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Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/2/25 at 7:33 am to
Posted by The Boat
Member since Oct 2008
177208 posts
Posted on 10/2/25 at 7:33 am to
Well boys looks like it’s a no pants day
Posted by Pezzo
Member since Aug 2020
2998 posts
Posted on 10/2/25 at 7:39 am to
as a first time option trader only use money you are willing to kiss goodbye because it can go bye bye really fast.

you could even paper trade on think or swim or a similar simulator. just to learn the ropes.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/2/25 at 7:43 am to
Just my initial thought on the day, could obviously change, but this is what I am going to try and do....

Spike to 127 or so, will know when the spike is finished cause it will start dropping rather quickly. This is where I am going to try and sell off half my calls.

Drop back down to the 122/123 range where I will get back in...watch it YO-YO all morning before slowly working up to a nice 126.50 finish
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/2/25 at 7:44 am to
What’s up with this pre market? That’s significant.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27807 posts
Posted on 10/2/25 at 7:46 am to
quote:

Well boys looks like it’s a no pants day


At the bar?
Posted by RJSambola
Member since Jun 2012
399 posts
Posted on 10/2/25 at 7:48 am to
quote:

Well boys looks like it’s a no pants day


At the bar?



Pretty soon wherever he wants
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27807 posts
Posted on 10/2/25 at 7:48 am to
quote:

What’s up with this pre market? That’s significant.


We think it is the new data center in Birmingham, AL.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/2/25 at 7:49 am to
quote:

What’s up with this pre market? That’s significant.


Bloomberg article dropped at 6am about Microsoft spending $33B with neoclouds and more details about the deal with Nebius. Also, it's out there that Nebius bought $90m of land south part of Birmingham, indicating they will be building their Southeast Datacenter there
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/2/25 at 7:51 am to
Nice!

Those 10/31s will be looking juicy this morning.
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 10/2/25 at 7:57 am to
probably gonna roll my 10/3s at open. I had to leave the office around 1 yesterday and didn't check on anything until 20 minutes ago so this has been a nice surprise. I'm always envious that i don't have the bankroll to buy as many options as y'all but gotta keep reminding myself that this is the beginning of options trading for me and to just keep dipping my toes in with what I'm ok losing. Glad to be experimenting on what's been a winning stock so far.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27807 posts
Posted on 10/2/25 at 7:59 am to
quote:

Spike to 127 or so, will know when the spike is finished cause it will start dropping rather quickly. This is where I am going to try and sell off half my calls.


I'm thinking of selling my 10/31s within the first 30 minutes of trading. Like you said, keep an eye on it. I may put money right back on the 10/31s, or go into November. Leaning on November, because I feel good about the earnings report.
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17452 posts
Posted on 10/2/25 at 8:03 am to
Ffs, I didn’t buy enough

How high is this sucker going?
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/2/25 at 8:06 am to
Given the volatility of this stock I think I’m going to “take the money and run” and look for an entry for Nov calls at some point.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27807 posts
Posted on 10/2/25 at 8:07 am to
quote:

this is the beginning of options trading for me and to just keep dipping my toes in with what I'm ok losing.


Having the right attitude helps. I don't tell my wife what I'm doing because it scares the shite out of her. I showed her the balance on my "house money" account a couple of months ago, and she didn't believe me, and hasn't asked to see it since. It's house money, so we aren't counting on it to retire, so there is no pressure as far as I'm concerned.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/2/25 at 8:08 am to
quote:

How high is this sucker going?


Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/2/25 at 8:16 am to
Spike might only get to 125, but philosophy is still the same, watching intently at the begging for then the spike is over....oh man, this is some exciting shite right here
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 8:16 am to
quote:

How high is this sucker going?

$500 in the next few years.
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 8:18 am to
quote:


Spike might only get to 125,
I'm wondering if they can suppress it below $120 for a few minutes. They will try.

Also, this is likely a gap that will be filled over the next week or so. It's not the same as the first MSFT gap.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27807 posts
Posted on 10/2/25 at 8:19 am to
quote:

How high is this sucker going?


The consensus is:

The moon...
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 8:28 am to
quote:

I'm wondering if they can suppress it below $120 for a few minutes. They will try.

Looks like they're struggling. several 4-5 digit share buys.
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