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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/2/25 at 8:29 am to bayoubengals88
Posted on 10/2/25 at 8:29 am to bayoubengals88
Ring the damn bell. Let’s go.
Posted on 10/2/25 at 8:35 am to IT_Dawg
Sold half of all my calls....between 125 and 124.75
Now I wait
whew. That was a LOT of friggin money
$640,000 worth of calls I just traded.....now gonna buy back around the $122 mark.
Now I wait
whew. That was a LOT of friggin money
$640,000 worth of calls I just traded.....now gonna buy back around the $122 mark.
This post was edited on 10/2/25 at 8:39 am
Posted on 10/2/25 at 8:42 am to IT_Dawg
Jesus cuz...I was sweating with $1000 worth. What are you looking to buy back?
Posted on 10/2/25 at 8:43 am to IT_Dawg
Sold all of my 10/31s when NBIS hit $125ish. 50% gain since 9/25. Crazy.
Going to take breather and look for a Nov entry point.
Going to take breather and look for a Nov entry point.
Posted on 10/2/25 at 8:43 am to IT_Dawg
Congrats!
Sold 10 of 40 on the second spike above $124
Sold 10 of 40 on the second spike above $124
Posted on 10/2/25 at 8:45 am to MrBobDobalina
quote:
What are you looking to buy back?
Nov 130s and Dec 150s
Posted on 10/2/25 at 8:46 am to SquatchDawg
I am a buy and hold guy, this is one of the few buys I bought. My initial 40 shares were bought between 8/6 and 8/15...for a cost basis of 61.29. Seeing the 100% gain was cool this morning. 
Posted on 10/2/25 at 8:51 am to IT_Dawg
Just bought Dec $140c for $13.3 when NBIS was right around $121
This post was edited on 10/2/25 at 8:52 am
Posted on 10/2/25 at 8:55 am to tigerfoot
Cost avg is $26.82 never rebought more after we left $30 because I thought this would have more time or pull-back some, boy was I wrong.
Wanted to dip into options here but trying to educate myself more on them.
Congrats everyone on this winner up 350.00% as I post this
Wanted to dip into options here but trying to educate myself more on them.
Congrats everyone on this winner up 350.00% as I post this
This post was edited on 10/2/25 at 8:56 am
Posted on 10/2/25 at 8:55 am to IT_Dawg
Just bought Nov $130c at $14.10 when price was right at $120
Now I’m all back in
Crazy day - time to head to the bar soon for the run up to 124.75 close
Now I’m all back in
Crazy day - time to head to the bar soon for the run up to 124.75 close
This post was edited on 10/2/25 at 8:56 am
Posted on 10/2/25 at 8:58 am to bayoubengals88
Are you still thinking this goes to $500? And if so, when?
Posted on 10/2/25 at 9:02 am to sonoma8
quote:
Are you still thinking this goes to $500? And if so, when?
Yes, 2-3 years depending on deals and ability to acquire new datacenter space
Posted on 10/2/25 at 9:03 am to sonoma8
quote:Yes, I reiterated earlier today. Probably when they guide for 15bn revenue. So 2028-29?
Are you still thinking this goes to $500? And if so, when?
15bn at 10x multiple is 150bn market cap divided by 300 million shares (accounting for further dillution) = $500
Posted on 10/2/25 at 9:11 am to bayoubengals88
shite, do I go all in? Im sitting at 80% nbis now.
Posted on 10/2/25 at 9:13 am to sonoma8
quote:Sounds like a personal decision. All my attempts at diversification have ended in diworsification.
shite, do I go all in? Im sitting at 80% nbis now.
Posted on 10/2/25 at 9:18 am to bayoubengals88
Understood. According to my math, i would still be at $55 share.
Posted on 10/2/25 at 9:20 am to sonoma8
Well, got lucky how I played that lol.
Gotta run an errand then off to the bar!
Gotta run an errand then off to the bar!
Posted on 10/2/25 at 9:24 am to bayoubengals88
quote:
have ended in diworsification.
Posted on 10/2/25 at 9:33 am to sonoma8
Personally I wouldn’t go all in on anything. I’m 10% NBIS but probably 30% AI/Tech at the moment.
That said, my IRA play money acct is up 29% in Sept largely due to the BB8/IT NBIS trade. The cash available to roll is getting large enough to make me nervous when I put it out there!
That said, my IRA play money acct is up 29% in Sept largely due to the BB8/IT NBIS trade. The cash available to roll is getting large enough to make me nervous when I put it out there!
Posted on 10/2/25 at 9:37 am to sonoma8
quote:I'm at 93%
shite, do I go all in? Im sitting at 80% nbis now.
Other positions are UUUU and RCAT in that order. Also two call spreads.
This post was edited on 10/2/25 at 9:38 am
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