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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/15/25 at 8:19 am to SquatchDawg
Posted on 10/15/25 at 8:19 am to SquatchDawg
quote:
ASML up 4.4% pre earnings which is a good sign. They may blow it on their outlook but overall market looks happy today….so far.
Hell, they released all of their numbers at 12 am. Hard to get the timing right with these damn foreign companies. Still 4% though.
When is NBIS going to announce an official earnings date?
0
Posted on 10/15/25 at 8:20 am to Jax-Tiger
Corweav just shot up fast. I’ve noticed whenever they get action, so do we! Let’s go!
Posted on 10/15/25 at 8:23 am to Jax-Tiger
quote:It's SO ready for a technical setup, especially with a strong market day.
That would be insane...
On this 2wk chart we see:
- perfect bull flagging
- lower volume consolidation
- one hell of a volume shelf in the lower 130s.
Posted on 10/15/25 at 9:40 am to bayoubengals88
Somebody post a beer napkin or something…. This thing is flat and other plays are up 5%+
Posted on 10/15/25 at 9:46 am to bayoubengals88
$130 is the new $110.
Posted on 10/15/25 at 10:02 am to sonoma8
quote:I know nothing about technical data, but my gut tells me people are sitting on the earnings report. If great it booms, if ok it regresses a little bit, if disappointing the bottom falls. That or some positive news in front of reporting.
Somebody post a beer napkin or something…. This thing is flat and other plays are up 5%+
Posted on 10/15/25 at 10:31 am to tigerfoot
Earnings always scare me
Posted on 10/15/25 at 10:45 am to reds on reds on reds
quote:you never know how the market will react.
Earnings always scare me
Posted on 10/15/25 at 10:49 am to tigerfoot
quote:
my gut tells me people are sitting on the earnings report
We are still two weeks away. I don't like the period before the earnings report. Usually, you see an upward trend leading into earnings, which can dampen any effects of a bad earnings report. I think NBIS has gone up so much in the last 6 weeks that maybe people are nervous about what a bad earnings report could do.
Given that this is the first earnings report since the MSFT deal, people are expecting massive revenue gains. I don't know if the gains will be high enough to satisfy the expectations...
I am cleaning up my options so that I don't have any that are expiring right after the earnings report. If I push my calls out a couple of months, I mitigate the risk of losing money on a bad earnings report, but still get the benefit of good news.
Posted on 10/15/25 at 10:56 am to Jax-Tiger
quote:
Given that this is the first earnings report since the MSFT deal, people are expecting massive revenue gains. I don't know if the gains will be high enough to satisfy the expectations...
I don't think the microsoft deal will have any effect on this earnings report. Hopefully they beat and give really good guidance. I'm definitely not comfortable holding calls going into this earnings but I wish all that are doing so good luck.
Posted on 10/15/25 at 10:58 am to Jax-Tiger
I still have some 11/21s that I need to move out but not going to do it today. TSM earnings tomorrow so should be a positive for the sector.
Posted on 10/15/25 at 11:10 am to reds on reds on reds
The guidance is what I was referring to. They give the guidance as part of the earnings report, even if it's not the actual earnings.
The guidance will obviously show a huge expected revenue jump. Will it be enough, or is that increase already perceived to be baked into the current price?
It may take another MSFT type deal to validate NBIS.
The guidance will obviously show a huge expected revenue jump. Will it be enough, or is that increase already perceived to be baked into the current price?
It may take another MSFT type deal to validate NBIS.
Posted on 10/15/25 at 11:23 am to Jax-Tiger
quote:I strongly disagree. I sold positions and added many Feb calls today.
It may take another MSFT type deal to validate NBIS.
Posted on 10/15/25 at 11:27 am to bayoubengals88
The thesis is still sound. The MSFT deal is real and they have a number of profitable interests in other companies. The sector is booming.
We just need to be a bunch of little Fonzi’s with our holdings during pullbacks.
We just need to be a bunch of little Fonzi’s with our holdings during pullbacks.
Posted on 10/15/25 at 11:43 am to SquatchDawg
Arkady still has yet to sell his shares correct?
If thats still the case then..
If he thought (knew) it is going lower… he would have sold at 140. In my opinion he has info to indicate we will continue to go higher through february (his deadline to sell).
If thats still the case then..
If he thought (knew) it is going lower… he would have sold at 140. In my opinion he has info to indicate we will continue to go higher through february (his deadline to sell).
Posted on 10/15/25 at 11:45 am to SquatchDawg
TSM... My biggest failure..
Owned it @101. Out at 184.. now at 305.
Owned it @101. Out at 184.. now at 305.
Posted on 10/15/25 at 11:54 am to SquatchDawg
Most of the AI stocks are down or even from this morning open price on no real news across the board. Its just a flat day.
Posted on 10/15/25 at 11:57 am to LChama
quote:BINGO.
If he thought (knew) it is going lower… he would have sold at 140. In my opinion he has info to indicate we will continue to go higher through february (his deadline to sell).
Posted on 10/15/25 at 12:00 pm to sonoma8
It had to be done:
Posted on 10/15/25 at 12:06 pm to bayoubengals88
quote:
I strongly disagree. I sold positions and added many Feb calls today.
I did the same.
What I'm saying is that it may take another big contract to get overcome the inertia. A lot of folks were left holding the bag when CRWV got to far over their skis and NBIS is compared to CRWV more than anybody else.
People don't know about Clickhouse. We've already had two big spikes because of MSFT. The economy is wonky, right now, and people are skittish. I think it's emotion more than the technicals. People are asking if some of the newer, smaller, cheaper data center stocks are a better place to invest.
You mentioned it going to $145 today. I would love to see it, but I have trouble seeing that kind of jump without a catalyst. New enterprise contracts, new data center announcements, and the Clickhouse IPO becoming a reality will cause this stock to pop. Hopefully, the earnings report and guidance will do the same, as well.
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