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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/15/25 at 8:29 am to meeple
Posted on 2/15/25 at 8:29 am to meeple
In the overall markets, 10% is a correction and 20% is a bear market.
Harder to say with individual stocks, but I would say we just had a dip.
Look up bull flagging.
Very rarely do stocks go straight up.
Harder to say with individual stocks, but I would say we just had a dip.
Look up bull flagging.
Very rarely do stocks go straight up.
1
Posted on 2/15/25 at 8:38 am to bayoubengals88
Are you referring to the dip back to 39?
Posted on 2/15/25 at 8:40 am to thejudge
quote:
Closed my position in oracle to add here.
When did you add?
Posted on 2/15/25 at 10:51 am to bayoubengals88
quote:
Long term Oracle hold?!
No sir. Couple months. Was holding through earnings to see what's up and also the TikTok play.
I may renter depending on NBIS and earnings there.
Posted on 2/15/25 at 10:56 am to meeple
quote:
Are you referring to the dip back to 39?
I think hes talking about the deep seek dip to 26. Basically been straight up the flagpole since
Posted on 2/15/25 at 11:01 am to bulldog95
quote:
Y’all want another ticker RXRX it went to $11 today after hovering between $7-$8. I’m holding and going to buy the next dip
Bulldog .. what do you think is the future for rxrx? I got 500 and have been in and out. Can see this going to 15-20 or back to 7. Hope the fact that nvda stayed with them propels it upward.
Posted on 2/15/25 at 11:42 am to meeple
quote:Actually yes. I considered this a “buy the dip” opportunity. Nothing like DeepSeek or Tarriffs, but a quick 7-10% discount from 42 to 38 range.
Are you referring to the dip back to 39?
And I did indeed buy it, and those shares are now up 5-6 dollars each.
Posted on 2/15/25 at 11:50 am to bayoubengals88
Thanks. I probably would have gone more heavy into this but I’m just starting out with stocks, hence all the questions. I’ve been buying from the beginning of this thread, and again during these dips including this last one. Just wish I would have been ready with more cash to put in more. However now I’m ready for when it dips again. I appreciate all of your analysis!
This post was edited on 2/15/25 at 11:51 am
Posted on 2/15/25 at 3:30 pm to bayoubengals88
I think scaling the Avride business will be a real challenge.
Its highly capital intensive. they have cash but mostly for the AI business
There is no clarity on the Robotaxi expansion plans. Ofcourse going against Tesla will be huge challenge
Its highly capital intensive. they have cash but mostly for the AI business
There is no clarity on the Robotaxi expansion plans. Ofcourse going against Tesla will be huge challenge
Posted on 2/15/25 at 4:02 pm to astonvilla
I’m really looking forward to hearing anything that may be said about Avride on Thursday’s call.
Perhaps they sell it in a year or two
Perhaps they sell it in a year or two
Posted on 2/15/25 at 4:41 pm to bayoubengals88
or it becomes big enough that it splits into a different company. that would be the dream 
Posted on 2/15/25 at 4:59 pm to astonvilla
What happens to the stock if that happens?
Posted on 2/15/25 at 6:02 pm to meeple
existing shareholders should get a piece of the new company depending upon the valuation that exists at that time.
for simplification, lets assume you have 100 shares of NBIS and Avride splits into a new company than you will be eligible to get 100 extra shares of Avride making your total to 200.
for simplification, lets assume you have 100 shares of NBIS and Avride splits into a new company than you will be eligible to get 100 extra shares of Avride making your total to 200.
Posted on 2/16/25 at 7:55 pm to bayoubengals88
You rarely post on AH?
Anyway, i was curious.. we knew nvda invested in nbis but just didnt know how much until Friday. How can one see what other companies they (nvda) are getting behind? Will we know if nvda invests further in nbis?
Anyway, i was curious.. we knew nvda invested in nbis but just didnt know how much until Friday. How can one see what other companies they (nvda) are getting behind? Will we know if nvda invests further in nbis?
Posted on 2/16/25 at 9:56 pm to LChama
Yeah I don’t post on AH much.
All investment disclosures are due 45 days after the end of each quarter.
This should be what you’re looking for (Fintel).
All investment disclosures are due 45 days after the end of each quarter.
This should be what you’re looking for (Fintel).
Posted on 2/16/25 at 10:13 pm to bayoubengals88
Thanks. So how did we know nvda had invested anything before friday? Was it in a press release?
Posted on 2/17/25 at 6:27 am to bigjoe1
quote:Search “After Hour” in the App Store.
What is AH?
Posted on 2/17/25 at 7:33 am to bayoubengals88
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