Started By
Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/7/25 at 10:18 am to
Posted by Bass_Fanatic
Pineville
Member since Jun 2021
143 posts
Posted on 10/7/25 at 10:18 am to
I just got in with 42 shares at $121.60. Hoping this thing continues to climb!
Posted by RJSambola
Member since Jun 2012
399 posts
Posted on 10/7/25 at 10:19 am to
Thinking about some weekly 110 CSPs
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 10/7/25 at 10:20 am to
I had a 10/10 125 just fill at 3.50.

Cheers fellas. We can't expect IT to day drink every single day.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/7/25 at 10:20 am to
120 buy initiated. In 12/29 140c @ 14.00
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/7/25 at 10:22 am to
Get this market to turn after lunch and those weeklies could print today. Wish I was looking at those instead of December. I’d go net free and ride 3-4 contracts!
Posted by LB84
Member since May 2016
4514 posts
Posted on 10/7/25 at 10:26 am to
quote:

I bought in at $124 thinking it bottomed out. A lot of stocks are having a bad day.


It's just crazy how I haven't touched this stock since I last bought 3/3/25 when it was 28.83 and yesterday at 131.13 decided to buy more and it tanks.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/7/25 at 10:29 am to
Bought 11/21 130c when it dipped below $120.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26692 posts
Posted on 10/7/25 at 10:29 am to
What in the actual frick. Get out of a meeting and the whole fricking world dropped….NBIS getting hit the hardest too at down $7?!?! Ugh, this low volume just lets them attack the shite out of it. What a horrible horrible day

Oh, Oracle lost $100M on their Blackwell chips this last quarter and only saw margins of 16%

Sucks we are taking the hit for this, when its clients coming to NBIS instead of Oracle
This post was edited on 10/7/25 at 10:34 am
Posted by Mockingbird2008
Member since Jun 2022
143 posts
Posted on 10/7/25 at 10:30 am to
Man I bought some NEBX 2x leveraged NBIS ETF today…that was a mistake.
Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/7/25 at 10:33 am to
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 10/7/25 at 10:35 am to
On G this is brutal fam. Down almost $10 from open. I think my weeklies are cooked unless we get some serious news.
Posted by sonoma8
Member since Oct 2006
8150 posts
Posted on 10/7/25 at 10:37 am to
What did yall do?
Posted by bayoubengals88
LA
Member since Sep 2007
24577 posts
Posted on 10/7/25 at 10:37 am to
This feels like an ALL IN type of moment.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/7/25 at 10:38 am to
Probably going to be just as happy in 7 months time with the second purchase.
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 10/7/25 at 10:39 am to
buy op!
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 10/7/25 at 10:41 am to
You are correct. What are we loading up on? I'm about to liquidate VOO
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/7/25 at 10:41 am to
My call are all late Nov so hopefully that’s plenty of time. May be back in the market for 120c’s later this week.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/7/25 at 10:44 am to
Weekly 120s looking tasty
Posted by jefforize
Member since Feb 2008
45893 posts
Posted on 10/7/25 at 10:46 am to
"the information" article is paywalled, heres what ive found

LINK

quote:

According to internal documents cited in the report, Oracle generated approximately $900 million from rentals of servers powered by Nvidia (NASDAQ:NVDA) chips in the three months ending in August, with a gross profit of just $125 million - translating to a 14% gross margin. This figure is lower than many non-tech retail businesses and falls below what many equity analysts have estimated.

The documents showed that while sales from Oracle’s AI cloud server business nearly tripled over the past year, gross profit margins fluctuated between less than 10% and slightly over 20%, averaging around 16%. The report also indicated that Oracle is losing "considerable sums" on rentals of small quantities of both newer and older versions of Nvidia’s chips.
Posted by bayoubengals88
LA
Member since Sep 2007
24577 posts
Posted on 10/7/25 at 10:58 am to
quote:

What are we loading up on? I'm about to liquidate VOO
11/21 $130s is what I bought a lot of.

Also 3/20/26 $120s for a bit of a conservative play.

10/17 $125s if you're lookin' for trouble.
Jump to page
Page First 179 180 181 182 183 ... 404
Jump to page
first pageprev pagePage 181 of 404Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram