re: Nebius - NBIS - AI Infrastructure Company

So glad I added 11/21s on the dips.

I've got 72 of them now

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So glad I added 11/21s on the dips.

I've got 72 of them now

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YOU GETTING IN IT territory!!!

Come on, break $95 baby. Stretch them legs!!!

The resistance between $94 and $95 will be tough, but if it breaks through, this goes to $99

Headin to the bar now. What a friggin day!!

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Where do we go tomorrow?

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This was my first time trading calls. Had 3 between 6.10 and 7.20. closed at 7.90 average. Will use profits to add more calls or shares on dips. As I get more comfortable with options I will do more.

OOT on a work trip and couldn’t check until after close. My 10/10a are up 35% and I couldn’t close. She better keep running!

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I wish I had the balls to trade like that

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I’ve had days the opposite where I’m at the bar and don’t post a pic

NBIS has done very well for me since March. I’m a big believer in this company and have done a lot of research. I’m also in the industry so aware of what’s kinda happening (investments in NVDA, MRVL, PLTR, CRWV and some others since last year).

Made my first mini fortune in my early days trading (shares and calls) in the Dry Ship stocks back in the mid 2000s (2006-2008). That was like teaching a kid to drive for the first time and putting him on 285 around Atlanta

Learned to do more research then, pick some strong upcomers in the industry and play them closely. Also learned that when you aren’t in the industry, you have to do 1000x the research. Lost a lot on the fall of the market when orders and new ship deliveries outpaced the global needs….not being in that industry, hurt me there on the slide. Luckily I got out on some good earnings reports before losing a much larger chunk of what I earned

AMKR is slightly concerning to me based on their debt strategy and market cap currently. They are profitable though. Not a play for me, but if you are a believer, this would be a great entry point.

I do also like IREN, following them closely, but haven’t gotten in too much. I think they still have a potentially huge upside, but don’t see a differentiator to their offering….YET.

I’m big on NBIS and slightly on CRWV over the others, but this would the prime time to get in….the wave will be gone in a few years because the growth will be too much and overbought.

I’m looking to retire on my trades this next 18 months.

ETA: All it takes is a great salesperson (slight shoulder pat) to close a monster and send any one of these players up exponentially though (I thought NBIS was a 150 target before MSFT deal btw).