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re: Nebius - NBIS - AI Infrastructure Company

Posted on 2/13/25 at 8:09 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/13/25 at 8:09 pm to
All 13F filings are due by tomorrow, which means we are supposed to see NVDA as an investor…
Any guesses? 10 million shares or more? Roughly a 5 percent owner?
Posted by LChama
Member since May 2020
3319 posts
Posted on 2/13/25 at 8:15 pm to
Man we might see 55 before earnings if that NVDA number is good. What constitutes good? What moves the needle?
This post was edited on 2/13/25 at 8:18 pm
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/13/25 at 8:18 pm to
if they invested 700MM wouldnt that be more than 10M shares?
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/13/25 at 9:29 pm to
quote:

if they invested 700MM wouldnt that be more than 10M shares?
I think there were two other companies that went in on the 700
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/13/25 at 10:06 pm to
Pumping hard tonight. Near $43 right now. If this keeps up, I may have to close my 3/21 45s tomorrow.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3279 posts
Posted on 2/14/25 at 5:35 am to
Feb 14 (Reuters) - NVIDIA Corp(NVDA):

* NVIDIA DISSOLVES SHARE STAKE IN SERVE ROBOTICS - SEC FILING

* NVIDIA DISSOLVES SHARE STAKE IN SOUNDHOUND AI INC - SEC FILING

* NVIDIA REPORTS SHARE STAKE OF 1.7 MILLION SPONSORED ADS IN WERIDE INC- SEC FILING

* NVIDIA REPORTS SHARE STAKE OF 1.2 MILLION CLASS A SHARES IN NEBIUS GROUP - SEC FILING

* NVIDIA CORP CUTS SHARE STAKE IN ARM HOLDINGS BY 43.8% TO 1.1 MILLION SPONSORED ADSS - SEC FILING

* NVIDIA CORP(NVDA) - CHANGE IN HOLDINGS ARE AS OF DECEMBER 31, 2024 AND COMPARED WITH THE PREVIOUS QUARTER ENDED AS OF SEPTEMBER, 30, 2024 Source for the quarter ended December 31, 2024: LINK Source for the quarter ended September 30, 2024: LINK

Posted by LChama
Member since May 2020
3319 posts
Posted on 2/14/25 at 5:55 am to
Man my WRD order wouldnt fill. So pissed

Not chasing here at up 81%. Screen froze and logged me out at 17$… wouldnt fill at $24 or $28. Maybe itll pull back
This post was edited on 2/14/25 at 5:59 am
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/14/25 at 6:32 am to
boom, lets go.
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/14/25 at 6:42 am to
dang my man, that sucks. would have been a nice Valentine gift

but wondering why not similar bounce in NBIS, is it because it already priced in.
Posted by sonoma8
Member since Oct 2006
8086 posts
Posted on 2/14/25 at 6:44 am to
Currently over $44 at pre market
Posted by bigjoe1
Member since Jan 2024
1487 posts
Posted on 2/14/25 at 6:47 am to
Looks like SOUN and SERV are about to have a Valentines Day massacre.
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 6:51 am to
quote:

Looks like SOUN and SERV are about to have a Valentines Day massacre.
I saw that. Absolutely brutal for SERV, but I mentioned that one to family around Christmas if i recall and it was $8/share. I originally bought at 11-12 on hype.

Looks like they may not benefit from hype any longer, but will have to prove it. I still like SOUN, but am not currently in it.
Posted by LChama
Member since May 2020
3319 posts
Posted on 2/14/25 at 7:43 am to
Wonder if RXRX will be affected. Nice that they werent dropped by nvda
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/14/25 at 7:52 am to
Rxrx actually broke through 9

Will likely still get sold off back to 7 as is tradition
Posted by StonewallJack
Member since Apr 2008
933 posts
Posted on 2/14/25 at 8:15 am to
I sold everything already!!! I missed out!! Glad some of you stuck with it and made that cash
Posted by jumbo
Franklin
Member since Dec 2011
5052 posts
Posted on 2/14/25 at 8:20 am to
I'm a noob, have mercy.


But with this announcement we should expect another big climb for NBIS, right?
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 8:24 am to
quote:

But with this announcement we should expect another big climb for NBIS, right?
It’s already climbed IMO, though we could see a frenzy in a few minutes.

This news was known back in December and it really took off then.

I’m just as excited, or more so, about all the other disclosures flowing in.
I see one for 15 million shares (a 5x increase) and another for 5 million shares.

And apparently Soros is involved as well. I’ll look into that later.
Posted by HogPharmer
Member since Jun 2022
3423 posts
Posted on 2/14/25 at 9:13 am to
Let us all take a moment to bow to Bayou for this one
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/14/25 at 9:16 am to
quote:

I see one for 15 million shares (a 5x increase) and another for 5 million shares.


by who?
Posted by sonoma8
Member since Oct 2006
8086 posts
Posted on 2/14/25 at 9:16 am to
Just out of curiosity, are you selling any with this run Or are you gonna keep riding?
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