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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/24/25 at 5:08 pm to bayoubengals88
Posted on 10/24/25 at 5:08 pm to bayoubengals88
Thanks
0
Posted on 10/24/25 at 5:23 pm to bayoubengals88
Nah. Was just making a joke
Honestly no one I know has any clue about NBIS. But I also mostly hang with Microsoft squares. Getting them to use Linux in an enterprise environment would pose… barriers.
We are still early.
But also, the lack of Windows or MAC Os availability on a NBIs box is likely a non-starter for many in this space. But that’s nothing new. They do offer a no O/S vm but if you are this committed, may as well learn some sudo shell commands and enjoy the savings.
Honestly no one I know has any clue about NBIS. But I also mostly hang with Microsoft squares. Getting them to use Linux in an enterprise environment would pose… barriers.
We are still early.
But also, the lack of Windows or MAC Os availability on a NBIs box is likely a non-starter for many in this space. But that’s nothing new. They do offer a no O/S vm but if you are this committed, may as well learn some sudo shell commands and enjoy the savings.
Posted on 10/24/25 at 5:59 pm to jefforize
$118.50 AH....We going to Sizzler for dinner!!!!!!
This post was edited on 10/24/25 at 6:00 pm
Posted on 10/24/25 at 6:02 pm to jefforize
quote:
Honestly no one I know has any clue about NBIS.
Yea, it was nice the last 3 earnings....legit for 5 mins the market didnt react because they didn't have a following. Wont be the case on 11/11
Posted on 10/24/25 at 6:25 pm to IT_Dawg
Everyone Have a wonderful weekend!!! Kids activities, liver break and no trading....aaaaahhhhh!
Enjoy my NBI$ brothas!
Enjoy my NBI$ brothas!
Posted on 10/24/25 at 6:35 pm to IT_Dawg
Posted on 10/24/25 at 8:04 pm to IT_Dawg
I got assigned. Will sell puts Monday.
Posted on 10/24/25 at 8:24 pm to reds on reds on reds
Posted on 10/24/25 at 8:34 pm to bayoubengals88
What do yall think of that lol?
I just want to make sure that doesn’t become a money pit for them and is actually making profits for them. I’m not sure in sold on that robot delivery but I honestly don’t know. I worry about theft and vandalism etc like others in the comments.
I just want to make sure that doesn’t become a money pit for them and is actually making profits for them. I’m not sure in sold on that robot delivery but I honestly don’t know. I worry about theft and vandalism etc like others in the comments.
This post was edited on 10/24/25 at 8:35 pm
Posted on 10/25/25 at 12:18 am to Craft
So do we think anything can happen during the upcoming conference that will make the stock go up?
I’m thinking of buying some calls right before the conference.
I’m thinking of buying some calls right before the conference.
Posted on 10/25/25 at 7:09 am to Craft
quote:i think that kinda shite is the future in metro areas. People can’t be found that will do it as well.
What do yall think of that lol?
Posted on 10/25/25 at 7:12 am to AuBeerStud
Just read an article that one of the largest data centers in the world is being built a few miles south of me in St Lucie County.
The company building it is unknown. This will be a 1 GW data center. Anyone know who's behind it?
The name of it will be Sentinel Grove.
SG Data Center
The company building it is unknown. This will be a 1 GW data center. Anyone know who's behind it?
The name of it will be Sentinel Grove.
SG Data Center
This post was edited on 10/25/25 at 7:42 am
Posted on 10/25/25 at 8:41 am to AuBeerStud
quote:Are you referring to the NVDA conference in a few days?
So do we think anything can happen during the upcoming conference that will make the stock go up?
If you currently have options that expire after the conference then you’ve already bought pre conference options!
Waiting to buy more may mean paying more.
This post was edited on 10/25/25 at 9:11 am
Posted on 10/25/25 at 9:10 am to AuBeerStud
quote:
So do we think anything can happen during the upcoming conference that will make the stock go up?
I think the earnings report is the biggest thing in the pipeline. I would bought this past week before the conference because you never know, and Nebius could get a bump from the conference.
You could buy short term (10/31 or 11/7) expiry and get them really cheap on the belief that the lead up to the earnings report is going to drive prices well above your strike price and make a quick buck.
I chose to buy options that expire after earnings and those are more expensive, but a little less risky, imo.
This post was edited on 10/25/25 at 9:18 am
Posted on 10/25/25 at 9:36 am to Jax-Tiger
I have 11/21 $105 calls. Those are my earnings report money makers hopefully.
I sold my 10/31’s right before the bell because I thought we might get a little pull back this weekend or Monday/Tuesday.
I’m thinking I definitely wanna get back in before the Nvidia conference.
I sold my 10/31’s right before the bell because I thought we might get a little pull back this weekend or Monday/Tuesday.
I’m thinking I definitely wanna get back in before the Nvidia conference.
Posted on 10/25/25 at 10:05 am to AuBeerStud
quote:So yeah, you could play the conference and hyperscaler earnings this week by buying a 10/31 on Monday.
I’m thinking I definitely wanna get back in before the Nvidia conference.
Just be careful and disciplined on taking gains. Map it out before you buy.
You can also buy 11/7s and give yourself more room.
I own the following right now ahead of earnings. The size of my positions note the risk. Two contracts might make me a couple hundred bucks at most.
I’m fine with that.
I could see those 11/7s go ITM and potentially be worth $8-12
This post was edited on 10/25/25 at 10:06 am
Posted on 10/25/25 at 10:32 am to Jax-Tiger
quote:Definitely bullish as they see years of build out and capex.
The company building it is unknown. This will be a 1 GW data center. Anyone know who's behind it?
Gotta be a hyper, Open AI or xAI…?
Can Hut8 afford that??
They are building one near us.
Posted on 10/25/25 at 11:19 am to Jax-Tiger
Loading Twitter/X Embed...
If tweet fails to load, click here. AND THAT’S CLOUD REV ONLY
This post was edited on 10/25/25 at 11:20 am
Posted on 10/25/25 at 11:53 am to bayoubengals88
quote:
AND THAT’S CLOUD REV ONLY
Whats that 12b equate to in share price
Posted on 10/25/25 at 12:07 pm to LChama
quote:By that point you could assign a P/E ratio of 40 and be well within reason.
Whats that 12b equate to in share price
Assuming no other group revenue and 20% profit margins then
2.4x40=96bn
That’s 2.4bn in net income at 40x price to earnings.
96000000000/300000000=320
$320/share factoring in fairly significant dilution.
Mind you, these numbers are considered conservative.
P/E could easily be 50-150
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