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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/30/25 at 11:33 am to NotoriousFSU
Posted on 9/30/25 at 11:33 am to NotoriousFSU
Finished lunch. Went next door for beer #2. Hopefully better luck here. 

Posted on 9/30/25 at 12:18 pm to Jax-Tiger
Yall might want to switch to some brown, that beer isnt working today
Posted on 9/30/25 at 12:37 pm to sonoma8
Just got to the bar. Time for the run back up!!!
Got lucky on the sell when it was at $117.05
Bought back all the way down to now. LFG!!!
Got lucky on the sell when it was at $117.05
Bought back all the way down to now. LFG!!!
This post was edited on 9/30/25 at 12:38 pm
Posted on 9/30/25 at 1:11 pm to IT_Dawg
What kind of impact do we think a looming gov't shutdown will have on the market overall?
Posted on 9/30/25 at 1:20 pm to HogPharmer
quote:
What kind of impact do we think a looming gov't shutdown will have on the market overall?
Im counting on some pain, market overall has an excuse to pull back and will take advantage. Barring any fantastic news i wouldnt be shocked to see 109-104 again. But definitely dont believe it enough to sell any NBiS.
Posted on 9/30/25 at 1:29 pm to LChama
I sold my calls this morning when we hit about 115.70. I'm tempted to jump back in, but I could see a pull back/buying opportunity IF the shut down occurs. That's what's keeping me from buying more calls with this sub-$112 price right now.
Seems like these politicians always pull some crap at the 11th hour. To which the market may shoot up for no real reason.
Think I'm going to play it safe and see where we're at tomorrow morning. Certainly not selling any shares. I'm holding onto those for the long haul.
Seems like these politicians always pull some crap at the 11th hour. To which the market may shoot up for no real reason.
Think I'm going to play it safe and see where we're at tomorrow morning. Certainly not selling any shares. I'm holding onto those for the long haul.
Posted on 9/30/25 at 1:35 pm to HogPharmer
What a wet blanket!
Got great money for 40 11/21s
But went in too early on Jan ‘26 :(
Got great money for 40 11/21s
But went in too early on Jan ‘26 :(
Posted on 9/30/25 at 3:12 pm to bayoubengals88
Given the huge electrical grid demands, I wonder what opportunities there are in the energy sector
Posted on 9/30/25 at 3:36 pm to GenesChin
Out of the hidden gems, they’re not so hidden anymore.
I like SEI and POWL
I like SEI and POWL
Posted on 9/30/25 at 4:10 pm to HogPharmer
The talk on CRWV and NBIS is just comical here until Stock Talk jumps in.
I see I’m going to have to look for the recording later…
These guys talk stocks literally every day for two hours after watching the markets all day long.
90% of them have no clue about NBIS.
I see I’m going to have to look for the recording later…
These guys talk stocks literally every day for two hours after watching the markets all day long.
90% of them have no clue about NBIS.
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 9/30/25 at 4:13 pm
Posted on 9/30/25 at 5:42 pm to bayoubengals88
The recording is now available.
The blathering starts at 29:00
Stock Talk lays down the law at 34:00
The blathering starts at 29:00
Stock Talk lays down the law at 34:00
Posted on 9/30/25 at 8:57 pm to IT_Dawg
IT, you know anything about tracto ai?
Looks like NBIS may own a good bit of it..?

Looks like NBIS may own a good bit of it..?

Posted on 10/1/25 at 5:20 am to bayoubengals88
quote:
IT, you know anything about tracto ai?
Nope. Not familiar with them at all. I am vaguely familiar with YTsaurus and definitely some other tools built on top of it.
I’ll do some digging
Posted on 10/1/25 at 6:41 am to IT_Dawg
NBIS the safety play?
Just went green!
Just went green!
Posted on 10/1/25 at 6:45 am to bayoubengals88
Saw the uptick starting 10 mins ago and have been looking for any nugget why the dollar reversal and can’t find anything
Posted on 10/1/25 at 7:19 am to IT_Dawg
Today, on a drop, the play would be rolling up and in.
This will produce a credit to buy more options or stock.
This will produce a credit to buy more options or stock.
Posted on 10/1/25 at 7:23 am to bayoubengals88
I haven't done this enough. I have 60 10/31 calls (115 and 120).
Should the strategy be to roll them on the dip? My new options will be cheaper, but so will the old ones.
How much difference does it make?
Should the strategy be to roll them on the dip? My new options will be cheaper, but so will the old ones.
How much difference does it make?
Posted on 10/1/25 at 7:34 am to Jax-Tiger
Are earnings scheduled to be released 10/30?
Posted on 10/1/25 at 7:37 am to LChama
quote:
Are earnings scheduled to be released 10/30?
They have not announced an earnings date yet. It’s believed to be somewhere between 10/25 - 11/06
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