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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/21/25 at 9:08 pm to sonoma8
Posted on 10/21/25 at 9:08 pm to sonoma8
Technical question.
Does it make any difference selling 11/21 calls at a loss and rolling into a lesser strike on the same date? Or if it spikes would the return be the same regardless of strike?
Trying to figure it does it make sense to roll 11/21 140c at a loss into 120c or lower.
TIA
Does it make any difference selling 11/21 calls at a loss and rolling into a lesser strike on the same date? Or if it spikes would the return be the same regardless of strike?
Trying to figure it does it make sense to roll 11/21 140c at a loss into 120c or lower.
TIA
2
Posted on 10/21/25 at 9:13 pm to bayoubengals88
4x risk skew between the bull and bear cases. Keep in mind this was when NBIS was at $117, so the skew only more favorable nearing $100.
Reality though, with all these analyst expectations, is they don’t have a crystal ball. AI must continue to stay very relevant and hyperscalers need to continue to see generative AI as a profitable game to play.
Whether it is or isn’t a profitable outcome for them I don’t think the AI trade is dead. Too early for that.
Posted on 10/21/25 at 9:14 pm to SquatchDawg
The contract with more value will typically move less.
Since you still have a month, I wouldn’t bother paying more for the 120s.
I would be more prone to go with something like a 10/31 $95 or $100.
Take the credit from the roll and buy some 11/21 $120s.
Sell the 10/31 on the first spike you get and buy more 11/21 $120s.
That’s probably how I’d play it.
Since you still have a month, I wouldn’t bother paying more for the 120s.
I would be more prone to go with something like a 10/31 $95 or $100.
Take the credit from the roll and buy some 11/21 $120s.
Sell the 10/31 on the first spike you get and buy more 11/21 $120s.
That’s probably how I’d play it.
Posted on 10/21/25 at 9:14 pm to SquatchDawg
I don’t fw the options on this but yes, sounds good to me
Posted on 10/21/25 at 9:19 pm to LSUcam7
quote:I think it will. And NBIS has their hands in robotics and healthcare as well.
AI must continue to stay very relevant and hyperscalers need to continue to see generative AI as a profitable game to play.
Just think about how big this could be. We have no idea.
quote:
Key aspects of Nebius' work in healthcare include:
AI cloud infrastructure: The company's Nebius AI Cloud provides the vast compute power necessary for intensive AI tasks like training large models on protein structures, analyzing medical imaging, and processing genomics data.
Support for startups: By offering financial and technical support through its AI Discovery Awards, Nebius helps emerging companies in biotech and healthcare research bring their AI-driven solutions to market.
Compliance focus: Nebius has focused on achieving certifications like SOC 2 Type II and HIPAA compliance to ensure its platform meets the strict security and regulatory requirements for handling healthcare data.
Healthcare applications: Some of the main use cases for Nebius' platform in healthcare include drug discovery and development, genomics, multi-omics, and medical imaging.
While Nebius also serves other industries, its investment in supporting the healthcare and life sciences sectors through advanced AI infrastructure and awards programs shows a dedicated and growing commitment to this area.
Posted on 10/21/25 at 9:23 pm to bayoubengals88
On board with all of that. But I also know that’s starting becoming consensus.
The market does a great job of making consensus look dumb.
Don’t get me wrong I’m buying this name here and hope we see it even slightly lower so I can do it again.
The market does a great job of making consensus look dumb.
Don’t get me wrong I’m buying this name here and hope we see it even slightly lower so I can do it again.
Posted on 10/21/25 at 9:25 pm to bayoubengals88
Thanks!
Posted on 10/21/25 at 9:26 pm to LSUcam7
Look how dumb.
This is the average trader.
Jack arse doesn’t even know the company only dates back to fall of 2024.
This is the average trader.
Jack arse doesn’t even know the company only dates back to fall of 2024.
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Posted on 10/21/25 at 9:27 pm to bayoubengals88
quote:I’d be red if they went that low
Either 102, 95, or 86.
Posted on 10/21/25 at 9:28 pm to SquatchDawg
It’s the Tina trade
There is no alternative
Want money? Invest in AI infrastructure
Want a lot of money?
Invest in undervalued AI
Go search for a better value than NBIs at this price. and share it.
I like NBIs stock
This was not directed at you my baw Georgia fan, just stating
There is no alternative
Want money? Invest in AI infrastructure
Want a lot of money?
Invest in undervalued AI
Go search for a better value than NBIs at this price. and share it.
I like NBIs stock
This was not directed at you my baw Georgia fan, just stating
This post was edited on 10/21/25 at 9:32 pm
Posted on 10/21/25 at 9:30 pm to bayoubengals88
Yeah gotta be careful on X. Great source of info from some really smart people.
And then there are a lot of retards.
And then there are a lot of retards.
Posted on 10/21/25 at 9:36 pm to LSUcam7
I think the entire world severely underestimates the power of genAI
I am close to this. Y’all don’t understand
I am close to this. Y’all don’t understand
Posted on 10/21/25 at 9:46 pm to jefforize
quote:This really brought it home for me. NBIS efficiency and cost efficiency will continue to win them market share from AWS.
jefforize
Published today:
This whitepaper explores the cost dynamics of AI infrastructure for foundation model training and highlights how Nebius AI Cloud helps to maximize return on AI investments.
Whitepaper
This post was edited on 10/21/25 at 9:48 pm
Posted on 10/21/25 at 9:49 pm to jefforize
quote:We will hear you out
Y’all don’t understand
Posted on 10/21/25 at 9:58 pm to bayoubengals88
Sleep easy my baws
Posted on 10/21/25 at 10:41 pm to jefforize
There is a 2x NBIS etf trading, NEBX and it's volatile as hell. Looking for a trade that may be a good substitute for the orginal.
Posted on 10/21/25 at 11:14 pm to bigjoe1
Gentlemen…
I sold my calls in $130’s
Bought NVTS for a week
Bought beyond fake beef for fun
Now I sell it all in the morning and dive fully into the NBIS pool of love.
We’re about to go places… I know it
Buckle up and get your napkins ready, the next month is gonna be fun!
I sold my calls in $130’s
Bought NVTS for a week
Bought beyond fake beef for fun
Now I sell it all in the morning and dive fully into the NBIS pool of love.
We’re about to go places… I know it
Buckle up and get your napkins ready, the next month is gonna be fun!
Posted on 10/22/25 at 6:28 am to AuBeerStud
Posted on 10/22/25 at 6:38 am to astonvilla
Wow. They must think they have something in Avride…
This will allow many people to understand that Nebius owns Avride.
This will allow many people to understand that Nebius owns Avride.
Posted on 10/22/25 at 6:51 am to bayoubengals88
Weird the price didn’t move on that news
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