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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/7/25 at 10:18 am to AuBeerStud
Posted on 10/7/25 at 10:18 am to AuBeerStud
I just got in with 42 shares at $121.60. Hoping this thing continues to climb!
Posted on 10/7/25 at 10:19 am to Bass_Fanatic
Thinking about some weekly 110 CSPs
Posted on 10/7/25 at 10:20 am to MrBobDobalina
I had a 10/10 125 just fill at 3.50.
Cheers fellas. We can't expect IT to day drink every single day.
Cheers fellas. We can't expect IT to day drink every single day.
Posted on 10/7/25 at 10:20 am to IT_Dawg
120 buy initiated. In 12/29 140c @ 14.00
Posted on 10/7/25 at 10:22 am to MrBobDobalina
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 on 10/7/25 at 10:26 am to AuBeerStud
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 on 10/7/25 at 10:29 am to LB84
Bought 11/21 130c when it dipped below $120.
Posted on 10/7/25 at 10:29 am to SpeedyNacho
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
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 on 10/7/25 at 10:30 am to SquatchDawg
Man I bought some NEBX 2x leveraged NBIS ETF today…that was a mistake.
Posted on 10/7/25 at 10:33 am to Mockingbird2008
Posted on 10/7/25 at 10:35 am to Mockingbird2008
On G this is brutal fam. Down almost $10 from open. I think my weeklies are cooked unless we get some serious news.
Posted on 10/7/25 at 10:37 am to sonoma8
This feels like an ALL IN type of moment.
Posted on 10/7/25 at 10:38 am to LB84
Probably going to be just as happy in 7 months time with the second purchase.
Posted on 10/7/25 at 10:41 am to bayoubengals88
You are correct. What are we loading up on? I'm about to liquidate VOO
Posted on 10/7/25 at 10:41 am to bayoubengals88
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 on 10/7/25 at 10:44 am to SquatchDawg
Weekly 120s looking tasty
Posted on 10/7/25 at 10:46 am to BillysIsland
"the information" article is paywalled, heres what ive found
LINK
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 on 10/7/25 at 10:58 am to MrBobDobalina
quote:11/21 $130s is what I bought a lot of.
What are we loading up on? I'm about to liquidate VOO
Also 3/20/26 $120s for a bit of a conservative play.
10/17 $125s if you're lookin' for trouble.
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