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Posted on 9/11/25 at 10:26 am to jerryc436
quote:I have 9 at 7.58 and I can't say that I'm too worried about them at the moment.
I was looking this morning and noticed Nov calls at 7.40. What do you think of that?
I generally shoot for 25-35% but certainly enjoy higher pops, in which case I usually sell most or all immediately.
Posted on 9/11/25 at 12:18 pm to bayoubengals88
It's doing the thing that most pops do...
I don't think it's warranted in this situation, but that doesn't matter.
I don't think it's warranted in this situation, but that doesn't matter.
Posted on 9/11/25 at 1:55 pm to bayoubengals88
thinking about averaging up with few more buys. good idea?
its going down for now.
its going down for now.
Posted on 9/11/25 at 1:58 pm to astonvilla
Yes, I'm watching the 89.54 level. Will it break down or consolidate upward to 90-91?
Posted on 9/11/25 at 2:06 pm to bayoubengals88
I know a lot of people question the timing of announcing the dilution when they did, which seemed to squelch the run up from the MSFT contract, but the way Arkady Volozh has handled this whole thing, by sandwiching the good news with two negative events. This got me thinking that maybe the next big contract may be imminent. Obviously, he knew about all three of the events, and you would think he would want to finish the news cycle on a positive note. I think that may be what he's trying to do.
Maybe I'm way off. We'll see.
Maybe I'm way off. We'll see.
Posted on 9/11/25 at 2:09 pm to Jax-Tiger
quote:I don't think he's selling at $90. I think he knows he can sell at $120+
I know a lot of people question the timing of announcing the dilution when they did, which seemed to squelch the run up from the MSFT contract, but the way Arkady Volozh has handled this whole thing, by sandwiching the good news with two negative events. This got me thinking that maybe the next big contract may be imminent. Obviously, he knew about all three of the events, and you would think he would want to finish the news cycle on a positive note. I think that may be what he's trying to do.
Posted on 9/11/25 at 2:22 pm to bayoubengals88
quote:
I think he knows he can sell at $120+
With him sitting on 40 million shares, I don't think he much gives a shite.
Posted on 9/11/25 at 2:26 pm to astonvilla
quote:It would be healthy to end at 90 plus. The bull flag would remain intact and psychological support would have held.
thinking about averaging up with few more buys. good idea?
I'd be tempted to say that was your dip.
We'll see.
Posted on 9/11/25 at 2:34 pm to bayoubengals88
I just picked up a few more shares at 90 bucks. I'm tapped out and at my max. I dipped into my margin to do it, so I need some calls to come through, or I will end up selling the shares I just bought. I think something is going to happen to make this pop in the next couple weeks.
Posted on 9/11/25 at 2:37 pm to Jax-Tiger
Would be great to hear an announcement tomorrow that this addition $1B added on is to build out infrastructure because GOOGLE deal got bigger than expected and is done deal :)
This post was edited on 9/11/25 at 2:38 pm
Posted on 9/11/25 at 2:40 pm to bayoubengals88
Grabbed 10/10 90s this afternoon on dip. Got 30 days to see if we recapture 95.
What could possibly go wrong?
ETA: the volatility on this is insane. In the last 10 days it went from roughly $70…down to $63….jumped to $90…down to $86….up to $100 and back down below $90.
What could possibly go wrong?
ETA: the volatility on this is insane. In the last 10 days it went from roughly $70…down to $63….jumped to $90…down to $86….up to $100 and back down below $90.
This post was edited on 9/11/25 at 3:01 pm
Posted on 9/11/25 at 3:58 pm to SquatchDawg
quote:
Got 30 days to see if we recapture 95.
Easily, I think we see 95 much sooner. Stay tuned and enjoy the ride
Posted on 9/11/25 at 5:26 pm to IT_Dawg
i am buying more tomorrow, lets finish the week strong
Posted on 9/11/25 at 6:29 pm to astonvilla
$94 sounds great.
Posted on 9/11/25 at 6:44 pm to bayoubengals88
94 has a good ring to it. I wanted to buy today but my company makes me approve every trade with my boss and he was out. Hope I'm able to get in at a decent price.
I heard MSFT and OpenAi just struck a deal l. Hopefully NBIS gets involved in some fashion.
I heard MSFT and OpenAi just struck a deal l. Hopefully NBIS gets involved in some fashion.
Posted on 9/11/25 at 6:58 pm to astonvilla
I’ll have to look into that.
What’s your boss think of NBIS?
What’s your boss think of NBIS?
Posted on 9/11/25 at 7:02 pm to astonvilla
quote:LINK
The company did not say what percentage of the business that would equate to, but two people with knowledge of the plans said it would be between 20 per cent and 30 per cent. OpenAI is in talks for a deal valuing it at $500bn.
Microsoft is expected to take about 30 per cent of the company after the planned conversion, said people with knowledge of the talks, which would be worth roughly $170bn at the current valuation.
Posted on 9/11/25 at 7:08 pm to bayoubengals88
Nothing. He doesn't trade. It's just a procedural thing in our company to get each trade pre approved. Thanks for the additional info
Posted on 9/11/25 at 7:17 pm to astonvilla
MSFT gonna steer OpenAi to a NBIS contract?? Plenty more demand after the 300bn spent with ORCL?
Honestly there are so many big time opportunities globally for Nebius’s next contract. Could be anyone.
Even a sovereign initiative.
Even TSLA or Google/Waymo.
Honestly there are so many big time opportunities globally for Nebius’s next contract. Could be anyone.
Even a sovereign initiative.
Even TSLA or Google/Waymo.
This post was edited on 9/11/25 at 7:18 pm
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