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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/8/25 at 12:26 pm to
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 10/8/25 at 12:26 pm to
Did Jensen Huang just say on CNBC that NBIS is great company? seeing chatter on Twitter didnt hear directly.
Posted by sonoma8
Member since Oct 2006
8150 posts
Posted on 10/8/25 at 12:43 pm to
My baw!!!
Posted by sonoma8
Member since Oct 2006
8150 posts
Posted on 10/8/25 at 12:44 pm to
Yes he did…I think…

Eta- same is being reported on X
This post was edited on 10/8/25 at 12:45 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/8/25 at 12:44 pm to
He boosted on Coreweave. Said it’s one of his favorite investments he just regrets he didn’t invest more
Posted by ynlvr
Rocket City
Member since Feb 2009
5542 posts
Posted on 10/8/25 at 12:45 pm to
Jensen mentioned Nebius this morning among the basket of core players in ai buildout
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27806 posts
Posted on 10/8/25 at 1:03 pm to
WTF.

I just got home. Have a 3:00 EST meeting. It's dropped over a dollar since I left Earl's.

IT, we need your good vibes...
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/8/25 at 1:04 pm to
I thought you might have switched to White Claw
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27806 posts
Posted on 10/8/25 at 1:05 pm to
quote:

I thought you might have switched to White Claw


I went home, dude, I didn't come out of the closet...
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20032 posts
Posted on 10/8/25 at 1:08 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/8/25 at 1:12 pm to
quote:

IT, we need your good vibes...


On the TD Synnex, Nebius, Nvidia call…leaving shortly for the bar and will finish the call there
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27806 posts
Posted on 10/8/25 at 1:38 pm to
Okay. I sense a change in the force. IT_Dawg must be at the bar...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27806 posts
Posted on 10/8/25 at 1:47 pm to
Never mind. That was just indigestion...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/8/25 at 1:57 pm to
I’m here, 120.88 when I arrived

Next week must be a good week, I’ll be at a bar from about 10am - 11pm every day
This post was edited on 10/8/25 at 2:01 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27806 posts
Posted on 10/8/25 at 2:05 pm to
quote:

I’ll be at a bar from about 10am - 11pm every day


Are you going to be on a cruise, next week?

Within the next 4-6 weeks, I'll be up in Crabapple Corners, visiting my Mom. If you're available, we should try to get together for a beer and see if we can really bring this thing up...
Posted by bayoubengals88
LA
Member since Sep 2007
24576 posts
Posted on 10/8/25 at 2:05 pm to
I saw some news that Amazon AWS raised prices on Blackwell rentals....
Huge for NBIS right?

I can't find much on the news. Anyone got anything?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/8/25 at 2:06 pm to
quote:

you going to be on a cruise, next week?


Yea, 7 nights on Star of the Seas, Sunday to Sunday
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27806 posts
Posted on 10/8/25 at 2:12 pm to
quote:

Yea, 7 nights on Star of the Seas, Sunday to Sunday


I hope the casino treats you better than NBIS has, this week.

Hell, I hope NBIS treats you better next week than it has this week.
Posted by HogPharmer
Member since Jun 2022
3740 posts
Posted on 10/8/25 at 2:39 pm to
Good rebound day. Let’s get this baby back up to ATH by the end of the week!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26691 posts
Posted on 10/8/25 at 2:49 pm to
quote:

I hope the casino treats you better than NBIS has, this week.


Me too

quote:

Hell, I hope NBIS treats you better next week than it has this week.


It will
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 10/8/25 at 6:33 pm to
You know.. I’m tired of the sadness from the past two days.

It’s time to get back to our core roots… money, napkins, and beer.

Sure we had 2 bad days, but I believe in this company and feel fortunate for the ride.

The next 9 days could be awesome… don’t know why, but I can feel it in my bones.

We begin our takeoff in the next two days. Let’s go!


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