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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/15/25 at 8:47 am to
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 9/15/25 at 8:47 am to
this has to be super bulish. Forbes is a very reputable organization. coming from them is a very positive indication.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 8:49 am to
Looooot of early volume today and if we can push past and hold $94, watch out $100
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 9:08 am to
Just took a $4 nosedive in a matter of seconds…wtf happened there?
Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 9/15/25 at 9:11 am to
Stop loss raid? Take advantage.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 9:11 am to
Looks like the shorts retested that $90. Wtf

2,000 OI on the $90 puts

frickers. I was having a great morning watching it try and break through $94 for good
This post was edited on 9/15/25 at 9:16 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 9/15/25 at 9:22 am to
It’s not we don’t have a pattern of spike….dump….claw back.

Every day.
Posted by LChama
Member since May 2020
4020 posts
Posted on 9/15/25 at 9:44 am to
Related to crwv nvda news?
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 9/15/25 at 10:00 am to
CRWV spiked solely on NBIS getting the MSFT deal so don’t know why the opposite wouldn’t apply. But NBIS has usually climbed in the afternoon so let’s see what happens.
Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 9/15/25 at 10:05 am to
Likely just institutional games. Loading and/or short covering.
Take advantage.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 10:13 am to
quote:

Likely just institutional games. Loading and/or short covering. Take advantage.


It’ll be back at $95 today then, cause if it breaks their $90, it shoould shoot up
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 10:44 am to
Back to green
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 9/15/25 at 10:56 am to
quote:

CRWV spiked solely on NBIS getting the MSFT deal so don’t know why the opposite wouldn’t apply.


So CRWV is purchasing $6.3B in chips and NVDA is guaranteeing that they will purchase any unused capacity? I know that 90+ percent of NVDA's portfolio is on CRWV, so they are protecting their investment.

I thought CRWV had a $30B backlog - why would they need a guarantee from NVDA?

The only reason I can think of is that maybe one of the big two CRWV customers (Microsoft and Open AI) could be potentially backing out and CRWV is covering their assets???

Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 9/15/25 at 10:58 am to
Just so beautiful. Just so healthy.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 12:18 pm to
Buying 10 $95 9/19 calls right now for $1.60
Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 9/15/25 at 12:31 pm to
Too close to the fire for my liking!
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17451 posts
Posted on 9/15/25 at 12:38 pm to
pretty certain we've established that $87-$90 is the long buyzone for this thing.
enjoy it while you can. few months from now it won't see that again until it splits eventually
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 1:10 pm to
quote:

Too close to the fire for my liking!


Shorts will panic when this gets over $92.50 mark, plus the rate cut coming Wednesday. I say we flirt with $100 this week. Was looking that way this morning til the shorts frickery, but I don’t think they can keep that up
This post was edited on 9/15/25 at 1:11 pm
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33257 posts
Posted on 9/15/25 at 1:56 pm to
quote:

IT_Dawg


Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 9/15/25 at 2:43 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 9/15/25 at 3:44 pm to
Had a good feeling today that the $92.50 number was going to be important.

LFG!!!!!
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