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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/22/25 at 3:12 pm to bayoubengals88
Posted on 9/22/25 at 3:12 pm to bayoubengals88
quote:
I see what you're saying...so he could be talking about people like jefforize...
Correct. So Jefforize doesn’t buy their IaaS, but is a consumer of their service offering.
They probably have a couple thousand companies that have people that are users of their service offerings, totaling over 100,000 users, however, they are only hosting IaaS for between 100-150 clients.
They also have clients on the other side, that probably buy licenses for 3-4 of their AI developers or whatever, but don’t host their full infrastructure. Like I said, it’s understanding the industry and the play on words.
It’s not like a company, say UiPath, that has thousands of clients that they provide a SaaS for a large part of the organization, if that makes sense.
At the end of the day, you weren’t wrong, I just didn’t want other to assume that by clients, he meant they were hosting those clients infrastructure in their datacenter
1
Posted on 9/22/25 at 3:18 pm to IT_Dawg
quote:Wouldn't matter if I was
At the end of the day, you weren’t wrong, I just didn’t want other to assume that by clients, he meant they were hosting those clients infrastructure in their datacenter
Thanks for the explanation.
Can we hit $110 this week?!
Posted on 9/22/25 at 3:40 pm to bayoubengals88
quote:
Can we hit $110 this week?!
Yes. Easily. Although, with how much friggin money I made today trading and the calls, I would MUCH prefer a slow walk up to $110 this week. I can’t take the stress of looking away for a minute or getting in a meeting and not able to doing anything. I’m currently sitting with about $310,000 in shares but $545,000 in options….very nervous
Posted on 9/22/25 at 3:52 pm to IT_Dawg
I wouldn't be able to sleep at all
(Out of both excitement and nervousness)
I've scaled out of about 30k in options over the past few days and have bought other companies.
(Out of both excitement and nervousness)
I've scaled out of about 30k in options over the past few days and have bought other companies.
Posted on 9/22/25 at 4:06 pm to IT_Dawg
Damn man…don’t get strung out too far.
Posted on 9/22/25 at 4:19 pm to SquatchDawg
quote:
Damn man…don’t get strung out too far.
My original investment in NBIS was roughly $180,000 back in April and I have not added any other money to it…..so I’m playing with a lot of house money on this stock. That doesn’t include NVDA, CRWV and some other plays
Posted on 9/22/25 at 4:24 pm to IT_Dawg
Good luck to you! It’s bumped my account about 17% in the last few weeks.
Added shares and some more calls on the end of day pull back. We’re all on this train!
Added shares and some more calls on the end of day pull back. We’re all on this train!
This post was edited on 9/22/25 at 4:25 pm
Posted on 9/22/25 at 4:31 pm to SquatchDawg
Man yall are some big timers. I've made about $10K in theory. But I've got an 11/21 $70 call the if they exercise will reduce that by a decent amount
Posted on 9/22/25 at 4:34 pm to SquatchDawg
So I mentioned I sold off half my contracts at $104.50ish and then bought back more around $103.38-$103.56 so here are my holdings and the daily return….this is with between 90-120 options in each and 3,000 shares
Like I said, this is a stupid dream come true stock right now and I will continue to play this up through $150 this year, while selling off options that coming well into money and advancing them at higher strikes with more shares for the same dollars
Holdings are:
3000 - $49 avg
90 - $3.90 avg
90 - $5.30 avg
120 - $9.05 avg
120 - $7.30 avg
Like I said, this is a stupid dream come true stock right now and I will continue to play this up through $150 this year, while selling off options that coming well into money and advancing them at higher strikes with more shares for the same dollars
Holdings are:
3000 - $49 avg
90 - $3.90 avg
90 - $5.30 avg
120 - $9.05 avg
120 - $7.30 avg
This post was edited on 9/22/25 at 4:42 pm
Posted on 9/22/25 at 4:58 pm to IT_Dawg
Nice moves. I was late to the party and not moving near as much money.
It would be hard for me to hold a that 10/3
I’m holding 10/17s and 10/30s. Hope to be able to cash those in and have dry powder for earnings….unless it ramps before hand which would be great too!
The amount of money being poured into AI build outs is staggering.
It would be hard for me to hold a that 10/3
I’m holding 10/17s and 10/30s. Hope to be able to cash those in and have dry powder for earnings….unless it ramps before hand which would be great too!
The amount of money being poured into AI build outs is staggering.
Posted on 9/22/25 at 5:52 pm to SquatchDawg
quote:
The amount of money being poured into AI build outs is staggering.
Which seems to differentiate this from the dotcom bubble scenario. I dont think this is a bubble if these companies are making $100 billion investments. They should know the potential of this tech.
Posted on 9/22/25 at 6:20 pm to LChama
When I was looking through other AI stocks every narrative was “$10B” here and “$20B” there and “$100B investment” and back orders and new locations and buying GPUS. It’s nuts.
Posted on 9/22/25 at 6:47 pm to LChama
quote:
Which seems to differentiate this from the dotcom bubble scenario. I dont think this is a bubble if these companies are making $100 billion investments. They should know the potential of this tech
I would call it more of a “race” where everyone is sprinting out of the gates…and there will be laggards that can’t keep up, but big players will make it work and thrive.
Dot Com bubble was built on companies popping up to IPO with no assets and no profits.
The GenAI market is every organization known to man knowing it is the future, and it’s a matter of finding where it fits. So they will burn through money at a loss today, with promise of future production. It will slow for enterprises, but then will become cost available to the SMB crowd, so it will continue to grow but not at this pace.
Posted on 9/22/25 at 6:48 pm to SquatchDawg
I watched Schwab Network and Equity Armor Investments (not sure how legit they are), recommended Nebius. Didnt give any price prediction but mentioned them as future of AI infrastructure.
Posted on 9/22/25 at 7:15 pm to astonvilla
Y’all would probably like listening to Spaces on X.
Follow Wolf Trading and they should pop up live.
I like this guy’s rants from the daily afternoon live chat:
Follow Wolf Trading and they should pop up live.
I like this guy’s rants from the daily afternoon live chat:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/22/25 at 7:35 pm to bayoubengals88
anything on NBIS?
Posted on 9/22/25 at 7:55 pm to astonvilla
He mentions it all the time.
I like his stuff because he’s still demonstrating where value is in this market.
I like his stuff because he’s still demonstrating where value is in this market.
Posted on 9/22/25 at 7:58 pm to bayoubengals88
He said he will most often do weeks of research and scale in.
With NBIS, he took a full position within 45 minutes.
With NBIS, he took a full position within 45 minutes.
Posted on 9/22/25 at 7:58 pm to bayoubengals88
thanks, will check it out
Posted on 9/22/25 at 8:02 pm to bayoubengals88
can you link the profiles or its the same profile you have linked above?
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