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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/20/25 at 8:29 am to MarkInTable
Posted on 9/20/25 at 8:29 am to MarkInTable
Exactly what I did earlier this year. Dumped my AUPH around $12.50 and plowed it all into NBIS. It was a good decision
1
Posted on 9/20/25 at 9:02 am to ynlvr
Trying to decide if I want to sell half or all my Nvidia to buy another 100 or so NBIS.
Posted on 9/20/25 at 9:17 am to bayoubengals88
quote:
Playing options have allowed me to build a total position of 1,791.
I'm in for 700 w average price around $60 now. Want to sell calls to help fund the position, just trying to figure out the right strike
Posted on 9/20/25 at 10:45 am to bayoubengals88
88, whats you avg price per share?
Posted on 9/20/25 at 10:57 am to MarkInTable
quote:I gave up on AUPH around $8 last fall. I had just over 3,000 shares and that was nearly ALL of my portfolio at the time.
So you're saying I should dump my 1,500 shares of AUPH at ~8.25/share and grab another 100 shares of NBIS
I finally got over sunk cost fallacy and what if I miss a buyout thinking.
I have zero regrets.
If you have 1,500 shares I think $13 per share is a fine sell price. I’ve got no faith in Greenleaf, but I don’t know the potential of their newest drug.
I think NBIS has possibly less risk and more reward.
Not financial advice.
Posted on 9/20/25 at 10:58 am to Mockingbird2008
quote:
Trying to decide if I want to sell half or all my Nvidia to buy another 100 or so NBIS.
Can NVDA 5x in five years?
It’s more stable sure, but ultimately it’s your choice! It’s a good place to be in.
Posted on 9/20/25 at 11:00 am to sonoma8
quote:
88, whats you avg price per share?
I have no idea.
My brokerage says I’m up 373% on NBIS, but that includes options.
I’ve bought and sold a lot.
Originally, about $33 there.
With my Roth, which is where most of it is, I’ve made too many moves with both stock and options to have any kind of actual cost basis.
All I know is I’m up 435% ytd in that
account.
Our joint brokerage has the least amount of playing around. Cost was in the low $30s until I sold around 55 and bought back to add more shares.
Recently, we’ve bought as high as the low 90s in that account.
I’m truly here for $400+
This post was edited on 9/20/25 at 11:24 am
Posted on 9/20/25 at 3:46 pm to bayoubengals88
You really think it goes that high?
Posted on 9/20/25 at 3:49 pm to Neauxla
quote:
You really think it goes that high?
By 2028.
Posted on 9/20/25 at 4:03 pm to bayoubengals88
That would be nice! 
Posted on 9/20/25 at 4:12 pm to Neauxla
quote:Management wants to be a hyperscaler. Their imagination and ingenuity has no limits. Neither does the stock price. Legit 5x by end of 2030.
You really think it goes that high?
This post was edited on 9/20/25 at 4:13 pm
Posted on 9/20/25 at 4:13 pm to bayoubengals88
quote:
. Legit 5x by end of 2030
Gonna be hard not to trim some at that point. Hope i have the nads to hold it til 2035
Posted on 9/20/25 at 4:19 pm to LChama
Trade it with options, keep a certain amount of shares.
The market downturns we’ll test us, but that’s happened twice already.
I’ve already diversified some, but mostly just from options gains.
I was 100% NBIS total ports a week ago.
The market downturns we’ll test us, but that’s happened twice already.
I’ve already diversified some, but mostly just from options gains.
I was 100% NBIS total ports a week ago.
Posted on 9/21/25 at 9:10 am to GenesChin
Hard to really say with a stock that's moving like this one. But a general rule I use... as in for myself, is that if I want to keep the stock I sell below a .16 delta.
700 gives you 7 calls to sell. The 119 strike is a .12 delta for $50. That would be $350.
Another thought is to not sell 7 calls at the same strike. Divide up between lower delta and a higher delta. 4 calls at 119= $200. 3 at .22 delta is $435
Should you get assigned on the .22 delta (the $110), you can sell 3 puts on or below the $110.
An example using today's price. Which is $99.10. You sold the 99 strike and got assigned. You keep that premium plus they pay you $99 x 300.. $29,700. Now you sell the put. If you go with the 99 strike that you were assigned on, you would make $400 per contract or $1200 for 3. Should the price drop, and expires below it you keep the $1200 and have purchased the 300 shares back at $99.
I hope that helps.
700 gives you 7 calls to sell. The 119 strike is a .12 delta for $50. That would be $350.
Another thought is to not sell 7 calls at the same strike. Divide up between lower delta and a higher delta. 4 calls at 119= $200. 3 at .22 delta is $435
Should you get assigned on the .22 delta (the $110), you can sell 3 puts on or below the $110.
An example using today's price. Which is $99.10. You sold the 99 strike and got assigned. You keep that premium plus they pay you $99 x 300.. $29,700. Now you sell the put. If you go with the 99 strike that you were assigned on, you would make $400 per contract or $1200 for 3. Should the price drop, and expires below it you keep the $1200 and have purchased the 300 shares back at $99.
I hope that helps.
This post was edited on 9/21/25 at 9:14 am
Posted on 9/21/25 at 11:05 am to bayoubengals88
I’m thinking of taking 50% of my earnings on the sold calls and buying shares on Monday and picking up some 10/31s around $105 or $110 with the rest. I want to be liquid before earnings to gamble ion some short duration contracts to see if the they hit.
I’m so conservative by nature this is hard for me to do. Also, will all depend on what NBiS does this week. Given the past you have to think there will be some pullback from Fridays run.
Question…delta is much higher for calls ITM or close to ITM. Wouldn’t they move more with price fluctuations than calls at $120? Am I reading this wrong?
ETA: NBIS and TMB have boosted my fun money IRA by 17% in the last 2 weeks.
I’m so conservative by nature this is hard for me to do. Also, will all depend on what NBiS does this week. Given the past you have to think there will be some pullback from Fridays run.
Question…delta is much higher for calls ITM or close to ITM. Wouldn’t they move more with price fluctuations than calls at $120? Am I reading this wrong?
ETA: NBIS and TMB have boosted my fun money IRA by 17% in the last 2 weeks.
This post was edited on 9/21/25 at 11:25 am
Posted on 9/21/25 at 2:53 pm to SquatchDawg
quote:I wouldn’t bet on that. It looks hungry.
Given the past you have to think there will be some pullback from Fridays run.
Anyone who was remotely long term and wanted to sell, has likely done so already. I’m looking for a continuation.
Here are my three covered calls.
.22 Delta
I may dabble in some bull call spreads as well. Would anyone like to give me a refresher of what set ups to look for?
This post was edited on 9/21/25 at 2:54 pm
Posted on 9/21/25 at 3:22 pm to LChama
We’re still so early.
Evidence that retail is finally coming around on NBIS:
This kind of FOMO is part of what made NVDA and PLTR what it is today, and it’s the same kind of thing that can send us straight to $150.
Evidence that retail is finally coming around on NBIS:
This kind of FOMO is part of what made NVDA and PLTR what it is today, and it’s the same kind of thing that can send us straight to $150.
This post was edited on 9/21/25 at 3:23 pm
Posted on 9/21/25 at 4:26 pm to bayoubengals88
I agree…by pullback some mid day drama but you’re right..it could ramp from here.
Posted on 9/21/25 at 7:07 pm to SquatchDawg
Another week of bull market?!
NBIS 100.50
SOFI 29.90
NBIS 100.50
SOFI 29.90
Posted on 9/21/25 at 7:07 pm to SquatchDawg
At $100.50 5 mins after opening overnight trading.
This stock has some mood swings though. Hopefully this holds true, because I’m actually nervous sitting on all these options
Night NBIS crew, God bless you on this beautiful Sunday.
ETA: now $102 at 9 mins in….
This stock has some mood swings though. Hopefully this holds true, because I’m actually nervous sitting on all these options
Night NBIS crew, God bless you on this beautiful Sunday.
ETA: now $102 at 9 mins in….
This post was edited on 9/21/25 at 7:10 pm
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