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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/25/25 at 2:55 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 2:55 pm to
quote:

I did too. Never thought we’d see south of $110 again.

If it doesn't get any worse it's fine consolidation.

Would love a nice PR on a Thursday afternoon...
This post was edited on 9/25/25 at 2:56 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 9/25/25 at 3:07 pm to
Remember, just a few weeks ago, we were afraid it was going to dip below 60.

This week was profitable, despite there being no direct news about NBIS.

I think it will pick up leading into the earnings call, which may be huge, as we'll hear guidance with the MSFT deal baked in. If there is another big deal on the works, I hope they announce it before the EC.
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 3:18 pm to
quote:

I think it will pick up leading into the earnings call, which may be huge, as we'll hear guidance with the MSFT deal baked in. If there is another big deal on the works, I hope they announce it before the EC.

The first real discovery behind Avride, Clickhouse, or Toloka will be HUGE.
I could see Clickhouse going public and reaching 15bn valuation in short order. Just look at its peers. They are 25 and 50bn dollar companies.

You'd just be adding market cap to NBIS when that happens.
Posted by tigerfoot
Alexandria
Member since Sep 2006
61408 posts
Posted on 9/25/25 at 3:39 pm to
I grabbed a few more shares at 107.95. I just couldn’t get the confidence for a call. But I’m learning by the day.
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 9/25/25 at 3:45 pm to
No doubt, I'm being selfish since I bought a few single day expirys. Letting it ride till tomorrow and hoping for a big pop at the bell
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 4:53 pm to
With the euphoria having ended if I’m honest with myself, establishing a trading range between 105 - 115 for the next 2-3 weeks is healthy.

Trade it!
Not financial advice.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26689 posts
Posted on 9/25/25 at 5:05 pm to
quote:

establishing a trading range between 105 - 115 for the next 2-3 weeks is healthy.


No thank you sir

I am hoping for a DC announcement soon, earnings to be Oct 30 and a new client signed prior....That will send this shite to the moon
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 5:07 pm to
Posted by HogPharmer
Member since Jun 2022
3732 posts
Posted on 9/25/25 at 5:17 pm to
Give me one more launch up to $115 tomorrow and I promise I'll behave
Posted by michael corleone
baton rouge
Member since Jun 2005
6542 posts
Posted on 9/25/25 at 6:12 pm to
Got out at 113. Bought back plus at 106.
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 7:57 pm to
I was down about 7% today in both accounts. It’s as if it’s Tuesday evening again.
But now I have 42 calls in the Roth.

I played things quite well in the morning having sold out of my miners and other flat positions.

I’m realizing that Nebius is really my only true equity holding, because I’m willing to sell just about everything else to buy dips, buy NEBX, and buy options.

Closed decent sized MU, CRDO, and ASML positions today to do just that.

The only other stock that I kept and added to was HII.
I also started a position in GXO because of stock talk.
This post was edited on 9/25/25 at 8:21 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 8:25 pm to
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 9/25/25 at 8:26 pm to
Update to my first ever option purchase…

I didn’t sell today as instructed by smart people because I live dangerously, and as stated before, I’m an idiot.

I purchased my 2nd ever option this morning. SLI - looking good so far.

A few more crappy option purchases before I’ll be ready for some NBIS generational wealth option purchases.

I plan on drinking beer and writing on napkins by 11am on Halloween.

I love you guys. Viva NBIS!

Here’s the carnage!
This post was edited on 9/25/25 at 8:29 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 8:33 pm to
I read your disclaimer but what on earth are you hoping for?!

I would sincerely suggest buying an option that expires in about 60-90 days.
Watch it and study its movement.
Posted by Pezzo
Member since Aug 2020
2998 posts
Posted on 9/25/25 at 8:39 pm to
You could get lucky and make an even bigger gain tomorrow. Sometimes options go crazy on 0DTE.
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 9/25/25 at 8:39 pm to
quote:

I would sincerely suggest buying an option that expires in about 60-90 days. Watch it and study its movement


I agree. That’s probably gonna be my next move, but it costs more money to do that. I’m too much of a newbie for that right now.

Writing on napkins while drinking beer isn’t easy, it’s a learned skill. I’m learning man!
This post was edited on 9/25/25 at 8:41 pm
Posted by michael corleone
baton rouge
Member since Jun 2005
6542 posts
Posted on 9/25/25 at 8:51 pm to
Just a FYI. Macro economics are driving the market rt now. Once the budget issue resolves, business will be back to normal.
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/25/25 at 9:13 pm to
We have inflation numbers in the morning too…
Posted by IT_Dawg
Georgia
Member since Oct 2012
26689 posts
Posted on 9/26/25 at 7:28 am to
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