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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/28/25 at 1:40 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 1:40 pm to
NVDA about to hit $200 unfreakingbelievable
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 10/28/25 at 1:49 pm to
That's with 24B shares outstanding. That's 100 times more shares than Nebius.

Now we know where everyone is putting their money. Tomorrow, they'll all take their profits and put it on Nebius.
Posted by YungBuck
Mandeville
Member since Dec 2017
3198 posts
Posted on 10/28/25 at 1:49 pm to
Wanted to day trade those IT, but holding till Thursday

Edit: @Jax still up 90% on the options
This post was edited on 10/28/25 at 1:51 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 1:52 pm to
Damn, I get into the car in green and sit down for my first sip in the red. SoaB!

Had that feeling this morning, unfortunately I was right. On fairly low volume too, so it’s easy for them to drag it down

This post was edited on 10/28/25 at 1:54 pm
Posted by YungBuck
Mandeville
Member since Dec 2017
3198 posts
Posted on 10/28/25 at 1:54 pm to
Just tanked
Posted by HogPharmer
Member since Jun 2022
3726 posts
Posted on 10/28/25 at 1:56 pm to
Sorry guys, I was waiting all day on the dip to buy that 3DTE 130c and finally pulled the trigger 10 minutes before the dump. That's on me.
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 10/28/25 at 2:23 pm to
I’m about to get stopped out wow
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 2:24 pm to
I sold all my 3DTE 130s a little bit ago, waited too long. I even called this move with the lack of volume. I shoulda cut them right then. Oh well, still made a healthy chunk on them.

Now figure out what the frick she’s going to do tomorrow. Today was a slaughter to my options. Lost half of what I made yesterday

Meanwhile, NVDA up $10 today and just hit $201.50 fricking crazy

Coreweave still green on the day, but took a nose dive just like us. When they attack, man they can do some damage quickly
This post was edited on 10/28/25 at 2:27 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 2:28 pm to
I honestly might buy back the 3DTE right here at $122…..hrmmm

Back in the $130 DTE for 2.25/contract for 100 contracts


ETA: bought another 40 11/21 $145 for $7.10
This post was edited on 10/28/25 at 2:33 pm
Posted by tigerfoot
Alexandria
Member since Sep 2006
61406 posts
Posted on 10/28/25 at 2:42 pm to
NVDA is still my biggest single holding. So I ain’t mad
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 2:47 pm to
Just moved out of the 3DTE $130 into $125 at $3.55 per

Also just bought a lot more 11/21s

I do believe all the AI announcements and all this big players buying 10s of billions in data centers and chips is scaring some investors right now too. They just don’t realize it’s not really taking away business from NBIS, it’s actually helpful.
This post was edited on 10/28/25 at 2:50 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 2:48 pm to
quote:

NVDA is still my biggest single holding. So I ain’t mad


Yea, I’m still holding a lot of shares, don’t play the stock though, just chill. Only stocks I really play right now are NBIS and IREN.

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 10/28/25 at 3:00 pm to
quote:

Back in the $130 DTE for 2.25/contract for 100 contracts


I put in a day offer for $1.80 that I almost forgot about. It came so close to hitting just now... I was on the fence, so I'll just let the bid expire.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 3:03 pm to
Yea, I had a bad feeling all day, especially with the volume so low. I don’t think this is a longer attack like last time. I think this was a day they chose before Tech earnings figuring there would be light volume…probably woulda been worse if not for all the AI news out there today.

I’m ready to act tomorrow!!! LFG!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 10/28/25 at 3:09 pm to
I'm thinking all of next week is going to be slow. We need to get some action off of the earnings reports tomorrow.
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 10/28/25 at 3:10 pm to
Why is palantir not flying if they were the partner?
Posted by HogPharmer
Member since Jun 2022
3726 posts
Posted on 10/28/25 at 3:24 pm to
I rolled mine down to a $125 as well. Hoping we pop tomorrow!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 3:31 pm to
quote:

Why is palantir not flying if they were the partner?


They did move up for a minute after they got recognized. But like I said, these conferences are all a circle jerk except for the one putting them on. NVDA has a zillion partners they utilize in their tech stack and/or partner and develop with. Unless they call out someone for a deal (NOKIA) or huge use case, nothing moves the needles at these things

Crowdstrike was probably the more intriguing partnership announced by Jensen today.

Anyway, now you know about tech conferences and that only 4 people willingly attend other than hosts…1) people that are genuinely curious and want to learn and/or get certifications 2) speakers who love the attention and get off on presenting everywhere they can at every little thing 3) Marketing and the RaRa squads. People that just eat this stuff up and love to market, cheer, be so damn happy about their company. And finally 4) The people like me that have to go, but enjoy the reward points for Delta, Marriott, AMeX expenses and the free friggin happy hours everywhere while pretending to entertain clients
This post was edited on 10/28/25 at 3:34 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/28/25 at 6:06 pm to
Coreweave now going for their FEDRamp certification as well. Smart move. It takes quite a bit of time to get, but being able to service Federal government contracts is massive for any hosting company.

Posted by AuBeerStud
Michigan
Member since Feb 2013
519 posts
Posted on 10/28/25 at 9:21 pm to
Just curious… what percent do you guys typically set your stop losses at?
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