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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/27/25 at 9:37 pm to
Posted by YungBuck
Mandeville
Member since Dec 2017
3198 posts
Posted on 10/27/25 at 9:37 pm to
IT you have any calls for them currently?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/27/25 at 9:45 pm to
quote:

IT you have any calls for them currently?


Nope, but have quite a few shares since they went down to 12 after the debacle from early last year. Don’t trade it much at all, but own a few hundred shares.
I’m very much working in that space though….

So much that, Ben Fiechtner would come up and grab a drink with me at an event

Disclaimer: it might not be them and I am not investing in them in case of the announcement. I was just giving direction of the type of organization it could be
This post was edited on 10/27/25 at 9:54 pm
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19999 posts
Posted on 10/27/25 at 9:45 pm to
Gotcha. Rising tide lifts all boats…
This post was edited on 10/27/25 at 9:46 pm
Posted by LChama
Member since May 2020
4016 posts
Posted on 10/27/25 at 9:45 pm to
Nm
This post was edited on 10/27/25 at 9:47 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/27/25 at 9:55 pm to
Well don’t color me shocked…here’s $127 in overnight trading. I’m going to bed so I can go to the bar again tomorrow before coaching practice and sometime in between calls and trading.


Maybe NBIS is the new partner and they have created some Agentic AI model that will blow the lid off of others in the space…they actually do own an integrated data system and are built for scale. Would be something else….

I’m going to bed. Will be on many of the calls/streams tomorrow and Wednesday, zzzzzzzz, will let you know if hear anything
This post was edited on 10/27/25 at 10:12 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 4:20 am to
Wake up and we are in the red pre-market…looks like the entire sector is red while futures for all major indices are about even.

Earnings week gets started today. Shitload of companies releasing earnings this week, like 30% of the market I believe.
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 10/28/25 at 4:28 am to
i wouldnt be too mad if we stay flat or a small correction today considering the run last couple of days
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 4:58 am to
quote:

i wouldnt be too mad if we stay flat or a small correction today

Posted by bayoubengals88
LA
Member since Sep 2007
24557 posts
Posted on 10/28/25 at 5:11 am to
quote:

So, you are not a believer of the earnings and the call announcements???

Of course I’m a believer!
I won’t be on the sidelines, and we still have a substantial position in NBIS in accounts outside of my Roth.

I’m just trying to grow my Roth with the plan I’ve outlined, which is subject to change.
Posted by bayoubengals88
LA
Member since Sep 2007
24557 posts
Posted on 10/28/25 at 5:13 am to
quote:

Seems expensive to me, both the $170s and $175s. Better value below them. I personally am focusing on the 11/21 150 range and 12/19 140 for my earnings.

I was referring to selling $175s for premium. 6.60 would almost be to good to pass up, hypothetically.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 5:18 am to
quote:

I was referring to selling $175s for premium. 6.60 would almost be to good to pass up, hypothetically.


Ahh, didn’t pick up on you selling Calls. Yea, seems like a really good price for selling calls. Even If it goes to 200, you still have other things in play and would theoretically only be out around $18/share

Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19999 posts
Posted on 10/28/25 at 7:54 am to
Market sentiment has shifted to the green this morning which will help. Let’s go!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 8:04 am to
Yup. Good earnings so far this AM. Also, Amazon making it official that they are cutting 14,000, more in the future, corporate jobs because of…..that’s right, AI adoption

Guessing when this puppy opens we will quickly jump up a couple bucks.


ETA: or before, holy shite that jump on the news. Went from down $1.24 to up $3 in like 2 mins of premarket
This post was edited on 10/28/25 at 8:08 am
Posted by bayoubengals88
LA
Member since Sep 2007
24557 posts
Posted on 10/28/25 at 8:07 am to
Damn son!! We really popped on that MSFT/Open AI news!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 8:10 am to
quote:

Damn son!! We really popped on that MSFT/Open AI news!


A LOT of good news for AI just came out this morning all fairly quickly

Oracle upgraded PT cause of AI
OpenAI - PayPal deal
Microsoft Azure and AI revenues up
Amazon cutting workers cause of AI

Bubble? What bubble, mfers!
This post was edited on 10/28/25 at 8:11 am
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33256 posts
Posted on 10/28/25 at 8:14 am to
MSFT taking 27% stake in OpenAI for a cool $135B. Good news
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19999 posts
Posted on 10/28/25 at 8:17 am to
That was a big move!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 8:27 am to
This part is nuts too

quote:

Microsoft also said that it has secured a deal with OpenAI where the ChatGPT maker will purchase $250 billion of Azure cloud computing services. In exchange, Microsoft will no longer have a right of first refusal to provide computing services to OpenAI
Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 10/28/25 at 8:37 am to
Missed out on some money by not being active during the dip but at least we’re back now. Especially ASTS. Hitting $100 was a huge sell signal at the time. Ah well we rolling again.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 8:49 am to
I’ve got this weird feeling right now…it’s like some forces are trying to bring down the sector again, but meeting resistance.

Either we are going to go red today down $1-2 or we are going to pop again when they stop tugging down on us….over $130. Just can’t tell which way I think it’s going to go right now.

Gonna take a little break and see who wins this battle
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