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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/6/25 at 7:47 am to jerryc436
Posted on 10/6/25 at 7:47 am to jerryc436
quote:NBIS is not a very difficult company to value, which is why I’ve been able to be so long since January.
My cost basis is below $60. What is the boards thoughts on right price to buy more shares.
Check out the projection I posted from X last night.
Additionally, when I sell options, I typically will buy NBIS shares.
My cost basis is above 100 in my Roth.
I care nothing about that.
This post was edited on 10/6/25 at 7:48 am
0
Posted on 10/6/25 at 7:51 am to jerryc436
quote:
I plan to load up on dips but hesitant to buy on a day when it is up $4 or $5.
Not telling you advice, just observations.
Typically, this stock will pop for the first 3-4 mins and then drop back down near previous close and then work its way back up to near open by end of the day. Not sure that will happen here, but we don’t typically see days where it opens up big and then continues to rise from there throughout the day
Posted on 10/6/25 at 7:53 am to SquatchDawg
quote:
So what are we thinking about earnings? Obviously they’ll be good but given the ramp is there a chance we get an MU situation where they blow it out of the water but not enough?
I think we will beat expectations across the board. The big moments will come on the conference call where we can potentially announce other deals, new datacenter plans, new partnerships, the AI marketplace potential, what is happing with the $5B in cash, potential buyout of another company, potential sell of one of the subsidies, etc
I’m expectating a nice jump on earnings but a much bigger jump after the con call
My PT for the end of the year is $175, but I’ll take $200 on some massive news
This post was edited on 10/6/25 at 7:56 am
Posted on 10/6/25 at 8:01 am to IT_Dawg
quote:
Typically, this stock will pop for the first 3-4 mins and then drop back down near previous close and then work its way back up to near open by end of the day.
This has been the pattern, lately. Don't blink, because it can go up and down 3-4 bucks in a blink.
My guess is that it drops below 130 again.
Having said that, there are probably going to be people waiting for it to drop another dollar to $129, who will end up watching the price go up to $160 without pulling the trigger. Just keep waiting for that dip.
I personally don't worry about a little drop in price if I'm buying shares in a stock that I believe in and plan to hang on to it long term. It's more impartant if I'm looking for a quick gain and plan to sell it on the next peak.
Posted on 10/6/25 at 8:10 am to IT_Dawg
quote:Have you seen MU lately? It's not uncommon for the market to take a week to digest great news.
is there a chance we get an MU situation where they blow it out of the water but not enough?
If we raise 2025 ARR, it's over. $150+
Posted on 10/6/25 at 8:16 am to bayoubengals88
quote:
It's not uncommon for the market to take a week to digest great news.
I have a bunch of 10/31 calls that I plan to divest before the week of 10/31 if they are profitable. I have heard the noise that there will be an earnings call on 10/30. Iam not banking on an earnings call a day or two before 10/31 causing the price to blow up. I'm going to roll those suckers out, or sell them outright - hopefully for a very nice profit...
Posted on 10/6/25 at 8:18 am to IT_Dawg
Institutional buyers are driving the volume and price. Once the buyers go public with their holdings, it will go up more. This volume and price are not being driven by guys drinking a beer to celebrate 5-6 figure days. Not knocking anyone here bc I am one of those guys. The volume keeps going up, which tells me some major players are taking bits and pieces here and there. They are in it in anticipation of Q3, Q4, 2026 and 2027. We are still in the first quarter of a 18-24 month long run.
Posted on 10/6/25 at 8:32 am to michael corleone
quote:
Institutional buyers are driving the volume and price.
We've been waiting on this for a while. With this will come more and more coverage from institutional analysists. It could snowball.
CRWV got a little too far out over it's skis. I hope that doesn't happen to NBIS. I prefer to get from point A to point Z in a more methodical way, with plenty of time to make money on the journey.
Having said that, I would also be ecstatic if I woke up tomorrow and it was at $200/share, because there are no guarantees until you cash out.
Posted on 10/6/25 at 8:35 am to Jax-Tiger
Should have held on to IREN a little longer.
Posted on 10/6/25 at 8:36 am to Jax-Tiger
It’s bouncing $5 up and down every time I refresh.
Posted on 10/6/25 at 8:38 am to SquatchDawg
I'm never closing all my calls at the same time again...what a week waiting for some kind of consolidation.
Posted on 10/6/25 at 8:38 am to IT_Dawg
RH has crashed. I'm in the dark.
Posted on 10/6/25 at 8:40 am to bayoubengals88
can we get to 140 today?
Posted on 10/6/25 at 8:41 am to tigerbacon
Just sold half of all my calls, going to wait for a dip and buy back.
Price was roughly $135.50 when I made all the trades
Might be a call buy of me today….got 600k I’ll be spending today lol
Price was roughly $135.50 when I made all the trades
Might be a call buy of me today….got 600k I’ll be spending today lol
Posted on 10/6/25 at 8:44 am to IT_Dawg
What are your dates and price you interested in buying today. I have a buy order to buy around $130 and looking to buy some more calls.
Posted on 10/6/25 at 8:46 am to jerryc436
11/21 150s I picked up this morning at just below $12
Posted on 10/6/25 at 8:48 am to RJSambola
just bought a 10/10 136 at the top for 5.1. Should encourage some dipping action shortly
Posted on 10/6/25 at 8:51 am to jerryc436
quote:
What are your dates and price you interested in buying today. I have a buy order to buy around $130 and looking to buy some more calls.
Buying back the same options but larger quantities with the profits from the drop…I’m thinking this will pull back into the 132s or something, that’s when I’ll try and make a move
Posted on 10/6/25 at 8:55 am to IT_Dawg
Two largest holdings are AMD and NBiS.
Insane day on an insane month. NBiS hits 300$ I’ll pitch in for Brian Kelly’s buyout .
Insane day on an insane month. NBiS hits 300$ I’ll pitch in for Brian Kelly’s buyout .
Posted on 10/6/25 at 9:06 am to IT_Dawg
Just bought back some options around the 132.20 price point
A $197,000 purchase went out at the same time 11/21 120c
Another purchase $131,000 10/31 $130c
A $197,000 purchase went out at the same time 11/21 120c
Another purchase $131,000 10/31 $130c
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