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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/4/25 at 2:09 pm to PlanoPrivateer
Posted on 10/4/25 at 2:09 pm to PlanoPrivateer
I’ve thought of doing the same….just in case I wake up one morning and something has popped off.
1
Posted on 10/4/25 at 9:42 pm to SquatchDawg
IT has been spotted in his natural habitat:
Love seeing this kind of confidence…
Loading Twitter/X Embed...
If tweet fails to load, click here. Love seeing this kind of confidence…
Posted on 10/4/25 at 9:51 pm to bayoubengals88
So an individual slapped down $150k on that call? It may HAVE been IT…
Posted on 10/4/25 at 10:39 pm to SquatchDawg
Yeah. With a week dte and not a lot of delta. Quite the play
This post was edited on 10/5/25 at 12:04 pm
Posted on 10/5/25 at 7:03 am to bayoubengals88
That was not me, I would have announced it on here. I do have $200,000 or more on every one of my calls right now and I’m feeling good about it…..Current holdings: 3000 shares
160 $130c 10/31 @ 10.10avg
160 $120c 11/21 @ 9.24 avg
300 $150c 11/21 @ 9.60 avg
110 $140c 12/19 @ 13.30 avg
Posted on 10/5/25 at 7:05 am to IT_Dawg
quote:
Nebius Group's (NBIS) Q3 2025 earnings release is scheduled for Wednesday, October 29, 2025. The company's earnings conference call is scheduled for the following day, Thursday, October 30, 2025, at 8:00 AM ET.
I apologize and might have jumped the gun on this one. That is what 2 sites reported, but it has not been officially announced by Nebius, so please don’t make any trades based on this information.
Again, I’m sorry for posting this without it being official communication from Nebius. Been kicking myself all weekend after I couldn’t find anything official
Posted on 10/5/25 at 8:39 am to IT_Dawg
If I was me, and those 141s hit for 10/10, I would be taking profits on those 11/21 150s.
I'm a piker compared to you, but I do have a number of 10/31 calls that I'm a little nervous about.
I feel better about my 11/21 130c and 3/20 150c contracts.
I'm a piker compared to you, but I do have a number of 10/31 calls that I'm a little nervous about.
I feel better about my 11/21 130c and 3/20 150c contracts.
Posted on 10/5/25 at 8:49 am to jefforize
quote:
Yeah. With a weak dte and not a lot of delta. Quite the play
UK announcement incoming?
Almost has to be banking on a new hyperscaler deal
Has the Alabama site been officially announced? That could move the needle a little, but not THAT much, considering everyone knows anyway.
Posted on 10/5/25 at 9:13 am to Jax-Tiger
isn there some quire period rule before earnings which stops them from big announcements.
Posted on 10/5/25 at 10:02 am to astonvilla
quote:
isn there some quire period rule before earnings which stops them from big announcements.
Yes. Typically it’s between the last day of the quarter and the earnings release date.
However, because the Birmingham land purchase is public knowledge, they can comment on it. Also, if a hyperscaler were to announce the deal, Nebius could then comment on it as well.
Posted on 10/5/25 at 10:28 am to IT_Dawg
Thanks
Posted on 10/5/25 at 10:52 am to astonvilla
quote:
isn there some quire period rule before earnings which stops them from big announcements.
True. Bad timing on that guy's part, then.
Posted on 10/5/25 at 11:12 am to Jax-Tiger
quote:
True. Bad timing on that guy's part, then.
Not necessarily. Industry news will still come out, including OpenAIs big conference this week and NVdA September numbers come out on Thursday.
Also, like I mentioned Friday, if we can get 1 or 2 of the big guys to initiate a buy coverage with a big PT, this thing could shoot up
Posted on 10/5/25 at 3:09 pm to IT_Dawg
Posted on 10/5/25 at 5:38 pm to bayoubengals88
That's good information.
Posted on 10/5/25 at 7:12 pm to bayoubengals88
quote:
So here is my back of the napkin way of thinking about $NBIS valuation.
This quote confirms my suspicion that what drives this stock up is beer and napkins.
Posted on 10/5/25 at 7:13 pm to bayoubengals88
Should be a fun day tomorrow coming off a no news weekend and Israel peace looking more real.
Posted on 10/5/25 at 7:14 pm to AuBeerStud
Stock just jumped up a few dollars suddenly. Something that’s happening.
Posted on 10/5/25 at 7:46 pm to AuBeerStud
quote:
Stock just jumped up a few dollars suddenly
What are you talking about about?
ETA - I see it went up to $130+. Not showing on Fidelity...
This post was edited on 10/5/25 at 7:57 pm
Posted on 10/5/25 at 8:10 pm to Jax-Tiger
I may have seen it wrong. I had it at 128 something earlier today, then it suddenly went to 130.77. Which is a good amount for overnight on Sunday. Might be because I’m in Arizona today and my Internet sucks where I’m at.
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