re: Nebius - NBIS - AI Infrastructure Company

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Is it wrong of me to want this to come back into the 80s for just a bit so I can load up?

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Not wrong of you. You do you. I’d just say you missed loading up in the 80s midday. This will pop again tomorrow.

Is it wrong to understand why you think this would go back to the 80s and then be happy buying it there?

When it’s $500, will you care?

You guys got me wanting to go all in on some Jan $110c. ??

Seriously though, I have already made a ton of money off this stock. I’ve been here since January and I am grateful for all the info and DD you guys have put in! I definitely owe Bayou a beer or two!

We all owe bayou a beer I agree

Well done

70 shares

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BB - you have concrete evidence of the adjusted EPS turning positive? Not the EBITDA ahead, but last quarter? I can’t find the exact number for some reason

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I looked all over and couldn’t find anything alluding to changing guidance for Q3. I would assume they’ll revise guidance prior to Oct right? If they don’t how do they not blow the prior estimate out of the water?

I like beer.

Email me username @gmail

Let’s get lunch sometime. I gather you live in BR

Perkins Rowe

NBIs thread irl meetup

I’m not selling. But I’ll more under 90.



I’m already net free and profited huge though.

ETA had buys set at 87.5 / 85.5 and 83.5


Hit 88 and bounced, looks good with all the downgrading that it popped right back.

My dumbass had 130 and sold 60 back end of July. I sold my call today for 100% profit, bought shares to get myself back up to 100. Then bought another Nov call. I want this sumbitch to run up to $120 by then. I’ve made so much money thanks to bayou just playing calls and even puts the way this stock bounces. I don’t have diamond hands like IT_Dawg. Otherwise I’d be in the 10’s of K’s. Every time I think this thing has hit its top, it surprises me again. This is a great investment. Best I’ve ever seen. I’m ready to ride long term!

Drunk Pharmer, out!

By all indications, NBIS and other similar companies are in monster demand from both massive and small companies to provide AI resources. This shite isn’t ending anytime soon. I’ve been trying to find companies that are in the supply chain but most are private or already have been run up.

Today NBIS just got elevated to one of the finalists. This MF’er is going to run at least to Q3 earnings and if they don’t adjust guidance in the meantime will pop again then. It will be a bumpy ride but being long through the end of 2025 at least will pay off.

Disclaimer: I’m just as schmuck sitting on his back porch about 3 drinks in and you should not follow my advice.

ETA: if BB and IT let me know I’ll hook them up with a round at their local course of choice.