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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/15/25 at 3:58 pm to IT_Dawg
Posted on 9/15/25 at 3:58 pm to IT_Dawg
I don’t know anything about this level of finance but it would indicate there was significant interest in keeping these share prices down by potential buyers until this was closed out?
Is that remotely accurate?
Is that remotely accurate?
1
Posted on 9/15/25 at 4:01 pm to SquatchDawg
Yes, can someone explain this to me like I'm in the 3rd grade? lol
Posted on 9/15/25 at 4:09 pm to HogPharmer
Sounds like to me the financiers who brokered the shares and debt all stand to make money if the stock goes up from here.
The convertible notes will almost have to convert to shares at a higher price to be profitable at those rates.
They’ll hold the stock and then sell to their customers in the future at a nice profit.
The convertible notes will almost have to convert to shares at a higher price to be profitable at those rates.
They’ll hold the stock and then sell to their customers in the future at a nice profit.
This post was edited on 9/15/25 at 4:11 pm
Posted on 9/15/25 at 4:14 pm to SquatchDawg
Sooo.... We ride at dawn?
Posted on 9/15/25 at 4:16 pm to HogPharmer
I’d wait until somebody that’s actually smart about these things comments.
ETA: but look at the price action from the 10th when they announced their plan to raise capital and today. Cooincidence? Dilution?
ETA: but look at the price action from the 10th when they announced their plan to raise capital and today. Cooincidence? Dilution?
This post was edited on 9/15/25 at 4:24 pm
Posted on 9/15/25 at 4:23 pm to SquatchDawg
quote:I don't think it matters how smart anyone is. It's all speculation. But I agree...it looks like "they" kept the brakes on it this morning for more cheap shares. Or they were offloading their short positions for cheap.
I’d wait until somebody that’s actually smart about these things comments.
All I know is that 80 million shares over the last three days have been traded at roughly $90.
That kind of consolidation gives the stock plenty of support to run to new highs soon. That's just the anatomy of any kind of upward price action, and it's what I'm banking on with my 11/21s
This post was edited on 9/15/25 at 4:41 pm
Posted on 9/15/25 at 4:27 pm to SquatchDawg
I've got a few $110 calls and picked up a $90 call this morning when it dipped, all expiring November that I'm really hoping will print for me.
Posted on 9/15/25 at 4:34 pm to bayoubengals88
I wonder who their banker is? Wasn’t GS the one that hadn’t changed their target up from $77?
NBIS announces they need capital
You have your boys slam the price while negotiating
Cut the deal for a bunch of shares at $92 and convertible securities
Up your target to $150
Recommend as a buy once it gets high enough and sell your shares to customers
Profit
Makes total sense to me
NBIS announces they need capital
You have your boys slam the price while negotiating
Cut the deal for a bunch of shares at $92 and convertible securities
Up your target to $150
Recommend as a buy once it gets high enough and sell your shares to customers
Profit
Makes total sense to me
Posted on 9/15/25 at 4:46 pm to SquatchDawg
quote:Goldman has yet to update post MSFT deal. GS, Citi, and BoA assisted on the capital raise.
Wasn’t GS the one that hadn’t changed their target up from $77?
I would expect the latter two to initiate coverage soon and Gilman to increase price target to $115 or more.
This post was edited on 9/15/25 at 4:51 pm
Posted on 9/15/25 at 4:49 pm to SquatchDawg
quote:Apparently that was just a rumor from someone spreading FUD.
You have your boys slam the price while negotiating
Posted on 9/15/25 at 4:50 pm to bayoubengals88
Didn’t hear that. I just made it up because it seems like what would happen. Full disclosure.
This post was edited on 9/15/25 at 4:51 pm
Posted on 9/15/25 at 4:51 pm to IT_Dawg
quote:
Buying 10 $95 9/19 calls right now for $1.60
I bought 10 $90 9/19 on the first pullback sub 90 and let go at close - $600 trade - about the 4th I have had since Thursday.
Like Bayou - using profits to roll into actual shares. Going to take me awhile to get a bigger position - no dry powder. Sold $6K of uranium stocks this morning to move over, literally 1 hour before uranium stocks went nuts. So I won't do that again.
Posted on 9/15/25 at 4:52 pm to SquatchDawg
It totally does! It pissed me off but proved to be false per a screenshot of the Bloomberg terminal.
Posted on 9/15/25 at 4:57 pm to bayoubengals88
We’ll see if this thing takes off now that everybody profits.
This post was edited on 9/15/25 at 5:05 pm
Posted on 9/15/25 at 7:11 pm to HogPharmer
quote:
Sooo.... We ride at dawn?
I’m going to watch this interaction tomorrow morning. A lot of money went out the door at $92.50/share today. They have a vested interest in this stock going up from here.
That agreement was being made, out of our purview. However, that should be good news the next few days.
What happened in a matter of a minute today, is you had the shorts, with puts at $90 and pressure this down quickly and forcing some limit sales.
Don’t think they will be happy with the official price being $92.50 on the shares going out.
This doesn’t take into account some potential good news on the horizon or the interest rate cut on Wednesday. Everyone says that’s “priced in,” but it will certainly boost this stock that works on clients borrowing capital to expand infrastructure for future projects and then short depreciation of the infrastructure (if they chose to capex this vs services of Opex).
Buckle up.
Posted on 9/15/25 at 7:15 pm to IT_Dawg
Here is a Morgan Stanley research report on the AI infrastructure (chip) marketplace. Guess where NBI$ sits on their future of chipset, while also adding proprietary software and services on top….
Grace Blackwell is the shite and NBI$ is all-in
Grace Blackwell is the shite and NBI$ is all-in
This post was edited on 9/15/25 at 7:17 pm
Posted on 9/15/25 at 8:30 pm to igoringa
quote:
I bought 10 $90 9/19 on the first pullback sub 90 and let go at close - $600 trade - about the 4th I have had since Thursday.
10/17 $105s +$440 on matched trades (bought and sold same day)
11/21 $110s +$340 on matched trades
Still holding 23 of the 11/21s in Roth and 25 in brokerage.
I like having the stack of shares and I don’t mind selling them at a loss to gain leveraged upside on intraday dips with no reason behind them.
Posted on 9/16/25 at 6:28 am to bayoubengals88
with the risk of sounding too greedy, little disappointing with the stock movement after the big move. the Nasdaq has been on a tear but this one has stayed within a range. i guess good consolidation for future breakout.
Posted on 9/16/25 at 6:43 am to astonvilla
To be fair that was a big move in price and projected P/E without really knowing the “E” part. I get the hesitancy that the pricing may have gotten out over its skis. Remember, this was trading in the $20’s in April.
The next earnings report is going to be a doozy.
The next earnings report is going to be a doozy.
This post was edited on 9/16/25 at 6:46 am
Posted on 9/16/25 at 6:50 am to SquatchDawg
I am also hoping something comes out of the Trump UK visit. massive investments happening in UK.
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