- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/25/25 at 6:27 am to sonoma8
Posted on 9/25/25 at 6:27 am to sonoma8
quote:
It was up 14% as soon aa the news came out, now only 2%
I think people are still trying to decifr what is really in the deal. It’s not being delivered until Sept 2026, that’s a year from now for things to happen….also, the Google backing that gives them 5.5% equity also takes away from the deal’s luster
This post was edited on 9/25/25 at 6:29 am
1
Posted on 9/25/25 at 6:31 am to bayoubengals88
What do you look for for call potions or what terms and strike price to get paid without losing the shares? Just wondering how to utilize while holding shares. TIA.
Posted on 9/25/25 at 6:35 am to bayoubengals88
This could be an opportunity for those of you with large CIFR and IREN gains.
Posted on 9/25/25 at 6:36 am to IT_Dawg
currently under 110 in pre market
Posted on 9/25/25 at 6:40 am to AUtigerNOLA
quote:sub .22 delta typically. 80+ percent chance of winning the trade.
What do you look for for call potions or what terms and strike price to get paid without losing the shares? Just wondering how to utilize while holding shares. TIA.
I sold a few calls yesterday and can probably buy them back today for 50% cheaper. That’s a management strategy.
I may not.
Posted on 9/25/25 at 6:52 am to bayoubengals88
quote:
This could be an opportunity for those of you with large CIFR and IREN gains
Do u mean we should sell the news?
Posted on 9/25/25 at 7:06 am to IT_Dawg
It's almost as if yesterday didn't happen.
It will claw back, it just a matter of how soon. I think we'll have an upturn leading into the earnings and guidance reveal. It could pop sooner, due to another contract announcement, which I would think they would like to get out there so they can include it in their projected ARR.
It will claw back, it just a matter of how soon. I think we'll have an upturn leading into the earnings and guidance reveal. It could pop sooner, due to another contract announcement, which I would think they would like to get out there so they can include it in their projected ARR.
Posted on 9/25/25 at 7:10 am to bayoubengals88
its hard to go off pre market. premarket makes big moves with very little volume compared to open market. sometimes premarket is telling and sometimes its not. my 9/26 115c is hoping this is not setting the tone for the day
its down 4% on less than 15k volume this morning
its down 4% on less than 15k volume this morning
This post was edited on 9/25/25 at 7:13 am
Posted on 9/25/25 at 7:15 am to Pezzo
Absolutely. Every dip could get bought, but in the back of my mind the ytd SPX chart could use a bit of a breather.
Posted on 9/25/25 at 7:18 am to bayoubengals88
actually idk what i was looking at but it wasnt nbis. there was a 300k candle that took it down $2
Posted on 9/25/25 at 7:26 am to bayoubengals88
It was my understanding NBIS does not go down
Posted on 9/25/25 at 7:31 am to The Boat
What is all this red shite about? IT, get your arse to the bar NOW!
Posted on 9/25/25 at 7:33 am to bayoubengals88
quote:
In fact I sold the 10/17s I bought yesterday for just a small profit.
I have some 10/31s that went from even to up 30-40%, yesterday. I suspect I have lost all of that gain, for now. I ain't skeered. I got time...
Posted on 9/25/25 at 7:37 am to sonoma8
quote:
IT, get your arse to the bar NOW!
Can’t until much later today
too many meetings Not a good day to be in meetings, knowing I’m gonna lose like $80k today
This post was edited on 9/25/25 at 7:42 am
Posted on 9/25/25 at 7:40 am to IT_Dawg
sorry guys, i bought my first weekly on this stock yesterday and thats what caused all this red.
did manage to grab a couple shares at $69 a couple weeks ago though.
did manage to grab a couple shares at $69 a couple weeks ago though.
Posted on 9/25/25 at 7:55 am to IT_Dawg
I’ve been reading a bit more into NBIS future and one thing I keep coming back to is the GPUs. With how fast AI is moving, today’s hardware could be obsolete pretty quickly. I know they are depreciating them over four years, which makes sense, but if model demands outpace that or if it gets harder to secure enough new GPUs as they grow, doesn’t that risk putting a cap on their long term upside? I doubt they would list the quantity and models of their current GPUs on their financials, but would this be something potentially addressed on future earnings calls? I guess that’s were they may have to maintain and strengthen their partnership with Nvidia.
This post was edited on 9/25/25 at 8:00 am
Posted on 9/25/25 at 8:09 am to Mockingbird2008
Posted on 9/25/25 at 8:21 am to bayoubengals88
cue the NVDA>OpenAI>CRWV>NVDA circle jerk meme
Posted on 9/25/25 at 8:21 am to bayoubengals88
Didn’t even save themselves
Brutal market today. I’m still not seeing any crazy news. Some analysts think there isn’t enough capacity and power to support the deals out there, but that shouldn’t scare off the market like this.
Brutal market today. I’m still not seeing any crazy news. Some analysts think there isn’t enough capacity and power to support the deals out there, but that shouldn’t scare off the market like this.
This post was edited on 9/25/25 at 8:23 am
Posted on 9/25/25 at 8:26 am to IT_Dawg
Nobody panic, this thing will bounce back fairly quickly. Don’t look at your investment accounts, just watch Yahoo Finance for ticker updates….
Page 147 of 403
Popular
Back to top
Follow TigerDroppings for LSU Football News