Started By
Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 1/16/25 at 11:55 am to
Posted by StonewallJack
Member since Apr 2008
848 posts
Posted on 1/16/25 at 11:55 am to
quote:

Did you actually sell?! You're green already.



I'm holding diamond hands!
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/19/25 at 9:30 am to
This is possibly the most important reason to own NBIS:
Loading Twitter/X Embed...
If tweet fails to load, click here.


Edit to add that I’m up to 415 shares.
I suppose 500 is a good goal for now.
Then, I’ll look for $150/share.
This post was edited on 1/19/25 at 9:35 am
Posted by astonvilla
New Jersey
Member since Dec 2005
3289 posts
Posted on 1/23/25 at 8:51 am to
LINK /

is this going to help NBIS?
Posted by moldy_tiger
Member since Apr 2021
332 posts
Posted on 1/24/25 at 9:36 am to
Having quite the morning today sheesh
Posted by Screaming Viking
Member since Jul 2013
5306 posts
Posted on 1/24/25 at 10:32 am to
quote:

bayoubengals88


I did see your recommendation relatively late, but onwards and upwards. thanks.

my question is....this stock, is this a long-term hold or is this something to hit a peak and sell?
Posted by The Egg
Houston, TX
Member since Dec 2004
81985 posts
Posted on 1/24/25 at 10:39 am to
hell of a call by the OP

love to see this materialize
Posted by GroGan
Member since Jul 2019
72 posts
Posted on 1/24/25 at 10:53 am to
Yep, nice one OP
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77257 posts
Posted on 1/24/25 at 10:56 am to
quote:

long-term hold


You would think, right?

I mean, it has a lot of potential.
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/24/25 at 12:08 pm to
(no message)
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/24/25 at 12:11 pm to
quote:

my question is....this stock, is this a long-term hold or is this something to hit a peak and sell?
Like anything, it’ll have pull backs, but I have 415 shares because I’m looking for a hundred billion dollar market cap over the next several years.

I do play options however (on pullbacks). Bought calls yesterday.
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/24/25 at 12:26 pm to
quote:

is this going to help NBIS?
I would think so, but I don’t know for sure.

Reports came in yesterday of the CEO being aggressive with guidance this year and next during a presentation. Though he did not mention numbers, only demand for GPU storage.

Additionally, Cramer said on his show that he had never heard of NBIS, so that’s always positive
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/24/25 at 5:05 pm to
New summary from a new SA article:

quote:

In my previous column about Nebius Group, I arrived at a valuation of Nebius Group of $8.8 billion, or $37.5 per share.

In this column, I conducted a detailed analysis of the robotaxi market in the U.S., as well as Avride's prospects within it, to determine the fair value of Avride.
Based on my analysis, Avride could claim the 2nd or 3rd position in the U.S. robotaxi market.

Potential investors interested in acquiring a stake in Avride could be Uber, Hyundai, Lyft, German automakers, and venture capital funds.

I arrived at a new valuation for Avride of $3.4 billion, which implies a new fair valuation for Nebius Group of $11.2 billion, or $47.7 per share.
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/27/25 at 6:46 am to
Loading Twitter/X Embed...
If tweet fails to load, click here.


NBIS offers DeepSeek on its AI Studio.
Absurd price action but the whole market wanted a reason to dip.
Posted by KamaCausey_LSU
Member since Apr 2013
16057 posts
Posted on 1/27/25 at 8:32 am to
Bought another 100 shares, limit order at $32.
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
8250 posts
Posted on 1/27/25 at 8:35 am to
quote:

Like anything, it’ll have pull backs

At >25% down, it feels more like a correction.
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77257 posts
Posted on 1/27/25 at 9:00 am to
I agree that it feels like a correction. Not a good sign for those who wanted to buy and hold this stock for the long term.
Posted by bayoubengals88
LA
Member since Sep 2007
21361 posts
Posted on 1/27/25 at 9:04 am to
quote:

Not a good sign for those who wanted to buy and hold this stock for the long term.
Let's revisit in a month. 20, 30, or 40?
Posted by StonewallJack
Member since Apr 2008
848 posts
Posted on 1/27/25 at 9:06 am to
I lost all my money, again!
Posted by meeple
Carcassonne
Member since May 2011
10291 posts
Posted on 1/27/25 at 9:10 am to
Picked up a few more at $30
Posted by jefforize
Member since Feb 2008
45039 posts
Posted on 1/27/25 at 9:22 am to
dipped my toe in at $29
Jump to page
Page 1 2 3 4 5 ... 45
Jump to page
first pageprev pagePage 2 of 45Next 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