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re: Nebius - NBIS - AI Infrastructure Company

Posted on 2/20/25 at 6:42 am to
Posted by bayoubengals88
LA
Member since Sep 2007
23501 posts
Posted on 2/20/25 at 6:42 am to
quote:

What a heartbreaker.
Give it a few hours.
December ARR was 90 million
March ARR will be 220

They could actually surpass 1 billion this year.

I have an order in for 50 more shares currently.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3279 posts
Posted on 2/20/25 at 7:17 am to
The activity this morning was typical whale action

I finally have a jump-in point on this stock

Posted by The Mick
Member since Oct 2010
44901 posts
Posted on 2/20/25 at 7:23 am to
Edit: I have the wrong company...... disregard.
This post was edited on 2/20/25 at 12:22 pm
Posted by FLObserver
Jacksonville
Member since Nov 2005
15831 posts
Posted on 2/20/25 at 7:42 am to
And a miss on earnings.
Posted by LChama
Member since May 2020
3320 posts
Posted on 2/20/25 at 7:43 am to
You think insiders knew?
Posted by Woolfpack
Member since Jun 2021
1493 posts
Posted on 2/20/25 at 7:51 am to
Probably the sanctions imposed on Russian companies.


EDIT: scooped up a few @ 40 and a few @ 39

Im going to wait and watch for a couple hours as recommended by BB
This post was edited on 2/20/25 at 8:01 am
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/20/25 at 8:06 am to
Nothing on Avride may have potentially hurt this.
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 2/20/25 at 8:06 am to
not mentioning Avride possibly must have hurt .
This post was edited on 2/20/25 at 8:07 am
Posted by bayoubengals88
LA
Member since Sep 2007
23501 posts
Posted on 2/20/25 at 8:14 am to
quote:

NBIS was at $87 back in 2021, then suddenly dropped into the teens. Any idea what happened back then and what has rejuvenated it currently?
NBIS hasn’t existed for more than 7 months. You are referring to a different company.

If you’d like to know more, please take a look at the first post in this thread.
Posted by LChama
Member since May 2020
3320 posts
Posted on 2/20/25 at 8:25 am to
quote:

And a miss on earnings.


Wrong
Posted by meeple
Carcassonne
Member since May 2011
10847 posts
Posted on 2/20/25 at 8:27 am to
Still here. Plan to pick up a few at market and then see if there’s a bigger buying opportunity
Posted by bayoubengals88
LA
Member since Sep 2007
23501 posts
Posted on 2/20/25 at 9:02 am to
Overall market way down with bigger earnings news today after reaching an ATH today. Obviously not helping.
Time for me to go touch some grass!
Posted by HogPharmer
Member since Jun 2022
3423 posts
Posted on 2/20/25 at 9:12 am to
Buying opportunity.
Posted by jordan21210
Member since Apr 2009
14131 posts
Posted on 2/20/25 at 9:24 am to
Grabbed some more shares at $38.50. In it for the long haul.
Posted by REG861
Ocelot, Iowa
Member since Oct 2011
37821 posts
Posted on 2/20/25 at 9:28 am to
quote:

by bayoubengals88


Sorry to keep digressing from NBIS but are you on AMPL yet? That’s my next move. The same people on AH aligned with your picks are pushing it hard.
This post was edited on 2/20/25 at 9:29 am
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/20/25 at 9:28 am to
stay outside. A violent V has occured


eta: may have sputtered out
This post was edited on 2/20/25 at 9:42 am
Posted by bayoubengals88
LA
Member since Sep 2007
23501 posts
Posted on 2/20/25 at 9:56 am to
quote:

Sorry to keep digressing from NBIS but are you on AMPL yet? That’s my next move. The same people on AH aligned with your picks are pushing it hard.

No, but I like the way it looks initially
Posted by bayoubengals88
LA
Member since Sep 2007
23501 posts
Posted on 2/20/25 at 9:56 am to
quote:

stay outside. A violent V has occured

Posted by bayoubengals88
LA
Member since Sep 2007
23501 posts
Posted on 2/20/25 at 10:04 am to
Bought @
42.90
42.70
38.89
38.66

Bought four 5/16 $40 calls at 9.60 (down like $800 at one point )
Bought one 5/16 $50 call at 5.25

-----
That said, NBIS needs a spokeperson. Arkady was either drunk, barely awake, both(?), and definitely nervous. I guess it's the whole speaking English thing...
Hope he knocks the rust off if he has to keep doing this.
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/20/25 at 10:07 am to


my TQQQ protective put roundtripped from +$75 to 0 and got stopped out, then the chart proceeded to dump again.

fun stuff
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