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Posted on 9/10/25 at 12:35 pm to bayoubengals88
seems to be stuck on flat today
Posted on 9/10/25 at 2:00 pm to DawgCountry
Anyone catch the dip?
Picked up three 11/21 $110 for 7.80 in brokerage account.
Sold longer dated and bought shorter dated in Roth for more leverage on the bounce back.
Picked up three 11/21 $110 for 7.80 in brokerage account.
Sold longer dated and bought shorter dated in Roth for more leverage on the bounce back.
This post was edited on 9/10/25 at 2:14 pm
Posted on 9/10/25 at 2:05 pm to bayoubengals88
I bought 20 11/21 $105 for $7.90 earlier. I'm pumped at that opportunity to pay off my student loan...
Posted on 9/10/25 at 3:04 pm to Jax-Tiger
There was a 217 million dollar purchase at close.
2.33 million shares.
2.33 million shares.
Posted on 9/10/25 at 3:20 pm to bayoubengals88
That’s crazy.
Price action on this has been weird since initial jump yesterday morning.
Price action on this has been weird since initial jump yesterday morning.
Posted on 9/10/25 at 3:35 pm to bayoubengals88
quote:
There was a 217 million dollar purchase at close.
2.33 million shares.
May have been short covering
Posted on 9/10/25 at 8:22 pm to bayoubengals88
This was from 12 May.
Feel free to ignore my trade journal.
NBIS had finally recovered from $18 to $32 with the Toloka news.
I’ve often wondered, what if I had just held those deep in the money calls…
Well, I checked, and I’m glad to know that I’m doing better right now than if I had just held that position.
It was 8 Jan 27 $30 calls and 2 Jan 27 at $45 strike
Thankfully, the totality of my shenanigans have paid off.
Feel free to ignore my trade journal.
quote:
Back above my very first buy at $32, but now over 500 shares and 1,000 potential shares in options
NBIS had finally recovered from $18 to $32 with the Toloka news.
I’ve often wondered, what if I had just held those deep in the money calls…
Well, I checked, and I’m glad to know that I’m doing better right now than if I had just held that position.
It was 8 Jan 27 $30 calls and 2 Jan 27 at $45 strike
Thankfully, the totality of my shenanigans have paid off.
This post was edited on 9/10/25 at 8:29 pm
Posted on 9/10/25 at 9:15 pm to bayoubengals88
This aged quite well.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/11/25 at 5:07 am to bayoubengals88
Just posted on X
quote:
$NBIS announced the details of yesterday’s financing: 1) Convertible Senior Notes • $1.375B of 1.00% notes due 2030 • $1.375B of 2.75% notes due 2032 • Initial conversion price: $138.75/share • Effective conversion price at maturity: $159.56/share • Upsized from $2.0B ? demand was strong • Repayable in cash, shares, or a mix 2) Class A Share Offering • $1.0B offering at $92.50/share (~4.5% dilution) • 30-day underwriter option for an extra $150M
Posted on 9/11/25 at 5:45 am to sonoma8
Daaamn. That’s bullish.
I’ve seen public offerings much lower than recent highs.
Love it.
And the notes are significantly higher…all good.
I’ve seen public offerings much lower than recent highs.
Love it.
And the notes are significantly higher…all good.
Posted on 9/11/25 at 6:12 am to bayoubengals88
Obviously not a coincidence it followed the MSFT deal. Financing to support a $17B contract is a different animal that financing to keep the lights on. Pretty smart move actually.
Posted on 9/11/25 at 7:36 am to SquatchDawg
quote:
Financing to support a $17B contract is a different animal that financing to keep the lights on.
And people get that. It also allows them to keep their existing cash balance for future contingencies, which gives them stability in the eyes of investors.
ETA: Having said that, the market tends to overreact to everything and I see another dip coming...
This post was edited on 9/11/25 at 7:44 am
Posted on 9/11/25 at 7:59 am to Jax-Tiger
I’ve never followed a stock this closely day to day and the action has been strange. It’s like the market doesn’t want to belief what it’s seeing. Big pump on news and then slowly drains off….until another big pump on news….slow drain….repeat.
Meanwhile CRWV jumps and runs based on what other companies are doing.
Meanwhile CRWV jumps and runs based on what other companies are doing.
Posted on 9/11/25 at 8:21 am to SquatchDawg
quote:
Meanwhile CRWV jumps and runs based on what other companies are doing.
Or look at Oracle. The market way overreacted on that one. I suspect a pullback will happen soon, but who knows?
I think part of it is that Coreweave is better known and larger, and people view NBIS as CRWV Light. Even people who should know better, like Jim Cramer don't understand Nebius and just go with CRWV.
Hopefully, more analysts jump on board and the hype ramps up.
Posted on 9/11/25 at 8:27 am to sonoma8
quote:
$NBIS announced the details of yesterday’s financing: 1) Convertible Senior Notes • $1.375B of 1.00% notes due 2030 • $1.375B of 2.75% notes due 2032 • Initial conversion price: $138.75/share • Effective conversion price at maturity: $159.56/share • Upsized from $2.0B ? demand was strong • Repayable in cash, shares, or a mix 2) Class A Share Offering • $1.0B offering at $92.50/share (~4.5% dilution) • 30-day underwriter option for an extra $150M
wow - very impressive. fantastic terms on the debt
Posted on 9/11/25 at 8:29 am to SquatchDawg
quote:All I know is this - Q3 earnings are 8 weeks away. I fully anticipate that we enter earnings north of $115. And it should be one hell of an earnings call.
It’s like the market doesn’t want to belief what it’s seeing.
That's why I think 11/21 calls are like gold on dips. Especially in the $110 range.
Posted on 9/11/25 at 8:34 am to bayoubengals88
I agree. You worried about erosion between now and then? Seems like the biggest returns are near term duration bought prior to earnings call.
Posted on 9/11/25 at 9:10 am to SquatchDawg
quote:Not too much since I'm mostly shares now. And there's a chance we get more good news.
You worried about erosion between now and then?
Once this wedges it should pop regardless.
Posted on 9/11/25 at 9:28 am to bayoubengals88
I have been trading CC's and PUT's for a while and am ready to start dabbling in buying options such as 110 call in November. I just updated my account at Schwab to be able to do this but would like advice. I plan to start and would appreciate any wisdom that can be shared. I will not invest any more than I am willing to lose. I was looking this morning and noticed Nov calls at 7.40. What do you think of that?
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