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re: Nebius - NBIS - AI Infrastructure Company

Posted on 2/14/25 at 9:23 am to
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/14/25 at 9:23 am to
hell yeah !!! thanks bayou
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3380 posts
Posted on 2/14/25 at 9:28 am to
I hate to say it but I'm having FOMO now which means I gotta look the other way. I know there's still some juice left in it with the PT but for my own good and the benefit of everyone I'm gonna have to watch y'all ride it to the moon. Anytime I've bought from FOMO it's been the top. Wish I'd have seen this thread when bayou made his original post.
Posted by LChama
Member since May 2020
3319 posts
Posted on 2/14/25 at 9:39 am to
quote:

Just out of curiosity, are you selling any with this run Or are you gonna keep riding?


I know youre askin Bayoubengals but im holding long term. Most people are seeing 50-60 midterm and way higher in 1-2 yrs. Will continue to buy on dips as well
Posted by sonoma8
Member since Oct 2006
8086 posts
Posted on 2/14/25 at 9:45 am to
Good to know. I have a bad habit of not taking profits because I hate money
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 9:49 am to
quote:

Just out of curiosity, are you selling any with this run Or are you gonna keep riding?

I sold two of three 3/21 $45 calls.
Bought for $2.91 each and sold at $8.15 (180% gain)

Then I bought back two 2/28 $50 calls after it dipped a bit (at a loss of course, but I think I managed it well with the three calls).

All of this action was in my trading brokerage and it means that I'm overall bullish. Didn't want to lose my shares at $50 since earnings is on 2/20.

I haven't sold a single share and don't intend to. Might look into covered calls in my Roth. Maybe.
This post was edited on 2/14/25 at 9:51 am
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 9:53 am to
quote:

by who?

I don't know them but here are the names:

Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 9:55 am to
Wild swings today as expected.
Follow the volume.
Posted by meeple
Carcassonne
Member since May 2011
10844 posts
Posted on 2/14/25 at 12:06 pm to
quote:

im holding long term. Most people are seeing 50-60 midterm and way higher in 1-2 yrs. Will continue to buy on dips as wel

Ditto here
Posted by LChama
Member since May 2020
3319 posts
Posted on 2/14/25 at 1:17 pm to
quote:

Follow the volume


Can you explain what you mean by this
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 1:53 pm to
heavy volume supports upward price action.
We are north of 30 million shares traded today, 4x average volume.
We are creating a new base or support level with the steady consolidation from 43-45 after the initial pop this morning.

It was more a comment for daily price action than anything else.
I've drawn a channel here. Let's see if we can retest the top of it before close. Things are getting condensed, so it will likely break up or down soon.
This is just fun stuff.
Posted by ColoradoAg03
Denver, CO
Member since Oct 2012
6545 posts
Posted on 2/14/25 at 1:59 pm to
I feel like I missed the boat. FOMO buying never ends well for me.

Nice work though
This post was edited on 2/14/25 at 2:00 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 2:17 pm to
quote:

I feel like I missed the boat. FOMO buying never ends well for me.

I don't think you have. If you're looking for a trade, yes, you certainly missed a great trade. But if you can believe in the investment thesis for a 2-4 year hold, you'd still be very early.

Seriously.

I'm not even sure if any Wall Street Analysts will be on the earnings call, which is BIZARRE.

It's trading much higher today based on recognition alone, and this is literally the first day that that has ever happened. The very first.

edit: Ok, maybe the second. That 45 second blurb on CNBC gave it probably the first ever widespread coverage. That was eight days ago.
This post was edited on 2/14/25 at 2:21 pm
Posted by DawgCountry
Great State of GA
Member since Sep 2012
32382 posts
Posted on 2/14/25 at 3:12 pm to
money board finna be rolling in new trucks in 2 years
Posted by LChama
Member since May 2020
3319 posts
Posted on 2/14/25 at 3:17 pm to
+19k since deep seek. Appreciate ya bayoubengals. I owe ya a steak and lobster.
Ready for a run or a dump after earnings. Staying long
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/14/25 at 3:24 pm to
quote:

But if you can believe in the investment thesis for a 2-4 year hold,


stock price in 4 years?
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 4:28 pm to

It’s difficult to temper expectations, but I’m struggling to find a reason to.
I think Arkady really knows how to do this and will impress everyone during the earnings call.
Posted by thejudge
Westlake, LA
Member since Sep 2009
15065 posts
Posted on 2/14/25 at 5:14 pm to
You convinced me.

Closed my position in oracle to add here.

Let's see with earnings coming
Posted by bayoubengals88
LA
Member since Sep 2007
23492 posts
Posted on 2/14/25 at 6:51 pm to
Long term Oracle hold?!
Posted by bulldog95
North Louisiana
Member since Jan 2011
21195 posts
Posted on 2/14/25 at 8:29 pm to
There will be another dip. There almost always is


Y’all want another ticker RXRX it went to $11 today after hovering between $7-$8. I’m holding and going to buy the next dip
This post was edited on 2/14/25 at 8:30 pm
Posted by meeple
Carcassonne
Member since May 2011
10844 posts
Posted on 2/14/25 at 8:30 pm to
Is there a typical % drop that defines a dip?
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