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Posted on 9/9/25 at 9:59 am to michael corleone
Was this msft news on anybodys radar
Posted on 9/9/25 at 10:10 am to michael corleone
She’s clawing back up off the lows.
Posted on 9/9/25 at 10:12 am to Mockingbird2008
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 on 9/9/25 at 10:13 am to Jax-Tiger
Palantir and Nebius are going to take over the world!
This post was edited on 9/9/25 at 10:13 am
Posted on 9/9/25 at 10:13 am to UnluckyTiger
I’ll settle for NBIS to take over $100 per share.
Posted on 9/9/25 at 10:14 am to LChama
quote:You know this is why we've been here since January, right?! Not specifically MSFT, but the equivalent.
Was this msft news on anybodys radar
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 on 9/9/25 at 10:16 am to bayoubengals88
And hell, That still could be us too ^^
...could be the "next" contract.
...could be the "next" contract.
Posted on 9/9/25 at 10:25 am to igoringa
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 on 9/9/25 at 10:25 am to NOFOX
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 on 9/9/25 at 10:27 am to NOFOX
quote:
jumped back in at $86.40 on the little profit taking dip this morning.
Posted on 9/9/25 at 10:30 am to bayoubengals88
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
SA NBIS
Posted on 9/9/25 at 10:35 am to Jax-Tiger
Need some FOMO moving into the afternoon.
Posted on 9/9/25 at 10:41 am to Jax-Tiger
quote:That's so tasty. They literally said on the conference call that we can expect a contract soon.
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...
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 on 9/9/25 at 10:45 am to Jax-Tiger
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 on 9/9/25 at 10:48 am to NOFOX
quote:I completely agree.
The scope of the MSFT Agreement was staggering.
Posted on 9/9/25 at 10:54 am to bayoubengals88
I’ve always wanted to use this and finally can after opening fidelity this morning!


Posted on 9/9/25 at 11:21 am to Merica
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 on 9/9/25 at 11:37 am to UnluckyTiger
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 on 9/9/25 at 11:39 am to Jax-Tiger
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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