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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/17/25 at 3:55 pm to IT_Dawg
Posted on 9/17/25 at 3:55 pm to IT_Dawg
quote:
but this would the prime time to get in
You are going to make me buy more aren’t you?
Just for the record, I am now 70% NBIS and 30% VOO. I consider selling my VOO everyday
0
Posted on 9/17/25 at 3:57 pm to IT_Dawg
quote:
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.
Thanks man. Im nearly 90% NBiS in my Schwab account. Knowing you and BB are equally confident in it is reassuring. If this thing goes to $490 I can start thinking about retiring as well.
Posted on 9/17/25 at 4:04 pm to LChama
quote:
Knowing you and BB are equally confident in it is reassuring.
I’m sure BB88 has the same feeling, but don’t take anything we say to be gold. I would never actually recommend to someone exactly what to do with their money, I just make recommendations and say what my positions/plays are and why.
quote:
If this thing goes to $490 I can start thinking about retiring as well.
One thought at a time. Think about how you can maximize your value vs risk if it goes to say, $150 next July (hypothetically of course :wink:). Then play it from there. Then focus on the next 6 months and how you can get there.
I used to day trade to make $600-$1000 a day, now I’m luckily having 6 figure days, which I’d never dream about since 2008.
Also, spread out your base, never have more than 50% of what you can’t lose in 1 stock….thats where it is dangerous
Posted on 9/17/25 at 4:05 pm to IT_Dawg
quote:Not a believer yet by any stretch. Just wanted to throw out a thesis I read on X.
AMKR
quote:
IREN
I've seen enough. Bought 100 shares today.
quote:
I’m looking to retire on my trades this next 18 months.
I also bought CIFR today to force myself to read about it. Just 105 shares.
This post was edited on 9/17/25 at 4:08 pm
Posted on 9/17/25 at 4:14 pm to bayoubengals88
quote:
Not a believer yet by any stretch. Just wanted to throw out a thesis I read on X.
Didn’t mean to imply you were, he mentioned you were. Sorry
quote:
I've seen enough. Bought 100 shares today.
Heh, sitting at only 200 myself….thinking about making a big play soon. Just need something big to hook me in
quote:
also bought CIFR today to force myself to read about it. Just 105 shares.
Not familiar with them at all. Need to do some G2. Is this one of those companies that would benefit on a large shift of coin mining to software that would help LLMs? A looooot of players in that market. Who to choose and why is my problem. If it’s them, then you hit a gold “mine”
Posted on 9/17/25 at 4:27 pm to IT_Dawg
quote:
Not familiar with them at all.
Cipher Mining Inc. (CIFR) focuses on developing and operating industrial-scale data centers in the U.S. for Bitcoin mining and high-performance computing (HPC) hosting. Its business plan emphasizes expanding mining capacity, with a target of ~23.5 EH/s by Q3 2025, leveraging low-cost power agreements and advanced rigs. Cipher is also diversifying into AI hosting, with its Black Pearl Phase II site designed for flexible conversion between Bitcoin mining and HPC to meet tenant needs. The company aims for revenue growth and operational efficiency while navigating Bitcoin price volatility and infrastructure costs.
Is there a software side to it?
No, Cipher Mining Inc. (CIFR) is primarily a hardware and infrastructure-focused company, with no significant software development or proprietary software offerings in its core business plan. It specializes in physical data centers, Bitcoin mining hardware (ASIC rigs), and HPC hosting services, relying on third-party software for mining operations and monitoring. Their website and SEC filings highlight energy management tools and partnerships for tech integration, but software isn't a revenue driver or strategic pillar—unlike firms like Core Scientific, which emphasize custom software platforms.
Posted on 9/17/25 at 4:51 pm to bayoubengals88
Interesting. Seems like they would be a prime takeout target, which could be good for them. I’ll do some more “digging” on them (in case you don’t know by now, love dad jokes and puns)
Posted on 9/17/25 at 4:55 pm to IT_Dawg
quote:
let’s just say it was an amazing day, nearly 6 figures
FOMO is large over here - counting pennies to your dollars. My play money is tied up (uranium, hgraf, SLI etc)... bringing some over slowly but killing me when I see you and BB (72 11/21s - I have 18 and envy lol).
Joking aside, love to see the big wins for you guys!
Posted on 9/17/25 at 5:03 pm to bayoubengals88
quote:
IREN, CIFR
Oh son of a.... killing me buddy.
I will take a lookPosted on 9/17/25 at 5:08 pm to IT_Dawg
IT_DAWG - Your next post is #25,000 - make it count! lol
Posted on 9/17/25 at 5:20 pm to IT_Dawg
quote:As do I. Spot on
love dad jokes and puns)
Posted on 9/17/25 at 5:23 pm to igoringa
quote:I know man. One day changed everything for me, allowing me the capital to make these plays. That was last Tuesday of course.
killing me when I see you and BB (72 11/21s - I have 18 and envy lol).
quote:I hope you’re there soon too!
Joking aside, love to see the big wins for you guys!
I’ll add that you may have half a million soon on HGRAF alone!
This post was edited on 9/17/25 at 7:28 pm
Posted on 9/17/25 at 6:40 pm to bayoubengals88
Today was a great day, you beautiful son of bitches!
Posted on 9/17/25 at 6:41 pm to AuBeerStud
yes it was and still still going up after hours so not over yet.
Posted on 9/17/25 at 6:54 pm to astonvilla
This is an A+ decision by management.
Targeting enormous universities. Their second campus. Repairs in summer time? Usage in the surrounding areas?
Anyone know?
Targeting enormous universities. Their second campus. Repairs in summer time? Usage in the surrounding areas?
Anyone know?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/17/25 at 7:18 pm to astonvilla
My approach is different because I don't consistently have enough time to watch over the options.
I have almost all shares, and believe this stock is solid enough to hold onto long enough to sell at the long term capital gains rate when I do sell. I have more options calls than I have ever had, right now, and that is 40.
I, too, plan on retiring on 18 months. My 401k accounts, plus Social Security are going to provide for retirement. This is just my "fin" account and will determine whether I have a vacation home and/or how nice the golf club I plan to join will be (Or both).
I have almost all shares, and believe this stock is solid enough to hold onto long enough to sell at the long term capital gains rate when I do sell. I have more options calls than I have ever had, right now, and that is 40.
I, too, plan on retiring on 18 months. My 401k accounts, plus Social Security are going to provide for retirement. This is just my "fin" account and will determine whether I have a vacation home and/or how nice the golf club I plan to join will be (Or both).
Posted on 9/18/25 at 5:47 am to bayoubengals88
88, have you looked into BITF as well?
Posted on 9/18/25 at 5:49 am to sonoma8
I have not. Not at all.
Are y’all gonna make me diversify?!
Huge morning so far!
Are y’all gonna make me diversify?!
Huge morning so far!
Posted on 9/18/25 at 6:10 am to igoringa
Of all the boards I post on the regular, UGA, Poli, OT, Gaming…..I am choosing to use #25,000 right here (mostly cause I didn’t know and you pointed it out )
This stock is on a quick path to $150. Will it be by the end of this year??? I think so. This baby is so ready to pop again and this will not just be on speculation like CRWVs big move up. This company is ran by a man that never fails and is relentless in his pursuit to be the greatest 3rd party provider on next gen AI compute, software and services.
Looking at the pre-market, looks like another 11:00am bar morning. I fricking love NBIS and love all you frickers pulling in the cash with me. LFG NBI$$$$$!!!
No resistance until $100…..just sayin
) This stock is on a quick path to $150. Will it be by the end of this year??? I think so. This baby is so ready to pop again and this will not just be on speculation like CRWVs big move up. This company is ran by a man that never fails and is relentless in his pursuit to be the greatest 3rd party provider on next gen AI compute, software and services.
Looking at the pre-market, looks like another 11:00am bar morning. I fricking love NBIS and love all you frickers pulling in the cash with me. LFG NBI$$$$$!!!
No resistance until $100…..just sayin
Posted on 9/18/25 at 6:23 am to IT_Dawg
Well done! 
Looks like NVDA/INTC will only help us!
Looks like NVDA/INTC will only help us!
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