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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/9/25 at 9:57 am to
Posted by michael corleone
baton rouge
Member since Jun 2005
6539 posts
Posted on 9/9/25 at 9:57 am to
Sold 420 at 97 in the cash account. Still riding the original 200 I bought at 20 in the IRA. It’s a good day. Trying to decide the next buy price point. Thinking 80$.
Posted by LChama
Member since May 2020
4013 posts
Posted on 9/9/25 at 9:59 am to
Was this msft news on anybodys radar
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19997 posts
Posted on 9/9/25 at 10:10 am to
She’s clawing back up off the lows.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/9/25 at 10:12 am to
quote:

Hopefully it’s graphene related lol


All of NBIS's future data centers will be made from 100% environmentally friendly graphene...
This post was edited on 9/9/25 at 10:13 am
Posted by UnluckyTiger
Member since Sep 2003
43050 posts
Posted on 9/9/25 at 10:13 am to
Palantir and Nebius are going to take over the world!
This post was edited on 9/9/25 at 10:13 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19997 posts
Posted on 9/9/25 at 10:13 am to
I’ll settle for NBIS to take over $100 per share.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/9/25 at 10:14 am to
quote:

Was this msft news on anybodys radar

You know this is why we've been here since January, right?! Not specifically MSFT, but the equivalent.

I said this last week on page 99:
quote:

Even if this isn’t NBIS I’m feeling an 8-12% day soon. This stock just does that. Will bore you to tears and BAM!

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Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/9/25 at 10:16 am to
And hell, That still could be us too ^^
...could be the "next" contract.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/9/25 at 10:25 am to
quote:

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 NOFOX
New Orleans
Member since Jan 2014
10128 posts
Posted on 9/9/25 at 10:25 am to
quote:


Congrats to the NBIS holders. Kicking myself for takign profits at $70.


I was on the sidelines for the epic aftermarket run yesterday, but jumped back in at $86.40 on the little profit taking dip this morning. (Also added some more IREN too)


Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/9/25 at 10:27 am to
quote:

jumped back in at $86.40 on the little profit taking dip this morning.
In time, we'll see that that was candy.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/9/25 at 10:30 am to
This from a guy who has NOT been a fan of NBIS. He is trying to say that nobody was expecting this deal and it changes NBIS from a also ran to a contender. Out of the blue, as of this wasn't the plan all along...

SA NBIS
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19997 posts
Posted on 9/9/25 at 10:35 am to
Need some FOMO moving into the afternoon.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/9/25 at 10:41 am to
quote:

This from a guy who has NOT been a fan of NBIS. He is trying to say that nobody was expecting this deal and it changes NBIS from a also ran to a contender. Out of the blue, as of this wasn't the plan all along...

That's so tasty. They literally said on the conference call that we can expect a contract soon.

Like how do you build a 300 MW data center and not think you will occupy it with a company that demands large amounts of compute?
Posted by NOFOX
New Orleans
Member since Jan 2014
10128 posts
Posted on 9/9/25 at 10:45 am to
quote:


This from a guy who has NOT been a fan of NBIS. He is trying to say that nobody was expecting this deal and it changes NBIS from a also ran to a contender. Out of the blue, as of this wasn't the plan all along...


I think the scale of the contract was out of the blue. I expected a hyperscaler backed agreement, but thought it would land somewhere in between the Terrawulf google backed contract ($3.7B over 10 years) and the initial Coreweave-OpenAi agreement ($11.9B over 5 years).

The scope of the MSFT Agreement was staggering.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 9/9/25 at 10:48 am to
quote:

The scope of the MSFT Agreement was staggering.

I completely agree.
Posted by Merica
'Merica
Member since Mar 2013
1157 posts
Posted on 9/9/25 at 10:54 am to
I’ve always wanted to use this and finally can after opening fidelity this morning!

Posted by UnluckyTiger
Member since Sep 2003
43050 posts
Posted on 9/9/25 at 11:21 am to


For shits and gigs, what could you NBIS OGs see this bad boy at by 2030? Hopium is welcomed.

This feels like stumbling upon the ethereum thread back in 2015.
This post was edited on 9/9/25 at 11:22 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 9/9/25 at 11:37 am to
I did pick up some 11/21 $100 calls for $7.90. Wouldn't it be cool if they parlayed the ER with an announcement that they got a huge contract with GOOGL?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 9/9/25 at 11:39 am to
quote:

11/21 $100 calls for $7.90


Got 30 for $9.10 on the dip, a little too early I guess…by the time I wanted to buy more and cost average down, the damn thing started its roll back up to $92. Still up on those again today. It’s been a fun fun day

Still think this thing could end at $95+ today
This post was edited on 9/9/25 at 11:40 am
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