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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/7/25 at 1:11 pm to bayoubengals88
Posted on 10/7/25 at 1:11 pm to bayoubengals88
I'd buy more but I already put all my spare cash into NBIS so I gotta sit this dip out
0
Posted on 10/7/25 at 1:20 pm to bayoubengals88
I'm fully with you. I have been buying more and more shares all day.
Just trying to give warning to those unfamiliar with options that the weekly calls can be absolutely brutal if there isn't good movement.
Just trying to give warning to those unfamiliar with options that the weekly calls can be absolutely brutal if there isn't good movement.
Posted on 10/7/25 at 1:35 pm to IT_Dawg
We gonna have a lot of FOMO buys here at the end of the day? They can push the stock back up very quickly with little resistance
meh, F it....I am headed to the bar. Maybe just 1 or 2 today
price $118.20
meh, F it....I am headed to the bar. Maybe just 1 or 2 today
price $118.20
This post was edited on 10/7/25 at 1:36 pm
Posted on 10/7/25 at 2:10 pm to IT_Dawg
Bought more shares at 120.75 and 118.25.
Posted on 10/7/25 at 2:14 pm to jerryc436
We are gonna be ok.
"We have been working with many GPU providers since 2023.
None have moved as fast or offered as mature a technical stack and scale as Nebius."
Several fast-growing AI video generators, including Higgsfield, Videogen, and Moonvalley, also rely on $NBIS infrastructure.
"We have been working with many GPU providers since 2023.
None have moved as fast or offered as mature a technical stack and scale as Nebius."
Several fast-growing AI video generators, including Higgsfield, Videogen, and Moonvalley, also rely on $NBIS infrastructure.
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If tweet fails to load, click here.This post was edited on 10/7/25 at 2:15 pm
Posted on 10/7/25 at 2:59 pm to bayoubengals88
That’s gotta carrry some weight
Posted on 10/7/25 at 3:16 pm to tigerfoot
Left the bar think we were ending around $119.50 and the damn thing takes a $1.75 nose dive in the last 7 minutes 
Posted on 10/7/25 at 4:30 pm to IT_Dawg
Roth down 16.77% today.
Here's to a nice little run up to $130 again prior to earnings.
It really is a shame what happened today since Oracle's ineptitude has nothing to do with Nebius, but in reality:
1. The gap from last week needed to be filled. I've stated before that it inevitably would be filled.
2. All we did was retest the 8 day moving average.
Here's to a nice little run up to $130 again prior to earnings.
It really is a shame what happened today since Oracle's ineptitude has nothing to do with Nebius, but in reality:
1. The gap from last week needed to be filled. I've stated before that it inevitably would be filled.
2. All we did was retest the 8 day moving average.
Posted on 10/7/25 at 5:31 pm to bayoubengals88
I got lucky today. I timed the roll out just right and moved from a 135 to a 140. If assigned, thats an extra 500 plus the premium of the roll.
If not for puts on spy and OPEN co tracts in NOV, I would be way down. Only down 1.79%
If not for puts on spy and OPEN co tracts in NOV, I would be way down. Only down 1.79%
Posted on 10/7/25 at 5:59 pm to bayoubengals88
Losing almost $200,000 today hurt like a mother f*cker
Onward and upward. LFG NBI$$$ time to get back on track with all that shite out of the way. Next up, new analyst coverage a big earnings day
Good thing all my calls are out except the 10 10/10 $125 I bought today on a whim
Onward and upward. LFG NBI$$$ time to get back on track with all that shite out of the way. Next up, new analyst coverage a big earnings day
Good thing all my calls are out except the 10 10/10 $125 I bought today on a whim
Posted on 10/7/25 at 6:04 pm to IT_Dawg
Maybe you’ll get enough of a pop to get out of those within the week. Anything past earnings should be good. I’ve got a little more dry powder to add to my 11/21s if we languish for a few more days….but would definitely rather lose that opportunity with a rally.
LOINS [Girded]. Exposed
LOINS [Girded]. Exposed
This post was edited on 10/7/25 at 6:06 pm
Posted on 10/7/25 at 7:13 pm to SquatchDawg
quote:
LOINS [Girded]. Exposed
I sold or rolled anything prior to 10/31, but I’m with ya!
Posted on 10/8/25 at 3:36 am to bayoubengals88
Goldman with an upgrade from 120 to 137. Let's go
Posted on 10/8/25 at 4:25 am to astonvilla
They didn’t like losing all that money yesterday
But seriously, $137 is weak dick. We need a bigger PT and some new blood initiating coverage
But seriously, $137 is weak dick. We need a bigger PT and some new blood initiating coverage
Posted on 10/8/25 at 4:36 am to IT_Dawg
With the day we had yesterday I'll take anything positive today. But yes need some higher PT
Posted on 10/8/25 at 5:08 am to astonvilla
quote:
With the day we had yesterday I'll take anything positive today.
Will we look back on yesterday, as actually one of the best days for NBIS?
We will show that the Oracle news doesn’t reflect NBIS. It gave Nebius much more visibility. It filled a big gap that was needed to be filled. It got people scared to hold long term out of the stock. It allowed others to add more shares or longer term options at a discount.
What I’m saying, is while it really hurt looking at the brokerage account numbers, in the long run it might not matter, cause if you didn’t sell, you didn’t lose (except for maybe some 3DTE and 10DTE options holders).
Let’s start rolling again and we will be at $140 before we know it laughing off yesterday and appreciating the opportunity it brought us
LFG NBI$
Posted on 10/8/25 at 5:51 am to IT_Dawg
Goldman also had a bull case scenario where they predict PT to be around 280Posted on 10/8/25 at 5:56 am to astonvilla
Great news!
Anyone have access to the write up?
Anyone have access to the write up?
Posted on 10/8/25 at 6:28 am to astonvilla
quote:
Goldman also had a bull case scenario where they predict PT to be around 280
Novice question:
What kind of time frame do they give on a target?
Posted on 10/8/25 at 6:28 am to bayoubengals88
A skewed risk reward. I like the way that sounds…
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