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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/12/25 at 9:39 am to bayoubengals88
Posted on 9/12/25 at 9:39 am to bayoubengals88
Tried to look at Arete Research and their new price target. Looks to be behind a paywall. Anyone familiar with them?
0
Posted on 9/12/25 at 9:45 am to bayoubengals88
same. seems like anything under $90 is a buy. but this is going to fall some to fill those recent gains
eta: this second big candle will have support. so it falling below $87 or so without bad news is unlikely.
eta: this second big candle will have support. so it falling below $87 or so without bad news is unlikely.
This post was edited on 9/12/25 at 9:48 am
Posted on 9/12/25 at 10:45 am to donRANDOMnumbers
Yep.
I've got two lines on my chart, and that's the bottom one.
I've got two lines on my chart, and that's the bottom one.
Posted on 9/12/25 at 11:19 am to bayoubengals88
55% of volume yesterday was short volume.
Posted on 9/12/25 at 11:26 am to bayoubengals88
RSI down to 49 on the 3M chart
24 on the daily.
It's cooled off. Now let's ride!
24 on the daily.
It's cooled off. Now let's ride!
Posted on 9/12/25 at 12:10 pm to bayoubengals88
Told Mom to buy 40 more at ~$87
Posted on 9/12/25 at 1:52 pm to The Boat
man the daily volatility makes some nice day trading - flipped a few short term calls this am and then bought some more on the 86 pullback and exited already. Can't complain (i am building a true long position on the side)
Posted on 9/12/25 at 1:53 pm to The Boat
Just bought 175 more. Im done….for now 
Posted on 9/12/25 at 2:16 pm to igoringa
quote:
man the daily volatility makes some nice day trading
MIght as well make a little money while waiting for HGRAF to pay off...
Posted on 9/12/25 at 2:25 pm to sonoma8
Nice end off the day off of $87. Let’s have some nice days next week.
Posted on 9/12/25 at 4:30 pm to donRANDOMnumbers
quote:
eta: this second big candle will have support. so it falling below $87 or so without bad news is unlikely
This was money. Glad it held.
Profited $500 realized and went heavier on 11/21 $110s while it was in the 86 area.
Posted on 9/12/25 at 5:26 pm to bayoubengals88
NBiS tripping over the money line for me at close. Hoping for a good week!
Posted on 9/12/25 at 8:35 pm to SquatchDawg
I just wanted to add that apparently Goldman hasn’t actually updated their price target.
$77 is not post MSFT deal.
They were the leading investment bank in the recent offering. I would expect $110 or so from them next week.
$77 is not post MSFT deal.
Loading Twitter/X Embed...
If tweet fails to load, click here. They were the leading investment bank in the recent offering. I would expect $110 or so from them next week.
Posted on 9/12/25 at 10:11 pm to bayoubengals88
From your mouth to Gods ears. The volatility and potential of this has created a unique opportunity.
I’m trying buying 30 day calls on the dip slightly OTM, selling on the spike or when I’m in the green and then laddering this all the way to earnings.
We’ll see has that works out.
I’m trying buying 30 day calls on the dip slightly OTM, selling on the spike or when I’m in the green and then laddering this all the way to earnings.
We’ll see has that works out.
Posted on 9/13/25 at 6:59 am to SquatchDawg
Yeah man. I’ve started creating similar rules.
If warranted**, I will sell up to 9% of shares to buy calls that are at least 30 days away. The farther out, the higher the strike I’ll choose.
If there’s money leftover on one of those trades from say the 10/17 call, I’ll buy a few weeklies too since they would be cheap.
But I’ll sell weeklies at 10 to 12.5% gains. I target 25-35% on the 10/17s
When I sell, I usually replenish my share count. So if the stock continues upward I can continue benefiting.
Then I’ll sell 2-3 covered calls well OTM.
The cycle repeats as I sell another 25-100 shares on dips.
**The problem is, “if warranted” is only a feeling right now. I need to establish either down 3% on the day or down 5% from intraday high, or something like that.
If warranted**, I will sell up to 9% of shares to buy calls that are at least 30 days away. The farther out, the higher the strike I’ll choose.
If there’s money leftover on one of those trades from say the 10/17 call, I’ll buy a few weeklies too since they would be cheap.
But I’ll sell weeklies at 10 to 12.5% gains. I target 25-35% on the 10/17s
When I sell, I usually replenish my share count. So if the stock continues upward I can continue benefiting.
Then I’ll sell 2-3 covered calls well OTM.
The cycle repeats as I sell another 25-100 shares on dips.
**The problem is, “if warranted” is only a feeling right now. I need to establish either down 3% on the day or down 5% from intraday high, or something like that.
Posted on 9/13/25 at 8:11 am to bayoubengals88
Gonna start a thread soon on other HPC/AI data center opportunities, there are plenty to be had
Basically anything that used to mine crypto is converting into a DC
Basically anything that used to mine crypto is converting into a DC
This post was edited on 9/13/25 at 8:12 am
Posted on 9/13/25 at 8:21 am to The Egg
Cool. I’d actually like to know if IREN and others are the opportunity people say they are.
Posted on 9/15/25 at 6:17 am to bayoubengals88
From Forbes out today:
Nebius Stock to $450?
Nebius Stock to $450?
quote:
The Microsoft agreement validates Nebius’s technology and could create opportunities for further partnerships with hyperscalers or enterprises. The numbers support the bullish perspective: consensus projections indicate revenue will increase from $568 million in 2025 to roughly $1.5 billion in 2026. Extending the trend, if Nebius compounds at 50% annually from 2026 through 2030, revenue could reach approximately $7.6 billion. Notably, the Microsoft contract alone could contribute over $3.5 billion annually by 2028, rendering the $7.6 billion figure possibly conservative.
For context, Nebius currently trades at about 40× the estimated revenue for 2025. Even if this multiple contracts to 15× sales – which is not unusual for high-growth cloud infrastructure – that suggests a market cap of $114 billion. For comparison, Microsoft, valued at over $3.5 trillion, trades at nearly 12x sales, so this multiple should be reasonable for an earlier growth stage company like Nebius. With roughly 250 million shares outstanding, this translates to a stock price of around $459 per share by 2030. That represents an upside of more than 5x from the current stock price of $89.
This post was edited on 9/15/25 at 6:21 am
Posted on 9/15/25 at 8:32 am to bayoubengals88
Hopefully we’ll see some panic buying today.
Posted on 9/15/25 at 8:47 am to bayoubengals88
I like the Forbes article, but I think they are being too conservative on their growth numbers and don’t know that another big contract is likely coming. That will escalate the growth tremendously, while still working those same smaller deals deals that would get NBIUS to $5B revenue much much quicker
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