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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/29/25 at 8:36 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27797 posts
Posted on 9/29/25 at 8:36 am to
quote:

believe we will hit a new ATH this week


Agreed. I think we see a correction for the end of last week and end up near the ATH.

Absent some news that sends it shooting up, it feels like a week where it will trend upward on the "possibility" of big news in the future...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/29/25 at 8:38 am to
quote:

hope your local bar is ready!


nothing like losing $165,000 in 2 days and having to choke on that over a weekend, to see you got $100k of it back first thing on Monday.

I'm not planning to play any of the dips today....I am hoping for some more good news tomorrow or Wednesday morning
This post was edited on 9/29/25 at 8:41 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/29/25 at 8:52 am to
and here comes the pullback on a little weak volume like clockwork

off almost $4 from the high in 15 mins lol
This post was edited on 9/29/25 at 8:57 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/29/25 at 9:19 am to
quote:

I'm not planning to play any of the dips today....


damn, im dumb. shoulda done what I have always done with stock on the peaks and valleys
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 9/29/25 at 10:52 am to
I’m back in the green and think now patience is key. My options are all 10/31 so need to quit thinking I need to act immediately on any uptick.
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 9/29/25 at 11:50 am to
I am up $2300 on my shares. Doing well with sold calls too.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27797 posts
Posted on 9/29/25 at 11:58 am to
quote:

My options are all 10/31 so need to quit thinking I need to act immediately on any uptick.


You have more than a month. I have 40 10/31 calls and I am going to sit right and wait for some good news to break the log jam. I think the pending earnings reveal will drive prices up just enough to keep those options green for a while. A new hyperscaler contract could make them very profitable...
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/29/25 at 12:03 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/29/25 at 3:00 pm to
3 weeks ago today, we got the big news. What’s coming next and will it be this week? I think so
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/29/25 at 4:29 pm to
Tomorrow may be quite interesting.
End of the quarter. Rebalancing day.

13F filings will be due in two weeks.
Latest institutional ownerships will be revealed.
Then, we may have earnings two weeks after that...

Will funds move in tomorrow?!
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 9/29/25 at 8:33 pm to
Apparently there was a 11M buy around end of the day.

Also the Israel peace treaty should give this a boost as it has a strong Israel presence
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/30/25 at 6:21 am to
quote:

Apparently there was a 11M buy around end of the day.


Volume was 12M on the day so that doesn’t sound right.


Looks like government shutdown is going to affect NBIS, unless we can get some news. Would be nice if one of the underwriters from the recent shares going out could initiate coverage and give a big PT.

CRWV got that news today and looks like they will start in the green
This post was edited on 9/30/25 at 6:22 am
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 9/30/25 at 6:42 am to
might be the dollar value of the trade.

yes looks like a dull day with potential government shutdown.

hoping for some news from NBIS soon
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/30/25 at 7:07 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/30/25 at 7:14 am to
That is huge. They just bounced it by 20%, another half a trillion dollars

Now if they would just initiate coverage of NBIS and put the PT at something like 175…..that would be nice
This post was edited on 9/30/25 at 7:19 am
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 9/30/25 at 7:19 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/30/25 at 7:41 am to
And looks like the Citi article is finally out there…shooting up premarket.

Gonna be a fun/interesting day after all
This post was edited on 9/30/25 at 7:42 am
Posted by Pezzo
Member since Aug 2020
2998 posts
Posted on 9/30/25 at 7:42 am to
CRWV up 9.5% this morning
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 9/30/25 at 7:43 am to
Wish we could have a 10% uptick day with them….I wouldn’t even know what to do
Posted by Pezzo
Member since Aug 2020
2998 posts
Posted on 9/30/25 at 7:56 am to
well coreweave is up on news, maybe NBIS will get some news this week

CRWV inked $14B deal with Meta
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