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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/21/25 at 2:39 pm to bayoubengals88
Posted on 10/21/25 at 2:39 pm to bayoubengals88
Explain this to me. Are they saying that people are loading up expecting it to drop to $80 and $50 a share?
2
Posted on 10/21/25 at 2:42 pm to sonoma8
no, they are spending a gigantic amount of money on ITM high delta calls because they know NBIS is going up soon
Posted on 10/21/25 at 2:45 pm to IT_Dawg
Earnings are a wildcard. The more reasons for rockets, the more worry imo. I’ll be just as happy to be wrong, but thats my ma k
Posted on 10/21/25 at 2:48 pm to jefforize
keep in mind though the person(s) on the other end selling these calls thinks its going down further though,
Posted on 10/21/25 at 2:53 pm to jefforize
Nothing normal about this…
This is manufactured.
This is manufactured.
Posted on 10/21/25 at 2:54 pm to sonoma8
quote:institutional call loading. It’s bullish. He it explains it well:
Explain this to me. Are they saying that people are loading up expecting it to drop to $80 and $50 a share?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/21/25 at 3:23 pm to bayoubengals88
Posted on 10/21/25 at 3:38 pm to bayoubengals88
Glad I bought another 10 to get up to 700
Posted on 10/21/25 at 4:04 pm to bayoubengals88
Be nice if they at least announced an officials earnings date. Be funny if it’s 11/03 and all these people piling into 10/31.
This post was edited on 10/21/25 at 4:12 pm
Posted on 10/21/25 at 4:22 pm to SquatchDawg
quote:
Be nice if they at least announced an officials earnings date.
If they don't announce the date (an October one) tomorrow, it will most likely be 11/6 which was my original guess back in August when I started accumulating 11/21 options
This post was edited on 10/21/25 at 4:23 pm
Posted on 10/21/25 at 4:47 pm to IT_Dawg
My 11/26 140c looked pretty good when they dropped to 130. Now they could go up 20% and I don’t think I’d recover.
Posted on 10/21/25 at 4:56 pm to IT_Dawg
Oracle's earnings report is on the 31st. MSFT, GOOGL, and META earnings are on the 29th. There could be a bump from those, as well.
Posted on 10/21/25 at 5:15 pm to SquatchDawg
quote:Could easily be up 30% on any given day.
Now they could go up 20% and I don’t think I’d recover.
Posted on 10/21/25 at 5:17 pm to bayoubengals88
quote:
Could easily be up 30% on any given day.
Lord hear our prayer.
Posted on 10/21/25 at 6:09 pm to bayoubengals88
quote:And I was referring to your calls. A big pop in the morning could get you up 30%
Could easily be up 30% on any given day.
Posted on 10/21/25 at 6:36 pm to bayoubengals88
I like this Yiannis fellow. Our insights are aligned
Posted on 10/21/25 at 7:09 pm to jefforize
BB.. related to the MSFT deal:
Have you come across any reputable takes on how to value it in today’s dollars? Assuming some multiple of a discounted $17.4B value?
Also.. everything I read stated the contract is all but guaranteed, as long as NBIS is able to deliver the capacity on time. I’m sure there are some more extreme instances but that’s the main real risk to the revenue. Is that how you understand the MSFT contract?
Have you come across any reputable takes on how to value it in today’s dollars? Assuming some multiple of a discounted $17.4B value?
Also.. everything I read stated the contract is all but guaranteed, as long as NBIS is able to deliver the capacity on time. I’m sure there are some more extreme instances but that’s the main real risk to the revenue. Is that how you understand the MSFT contract?
Posted on 10/21/25 at 7:28 pm to LSUcam7
I’m not BB but I can contribute.
Microsoft is in the business of buying up legitimate companies and competitors
I’m no longer bullish on PATH because I think Msft will outpace their offering in 2026.
Microsoft is king in this realm. Msft bought NBIs. Do the math
Microsoft is in the business of buying up legitimate companies and competitors
I’m no longer bullish on PATH because I think Msft will outpace their offering in 2026.
Microsoft is king in this realm. Msft bought NBIs. Do the math
Posted on 10/21/25 at 7:31 pm to jefforize
This is the easiest retail win a lot of us will have and some of yall will still fumble it.
Posted on 10/21/25 at 7:52 pm to jefforize
quote:
Msft bought NBIs.
Can you clarify?
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