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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/22/25 at 8:08 pm to IT_Dawg
Posted on 9/22/25 at 8:08 pm to IT_Dawg
You’re playing it beautifully IT.
You’re sticking to the thesis of what you know the fair value to be and you’re not backing down.
The Microsoft pop was my transition to risk off. Though I suspect I’ll still be in and out of options for some extra juice (currently holding 28 contracts worth about 22k).
I too have gotten too accustomed to seeing days of gains like I’ve never seen before. I’m ready for things to calm down a bit, but I know there’s likely more meat on the bone. Investing ain’t easy!
Well, it could be…but I’d be up 12% this year instead of 488%
Interesting times.
You’re sticking to the thesis of what you know the fair value to be and you’re not backing down.
The Microsoft pop was my transition to risk off. Though I suspect I’ll still be in and out of options for some extra juice (currently holding 28 contracts worth about 22k).
I too have gotten too accustomed to seeing days of gains like I’ve never seen before. I’m ready for things to calm down a bit, but I know there’s likely more meat on the bone. Investing ain’t easy!
Well, it could be…but I’d be up 12% this year instead of 488%
Interesting times.
1
Posted on 9/22/25 at 8:09 pm to astonvilla
quote:Here ya go!
can you link the profiles or its the same profile you have linked above?
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Posted on 9/22/25 at 8:27 pm to bayoubengals88
Thanks a lot
Posted on 9/22/25 at 8:33 pm to bayoubengals88
took decent position, mostly options, in CIFR today.
That are on the brink of announcing a 300MW deal - first real foray into the space (crypto miner right now). some dudes have been showing satellite pics of improvements being made - power already at site.
i assume that and IREN sympathy explained the rocket today (up 13%). not sure if i will stick around post announcement
That are on the brink of announcing a 300MW deal - first real foray into the space (crypto miner right now). some dudes have been showing satellite pics of improvements being made - power already at site.
i assume that and IREN sympathy explained the rocket today (up 13%). not sure if i will stick around post announcement
Posted on 9/22/25 at 8:53 pm to bayoubengals88
quote:
You’re playing it beautifully IT. You’re sticking to the thesis of what you know the fair value to be and you’re not backing down.
With some very good luck along the way.
quote:
I too have gotten too accustomed to seeing days of gains like I’ve never seen before. I’m ready for things to calm down a bit, but I know there’s likely more meat on the bone.
Why I’m not sweating quiiiite as much, but it would be easy for me to walk away right now with massive profit in 6 months and call it a day…but I believe in what I see and know. Anything can happen though….
quote:
Investing ain’t easy!
Ain’t that the damn truth. Sure, you can completely diversify and hold the line and double your money every 7 years….or you can go big, but also go home and explain to the kids why you are at a soup kitchen instead of a nice restaurant every Friday night….
This post was edited on 9/22/25 at 8:54 pm
Posted on 9/23/25 at 7:09 am to IT_Dawg
I just love when idiots think they know it all, but understand nothing about the company…
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If tweet fails to load, click here.Posted on 9/23/25 at 7:16 am to bayoubengals88
Looks like she’s gearing up for another nice day….
This post was edited on 9/23/25 at 7:24 am
Posted on 9/23/25 at 7:46 am to IT_Dawg
IT what do you estimate the fair value of NBIS to be?
Posted on 9/23/25 at 7:56 am to StreamsOfWhiskey
Posted on 9/23/25 at 8:02 am to StreamsOfWhiskey
quote:
IT what do you estimate the fair value of NBIS to be?
With the MSFT deal, probably somewhere in the $45B-$50B MC range. Keep in mind, they also now have $5.5B in capital spending available AND they will announce profitability for the first time on the Q3 call. $170 EOY (could be higher too with another piece of good news on a client) pricing is my thought and I’m playing this stock that way
Posted on 9/23/25 at 8:02 am to StreamsOfWhiskey
experts can chime in but i feel the MSFT deal is not even currently fully priced in.
Posted on 9/23/25 at 8:19 am to astonvilla
Can we just have another come back to earth day so I can load up on some more?
Posted on 9/23/25 at 8:25 am to Neauxla
quote:
Can we just have another come back to earth day so I can load up on some more?
Just load up here before you’re still saying that, when we are up 50% in the next 3.5 months ;)
Posted on 9/23/25 at 8:29 am to IT_Dawg
We going to have one of those pops 2 dollars out of the gate, goes back to even around 10:30, then finish up $4 on the day……
Hrmmm, I could see selling some calls at $108.75 and then buying on mid morning dip to say $106.50 before we end the day at $109.50
Hrmmm, I could see selling some calls at $108.75 and then buying on mid morning dip to say $106.50 before we end the day at $109.50
Posted on 9/23/25 at 8:45 am to IT_Dawg
I predict we will finish in the $105 range. Not down much, but enough to pick up some more options at close.
Posted on 9/23/25 at 9:19 am to Jax-Tiger
Sold off half my calls at $109 price....waiting for a pullback below $108 to rebuy
Posted on 9/23/25 at 9:23 am to Jax-Tiger
I sold the 102 strike. I'm going to roll it up same expiration date.
The total cost to me would be $360 to move from the 102 to 109. That secures another $700- $360=$340 more in profit.
Will wait until mid day before action.
The total cost to me would be $360 to move from the 102 to 109. That secures another $700- $360=$340 more in profit.
Will wait until mid day before action.
Posted on 9/23/25 at 9:51 am to IT_Dawg
I took profits last week at $98 on my calls that I should’ve held but oh well. I bought back in yesterday at $106 and will hold to see where we go the next week or two.
In looking at MU it really ramped into earnings and if NBIS does the same we’ll be good through the next few weeks. If not it’s going to make the earnings call very interesting.
In looking at MU it really ramped into earnings and if NBIS does the same we’ll be good through the next few weeks. If not it’s going to make the earnings call very interesting.
Posted on 9/23/25 at 9:57 am to SquatchDawg
quote:
I took profits last week at $98 on my calls that I should’ve held but oh well.
Profit is profit.
quote:
In looking at MU it really ramped into earnings
I had my list of desires in the first week of Sept:
MU was at $114
CoreWeave was at $91
TSM was at $229
If not for this board, NBIS would not have even been looked at.
Posted on 9/23/25 at 10:02 am to BCreed1
can we get to 110 today?
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