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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/26/25 at 12:29 pm to bayoubengals88
Posted on 9/26/25 at 12:29 pm to bayoubengals88
634 shares aren't enough!
This post was edited on 9/26/25 at 12:32 pm
0
Posted on 9/26/25 at 12:36 pm to IT_Dawg
Always meet steep declines with greed. I sold some of my war chest of shares to buy "conservative" options. I literally bought some of those 24.70 lows of the day. Had 10, but offloaded 5 at 26.80 to de leverage a bit.
NFA*
NFA*
Posted on 9/26/25 at 12:46 pm to bayoubengals88
Nice!
Posted on 9/26/25 at 2:05 pm to IT_Dawg
I'm at the airport bar, now watching the golf and airplanes come on.
Vero Beach is where they make Piper prop planes, so I get to see some cool turbo props come in. I think the last commercial jet just took off a little while ago. We only get a few every day.
Vero Beach is where they make Piper prop planes, so I get to see some cool turbo props come in. I think the last commercial jet just took off a little while ago. We only get a few every day.
Posted on 9/26/25 at 2:35 pm to tigerfoot
I used thinkorswim to paper trade back before they switched to Charles swab. Pretty sure it and other avenues to practice and learn as well! Enjoy I did my learning during the Covid lockdown. 2021 was a blast. 2022 not so much!
Posted on 9/26/25 at 3:04 pm to SpeedyNacho
Strong demand at the close.
Honestly, healthy consolidation.
Honestly, healthy consolidation.
Posted on 9/26/25 at 3:07 pm to bayoubengals88
Man. Owned this a long time ago and sold scared and broke even.
Boy what a miss.
Boy what a miss.
Posted on 9/26/25 at 3:19 pm to thejudge
quote:
Owned this a long time ago
As in almost 1 year ago?
Posted on 9/26/25 at 3:46 pm to meeple
quote:
As in almost 1 year ago?
Fair enough. It was like 31$ in Jan where I had it. I bought on a whim and didn't know shite about it then it dropped some.and I sold.
Posted on 9/26/25 at 4:03 pm to thejudge
quote:There has never been a stock that I didn't know much about that I was able to hold for more than a few weeks.
I bought on a whim and didn't know shite about it then it dropped some.and I sold.
That's rule number one of the stock picking style of investing, and also the best reason to only invest in the indices.
I'm not blaming you at all. I've done the same thing a hundred times.
It's also why as of today at close, my entire portfolio is in one company.
Posted on 9/26/25 at 4:10 pm to bayoubengals88
quote:
It's also why as of today at close, my entire portfolio is in one company.
Posted on 9/26/25 at 6:24 pm to bayoubengals88
"just the tips".
lol great name
lol great name
Posted on 9/26/25 at 6:48 pm to igoringa
I’ve just discovered something via that podcast that will blow all of our minds.
And I’ve ran the numbers…
And I’ve ran the numbers…
Posted on 9/26/25 at 6:49 pm to bayoubengals88
Posted on 9/26/25 at 6:52 pm to bayoubengals88
in a good way or a bad way 
Posted on 9/26/25 at 6:56 pm to sonoma8
Best three year performance among all MAG 7 since 1985 against Nebius lower end projections:
Years 2,3, and total % growth:
Years 2,3, and total % growth:
Posted on 9/26/25 at 7:15 pm to astonvilla
Shockingly good.
Posted on 9/26/25 at 7:44 pm to bayoubengals88
This means they’re looking at rolling 3-year periods of returns for each of the MAG 7 stocks. It identifies the strongest 3-year stretch of performance any one of them has ever delivered since 1985. and comparing that historical “best” performance with the lowest end of Nebius’s forward-looking projections for returns or growth.?
Posted on 9/26/25 at 7:51 pm to astonvilla
Yes, but I’m drunk and I forgot that ARR is not actual revenue.
Here’s a revision:
Detailed Breakdown for NBIS (2023–2025)
- Revenues: $0.021B (2023, pro forma) ? $0.118B (2024, actual) ? $0.450B (2025, projected).
- Total % Increase: (0.45 / 0.021 - 1) = 2,042.9%.
- CAGR: ((0.45 / 0.021)^{1/3} - 1) = 171.7%.
- Drivers: AI cloud growth (e.g., GPU clusters in Finland, Paris, US), with $450M aligning closer to consensus estimates ($400–570M for 2025, per Q4 2024 earnings) than the prior $3.5B 2026 projection. Supported by Microsoft’s ~$17B multi-year deal and 220 MW capacity by 2025.
Here’s a revision:
Detailed Breakdown for NBIS (2023–2025)
- Revenues: $0.021B (2023, pro forma) ? $0.118B (2024, actual) ? $0.450B (2025, projected).
- Total % Increase: (0.45 / 0.021 - 1) = 2,042.9%.
- CAGR: ((0.45 / 0.021)^{1/3} - 1) = 171.7%.
- Drivers: AI cloud growth (e.g., GPU clusters in Finland, Paris, US), with $450M aligning closer to consensus estimates ($400–570M for 2025, per Q4 2024 earnings) than the prior $3.5B 2026 projection. Supported by Microsoft’s ~$17B multi-year deal and 220 MW capacity by 2025.
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