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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/8/25 at 6:07 pm to donRANDOMnumbers
Posted on 9/8/25 at 6:07 pm to donRANDOMnumbers
So they just tripled their guidance on recurring revenue next year in one deal... Wow...
More to come?
Someone asked yesterday if anyone was still holding. This is why...
More to come?
Someone asked yesterday if anyone was still holding. This is why...
2
Posted on 9/8/25 at 6:09 pm to tigerbacon
Holy shite
Talk about making up for the last month
Talk about making up for the last month
Posted on 9/8/25 at 6:09 pm to Jax-Tiger
quote:
So they just tripled their guidance on recurring revenue next year in one deal... Wow...
Quadrupled and there’s another couple in the pipeline….
Posted on 9/8/25 at 6:17 pm to IT_Dawg
The flippenning with CRWV is about to happen.
Posted on 9/8/25 at 6:34 pm to The Boat
My god I had 8 $77 calls expiring Friday. They were valued at .01 this evening. What a fricking back door cover.
Posted on 9/8/25 at 6:41 pm to OhFace55
Ever held an option that moves 140,000% in a day? You’re going to.
You fellas with OTM calls are about to rake it in tomorrow.
You fellas with OTM calls are about to rake it in tomorrow.
Posted on 9/8/25 at 6:46 pm to Jax-Tiger
quote:
Someone asked yesterday if anyone was still holding
That was me, and I’m still here
I just opened the thread after being away all afternoon. Let’s go!
This post was edited on 9/8/25 at 6:52 pm
Posted on 9/8/25 at 6:54 pm to IT_Dawg
They also said they would be making an announcement in the next 45 days that would change the industry. Is this what they were talking about about, or is there more to come?
More deals, Avride/Uber partnership, rate cuts, and industry changing announcements. That should lead us right up to the Q3 earnings report, and possible profitability in the near future. Throw in a possible Clickhouse IPO, and the future looks okay for Nebius, I'd say...
More deals, Avride/Uber partnership, rate cuts, and industry changing announcements. That should lead us right up to the Q3 earnings report, and possible profitability in the near future. Throw in a possible Clickhouse IPO, and the future looks okay for Nebius, I'd say...
Posted on 9/8/25 at 7:13 pm to OhFace55
quote:
My god I had 8 $77 calls expiring Friday. They were valued at .01 this evening. What a fricking back door cover.
all laughs nowPosted on 9/8/25 at 7:14 pm to Jax-Tiger
quote:Cunha’s $80.66 target is looking pretty good.
They also said they would be making an announcement in the next 45 days that would change the industry. Is this what they were talking about about, or is there more to come? More deals, Avride/Uber partnership, rate cuts, and industry changing announcements. That should lead us right up to the Q3 earnings report, and possible profitability in the near future. Throw in a possible Clickhouse IPO, and the future looks okay for Nebius, I'd say...
Thinking of the analyst coverage too!!
Upgrades and initiations will be through the roof.
Posted on 9/8/25 at 7:15 pm to The Boat
Now up over 28 a share
Posted on 9/8/25 at 7:16 pm to SquatchDawg
quote:Yes. I will. I hope.
I’m thinking take the money and run.
I’ll reinvest most in NBIS.
Posted on 9/8/25 at 7:18 pm to OhFace55
quote:
My god I had 8 $77 calls expiring Friday. They were valued at .01 this evening. What a fricking back door cover.
Because of this thread I’ve been experimenting with options for the first time and losing as the stock trailed off the earning bump.
Now if all goes well I could increase my fun money stock account by 12% in one day.
I’m screwed now because I want moar.
ETA my 9/19 $75 calls were worth .30 at the close.
This post was edited on 9/8/25 at 7:19 pm
Posted on 9/8/25 at 7:37 pm to SquatchDawg
Dumb question..but what liquidity is there for a bunch of calls that are $30 ITM? Who’s buying that?
Posted on 9/8/25 at 7:44 pm to bayoubengals88
So I bought some shares b/c of this thread back in July. This is my first stock I've ever bought and I'm in a position to buy more now. Should I buy tomorrow or did I miss out? Will it go higher? What should I set my target price to?
I'm not experienced with trading and I'm trying to learn, but I do have a little money to risk.
What's the play here?
I'm not experienced with trading and I'm trying to learn, but I do have a little money to risk.
What's the play here?
Posted on 9/8/25 at 7:50 pm to SirSaintly
Take profits!!
Posted on 9/8/25 at 7:55 pm to SquatchDawg
quote:
ETA my 9/19 $75 calls were worth .30 at the close.
An easy 50 bagger from today’s close.
Wow.
Posted on 9/8/25 at 7:59 pm to bayoubengals88
I’ve got 9/19 $70 that I happened to buy Friday.
Posted on 9/8/25 at 8:00 pm to StonewallJack
Are we not thinking it'll go up? I'm ok with a long term hold. I didn't invest a huge sum
Posted on 9/8/25 at 8:02 pm to SquatchDawg
quote:There will be a lot of “people” that see $30 and want $35. Institutions, retail, bots. Everyone.
what liquidity is there for a bunch of calls that are $30 ITM? Who’s buying that?
Put it this way…there won’t be any cheap calls on NBIS. So if you want any calls, you’ll have to pay.
Look at what IT said. He may buy some back tomorrow after selling.
This post was edited on 9/8/25 at 8:07 pm
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