- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/10/25 at 8:01 am to bayoubengals88
Posted on 9/10/25 at 8:01 am to bayoubengals88
i go to the gym and walk out to this shite. Stepping on their own dicks. Couldn't wait a week and let this rally continue....FFS
After they just canceled 40m shares held in treasury AND voted a stock buy back approval by board
After they just canceled 40m shares held in treasury AND voted a stock buy back approval by board
This post was edited on 9/10/25 at 8:02 am
Posted on 9/10/25 at 8:03 am to bayoubengals88
did they confirm the offering price is 90? how about the conversion price of the notes?
did not see specifics in press release and on flight so limited ability to look
did not see specifics in press release and on flight so limited ability to look
Posted on 9/10/25 at 8:14 am to igoringa
DA Davidson raises price target from $75 to $125.
quote:
$NBIS provides financing update. The company plans to raise: - $2B through convertible senior notes - $1B through the sale of Class A shares
Posted on 9/10/25 at 8:16 am to igoringa
quote:No. I couldn't find a price.
did they confirm the offering price is 90? how about the conversion price of the notes?
The notes, if they are the ones from June are exercisable around $53.
I haven't had time to read.
Oh I see, these are new notes.
This post was edited on 9/10/25 at 8:20 am
Posted on 9/10/25 at 8:17 am to IT_Dawg
quote:This essentially happened in early June and we've rocketed ever since.
Couldn't wait a week and let this rally continue....FFS
Posted on 9/10/25 at 8:17 am to IT_Dawg
There are now new strike prices up to $150.
Posted on 9/10/25 at 8:27 am to bayoubengals88
I will buy the dip. And if it dips further I will be ok with it.
Saved a little cash from yesterday's sales.
Saved a little cash from yesterday's sales.
Posted on 9/10/25 at 8:29 am to bayoubengals88
quote:
This essentially happened in early June and we've rocketed ever since.
That’s fine, but legit the entire AI market is shooting up today and NBIS pulls this shite. You gotta ride the waves….
I don’t think it ends down $5 today, but ffs - the market is rallying on the MSFT news of buying $17B in AI compute and the biggest benefactor is down 5%
Also, I bought all my calls yesterday and want us to be having a CRWV day
Posted on 9/10/25 at 8:36 am to IT_Dawg
Man, this thing would be at $120 if they didn’t announce the new share offering.
Still gonna get to green today
Still gonna get to green today
Posted on 9/10/25 at 8:45 am to IT_Dawg
quote:I agree. It's a shame. Could have easily been 100+ on a day like today.
but legit the entire AI market is shooting up today and NBIS pulls this shite. You gotta ride the waves….
Posted on 9/10/25 at 8:53 am to IT_Dawg
quote:
Still gonna get to green today
I have a few calls, but the majority of my holdings are in shares.
IIRC, most of your calls are 11/21, right? Whether they announce the dilution today, or in a couple of weeks, you should be in good shape.
It will get to where it's going to get. It's just going to take a little more time
Posted on 9/10/25 at 8:53 am to IT_Dawg
Crack open a cold one baby.
Three 10/17 100s was a sweet buy this morning.
Three 10/17 100s was a sweet buy this morning.
This post was edited on 9/10/25 at 8:55 am
Posted on 9/10/25 at 8:57 am to bayoubengals88
now up almost 4 a share
Posted on 9/10/25 at 8:57 am to bayoubengals88
I sold my CRWV calls way to soon...
I made $3600, though...
I made $3600, though...
This post was edited on 9/10/25 at 8:59 am
Posted on 9/10/25 at 8:59 am to Jax-Tiger
2d expiry covered calls are JUICED!
I just put up 18% of my shares for sale at 110.
I just put up 18% of my shares for sale at 110.
Posted on 9/10/25 at 9:01 am to Jax-Tiger
quote:
IIRC, most of your calls are 11/21, right? Whether they announce the dilution today, or in a couple of weeks, you should be in good shape.
I bought 30 contracts $105 exp 9/19 yesterday….now I’m feeling good. Headed for the bar here shortly
This post was edited on 9/10/25 at 9:06 am
Posted on 9/10/25 at 9:01 am to bayoubengals88
Cmon…. Break $100 baby!!!
Posted on 9/10/25 at 9:03 am to The Boat
Looked at my NBIS holdings at 9:32, was down about $12k, now up over $40k
this shite is awesome. Still think we’d be up 15-20% like CRWV if they didn’t announce the intention for new share offering
This stock is going to make me a full blown alcoholic
This stock is going to make me a full blown alcoholic
This post was edited on 9/10/25 at 9:08 am
Posted on 9/10/25 at 9:08 am to IT_Dawg
quote:
Headed for the bar here shortly
Do you work? NBIS is going to make you an alcoholic…albeit a rich one.
I WFH which means on days like this I’m on my porch checking emails on my phone and hoping nobody sets a teams call.
Popular
Back to top


2





