re: Nebius - NBIS - AI Infrastructure Company

Predicting that Nebius will acquire at least a stake in one of these startups as they add yet another company to the Group.

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Substantial framework for a deal agreed upon between China and US ahead of Trump/Xi meeting. The deal would essentially eliminate the escalation of tariffs…..

Told ya’ll not to get out of NBI$ before this week.
China de-escalation - check
Big Tech earnings - TBD
Interest rate cut - all but certain after CPI Friday

NBI$ to $140 this week, $175 (and I quit my day job to day trade) after earnings and $200 by end of the year, $300 by end of 2026 (when I retire and throw a huge MB NBI$ party on my yacht)

That’s my mentality and will guide how I play this for the time being.

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300 by end of 2026 (when I retire and throw a huge MB NBI$ party on my yacht)

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I’m there!

As someone who has only dealt with this stock straight up, I understand if I’m not invited to the party if this lands on 300. But since I bought a healthy portion back when it was 30 and then 50 and then 80 can I at least buy a round for the degenerate gamblers that do attend?

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But since I bought a healthy portion back when it was 30 and then 50 and then 80 can I at least buy a round for the degenerate gamblers that do attend?

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I think even Paul Allen is welcome

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80 can I at least buy a round for the degenerate gamblers that do attend?

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That sounds great. BTW, our tastes will have changed. - we'll be Pappy Van Winkle drinkers, by then...

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Those might be over $10 when it actually opens tomorrow. Just my feeling.

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Quite possibly. The whole market will likely gap up with the China deal. I’d expect us to open tonight at $122+

You’re 10/31s are going to slam
I’m not sure what I’ll do with the cash.
May use it for AMKR and CLS earnings.

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all 11/21 and heavy underwater

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The things that got shorts into this sector are being undone at a rapid pace. Ironically, this week will be huge jump for NBIS…and it’s not even her earnings. Buckle up, it gets bumpy when you hit the speed of sound

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mother of god! that is remarkable

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Depends which way the stock is going

Having 86,000 shares of value is kinda crazy. It’s worked well and hopefully will again and again and again.

When you believe in a technology, company, leadership and market…makes it feel less like a gamble and more like a very well educated investment with borrowed money. The swings are wild, my liver is hurting, but will be worth it in the long run.

Futures looking good so far on the news….30 mins until overnight hours open. LFG $NBIS

PS - I miiiiiight try and buy more shares very quickly in overnight hours if I can get it for $118, my gut says it will be closer to $120+ when that opens and $125-$127 by end of tomorrow

Napkins!