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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/22/25 at 9:31 am to
Posted by REG861
Ocelot, Iowa
Member since Oct 2011
38126 posts
Posted on 10/22/25 at 9:31 am to
quote:

This is getting rough


Buying opportunity
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 10/22/25 at 9:32 am to
I'm out. May buy long calls with profit.
Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/22/25 at 9:40 am to
I like the comparison Zuckerberg and others have made to he railroad boom. It was needed infrastructure but it was also a bubble. When the railroad boom popped the bigger players survived and bought up all the small guys.

Apple, Meta, Etc probably safe. Just goes back to how you think Nebius falls in the pecking order I guess.

I think they are healthier than a lot of the AI plays but I'm not an expert.

And to be clear I don't think the bubble is popping now. And i think it will be safe until midterms because as discussed before, the AI boom is the only thing preventing the economy from being in recession. If it starts to show signs of cracking I think the administration will try their best to prop it up.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 9:44 am to
quote:

This is getting rough

Normal trading. I just wish I had been better prepared. Well, not exactly "normal"...it's being manipulated, but we will see it prevail soon.
This post was edited on 10/22/25 at 9:45 am
Posted by sonoma8
Member since Oct 2006
8140 posts
Posted on 10/22/25 at 9:44 am to
WTF???
Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/22/25 at 9:55 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 10:07 am to
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3417 posts
Posted on 10/22/25 at 10:07 am to
Ouch my balls. RIP I'm only up 95% on my shares now
Posted by TheOcean
#honeyfriedchicken
Member since Aug 2004
45885 posts
Posted on 10/22/25 at 10:11 am to
That's probably the dumbest investing chart I've ever seen
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 10:12 am to
quote:

That's probably the dumbest investing chart I've ever seen

I don't disagree.
Posted by Neauxla
New Orleans
Member since Feb 2008
34480 posts
Posted on 10/22/25 at 10:22 am to
quote:

Ouch my balls. RIP I'm only up 95% on my shares now
I'm down. a lot.
Posted by Covingtontiger77
Member since Dec 2015
12114 posts
Posted on 10/22/25 at 10:23 am to
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 10/22/25 at 10:32 am to
95-250 here we gooooo
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 10/22/25 at 10:39 am to
I'm thinking it's either that, or we go down with the Titanic...
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 10:46 am to
This is quite surprising:
Posted by Mockingbird2008
Member since Jun 2022
143 posts
Posted on 10/22/25 at 10:50 am to
I just asked copilot about its top 5 stocks with a short squeeze in the near future and it listed NBIS as #1.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 10/22/25 at 10:54 am to
Are they shorting to take advantage of market manipulation or to take advantage of the AI bubble popping?
Posted by Mockingbird2008
Member since Jun 2022
143 posts
Posted on 10/22/25 at 10:59 am to
Seems like AI bubble fear.

11.83% with short interest ratio of 1.4 days to cover.
This post was edited on 10/22/25 at 11:02 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 10/22/25 at 11:01 am to
quote:

Seems like AI bubble fear.


Self prophesizing.

META, MSFT, NVDA, GOOGL, etc, need to come out and reassure people that they are going to continue to spend money on AI.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 11:02 am to
quote:

Are they shorting to take advantage of market manipulation or to take advantage of the AI bubble popping?

Just a theory.

Hedge funds short the stock, driving it down.
Buy calls and some shares.
Cover shorts (even if at a small loss it won't matter).
Sell calls and shares in a few months.
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