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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/26/25 at 7:48 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/26/25 at 7:48 am to
IREN ain’t no NBIS.
JPM issues downgrade
PT of $24
Posted by ynlvr
Rocket City
Member since Feb 2009
5539 posts
Posted on 9/26/25 at 7:56 am to
It seems it’s fortunes lie more heavily on bitcoin performance due to mining operations focus.

PS: I almost jumped in yesterday thinking BTC is due a turnaround.
This post was edited on 9/26/25 at 7:58 am
Posted by michael corleone
baton rouge
Member since Jun 2005
6542 posts
Posted on 9/26/25 at 8:05 am to
Inflation report is inline with expectations. It will run to 116/117 today.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 9/26/25 at 8:20 am to
Okay. This is important.

Is it Neh-be-us or Knee-be-us?

Whichever one it is, this has to be the one of the most mispronounced company names on the stock exchange.
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/26/25 at 8:21 am to
quote:

Is it Neh-be-us or Knee-be-us?

The former. Think Nebulous...cloud...that was intentional.

This post was edited on 9/26/25 at 8:23 am
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/26/25 at 8:24 am to
quote:

Inflation report is inline with expectations. It will run to 116/117 today.

If this happens I'm totally loaded and ready for it.

Will sell off some options and NEBX to start a new position in POWL.
Ran across this one last night and like the potential to become a 5x in 2-3 years.
Posted by Pezzo
Member since Aug 2020
2998 posts
Posted on 9/26/25 at 8:35 am to
regret not picking up the $40 put on iren yesterday.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 9/26/25 at 8:37 am to
quote:

Think Nebulous...cloud...that was intentional.


Okay. A lot of people who should know better pronounce it Knee-be-us.

That just shows to go you that this stock is still not anywhere close to a household name. It is performing well in spite of its relative anonymity.

Nobody mispronounces Nvidia anymore. Imagine what the stock price will be for NBIS if it has 1/10 the name recognition as Nvidia.
This post was edited on 9/26/25 at 8:42 am
Posted by igoringa
South Mississippi
Member since Jun 2007
12379 posts
Posted on 9/26/25 at 8:49 am to
quote:

IREN ain’t no NBIS.
JPM issues downgrade
PT of $24


Very well might not be - but when an analyst has to raise the PT 50% from $16 to $24 to still be 40% under trading price - I do not put a lot of weight in the analyst.
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 9/26/25 at 8:52 am to
I think today will be a sell off with people taking profit.

Around 105... Just my opinion.
Posted by JusTrollin
Member since Oct 2016
269 posts
Posted on 9/26/25 at 8:52 am to
If this thing is going to upper 100s in coming months why would I not buy NEBX vs NBIS?
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/26/25 at 8:54 am to
quote:

If this thing is going to upper 100s in coming months why would I not buy NEBX vs NBIS?

Decay during down swings will eat you alive. These instruments aren't meant to be held for very long.
Posted by JusTrollin
Member since Oct 2016
269 posts
Posted on 9/26/25 at 8:57 am to
What does that mean if Im, not buying options? Is NEBX not linear to NBIS?
This post was edited on 9/26/25 at 8:59 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26689 posts
Posted on 9/26/25 at 9:13 am to
These shorts are attacking on very very weak volume. FML
Posted by Neauxla
New Orleans
Member since Feb 2008
34492 posts
Posted on 9/26/25 at 9:25 am to
How we low we think it'll go? I am sitting waiting to add another 400
Posted by HogPharmer
Member since Jun 2022
3732 posts
Posted on 9/26/25 at 9:32 am to
We may be going to the bar for a very different reason today.
Posted by The Boat
Member since Oct 2008
177206 posts
Posted on 9/26/25 at 9:37 am to
Sucks seeing it red AF but day to day hardly matters with this stock. It's going to keep making big jumps every few weeks.
Posted by TxWadingFool
Middle Coast
Member since Sep 2014
5628 posts
Posted on 9/26/25 at 9:43 am to
quote:

How we low we think it'll go? I am sitting waiting to add another 400


This, I've been waiting to add, my current cost basis is $51
Posted by Neauxla
New Orleans
Member since Feb 2008
34492 posts
Posted on 9/26/25 at 9:44 am to
I missed my window! Too greedy bidding 103.10. Shoulda stuck with 103.50.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 9/26/25 at 9:46 am to
quote:

How we low we think it'll go? I am sitting waiting to add another 400


If you are adding shares for long term, I wouldn't wait for a "number". We have earnings reports, data center announcements, new hyperscaler contracts, etc, all coming up in the near future and likely to drive this stock up big. The stock price is down. Is it going to go further? I don't know, but the risk of being left at the dock is greater than the reward of getting another buck off your share price and the $400 you would save.

I would not wait over night. The big risk is that you go to bed thinking that the you're going to buy in the morning and find out that the price is $30 higher than the last time you checked it.
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