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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/9/25 at 2:43 pm to Tiger Roux
Posted on 9/9/25 at 2:43 pm to Tiger Roux
Damn I wish I had bought more of this instead of DFDV and AMD 
0
Posted on 9/9/25 at 2:45 pm to bayoubengals88
This thing is going to take off again tomorrow. I bet we see $103-$105 tomorrow.
Alsways works that way. Especially with the sell off at the end here
Alsways works that way. Especially with the sell off at the end here
Posted on 9/9/25 at 2:55 pm to IT_Dawg
From your mouth to Gods ears.
Good work gentlemen! What a crazy day. My fun money IRA is up 12% TODAY and I have about 5x dry powder than I had yesterday.
LFG!
Good work gentlemen! What a crazy day. My fun money IRA is up 12% TODAY and I have about 5x dry powder than I had yesterday.
LFG!
Posted on 9/9/25 at 2:59 pm to SquatchDawg
I bought some a while back after reading this thread…. Like many other I am wishing I bought more!!!
Posted on 9/9/25 at 3:00 pm to SquatchDawg
What page did Paul come in and tell us how the stock was doing today? I must have missed it
Posted on 9/9/25 at 3:02 pm to Merica
quote:
What page did Paul come in and tell us how the stock was doing today? I must have missed it
Posted on 9/9/25 at 3:03 pm to bayoubengals88
Someone just had to buy 859,038 shares at the close.
Just your everyday 82.2 million dollar purchase.
Just your everyday 82.2 million dollar purchase.
Posted on 9/9/25 at 3:07 pm to bayoubengals88
Hopefully a sign we arent goin back down
Posted on 9/9/25 at 3:15 pm to LChama
The way I look at it, I don't care what noise happens to the low side.
$95 with MSFT is a far better deal than $65 without the contract.
That's insane to think about. I feel better buying at 90+ than I felt buying at 65...
Here's the big trade:
$95 with MSFT is a far better deal than $65 without the contract.
That's insane to think about. I feel better buying at 90+ than I felt buying at 65...
Here's the big trade:
Posted on 9/9/25 at 3:24 pm to bayoubengals88
Good way to look at it.
I bought about $18K in shares mid last month at $72. I was hyped up, then it dropped to below $65. Bummed out. Then today I login and see the pop that had happened.
Glad I bought it at $72 and not waiting to see if it would break out or not.
I bought about $18K in shares mid last month at $72. I was hyped up, then it dropped to below $65. Bummed out. Then today I login and see the pop that had happened.
Glad I bought it at $72 and not waiting to see if it would break out or not.
This post was edited on 9/9/25 at 3:25 pm
Posted on 9/9/25 at 3:26 pm to bayoubengals88
This is a stupid question, but what does news like the Microsoft deal do for earnings in November? There usually seems to be a run up leading up to earnings, then profit taking. Does it just depend on what the stock does between now and then before it factors into it?
Also, I know the earnings won’t be reflected in the November report since the contracts won’t be realized yet.
Also, I know the earnings won’t be reflected in the November report since the contracts won’t be realized yet.
Posted on 9/9/25 at 3:37 pm to HogPharmer
quote:It may increase revenue for Q3 as 50 MW in Jersey are already onine, but they're also signing with smaller companies all the time:
but what does news like the Microsoft deal do for earnings in November?
Loading Twitter/X Embed...
If tweet fails to load, click here. The point is, you can look at this deal as the first day of a new era. Externally (to us), they're no longer the company they were yesterday morning.
quote:I think we can expect a couple of smaller public deals with well known companies, possibly before Q3 earnings. That will be money.
Does it just depend on what the stock does between now and then before it factors into it?
If nothing else happens, share price should still get to at least $125 organically, and rather soon. I've outlined my reasons for believing that above.
Posted on 9/9/25 at 3:37 pm to bayoubengals88
So what happened today to trigger this movement?
Posted on 9/9/25 at 3:40 pm to Double Oh
See page 100
Posted on 9/9/25 at 3:41 pm to HogPharmer
This may be our next large customer. If I had to bet, I'd say that it would be.
This is likely the reason we popped AH and will probably give us an added boost in the morning.
Loading Twitter/X Embed...
If tweet fails to load, click here. This is likely the reason we popped AH and will probably give us an added boost in the morning.
Posted on 9/9/25 at 3:41 pm to bayoubengals88
Come on bro I’m driving just tell me
Posted on 9/9/25 at 3:46 pm to Double Oh
17billion contract with MSFT
Posted on 9/9/25 at 3:46 pm to Double Oh
quote:
So what happened today to trigger this movement?
Big new client (MSFT) signed $17.4B contact for 5 years.
Posted on 9/9/25 at 4:01 pm to bayoubengals88
Ok now boss. Don't tease me with that Oracle news bro. This might go hypersonic if true
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