 5:38 pm to
quote:

Can’t sell options after hours so gotta wait for the morning. I love this shite!!!!!
I’ve got mine up for sale now at egregious prices.
Would rather that hit than wait and see…

What’s your strategy?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/8/25 at 5:47 pm to
quote:

I’ve got mine up for sale now at egregious prices.


What would be a good price for 9/12 calls at $75?
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/8/25 at 5:48 pm to
Look it up on options strat.
But, at least $20 per I’d think.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 9/8/25 at 5:50 pm to
Have 3 9/19s at $75 I’ve been losing my arse on.

Can’t wait to see the open tomorrow!

I need a coach….jump at the open? I’m thinking take the money and run.
Posted by bigjoe1
Member since Jan 2024
1838 posts
Posted on 9/8/25 at 5:51 pm to
Congrats guys. I made a few bucks selling puts the past few months but was out the past week.

Do remember Cramer calling this a meme stock
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/8/25 at 5:52 pm to
That close expiry will be crazy at open, but I think you could get $25+ for them.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/8/25 at 5:54 pm to
quote:

I’ve got mine up for sale now at egregious prices. Would rather that hit than wait and see… What’s your strategy?


Tomorrow is going to be stupid in the morning.

I just posted on here that there was 16m short….they are going to panic like crazy. This will run up to $110….

My strategy, give the initial hour to watch….hit it big and sell off all my calls and half my shares on the spike. Then rebuy midday once the shorts have dumped and be ready for a run up to $130 in the coming weeks

Will also be buy back November calls and February calls.

This could now be a $150 stock End of Year.

Tomorrow will be crazy and fun.

Plan: wake up at 4:00am drink coffee til 9:30am, monitor and trade, be at the bar by 11:00 with huge profits and double my positions :)

Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/8/25 at 5:56 pm to
quote:

What would be a good price for 9/12 calls at $75?


$35 tomorrow morning after the panic buyers that are short….

Nice hit dude

I own 75 contracts at 9/12 $85 for $2.25….I thought were piss in the wind this morning

Also 50 contracts 9/26 $82 for 3.10
70 $70 contracts exp 11/26 for $5.50
2400 shares

Wife doesn’t know my day trading on the regular, but thought we hit the powerball with how I yelled at 5pm today…she still doesn’t even know


This post was edited on 9/8/25 at 6:01 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/8/25 at 5:56 pm to
During a June episode, Cramer said:

quote:

“Oh geez. My chief scientist, Ben Stoto, has over and over and over again said Nebius is the one to own, not CoreWeave. Oh no, he says, just right now, he’s just saying it’s a second-rate CoreWeave. We’re not going to own either, though. CoreWeave has moved up too much, and Nebius, we are not going to trust.”
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 9/8/25 at 5:57 pm to
I can’t speak for the board IT but you’re one magnificent bastard in my book!

Posted by tigerbacon
Arkansas
Member since Aug 2010
4628 posts
Posted on 9/8/25 at 5:59 pm to
Up 26 in after hours
Posted by ynlvr
Rocket City
Member since Feb 2009
5533 posts
Posted on 9/8/25 at 6:00 pm to
BB88 and IT been bringing us along nicely. Thanks gentlemen
Posted by cropduster1348
Bagdad, FL
Member since Nov 2022
32 posts
Posted on 9/8/25 at 6:01 pm to
Any insight into $110 10/17?

Would like to just set a price tonight and be able to breathe in the morning if possible.
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17449 posts
Posted on 9/8/25 at 6:04 pm to
HOLY frick

nice win boys
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/8/25 at 6:06 pm to
quote:

Any insight into $110 10/17?
That’ll be a huge winner percentage wise. About as crazy as we’ll see.
Seriously, plug it into options strat for a good guess.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/8/25 at 6:06 pm to
quote:

Any insight into $110 10/17?

Would like to just set a price tonight and be able to breathe in the morning if possible.


If you don’t watch to the minute and trade, just hold those guys and be fat and happy end of next week.

Not sure your contract price, but tomorrow will look very fun in your account
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