re: Nebius - NBIS - AI Infrastructure Company

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

27788 posts

Posted on 10/29/25 at 9:00 am to IT_Dawg

I think you'll get it...

Then again...

I think you'll get $121...

No. Maybe not...

Awww, frick it...

This post was edited on 10/29/25 at 9:10 am

Posted by BCreed1

Alabama

Member since Jan 2024

6976 posts

Posted on 10/29/25 at 9:09 am to IT_Dawg

That's what I did on NEBX

Posted by IT_Dawg

Georgia

Member since Oct 2012

26685 posts

Posted on 10/29/25 at 9:10 am to BCreed1

Never rooted against NBIS before, but I could really use a pullback now. Just sold more around $124.5

Least position I have had with NBIS in a LOOOONG time lol

Probably go up $6 now

Posted by SquatchDawg

Cohutta Wilderness

Member since Sep 2012

19999 posts

Posted on 10/29/25 at 9:20 am to IT_Dawg

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

Wait! You were giving me and BB8 shite about pairing back before earnings and you sold half your stake on the pop?

Get this man a drink!

Posted by IT_Dawg

Georgia

Member since Oct 2012

26685 posts

Posted on 10/29/25 at 9:24 am to SquatchDawg

quote:
Wait! You were giving me and BB8 shite about pairing back before earnings and you sold half your stake on the pop?

This isn't my strategy for run ups...this a single day trade strategy. I said it this morning. I will be back in every position and hopefully more, before the 2PM announcement

I am trying to play the morning pop, with the down swing daytime and then load back up. If I lose out on profits, fine, but I will be back in today before 2

This post was edited on 10/29/25 at 9:29 am

Posted by SquatchDawg

Cohutta Wilderness

Member since Sep 2012

19999 posts

Posted on 10/29/25 at 9:28 am to IT_Dawg

Thank goodness…if you lose faith we’re all lost in the wilderness.

Posted by IT_Dawg

Georgia

Member since Oct 2012

26685 posts

Posted on 10/29/25 at 9:31 am to SquatchDawg

quote:
Thank goodness…if you lose faith we’re all lost in the wilderness.

No no...I am still big believer and here for the big days, months and years ahead. You can look back, I gave everyone a heads up. Also, if it DOES get back to $121.50 - you will see some big money jump on calls all within a minute, like $500k worth

If I do decide to act before, I will give my usual pep words ;)

ETA: volume is still low, so hoping for 1 more attack on her before lunch, then with low volume I might move her

This post was edited on 10/29/25 at 9:34 am

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

27788 posts

Posted on 10/29/25 at 9:57 am to IT_Dawg

I bought some 2DTE 10/31 $125c this morning @3.60. I'm hoping to sell them this afternoon. We'll see what happens.

I'm not going to try to play every dip, but when it took a dip this morning, I just jumped in. I'm not going to make a prediction about how today is going to go, but I'm mildly bullish on the rest of this week, but we'll see...

Posted by MrBobDobalina

BRo.LA

Member since Oct 2011

3417 posts

Posted on 10/29/25 at 3:23 pm to Jax-Tiger

We're back!

Posted by IT_Dawg

Georgia

Member since Oct 2012

26685 posts

Posted on 10/29/25 at 3:25 pm to MrBobDobalina

My, have I missed you NBIS MFers, bar worked again.

Bought back in $120.75-$121.45 and thought I was cooked after a beautiful move, so went to the bar instead of hanging with my wife on her birthday….over $125 close!!!!

3 ...

Posted by DawgCountry

Great State of GA

Member since Sep 2012

33256 posts

Posted on 10/29/25 at 3:32 pm to IT_Dawg

while it was only 2 contracts with the change I had sitting in my account, did very well copying you today on 10/31 125's on the dip. scooped em up at $3

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

27788 posts

Posted on 10/29/25 at 3:34 pm to IT_Dawg

I bought 100 10/31s for $3.60 this morning against my better judgement. I dumped them for $5.10 this afternoon.

I was sweating it, though. I was in a meeting and missed the early spike to $5.10, so I put in a sell order for $5.10, and that sucker went straight to red and stayed there until 3:00. Then it spiked and my sell order hit at $5.10.

Now everything is beyond earnings day and I have some powder dry for opportunities...

The earnings impact on stock price has been insane...

This post was edited on 10/29/25 at 3:52 pm

Posted by SquatchDawg

Cohutta Wilderness

Member since Sep 2012

19999 posts

Posted on 10/29/25 at 3:52 pm to Jax-Tiger

I was getting the shakes not being able to access this thread today.

2 ...

Posted by LSUcam7

Member since Sep 2016

8934 posts

Posted on 10/29/25 at 4:10 pm to SquatchDawg

Zuckerberg, in my own words:

“We wish we had more compute”

“Planned, aggressive investments proved not to be enough. Accelerating further”

“Operating our family of apps in a compute-starved state. If we had more compute we could unlock a significant amount of opportunity.”

Etc.

This post was edited on 10/29/25 at 4:13 pm