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Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/28/25 at 9:24 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24557 posts
Posted on 10/28/25 at 9:24 pm to
I’ve never set a stop loss in my life.
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 10/28/25 at 10:09 pm to
I like your style
Posted by bayoubengals88
LA
Member since Sep 2007
24557 posts
Posted on 10/28/25 at 11:37 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/29/25 at 3:43 am to
Nebius did announce yesterday that their AI Studio will integrate with NVDA Nemotron Nano 2 VL. Don’t really think that’s a market moving thing, although from a tech standpoint and client perspective, it’s great.

The other stuff on that tweet is made up by someone to highlight why NBIS over its competitors, that was not anything Nebius put out there
Posted by Double Oh
Louisiana
Member since Sep 2008
24081 posts
Posted on 10/29/25 at 6:20 am to
NVDA up to $208 this morning

NBIS at $123
This post was edited on 10/29/25 at 6:21 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27788 posts
Posted on 10/29/25 at 6:50 am to
quote:

NVDA Nemotron Nano 2 VL


They better kill that thing before it lays eggs...

Maybe Godzilla can do it.
Posted by michael corleone
baton rouge
Member since Jun 2005
6539 posts
Posted on 10/29/25 at 7:03 am to
Anyone take a look at the new ETG that leverages NBIS? The symbol is NBIG.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/29/25 at 7:12 am to
Very strange feeling again this morning. So much great news around AI the past few days, including Trump this morning saying he will talk with China about using NVDA Blackwell chips (which is why they shot up again premarket). Just so much good around AI right now to not be at ATH leading to earnings.

Could be someone still pressuring down the IaaS sector or could be people moving from this sector into NVDA, and other chip makers, for the time being.

I might sell everything after opening pop and then wait for a midday drop and buyback before the Fed announcement at 2pm, plus a LOT of big earnings AH today.

Posted by Craft
Member since Oct 2019
1244 posts
Posted on 10/29/25 at 7:13 am to
Have the same feeling which is why I was gonna try the opposite and not sell lmao.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/29/25 at 7:16 am to
We will see how it goes, but the end of yesterday sucked on low volume. Crazy what they can do so quickly, when volume is so low
Posted by Double Oh
Louisiana
Member since Sep 2008
24081 posts
Posted on 10/29/25 at 7:23 am to
Just roll with it that’s what I did the last 2 years
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 10/29/25 at 7:53 am to
quote:

buyback before the Fed announcement at 2pm, plus a LOT of big earnings AH today.


I just feel like if everybody expects this, and literally everybody does. How is it not already baked in?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/29/25 at 8:04 am to
quote:

I just feel like if everybody expects this, and literally everybody does. How is it not already baked in?


Think there is a little apprehension this go round. Last meeting it was certain, with a hope of .5, this time, I think people are confident but not 100%. This should lead to an uptick after the announcement
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/29/25 at 8:37 am to
Sold half of everything I had, even shares on the pop. Got $500k waiting to make a play later
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33256 posts
Posted on 10/29/25 at 8:41 am to
that didnt last long. went red quick today
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 10/29/25 at 8:53 am to
Red didn’t last long
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 10/29/25 at 8:54 am to
In NEBX (2x on NBIS) at 68.78. It's now at 72.33

And I will be out of it today
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27788 posts
Posted on 10/29/25 at 8:54 am to
quote:

Sold half of everything I had, even shares on the pop. Got $500k waiting to make a play later


Probably a good move. Didn't you have a lot of 10/31s? Did you get rid of them?

I have some 11/21 with strike price of $130 and some 11/14 with a strike price of $125. I feel good about those, and everything else is out a ways.

Are anticipating NBIS being red for the rest of this week?

I'm still hoping that good guidance from the heavyweights can get us in the green this week.
Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 10/29/25 at 8:56 am to
The wild women

The wild women

The rippin and the tearin

The rippin and the tearin
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/29/25 at 8:59 am to
Day trading the shite out of NBIs today. Can’t keep up. Sold, then bought, sold again….so would love another dip down to $121

If it dips to $121-$121.50 again, I’m going to buy quite a bit of 2DTE $125c and then make a large 11/21 $145c purchase
This post was edited on 10/29/25 at 9:01 am
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