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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/21/25 at 8:34 am to Jjdoc
Posted on 10/21/25 at 8:34 am to Jjdoc
quote:
Crwv is down over 10% over the past week.
Probably a good time to invest in them. There was a time where I bought 1500 shares of CRWV - it was right after the MSFT announcement and everyone thought CRWV would ride NBIS's coattails, and they didn't. Their stock went down to around $90/share. NBIS had just come up $30, so I bought CRWV when it was down and NBIS was way up. But for the most part, they seem to be somewhat in synch - they both trend down or trend up at the same time.
Consequently, I have decided to just go with NBIS, all things equal - which they are not. I trust NBIS more.
2
Posted on 10/21/25 at 8:44 am to Jax-Tiger
ooof. what a start. I am ready to jump in for more though
Posted on 10/21/25 at 8:44 am to Jax-Tiger
This thing just keeps going down…
Posted on 10/21/25 at 8:49 am to Mockingbird2008
Alright friends, help me out, are we confident in buying the dip?
Posted on 10/21/25 at 8:58 am to Broski
This shite is getting old
Posted on 10/21/25 at 8:58 am to Broski
15 more at $103.15
Posted on 10/21/25 at 9:16 am to Broski
$102 was the previous low.
ONE month ago.
Buyers stepped in there.
ONE month ago.
Buyers stepped in there.
Posted on 10/21/25 at 9:20 am to Broski
quote:
Alright friends, help me out, are we confident in buying the dip?
I think this is the dip of the dippity-dip-dip, but it could be that it is just the dippity-dip.
I am confident that it will go up soon. Am I confident that it has bottomed out? No. I just have a strong conviction that it will be worth a lot more one month from now than it is today.
I would rather buy now and watch it go down $5 and then up $30 over the next week and a half than sit on the sidelines waiting for one more dip and watching it shoot up $25.
Posted on 10/21/25 at 9:20 am to Jax-Tiger
Today is looking like yesterday...
Posted on 10/21/25 at 9:21 am to bayoubengals88
Here we gooo
Posted on 10/21/25 at 9:32 am to bayoubengals88
Borrowed conviction does not an investment make.
These pages will demonstrate another case study in investment psychology in a few weeks.
These pages will demonstrate another case study in investment psychology in a few weeks.
Posted on 10/21/25 at 9:43 am to bayoubengals88
upped my position to 90 shares
Posted on 10/21/25 at 9:48 am to bayoubengals88
I've gotten a strange trust it it. It seems like it's been multiple huge dips and we all go "oh no!" worrying that we're fricked.
Then like a week later it reaches another ATH we end up mad we didn't buy more
Then like a week later it reaches another ATH we end up mad we didn't buy more
This post was edited on 10/21/25 at 9:48 am
Posted on 10/21/25 at 10:13 am to JetsetNuggs
We’re not fricked, this is still a great stock and a great long.
I’m just not confident earnings causes a spike, and it needs some healthy consolidation. 56-141 was a nice ride.
I’m just not confident earnings causes a spike, and it needs some healthy consolidation. 56-141 was a nice ride.
Posted on 10/21/25 at 10:21 am to SpeedyNacho
I keep buying little chunks every time we have a dip like this
I'm definitely in for the long haul. Another deal like the Microsoft one would be nice
I'm definitely in for the long haul. Another deal like the Microsoft one would be nice
Posted on 10/21/25 at 10:28 am to JetsetNuggs
We need some big news:
Even if’s untrue or fraudulent. Make some shite up, I don’t even care.
Let’s just get this pointed back in the right direction.
Even if’s untrue or fraudulent. Make some shite up, I don’t even care.
Let’s just get this pointed back in the right direction.
Posted on 10/21/25 at 10:33 am to SpeedyNacho
quote:
I’m just not confident earnings causes a spike, and it needs some healthy consolidation.
You think this needs more consolidation....earnings beats, all this below and you don't think we will spike again? You think we need to consolidate MORE?
- $17.4B-$19.4B contract with MSFT.
- Subsidiaries like ClickHouse, Avride, Toloka & Tripleten not priced in.
- ClickHouse IPO mid 2026
- Average analyst price target at $156 with the highest at $206.
- 1GW of contracted capacity guided for EOY 26 (keep in mind that 1GW is roughly $8-10B in Rev)
- Alabama greenfield site yet to be announced.
- And at least one more US greenfield site yet to be announced in 2026
- DataOne multi-industry breakthrough innovation yet to be announced.
- UK Blackwell Ultra datacenter to launch in Q4.
- NVIDIA Exemplar Cloud status
- NVIDIA Cloud Partner (NCP)
- Over $5B in cash
- One of the best leaderships and engineering teams in the industry.
- Vineland Datacenter
- Kansas City Datacenter
- Mäntsälä Datacenter
- Paris Datacenter
- Keflavík Datacenter
- Israel Datacenter
- ~220MW connected and ~100MW active power by YE
This post was edited on 10/21/25 at 10:35 am
Posted on 10/21/25 at 10:44 am to IT_Dawg
That's it? That's all they have going for them?
Posted on 10/21/25 at 10:53 am to Jax-Tiger
quote:
That's it? That's all they have going for them?
Oh, you're right. I forgot to mention the verticalized software, already ~1B in ARR, over 2000 "customers", the huge relationship announcement with TD Synnex and the partridge in a pear tree
Posted on 10/21/25 at 10:57 am to IT_Dawg
Crazy, but the current market cap is $26.7b at these levels.
The MSFT deal is worth $17-19b alone.
The Clickhouse stake is worth $3-6b.
$5b in cash
I don’t ever recall a market cap being so close to the “assets” of a company.
Make it make sense
The MSFT deal is worth $17-19b alone.
The Clickhouse stake is worth $3-6b.
$5b in cash
I don’t ever recall a market cap being so close to the “assets” of a company.
Make it make sense
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