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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/22/25 at 1:37 pm to
Posted by Jjdoc
Cali
Member since Mar 2016
55430 posts
Posted on 10/22/25 at 1:37 pm to
I am honestly looking at NEBX. Its a monthly. Calls are great.

If I go this route, I will sell the calls with the intent of being assigned.

Its at 46 and I can sell the 47 for $1100.

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27001 posts
Posted on 10/22/25 at 1:49 pm to
quote:

Also, Jim Cramer just said this crap:


Man, and I thought my beer was responsible for this uptick...
Posted by bayoubengals88
LA
Member since Sep 2007
23521 posts
Posted on 10/22/25 at 1:58 pm to
quote:

Cramer is an idiot. Why would an insider sell now with earnings coming out on 11/11.
Especially since the CEO's sell plan began in early September and ends in February.
Did Arkady sell at 120, 130, 140?
No.
I suppose it would be asking too much for Cramer to shut the frick up when he clearly hasn't a clue about the company.
This post was edited on 10/22/25 at 2:12 pm
Posted by Craft
Member since Oct 2019
1030 posts
Posted on 10/22/25 at 2:20 pm to
quote:

Man, and I thought my beer was responsible for this uptick...


If this thing decides to fly over $100 im getting the bourbon out for power hour
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3380 posts
Posted on 10/22/25 at 2:25 pm to
Pour it up cuz she needs a little push
Posted by bayoubengals88
LA
Member since Sep 2007
23521 posts
Posted on 10/22/25 at 2:35 pm to
quote:

Pour it up cuz she needs a little push

I think we all deserve one tonight.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26355 posts
Posted on 10/22/25 at 2:37 pm to
Honestly, feels like a huge win for the day. Got lucky selling on the pop and picking up $150k of 11/21 calls around $96 (right at 2:02pm-2:03pm) and a finish over $100 should feel like a win for everyone still holding too.

Not sure what to expect tomorrow if I’ll play it the same or hold strong. Did we hit a false bottom like we did when it went to $111 last week then back up for a bit to then slide all the way to here.

TBH - with all the good news and run up to silent period, I honestly thought this would either creep up slow or hover in the $120s….never expected this, but here we are, Onward LFG NBIS
This post was edited on 10/22/25 at 2:43 pm
Posted by Neauxla
New Orleans
Member since Feb 2008
34067 posts
Posted on 10/22/25 at 2:48 pm to
quote:



If this thing decides to fly over $100 im getting the bourbon out for power hour
it's still lower than it started the day
Posted by Craft
Member since Oct 2019
1030 posts
Posted on 10/22/25 at 2:56 pm to
Those mofos just brought it back down
Posted by IT_Dawg
Georgia
Member since Oct 2012
26355 posts
Posted on 10/22/25 at 3:09 pm to
Wow, what a crazy finish to drag it back at the end

The industry reacting the same….CRWV, NBIS, IREN, etc all have identical charts (some percentages are bigger/smaller) but the charts are the damn same. It’s crazy
This post was edited on 10/22/25 at 3:11 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23521 posts
Posted on 10/22/25 at 3:13 pm to
The average earnings run up from the close of the announcement date (example: today) to the close of the earnings date has been 35.4% since the Q4 announcement date on 6 February.

Can y'all handle $133.53 at the close of 11 November?
This would be the start of the next leg up to $200 or more as most of the best news seems to happen between earnings reports.
Posted by tigerfoot
Alexandria
Member since Sep 2006
60794 posts
Posted on 10/22/25 at 3:21 pm to
I’m taking a break from the ol accounts. I dint know how to mange it but to sit tight.
Posted by LSUcam7
FL
Member since Sep 2016
8856 posts
Posted on 10/22/25 at 3:50 pm to
Hyperscalers report earnings next Wed & Thurs.

Removing all emotion until then.
Posted by bayoubengals88
LA
Member since Sep 2007
23521 posts
Posted on 10/22/25 at 4:29 pm to
Posted by SpeedyNacho
Member since May 2014
2565 posts
Posted on 10/22/25 at 4:44 pm to
I’m in big shares, bought 1000 more shares 95-125 . Avg 53$



15 contracts 12/19 100c @ 15.00

Can buy 10 more to average if we see 85$ but please no. Still up 100% not worried about this, will be a blip in a few years when we’re at 250$ ( hopefully sooner)
This post was edited on 10/22/25 at 4:45 pm
Posted by SpeedyNacho
Member since May 2014
2565 posts
Posted on 10/22/25 at 4:46 pm to
ETA I’ve been cash for awhile except for AMD APPL.

NBIS is 40% of my account. I blame IT and bayou .
Posted by IT_Dawg
Georgia
Member since Oct 2012
26355 posts
Posted on 10/22/25 at 5:04 pm to
Not really familiar with Metaflow…

But there is a much bigger conference coming up that the entire leadership team will be attending with head of sales, marketing, partnerships, etc
Posted by IT_Dawg
Georgia
Member since Oct 2012
26355 posts
Posted on 10/22/25 at 5:07 pm to
quote:

NBIS is 40% of my account. I blame IT and bayou .


I don’t advise anyone on what to do, just share news and what I do.

I got lucky that my cruise happened to be last week, so I took a bit out of the market overall so I didn’t panic on the ship….obviously not enough though. However, I’m back and ready to build up to and past earnings.
Posted by bayoubengals88
LA
Member since Sep 2007
23521 posts
Posted on 10/22/25 at 6:06 pm to
quote:

But there is a much bigger conference coming up that the entire leadership team will be attending with head of sales, marketing, partnerships, etc
Right-o

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Posted by Craft
Member since Oct 2019
1030 posts
Posted on 10/22/25 at 6:20 pm to
I just watched a YouTube video on this but I can’t tell what’s real and fake these days. The nvdia guy was bleeping out the attendees but the Stocktwits guy said it’s Nbis for the vertical stacks and Accenture for something else
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