re: Nebius - NBIS - AI Infrastructure Company

But what if AI replaced their jobs

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Meta just announced cutting of 600 jobs in their AI unit. That’s not good news on their end.

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When you have automation and AI tools, you don’t need nearly as many developers. This isn’t a knock on AI or the future of AI, probably more of a validation that it is working

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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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So the hedge funds may not be making as much money from the short as they are from the inevitable rebound?

Just bought calls for 11/14 $115 at 6.00

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So the hedge funds may not be making as much money from the short as they are from the inevitable rebound?

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I would think that shorting the stock is a means to an end.
I wouldn't think that they short a stock out of the blue like retail would and try to time the top.
Yes, I think they use it as a tactic to get far dated calls 50-75% cheaper than they were 2-3 weeks ago.
That's where the real money can be made.

How is VIX still sub 20? Feels like a ton of stuff has sold off over the past week and nebius has been unfairly punished along side them. Hate to say it but with more tech earnings coming, FOMC next week and continued government stupidity I don’t see volatility improving

My calls I just bought lost 72% in the last week. Let’s start the run back up for earnings

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Lol I have found myself with 30k of nbis at 104. What is happening right now

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As jefforize brilliantly stated yesterday

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This is the easiest retail win a lot of us will have and some of yall will still fumble it.

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Don't fumble it.

Just keep talking to me, this is like the cash out button on a 5 leg parlay and I just need to sweat the last leg

While I was certainly animated last night, I do maintain high conviction and confidence