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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/10/25 at 8:01 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/10/25 at 8:01 am to
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
This post was edited on 9/10/25 at 8:02 am
Posted by igoringa
South Mississippi
Member since Jun 2007
12379 posts
Posted on 9/10/25 at 8:03 am to
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
Posted by sonoma8
Member since Oct 2006
8141 posts
Posted on 9/10/25 at 8:14 am to
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 by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:16 am to
quote:

did they confirm the offering price is 90? how about the conversion price of the notes?

No. I couldn't find a price.
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 by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:17 am to
quote:

Couldn't wait a week and let this rally continue....FFS
This essentially happened in early June and we've rocketed ever since.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:17 am to
There are now new strike prices up to $150.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:27 am to
I will buy the dip. And if it dips further I will be ok with it.
Saved a little cash from yesterday's sales.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/10/25 at 8:29 am to
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 by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/10/25 at 8:36 am to
Man, this thing would be at $120 if they didn’t announce the new share offering.

Still gonna get to green today
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:45 am to
quote:

but legit the entire AI market is shooting up today and NBIS pulls this shite. You gotta ride the waves….
I agree. It's a shame. Could have easily been 100+ on a day like today.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 9/10/25 at 8:53 am to
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 by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:53 am to
Crack open a cold one baby.

Three 10/17 100s was a sweet buy this morning.
This post was edited on 9/10/25 at 8:55 am
Posted by tigerbacon
Arkansas
Member since Aug 2010
4628 posts
Posted on 9/10/25 at 8:57 am to
now up almost 4 a share
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 9/10/25 at 8:57 am to
I sold my CRWV calls way to soon...

I made $3600, though...
This post was edited on 9/10/25 at 8:59 am
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 9/10/25 at 8:59 am to
2d expiry covered calls are JUICED!

I just put up 18% of my shares for sale at 110.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/10/25 at 9:01 am to
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 by sonoma8
Member since Oct 2006
8141 posts
Posted on 9/10/25 at 9:01 am to
Cmon…. Break $100 baby!!!
Posted by The Boat
Member since Oct 2008
177203 posts
Posted on 9/10/25 at 9:02 am to
Yess.. bought at $93
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/10/25 at 9:03 am to
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 post was edited on 9/10/25 at 9:08 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20004 posts
Posted on 9/10/25 at 9:08 am to
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.
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