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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/16/25 at 12:25 pm to bayoubengals88
Posted on 10/16/25 at 12:25 pm to bayoubengals88
quote:
It's likely going to be one of the two.
You sayin we’ll be fine or we wont??
This post was edited on 10/16/25 at 12:39 pm
2
Posted on 10/16/25 at 12:27 pm to LChama
Fine.
NBIS model is to sell access to a wide range of companies - not just the big guys. Also, I thought Musk’s xAI plan was to do it themselves and not rely on a cloud/hyperscaler.
NBIS model is to sell access to a wide range of companies - not just the big guys. Also, I thought Musk’s xAI plan was to do it themselves and not rely on a cloud/hyperscaler.
Posted on 10/16/25 at 12:27 pm to astonvilla
quote:That makes sense. Or he could buy Avride...
Musk is never going to give a deal to NBIS.
Avride is a direct competitor to Robotaxi and he isnt going to do anything to support this.
hopefully I am wrong.
Posted on 10/16/25 at 1:15 pm to LChama
Since I've been watching I don't think I've seen this much of a roller coaster in a single day.
Posted on 10/16/25 at 1:19 pm to LB84
I'm back.
Posted on 10/16/25 at 1:23 pm to Jax-Tiger
Didn't feel like starting a thread but thoughts on the 10 year dropping below 4, the regionals banks stocks tanking, and the Fed low liquidity announcements.
Are these concerning re: overall economy?
I can't tell if I should be worried or if I'm stuck in a Twitter algorithm lol
Are these concerning re: overall economy?
I can't tell if I should be worried or if I'm stuck in a Twitter algorithm lol
This post was edited on 10/16/25 at 1:24 pm
Posted on 10/16/25 at 1:23 pm to LB84
It happens.
Most people have no clue about AI , and even many of my peers and associates in IT don’t even use it and view it as a threat or a chatbot that’s always wrong.
We’re still so early.
Most people have no clue about AI , and even many of my peers and associates in IT don’t even use it and view it as a threat or a chatbot that’s always wrong.
We’re still so early.
Posted on 10/16/25 at 1:41 pm to jefforize
quote:Raises hand.
Most people have no clue about AI ,
Posted on 10/16/25 at 2:13 pm to tigerfoot
Just got back on the ship…holy crap did I miss a nice trading day
Changed and headed to the bar to get us back to green to end the day!!!
Changed and headed to the bar to get us back to green to end the day!!!
This post was edited on 10/16/25 at 2:25 pm
Posted on 10/16/25 at 3:05 pm to IT_Dawg
We got a little news this morning, but it didn't do much of anything for us 
Posted on 10/16/25 at 3:07 pm to bayoubengals88
My entire portfolio except SLI and ANET is red today. 
Posted on 10/16/25 at 3:11 pm to bayoubengals88
The tide is just moving out with all of this background chaos. Both ASMC and TSM crushed earnings but little if any action.
Posted on 10/16/25 at 3:15 pm to Neauxla
Posted on 10/16/25 at 4:21 pm to IT_Dawg
That was my first though...it had to be you...
Well folks, where are we headed?
We seem to have broken the 9 EMA.
Looks like we'd have to cross above 132 for any meaningful move higher.
I HATE this macro environment.
Well folks, where are we headed?
We seem to have broken the 9 EMA.
Looks like we'd have to cross above 132 for any meaningful move higher.
I HATE this macro environment.
Posted on 10/16/25 at 4:36 pm to bayoubengals88
Considering shaving here, earnings always scare the shite out of me. Im expecting a sell off going into the weekend. Thoughts 88 and IT?
Posted on 10/16/25 at 4:48 pm to sonoma8
I’m not going into earnings without some Nov/Dec calls.
I won’t trim but I’ll trim calls and buy shares.
I won’t trim but I’ll trim calls and buy shares.
Posted on 10/16/25 at 4:49 pm to bayoubengals88
You guys are a lot smarter than I am but I’m weighing a number of options ranging from dumping my 11/21s at a loss to buying daily SQQQ at the open to going long TLT as an overall hedge.
My WPM and SLV calls have helped ease the pain. Sold WPM today for 30% and still hold 1/16 SLV 50c but they’re making me nervous at +60%. Sold Adobe and MVTS for small gains and to give me some dry powder.
I wish NBIS would at least give us an earnings date.
ETA: scratch TLT…it tanked during the last tariff showdown.
My WPM and SLV calls have helped ease the pain. Sold WPM today for 30% and still hold 1/16 SLV 50c but they’re making me nervous at +60%. Sold Adobe and MVTS for small gains and to give me some dry powder.
I wish NBIS would at least give us an earnings date.
ETA: scratch TLT…it tanked during the last tariff showdown.
This post was edited on 10/16/25 at 5:04 pm
Posted on 10/16/25 at 4:52 pm to bayoubengals88
With earning and conference call coming the 29th and 30th, Im worried about how far we slide until then.
Posted on 10/16/25 at 4:53 pm to sonoma8
Do we know that for sure? Everything I’ve seen are projected dates.
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