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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/2/25 at 11:39 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 11:39 am to
quote:

so it is still a much bigger company.
This will change inside of two years.

CRWV
Income (1.1bn)
Profit Margin -31%
Debt/Eq 3.81(yikes)
LT Debt/Eq 2.77
Cash per share $3.51

NBIS
Debt/Eq 0.32
LT Debt/Eq 0.31
Cash per share $7.03
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 10/2/25 at 11:49 am to
quote:

quote:
Other positions are UUUU and RCAT in that order. Also two call spreads.



Whats your plan for RCAT?


Bump for a reply
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 11:51 am to
quote:

Whats your plan for RCAT?
Just a trade.
UUUU is long term conviction. Critical minerals.
Posted by supadave3
Houston, TX
Member since Dec 2005
32160 posts
Posted on 10/2/25 at 11:57 am to
quote:

if yall have any extra cash laying around, dont forget to take a position in USAR. Mine becomes operational in January. Just a heads up


That sucker is up 20% today. This is the first I’ve heard of it.
Posted by LegndarySnipes
Member since Sep 2025
191 posts
Posted on 10/2/25 at 12:12 pm to
quote:

That sucker is up 20% today. This is the first I’ve heard of it.
been a fun ride. QBTS, APLD, NBIS, MP and now USAR. This year is printing money
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 12:16 pm to
It’s time for you to ask your bartender to invent a new cocktail.

The Nebius Bull
Just make sure there’s vodka.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26692 posts
Posted on 10/2/25 at 12:24 pm to
quote:

It’s time for you to ask your bartender to invent a new cocktail.

The Nebius Bull


legit was like clockwork today. Walked in at $119.70 and sitting at my end of day target price
Posted by sonoma8
Member since Oct 2006
8150 posts
Posted on 10/2/25 at 12:31 pm to
It wants $125
Posted by michael corleone
baton rouge
Member since Jun 2005
6542 posts
Posted on 10/2/25 at 12:37 pm to
It hit what it wanted. Riding to 135. Selling. Retracting to get back in at 125-127.
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 10/2/25 at 12:44 pm to
Bought my 1st ever NBIS option today when hit 120.00

Target of 135 by 10/31

Can’t wait to go to the bar.
Posted by LegndarySnipes
Member since Sep 2025
191 posts
Posted on 10/2/25 at 12:47 pm to
quote:

It wants $125
asked and received.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26692 posts
Posted on 10/2/25 at 12:55 pm to
quote:

Bought my 1st ever NBIS option today when hit 120.00

Target of 135 by 10/31


Wooo! Nice. First option and you buying some short term calls out of the money. Love it,

quote:

Can’t wait to go to the bar.

Let’s go, come on!!!
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 12:58 pm to
I sold an at the money January ‘26 put today. Collected $2,000
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 10/2/25 at 1:11 pm to
quote:

UAB, Regions Bank, and U.S. Steel sold off properties along Lakeshore Parkway that, through a series of transactions, sold to a single company for $90 million on Sept. 30, public records show.

Alabama ADC Holdings LLC now owns 201, 250 and 260 Milan Parkway and 2500 Venice Road.

The buyer is associated with Nebius Inc., part of Nebius Group N.V. (NASDAQ: NBIS). Nebius is a Netherlands-headquartered technology company building full-stack infrastructure to service the high-growth global AI industry.

Nebius’ exact plans for the site are not clear, but Nebius does operate a 300-megawatt data center in Vineland, New Jersey, and a 5-megawatt data center in Kansas City owned by Patmos. Nebius did not reply to a request for comment by press time.

The land totals 79.33 noncontiguous acres. It includes the former Regions Lakeshore Operations Center, vacant adjoining lots and an undeveloped parcel previously owned by The UAB Research Foundation.


Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 10/2/25 at 1:12 pm to
whats happening today folks. cant be the recycled news on Microsoft. has to be something brewing.
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 10/2/25 at 1:12 pm to
Dang fellas, having a hard time not writing this call at 21%
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/2/25 at 1:28 pm to
quote:

Riding to 135. Selling.
Sell calls. You'll get a ton for them right now.
Posted by ynlvr
Rocket City
Member since Feb 2009
5542 posts
Posted on 10/2/25 at 1:36 pm to
But I wouldn’t go too far out. You’ll cry when you get called out.
Posted by HogPharmer
Member since Jun 2022
3740 posts
Posted on 10/2/25 at 1:50 pm to
Yeah, I bought a couple November 130 calls on the dip this morning and couldn't allow myself to hang onto them. 20+% profit in a few hours. Had to take the money.
Posted by Neauxla
New Orleans
Member since Feb 2008
34496 posts
Posted on 10/2/25 at 2:30 pm to
Are we expecting any pull back from today? I was about to buy another 500 shares and this $10 jump today has me holding out.
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