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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/1/25 at 7:41 pm to bayoubengals88
Posted on 10/1/25 at 7:41 pm to bayoubengals88
Noticed obvious short action today.
On the first attempt to reclaim $115 they won. I noticed some sell lots going for more than a dollar below ask
They successfully beat down the price.
A few minutes later, buy pressure was too much for them as we ran to nearly $116
On the first attempt to reclaim $115 they won. I noticed some sell lots going for more than a dollar below ask
They successfully beat down the price.
A few minutes later, buy pressure was too much for them as we ran to nearly $116
0
Posted on 10/1/25 at 9:19 pm to LChama
If the Birmingham site turns out to be true, and it’s looking that way…
It’s only a bit smaller than the NJ site, which is 107 acres.
Could that mean ~250 MW??
No idea…
It’s only a bit smaller than the NJ site, which is 107 acres.
Could that mean ~250 MW??
No idea…
Posted on 10/1/25 at 10:06 pm to bayoubengals88
quote:
If the Birmingham site turns out to be true, and it’s looking that way… It’s only a bit smaller than the NJ site, which is 107 acres. Could that mean ~250 MW?? No idea…
I know not enough info at this point but.. thoughts?
This post was edited on 10/2/25 at 3:11 am
Posted on 10/2/25 at 4:45 am to IT_Dawg
quote:
ETA: Talking to someone big in real estate for Schwab and looks like Raeden acquiring the land…nothing for NBIS on this one
Got some correction, Raeden had purchased part of that land earlier this year and could be one of the sellers…. So looks more and more like this could be true.
Posted on 10/2/25 at 4:47 am to bayoubengals88
quote:
It’s only a bit smaller than the NJ site, which is 107 acres. Could that mean ~250 MW?? No idea…
It’s about 80 acres on non contiguous land, but I’d guess 300-350MW of DC space wouldn’t be out of the question. It would most likely be in 3-4 different buildings
This post was edited on 10/2/25 at 5:06 am
Posted on 10/2/25 at 5:01 am to LChama
its crazy up pre market, whats going on?
Posted on 10/2/25 at 5:06 am to astonvilla
shite, the bars aren’t open until 11 here….
Rumor : Microsoft signing new deal to have access to 100,000 NVDA chips to develop LLMs
ETA2: The Bloomberg article appears to be talking about all the previous purchases that total $33B with neoclouds
Rumor : Microsoft signing new deal to have access to 100,000 NVDA chips to develop LLMs
ETA2: The Bloomberg article appears to be talking about all the previous purchases that total $33B with neoclouds
This post was edited on 10/2/25 at 5:47 am
Posted on 10/2/25 at 5:09 am to IT_Dawg
not sure how legit is this but apparently a firm called Seaport Global Securities initiated coverage on NBIS with 500 price target..lol
Edit- Apparently this is fake news, apologies.
Edit- Apparently this is fake news, apologies.
This post was edited on 10/2/25 at 5:15 am
Posted on 10/2/25 at 5:14 am to astonvilla
quote:
Seaport Global Securities initiated coverage on NBIS with 500 price target..lol
Thought they initiated “neutral” coverage weeks ago….did they up their PT to $500??? That would be insane
Posted on 10/2/25 at 5:22 am to IT_Dawg
i feel this is the same deal as the on announced on September 8th. just with more specifics.
Posted on 10/2/25 at 5:22 am to IT_Dawg
Beer with breakfast!
Posted on 10/2/25 at 5:26 am to astonvilla
quote:
i feel this is the same deal as the on announced on September 8th. just with more specifics.
Yea, this is crazy. Appears that Bloomberg released an article this morning with headline about Microsoft investing $33B in neoclouds, but then the article goes on that talk about how those are already inked deals….
This could get interesting this morning….not sure to sell on the open or believe there is some new deal
Also, this could be the news of the datacenter finally getting out that it was Nebius purchasing the land
This post was edited on 10/2/25 at 5:31 am
Posted on 10/2/25 at 5:40 am to IT_Dawg
its holding up pretty good pre market
Posted on 10/2/25 at 5:46 am to IT_Dawg
quote:
Also, this could be the news of the datacenter finally getting out that it was Nebius purchasing the land
If that's the case, then this means there could still be two big announcements by the end of the month.
1. Hyperscaler deal tied to UK facility
2. Earnings report
I think one of the reasons the MSFT was so big is that the data center was almost ready and the revenue was imminent. This AL deal is a couple of years from opening. The UK Data center is closer to completion.
Posted on 10/2/25 at 5:49 am to Jax-Tiger
It’s gonna be a good day, fellas. 
Posted on 10/2/25 at 5:49 am to Jax-Tiger
$122?!?
I’m going to lose shares!
Good thing I have calls!
I’m going to lose shares!
Good thing I have calls!
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/2/25 at 5:49 am to Jax-Tiger
quote:
This AL deal is a couple of years from opening.
Maybe to be 100% open, but they will build in phases and have capacity ready within a year, bank that
Posted on 10/2/25 at 5:56 am to bayoubengals88
There are over 20m shorts out there….this thing could take off today as they panic to cover their asses
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