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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/23/25 at 2:16 pm to IT_Dawg
Posted on 10/23/25 at 2:16 pm to IT_Dawg
Just thought about another absolutely amazing monster announcement that COULD happen on 11/11 call…they COULD open their 2026 FY guidance. Imagine them announcing they are on target for $1B ARR in 2025 and $5B-$5.5B in 2026 
This post was edited on 10/23/25 at 2:19 pm
1
Posted on 10/23/25 at 2:41 pm to IT_Dawg
I want to see 1.25bn for 2025 ARR. It could happen...
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Posted on 10/23/25 at 3:12 pm to bayoubengals88
It was nice to have a nice a relatively non-eventful day without the huge swings other than the opening jump.
The drama of being up $5/share and then down $7/share an hour later is getting old.
The drama of being up $5/share and then down $7/share an hour later is getting old.
Posted on 10/23/25 at 3:13 pm to bayoubengals88
quote:
I want to see 1.25bn for 2025 ARR. It could happen...
Well, it could, but highly unlikely.
It takes quite some time to onboard a new client, which is why guidance can be somewhat of a predictable thing if your pipeline from reps (damn myself for it lol) are accurate and reliable.
That guy doesn’t understand that essentially none of the MS deal will hit this year. They will be onboarding them in December as the Jersey DC is finished up. Keep in mind, that the immediate space will be given to MS for early 2026, so nothing will be committed to that space on scale. IF, they do include some of that MS deal into this year, that could come across as misleading, especially when very little revenue from the deal will be shown in 2025
HOWEVER, I think the good surprise could be EPS, as they raised the capital for DC improvements, people, land purchases, etc through stock and bonds, so should not impact the bottom line for Q3 and especially Q4….we could have a full profitable company this quarter and certainly next, which would crush expectations
Damn, I didn’t think I could be more excited than I was 2 weeks ago at $135/share, but I’m going to figure out ways to play this earning like I wanna be Elon Musk on 11/12
ETA Disclaimer: when I said “damn myself for it”, I’m a sales guy in the industry for 20 years, I DO NOT currently work for Nebius or a certified partner. I’ve just always been a napkin guy (pun intended) with my boss and a sandbagger
This post was edited on 10/23/25 at 3:52 pm
Posted on 10/23/25 at 3:24 pm to IT_Dawg
Good info. 
Posted on 10/23/25 at 3:24 pm to IT_Dawg
Posted on 10/23/25 at 3:26 pm to bayoubengals88
Well then….that is quite interesting. Could be either realllllly good, or not as good, but with the announcement yesterday, I’m leaning toward really good.
For context, Uber sold off their self driving initiative division years ago, but they could have just started it back up under a different group or they could be referring to a partnership/purchase like Avride, which is obviously partnered with both NVDA and Uber.
Honestly, why did the last 10 trading days prior to today have to happen :cry:
For context, Uber sold off their self driving initiative division years ago, but they could have just started it back up under a different group or they could be referring to a partnership/purchase like Avride, which is obviously partnered with both NVDA and Uber.
Honestly, why did the last 10 trading days prior to today have to happen :cry:
This post was edited on 10/23/25 at 3:30 pm
Posted on 10/23/25 at 3:40 pm to IT_Dawg
quote:Does this not have Clickhouse written all over it?
Well then….that is quite interesting. Could be either realllllly good, or not as good, but with the announcement yesterday, I’m leaning toward really good.
You'd think that Avride 100% uses Clickhouse for data. These companies were created and grown together for a reason...
"We're collaborating with @Uber to advance autonomous vehicle development. Together, we're exploring how foundation models trained on large-scale, real-world driving data can accelerate progress in autonomy. Using data from Uber's diverse driving scenarios..."
Posted on 10/23/25 at 3:46 pm to bayoubengals88
Certainly could as well. Just depends on how they plan to deploy and use them. That wouldn’t be as big as if Uber came out and said they were actually using Clickhouse today as their data lake/ecosystem. That would send Clickhouse value through the roof…which is why the Netflix data points on CH are encouraging and awesome
Remember, just like big deals are your platform are awesome, especially in the IaaS, SaaS and DC space, because it’s an absolute bitch to change existing data.
Doubt Uber would switch their entire data lake over to CH in one fell swoop…albeit, most organizations are trying to be agnostic and multicloud at this point.
Remember, just like big deals are your platform are awesome, especially in the IaaS, SaaS and DC space, because it’s an absolute bitch to change existing data.
Doubt Uber would switch their entire data lake over to CH in one fell swoop…albeit, most organizations are trying to be agnostic and multicloud at this point.
This post was edited on 10/23/25 at 3:50 pm
Posted on 10/23/25 at 3:55 pm to IT_Dawg
Posted on 10/23/25 at 4:20 pm to bayoubengals88
What are we looking at?
Posted on 10/23/25 at 4:27 pm to Jax-Tiger
quote:A lotta damn AH follow through. And it's increasing...107.75
What are we looking at?
Posted on 10/23/25 at 4:29 pm to bayoubengals88
The frequency of trade and lot size is a bit abnormal for this time of day:
Posted on 10/23/25 at 4:33 pm to bayoubengals88
Why I wanted $108 at close, but I’ll take it AH! Buckle up boys!!!!
I held my 1DTE $110s lol. Quintuple up on those tomm???
Will take all that tomorrow and buy $120 10/31 if that happens tomorrow. Feels like old times but even faster profits!!!
I held my 1DTE $110s lol. Quintuple up on those tomm???
Will take all that tomorrow and buy $120 10/31 if that happens tomorrow. Feels like old times but even faster profits!!!
This post was edited on 10/23/25 at 4:36 pm
Posted on 10/23/25 at 4:40 pm to Craft
I am going to play this like we sit near $130 before earnings, $150+ after earnings and like I said a month ago, $175 by end of year.
That would actually put me on a bigger target and profit than if the big dip never happened
First time I’ve ever played with margin and it’s working beautifully so far
I believe I hit the $2M mark when price was $139 last time, I could hit that again around $129 this time with a LOT more calls going into earnings. Would be nuts. Planning to pay back my margin end of next week and roll ( could keep it and go nuts, but that might be even too crazy for my blood)
That would actually put me on a bigger target and profit than if the big dip never happened
First time I’ve ever played with margin and it’s working beautifully so far
I believe I hit the $2M mark when price was $139 last time, I could hit that again around $129 this time with a LOT more calls going into earnings. Would be nuts. Planning to pay back my margin end of next week and roll ( could keep it and go nuts, but that might be even too crazy for my blood)
This post was edited on 10/23/25 at 4:49 pm
Posted on 10/23/25 at 4:43 pm to IT_Dawg
Whoop there it is, $108 AH just hit. That was a resistance point. Stay above that and tomorrow morning we will have the pop to play on!!!
LFG NBI$
LFG NBI$
Posted on 10/23/25 at 5:43 pm to IT_Dawg
109.50
Posted on 10/23/25 at 5:51 pm to Jax-Tiger
IREN up well again AH too…shorts appear to be fleeing and retail coming back in. Great article out today explaining how AI has kept us out of a recession…again, I hate these articles on both sides, but they influence retail
Posted on 10/23/25 at 5:52 pm to IT_Dawg
I got 8k in cifr need to keep the momentum
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