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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/24/25 at 2:57 pm to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26980 posts
Posted on 10/24/25 at 2:57 pm to
quote:

Made this post, cracked a beer and took a shower. Come back up 18%


Don't underestimate the power of beer...
Posted by DawgCountry
Great State of GA
Member since Sep 2012
32458 posts
Posted on 10/24/25 at 2:57 pm to
Strong. fricking. Close.
Posted by bayoubengals88
LA
Member since Sep 2007
23513 posts
Posted on 10/24/25 at 3:11 pm to
Roth was up 46.15% today.
...But I've still got a ways to go to hit my peak when the stock was 140.
I'll be interested to see what my overall balance is when it does reach 140.
I need another 66.8% to get back to my ATH account balance, yet I'm still up 518% ytd

A gap fill up to $122 on Monday would work wonders.
Posted by YungBuck
Mandeville
Member since Dec 2017
3014 posts
Posted on 10/24/25 at 3:16 pm to
quote:

I'm still up 518% ytd


I’m up 481% ytd after today, let’s keep growing our wealth gentleman
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26980 posts
Posted on 10/24/25 at 3:22 pm to
quote:

A gap fill up to $122 on Monday would work wonders


A less technical concern is that today's run seemed less about NBIS than about AI as a whole. CRWV, IREN, CIFR, etc, all kicked arse, too. My concern is that AI bubble concerns may have people skittish about AI stocks after such a huge spike.

I rolled out of my 10/31s and am solidly in 11/21s (125c and 130c) at this point. I think the big blast off is going to happen at the Nebius earnings report.

Does it feel like NBIS scheduled the ER release when they did so that they could have the stage to themselves? Let all the big boys have their party and then come in afterwards with no distractions?
Posted by HogPharmer
Member since Jun 2022
3433 posts
Posted on 10/24/25 at 3:23 pm to
I'm holding. Having already rolled that call down to a lower strike, I'm willing to take the gamble on a few more coins thrown in the pot and hope for a better outcome. Maybe see if we get a decent pop on Monday morning and go from there!
Posted by jefforize
Member since Feb 2008
45724 posts
Posted on 10/24/25 at 3:28 pm to
Bigly gains, folks. Yuge. Many people are calling it the hottest tech stock there is, let me tell ya.
Posted by LSUcam7
FL
Member since Sep 2016
8856 posts
Posted on 10/24/25 at 3:28 pm to
quote:

Don't underestimate the power of beer


quote:

Jax-Tiger


Lemon bar?
Posted by bayoubengals88
LA
Member since Sep 2007
23513 posts
Posted on 10/24/25 at 3:29 pm to
quote:

Does it feel like NBIS scheduled the ER release when they did so that they could have the stage to themselves? Let all the big boys have their party and then come in afterwards with no distractions?

I think that reporting after the hyperscalers will give us more fuel, yes.
But even more interestingly, they're reporting on the same morning as CRWV!!

Let the market decide.
This post was edited on 10/24/25 at 3:30 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23513 posts
Posted on 10/24/25 at 3:30 pm to
quote:

Many people are calling it the hottest tech stock there is, let me tell ya.
Is this what you're hearing at your conferences?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26341 posts
Posted on 10/24/25 at 3:32 pm to
quote:

I've still got a ways to go to hit my peak when the stock was 140.
I'll be interested to see what my overall balance is when it does reach 140.
I need another 66.8% to get back to my ATH account balance, yet I'm still up 518% ytd


I’ve actually cost avg down and think I will be where I was at $140, when we get to about $133…thought a couple days it would be $129, we will see what happens
Posted by bayoubengals88
LA
Member since Sep 2007
23513 posts
Posted on 10/24/25 at 3:38 pm to
quote:

I’ve actually cost avg down and think I will be where I was at $140, when we get to about $133…thought a couple days it would be $129, we will see what happens

It'll be interesting to see. I don't think I've fumbled it too much. Also, depends on how fast we move!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26341 posts
Posted on 10/24/25 at 3:44 pm to
quote:

It'll be interesting to see. I don't think I've fumbled it too much. Also, depends on how fast we move!


As you know, I’m also heavily leveraged in options, so the swings can be very big both ways.

Today was honestly an amazing day, but not the best I’ve ever had. Now….if we go up the same % Monday it will likely be my biggest day ever, and I’ve had some amazing days
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26980 posts
Posted on 10/24/25 at 4:08 pm to
quote:

quote:
Jax-Tiger


Lemon bar?


Never been. I haven't lived in Jacksonville since 2013. I'm currently in Vero Beach. My hangout that I've been posting pics from is Earl's Hideaway Lounge and Tiki Bar, a far less upscale place than the Lemon Bar.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26341 posts
Posted on 10/24/25 at 4:14 pm to
Not a bad day for my NBIS holdings

Posted by Craft
Member since Oct 2019
1015 posts
Posted on 10/24/25 at 4:18 pm to
Ya stockpick talk boy on twitter has the ride service delivering his food order. shite is real
Posted by bayoubengals88
LA
Member since Sep 2007
23513 posts
Posted on 10/24/25 at 4:34 pm to
Saw that
He’s a pretty big shareholder
Posted by astonvilla
New Jersey
Member since Dec 2005
3444 posts
Posted on 10/24/25 at 4:37 pm to
he initiated a new position and we didnt get an update from you, thats not fair
Posted by bayoubengals88
LA
Member since Sep 2007
23513 posts
Posted on 10/24/25 at 4:57 pm to
Hahaha my bad!!
VIAV
I bought a few calls
Posted by sonoma8
Member since Oct 2006
8088 posts
Posted on 10/24/25 at 5:04 pm to
Who you following on the twits?
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