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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/9/25 at 8:53 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/9/25 at 8:53 am to
quote:

Sold too. I think it’ll bounce off $90 today though. We’ll see.


NICE - I am going to be watching all day. May add more if this drop continues. I think it ends the day close to $95 now...hopefully

If thats the case, today was a helluva play. If it doesn't then im playing with house money and added shares lol
Posted by GREENHEAD22
Member since Nov 2009
20824 posts
Posted on 9/9/25 at 8:55 am to
I just sold, will buy back in on the dip.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/9/25 at 8:59 am to
quote:

quote:
What would 88 & IT do??
My wife and I both bought more today.


IT_DAWG is your wife? I had no idea...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/9/25 at 9:00 am to
DA Davidson just reiterated BUY but left target at $75

GS raised their price from $70 to $77

Don’t understand those analysts at all.

I’ve made my plays for a while. Gonna head to the bar at 11 and watch from there….hoping this gets a midday bump back up to $95
This post was edited on 9/9/25 at 9:02 am
Posted by bayoubengals88
LA
Member since Sep 2007
24545 posts
Posted on 9/9/25 at 9:03 am to
quote:

DA Davidson just reiterated BUY but left target at $75

GS raised their price from $70 to $77
Totally rigged. You know this!
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33255 posts
Posted on 9/9/25 at 9:07 am to
this hasn't been nearly as fun as I previously hoped
Posted by LChama
Member since May 2020
4013 posts
Posted on 9/9/25 at 9:07 am to
shorts must have been very confident they could cover
Posted by sonoma8
Member since Oct 2006
8140 posts
Posted on 9/9/25 at 9:09 am to
quote:

BWS Financial raises its Price Target on $NBIS from $90 to $130 and keeps a Buy rating


Per X
Posted by supadave3
Houston, TX
Member since Dec 2005
32154 posts
Posted on 9/9/25 at 9:17 am to
quote:

this hasn't been nearly as fun as I previously hoped


Exactly what I was thinking. This day hasn’t gone as I expected.
Posted by igoringa
South Mississippi
Member since Jun 2007
12378 posts
Posted on 9/9/25 at 9:17 am to
Looks like I missed a lot of the fun on this one - never took the time to look into it although happy for you guys.

Buying a few OOM November options based off your guys sentiment that the magnitude of this deal has not been baked in - hopefully that and earnings guidance prior to expiration will show the way
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/9/25 at 9:17 am to
How does a rating of Buy with a target $20 BELOW current price make any sense? Are these statements AI generated?
Posted by reds on reds on reds
Member since Sep 2013
4951 posts
Posted on 9/9/25 at 9:22 am to
quote:

Exactly what I was thinking. This day hasn’t gone as I expected.


It's currently up 40%.. I'm not saying that it won't have the legs to make another run today but expecting it to have a 100% run in one day is a tall ask
Posted by bayoubengals88
LA
Member since Sep 2007
24545 posts
Posted on 9/9/25 at 9:23 am to
quote:

How does a rating of Buy with a target $20 BELOW current price make any sense? Are these statements AI generated?

These firms want more shares so they try their hardest to drive the price down.
Posted by sonoma8
Member since Oct 2006
8140 posts
Posted on 9/9/25 at 9:23 am to
Hopefully, it’s a multi day gainer. I will take 5% daily gains for the next week.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/9/25 at 9:36 am to
Didn’t help they revised the jobs data down 900,000 since March….kinda gut punch to everything out there

Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 9/9/25 at 9:40 am to
Seems like a lot of interest to drive price down this morning. We’ll see how the afternoon goes. Now would be a great time to add.
Posted by OTIS2
NoLA
Member since Jul 2008
52514 posts
Posted on 9/9/25 at 9:40 am to
Yep. That's a damper on the activity. But, in the long run , all is good. I expect this stock has more pops to come before the AI explsion levels out.
This post was edited on 9/9/25 at 10:33 am
Posted by supadave3
Houston, TX
Member since Dec 2005
32154 posts
Posted on 9/9/25 at 9:44 am to
quote:

It's currently up 40%.. I'm not saying that it won't have the legs to make another run today but expecting it to have a 100% run in one day is a tall ask


I hear you. My average price is $54 so I’m not bitching, just a big greedy, perhaps.

I’m not skilled or knowledgeable enough for options so I’m a long hold regardless. If I tried to time this, I’d no doubt pick the highs and lows at the worst time possible.
This post was edited on 9/9/25 at 9:49 am
Posted by LChama
Member since May 2020
4013 posts
Posted on 9/9/25 at 9:47 am to
Bought a couple hundred more. Gotta learn to be more disciplined. I know nbis is fine longterm. Still wondering what that announcement will be that will change the industry forever
Posted by Mockingbird2008
Member since Jun 2022
143 posts
Posted on 9/9/25 at 9:51 am to
quote:

Still wondering what that announcement will be that will change the industry forever


Hopefully it’s graphene related lol
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