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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/9/25 at 9:34 pm to SquatchDawg
Posted on 9/9/25 at 9:34 pm to SquatchDawg
quote:.
trying to find companies that are in the supply chain but most are private or already have been run up.
Saw napatech out of norway mentioned today. May be nothing but i believe it was referenced as working with NBiS in this data center space.
0
Posted on 9/9/25 at 10:01 pm to Zilla
quote:
I sold 1500 shares in May at $37
Prayers sent. Anything under 90 should be a good buy in.
This post was edited on 9/9/25 at 10:10 pm
Posted on 9/9/25 at 10:29 pm to REG861
This thread is a fascinating read up on behavioral finance.
I wanted to quote too many posts from the Mach dip. It took 2-3 weeks for the thread’s sentiment to go from “next big AI play” to “pump and dump scheme.”
Anyone who is new to buying individual stocks should read this thread and refer to the NBIS price chart. A lot of lessons to learn here.
I wanted to quote too many posts from the Mach dip. It took 2-3 weeks for the thread’s sentiment to go from “next big AI play” to “pump and dump scheme.”
Anyone who is new to buying individual stocks should read this thread and refer to the NBIS price chart. A lot of lessons to learn here.
Posted on 9/9/25 at 11:34 pm to SpeedyNacho
same. looking to add.
i have 200 shares around $50. wish i had more
i have 200 shares around $50. wish i had more
Posted on 9/10/25 at 5:26 am to donRANDOMnumbers
surprisingly down pre market. Isreal conflict?
small volume but still was hoping green because of Oracle news.
small volume but still was hoping green because of Oracle news.
Posted on 9/10/25 at 6:16 am to astonvilla
I doubt it. CRWV is up 6% PM
Posted on 9/10/25 at 6:24 am to sonoma8
I meant since Nebius has Isreal presence and their management sits there.
Posted on 9/10/25 at 6:30 am to astonvilla
Could have some to do with Israel and also some overnight profit taking after a monster day.
I wouldn’t sweat it, she’ll be green again today.
CRWV riding coattails and was definitely a good buy at 88 a couple weeks ago
I wouldn’t sweat it, she’ll be green again today.
CRWV riding coattails and was definitely a good buy at 88 a couple weeks ago
Posted on 9/10/25 at 6:38 am to LSUcam7
quote:Spoken like a true FA
This thread is a fascinating read up on behavioral finance.
I enjoy going back and reading too.
I was too conservative on my targets back then.
By the way, do you recommend a small allocation of NBIS to clients?
Posted on 9/10/25 at 7:00 am to IT_Dawg
Should I sell this CRWV pop and buy NBIS?
Posted on 9/10/25 at 7:20 am to LSUSports247
quote:
Should I sell this CRWV pop and buy NBIS?
I don't ever like telling others what they should or shouldn't do with their investments and money.
What I can tell you, is I believe NBIS has a very high upside right now. I hold multiple companies in my portfolio, NBIS being the largest right now, especially with AI stocks
Posted on 9/10/25 at 7:28 am to IT_Dawg
quote:
CRWV riding coattails and was definitely a good buy at 88 a couple weeks ago
I thought so. I bought 1500 shares at 91. It went up to 105 in the last week of August and I got a little frisky with it and bought ten cheap 9/19 calls with a strike price of 115. Of course, it went right back down into the 80s and I figured my calls were a lost cause. Lo and behold, I may be able to salvage a profit out of them.
Posted on 9/10/25 at 7:44 am to Jax-Tiger
I sold in Schwab at 96.60…seven minutes later now 92 
This post was edited on 9/10/25 at 7:44 am
Posted on 9/10/25 at 7:47 am to bayoubengals88
Posted on 9/10/25 at 7:51 am to bayoubengals88
I guess this is good for a little discount before it pops again. I was going to buy more today.
Posted on 9/10/25 at 7:55 am to The Boat
Only 12.77 million new shares of issued at 90.
Not bad for a company of its size
Not bad for a company of its size
Posted on 9/10/25 at 7:56 am to IT_Dawg
quote:
What I can tell you, is I believe NBIS has a very high upside right now. I hold multiple companies in my portfolio, NBIS being the largest right now, especially with AI stocks
I will give a different perspective. I like your thinking on selling the pop, but I think the general consensus is that CRWV is undervalued. It has it's problems, but it was at $180 earlier this year, and has a lot of positives, as well, such as huge revenue growth and a massive backlog of work.
I personally like NBIS for the long term, and own 5x as much NBIS as I do CRWV. However, NBIS just went up 50% yesterday, and people may have cooled a bit on it for the next couple of weeks. I know a lot of folks think this time it is going to continue on up to $120, $150, and beyond, but this stock has a history of spiking and then settling into a period of volatile ups and downs before spiking again. It very well might be that with the recent dilution, it's going to stagnate for a bit and that there will be buying opportunities over the next couple of weeks.
CRWV is, as IT_Dawg said, riding NBIS's coat tails, and making a run. It could easily go up 20 or 30 dollars a share, in the next month.
The 800 lb gorilla in the room is whether or not NBIS gets another big contract sooner, rather than later. If you hang onto CRWV, will you miss the next big swing for NBIS?
I personally, think I am going to hang onto my CRWV position for another couple of weeks to see if it goes on a big run and then I may sell it and buy more NBIS. I am still playing it by ear and I hope BOTH stocks take off from their current price - CRWV first, then I sell it, buy NBIS, and watch NBIS run.
For the long run, I paraphrase a famous stock market analyst, "I don't trust Corweave. Buy NBIS and forget about it".
This post was edited on 9/10/25 at 8:09 am
Posted on 9/10/25 at 7:56 am to bayoubengals88
Arkady just diluted himself before he could sell. I’m not worried.
Posted on 9/10/25 at 7:58 am to bayoubengals88
I want to buy more, but Im not sure if I should. Already taking up 68% of my account at $42/ps
Posted on 9/10/25 at 7:58 am to bayoubengals88
Dilution 
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