re: Nebius - NBIS - AI Infrastructure Company

I think those dates from last year, which provides the reasoning behind the estimate.

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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.

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Fantastic.

I bought 50 SQQQ 11/21 calls today
$19 strike

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bought 50 SQQQ 11/21 calls today $19 strike

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I’ll be looking at the same if we get an early spike. I don’t see this situation with China and the shutdown getting better any time soon.

Also taking some money off the table with ASMC, MU and TSM. Those have done well and don’t move fast enough to miss any upside if all of this washes out.

I really want a pile of cash if we get an all clear.

Sounds like a lot until you look at VIXY zoomed out to include April 2 of this year. Y

Maybe some puts on OKLO and IREN.

There’s a huge ask bid spread on VIXY. SQQQ is pretty tight but it doesn’t move much.

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I don’t see how tomorrow isn’t ugly outside of a deal actually being made.

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Why?

NBIS is at $120.20.... That's at my stop loss.


I do not like tomorrow. While I will capture 99% of sold calls, it will not off set the pain I expect.

That premarket bloodbath got bought up immediately