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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/25/25 at 8:26 am to Mockingbird2008
Posted on 9/25/25 at 8:26 am to Mockingbird2008
I gotta wonder if it is necessary to have the latest Nvidia GPUs. That being said, those chips are the key. I've said it before: what if Nvidia has to choose between say, CRWV and NBIS to fulfill an order? Who gets backlogged? The answer is probably NBIS will have to wait because Nvidia is much more heavily invested in CRWV.
Hopefully it doesn't come to that. But seriously, I wouldn't want to be caught dead using some knockoff brand chip, like AMD...
Hopefully it doesn't come to that. But seriously, I wouldn't want to be caught dead using some knockoff brand chip, like AMD...
1
Posted on 9/25/25 at 8:26 am to Mockingbird2008
Is it that article that said 95% of companies saw no benefits from AI implementation? Its a few weeks old but saw it getting passed around on Twitter yesterday again
Posted on 9/25/25 at 8:30 am to IT_Dawg
I sold all my Oct calls yesterday. Only holding 1 11/21 call now. Will look to add more Nov and early next year calls this morning.
Posted on 9/25/25 at 8:32 am to Jax-Tiger
Maybe the will buy from BABA who is starting to compete w/ NVDIA on chips.
Posted on 9/25/25 at 8:34 am to IT_Dawg
quote:only thing that's green for me today is AKBA and MO
Brutal market today.
Posted on 9/25/25 at 8:40 am to Neauxla
Took my lumps at the bell this am This is going to be a good day to jump in.
Posted on 9/25/25 at 8:40 am to Neauxla
Posted on 9/25/25 at 8:41 am to SquatchDawg
bought 12 more shares under $107
Posted on 9/25/25 at 8:42 am to The Boat
I thought we were supposed to sell shares and buy some contracts on dirty rotten red days
Posted on 9/25/25 at 8:46 am to MrBobDobalina
Dang the 1 DTE $110's are yelling my name
Posted on 9/25/25 at 8:47 am to MrBobDobalina
CRWV clawed its way back on the big contract news. NBIS shouldn’t be far behind IMO
CRWV now up $1.5
Now $3 lol
CRWV now up $1.5
Now $3 lol
This post was edited on 9/25/25 at 8:49 am
Posted on 9/25/25 at 8:52 am to IT_Dawg
Jumped into a handful of 10/31 $110s on the dip to $107. Feel REALLY good on those.
Posted on 9/25/25 at 8:54 am to SquatchDawg
Thought I had more time to add to my 10/24s
Posted on 9/25/25 at 8:56 am to IT_Dawg
The spread was moving faster than i could mash buttons but I picked up a few 9/26 $111's
They're up 65% in 2 minutes
They're up 65% in 2 minutes
Posted on 9/25/25 at 8:57 am to IT_Dawg
This shite is like crack cocaine as long as the green line goes up.
Posted on 9/25/25 at 9:01 am to SquatchDawg
quote:
Jumped into a handful of 10/31 $110s on the dip to $107. Feel REALLY good on those.
You should feel good about those. I have some 10/31 $115s and$120s that I really like right now.
I like 'em so much, I'm hoping to get rid of them next week...
This post was edited on 9/25/25 at 9:02 am
Posted on 9/25/25 at 9:07 am to Jax-Tiger
Man, she is resilient. Gonna be green here shortly please don’t make me take my calls from the bar….
please don’t make me take my calls from the bar….Posted on 9/25/25 at 9:23 am to IT_Dawg
You're good for now, but should she take a downturn...
I hope you know what to do... Maybe a Flash Cat...
I hope you know what to do... Maybe a Flash Cat...
Posted on 9/25/25 at 9:25 am to Jax-Tiger
Officially hit green WOW. In less then an hour, she fought back over $6
WOW. In less then an hour, she fought back over $6 
Posted on 9/25/25 at 9:32 am to IT_Dawg
Posterity will sing songs of this morning.
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