re: Nebius - NBIS - AI Infrastructure Company

hrmmm....thinking about putting 10k on $110 1DTE and then putting $150k on 11/21 $130 and see if we can move this thing past that $105 for good and make a nice profit on that $10k...

Gonna watch for the next 10 mins then do it, if we haven't pushed through a big dipped

Okay, put $10k on the 1DTE for exactly $1 (100 contracts), now I am going to wait and see what happens before doing something crazy


Volume is still low too, this could actually still go ape shite today or tomorrow...or those big money dickheads could force it down to cover their 105p hrmmm decisions decisions

if you decide, may be give us a geaux tigahs, or a code word prior....like hippopotamus....

quote:

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DA Davidson estimates Avride could generate roughly $104M in annual revenue at full capacity ($570/day per vehicle in Dallas) and values the business between $5–10B, making it the most valuable of $NBIS' non-core holdings.

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So why isn't the price target $140+
Clickhouse - 1.7bn
Avride - 7.5bn
Tripleten - 250mm
Toloka - 750mm
Subs total - 10.2bn
Msft deal - 9bn
Core biz - 17bn
Cash - .5bn

36.7bn = $146.14

I'd be down for a nice short squeeze like BYND

Call spread sold!
1,358 --> 2,216.89 +$858.78

63% in <24 hrs

Are we back. We feel back.

let go of 30% of my 12/19 100c contracts, I know thats going to hurt later, but I like to get most of my intial back and can get some 110-115 on a dip.

I’ll let you know when I get to the bar here shortly for a glass of wine….$108 possible??

quote:

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I feel like I’m the only one in here that has no idea what these calls and options are. Not sure if that’s a good thing or if I’m leaving a ton of money on table. My nbis up $2500 today though so I’m rising anyways

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I mean, when it’s going up, you’re leaving money on the table. People around here know most of my positions and values, so to put it in perspective, my 3000 shares are up 7% right now but my entire NBIS portfolio is up 21% ;)


But bad days are reaaally bad too, lol, that’s why I like to be available to trade throughout the day. I have no problem leaving some money on the table at the risk of some huge downward swings. I typically play the same strike dates and prices until they are in the money, just selling and hopefully buying at lower premiums to add more contracts with same initial investment in that particular strike price