re: Nebius - NBIS - AI Infrastructure Company

Need a PR from Arkady: "We don't give a frick that ORCL can't handle their liquor."

Well guys, it dont always go your way. Thats all I got, I was sure happy for a few weeks. Ill be happy again.

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So basically we’re filling the gap from the 10/01 pop?

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And I'm so glad we did.

I added another 10/10/25 125 for 3.5 and 10 shares.

moving towards 100% NBIS in brokerage account...

LINK https://finance.yahoo.com/news/jpmorgan-dimon-says-ai-cost-160516333.html

(Bloomberg) -- Jamie Dimon said JPMorgan Chase & Co. spends $2 billion a year on developing artificial intelligence technology, and saves about the same amount annually from the investment.
“We know that it’s got to billions of cost savings and I think it’s the tip of the iceberg,” the bank’s chief executive officer said Tuesday in a Bloomberg TV interview.

Dimon has consistently touted the opportunities offered by AI, even if it eliminates some jobs. He has said his bank already has hundreds of use cases for the technology, which will likely grow, and has touted its ability to help humans cure cancer and move to shorter work weeks.

IREN still green and CRWV inching up.

Still think this is bullish for NBIS, but all this “bubble” BS is scaring the shite out of some retail

Would be nice if NVDA or NBIS could address the broader market

RC said it last week - they still have 10,000s of requests for even the Hoppers.

Nothing goes up in a straight line.

We all have bought into the thesis so days like these are good ops to put some money to work. Just be wary of your time horizons and volatility.

NDTY Bb8…you’re a vet!

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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.

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Doesn’t that make you sick to your stomach? I was in Your shoes for Teledoc back in the day but it just kept falling and falling.

The very simple reason why I'm so bullish and see this as a huge opportunity:
Everyone is shitting their pants about Oracle's 14% gross margins on GPU rentals.
Meanwhile, NBIS gross margins were recently reported to be 71% and growing with scale.

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The gross margin for Q2 2025 hit 71.4%, up sharply from 46.65% in Q1 2025, signaling stronger cost discipline and pricing power. This improvement is critical for operational leverage, as it demonstrates Nebius's ability to generate higher profitability per dollar of revenue. However, operating expenses (OPEX) remain a drag, rising 71% YoY to $216.3 million, driven by product development, depreciation, and data center expansion. While OPEX as a percentage of revenue spiked to 206%, the absolute rate of growth in expenses (71%) lags behind revenue growth (625%), suggesting improving efficiency as scale increases.

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LINK