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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/6/25 at 3:09 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/6/25 at 3:09 pm to
quote:

A red day. What did y'all do.

leveraged up.
Posted by Neauxla
New Orleans
Member since Feb 2008
34496 posts
Posted on 10/6/25 at 3:23 pm to
I shoulda waited until this afternoon to buy those 250 shares.
Posted by supadave3
Houston, TX
Member since Dec 2005
32160 posts
Posted on 10/6/25 at 3:25 pm to
quote:

Just bought another 250 shares. I'm done until after earnings.


Now look what you’ve done. You should be ashamed of yourself.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/6/25 at 3:35 pm to
Looking at those 12/19 140c around 1500$


Also 150c too tho
This post was edited on 10/6/25 at 3:37 pm
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/6/25 at 3:40 pm to
Bought AMD big on tariff dump in April. Let it go this morning and wanting to put in in NBIS. Prepared for 95 if earnings spur things for a bit, but hopefully a contract or two will keep it going. I haven’t looked into this quarter, but it doesn’t see any juice from the Microsoft deal in earnings until next year?
Posted by Neauxla
New Orleans
Member since Feb 2008
34496 posts
Posted on 10/6/25 at 3:42 pm to
quote:


Now look what you’ve done. You should be ashamed of yourself.
I am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/6/25 at 3:47 pm to
quote:

Prepared for 95 if earnings spur things for a bit


??
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/6/25 at 4:50 pm to
I was driving. Sorry, I sold my AMD this morning, and set buys in shares for 95-125.

I could see this thing hitting some turbulence with earnings coming up, and I wanna buy more for the dip. I haven’t looked into this quarters earnings numbers , but would guess the Microsoft deal won’t reflect on this quarters earnings numbers, but projections could counter this, along with another big name contract or two.


Im looking at those 12/29 140/150c as well. Set some buys that never initiated but I’ll get in with a little more pullback tomorrow. Just my plan. I’m still in for the long run, just positioned to gobble up shares down to 95$ if it does happen.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/6/25 at 4:52 pm to
What will actually happen… it spikes to 142 premarket, I cancel all ordereband buy all at 142 and it dips back to 135 after lunch.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/6/25 at 4:54 pm to
If NBIS hits $95 dollars prior to earnings, I will no longer be in the stock and probably signing up to drive Uber Eats
This post was edited on 10/6/25 at 4:55 pm
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1477 posts
Posted on 10/6/25 at 5:18 pm to
Sorry guys. I jumped in for a small position today at 131 and it started going down after. I’ll jump out tomorrow so it goes back up
Posted by HogPharmer
Member since Jun 2022
3740 posts
Posted on 10/6/25 at 5:38 pm to
Thank you for your sacrifice
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 10/6/25 at 5:42 pm to
quote:

Sorry guys. I jumped in for a small position today at 131 and it started going down after. I’ll jump out tomorrow so it goes back up


I too jumped in around then. We shall share the blame!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/6/25 at 5:55 pm to
I think the initial news of the OpenAI/AMD sparked some strong buys across the industry, but with Nebius being exclusively NVDA today, they started to fall and hit downward triggers.

I think it will level off and see the rise again, especially if we get some coverage and initiations of outperform with big PT.

The earnings call will give guidance on Q4 that does not include MsFT, but they will certainly hype it up and talk about expansion plans to manage that along with other business coming in. I’m expecting a big announcement at earnings.

I still stay strong on $175 by EoY and playing for that
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/6/25 at 6:35 pm to
Also, someone asked this morning and it wasn’t addressed. No, Nebius does not have an exclusive agreement with NVDA. RC has stated, as recently as last week, that they are currently behind NVDA but would have the capability and willingness to add additional chipsets to their offering if the customers demand was there
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27807 posts
Posted on 10/6/25 at 6:45 pm to
I'm waiting for shares to drop to $82, at which time I will load up...
Posted by sonoma8
Member since Oct 2006
8150 posts
Posted on 10/6/25 at 6:51 pm to
So are we expecting a price drop now? What in tarnation is this talk about?
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/6/25 at 6:56 pm to
In the bull market of this summer and fall, the 21 day retest has been gobbled up.
This may have simply been a retest of the 5 day…or we could see 9…or 21 day retested.
Highly unlikely that we go much lower with earnings just 3 or so weeks away.
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/6/25 at 7:49 pm to
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