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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/30/25 at 8:31 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 8:31 am to
Damn, couldn’t do it fast enough

NBIS will end up green today. Good day to sell on pops and buy low before the run up EOD


Okay - doing it now. What a gift
This post was edited on 10/30/25 at 8:38 am
Posted by tigerfoot
Alexandria
Member since Sep 2006
61407 posts
Posted on 10/30/25 at 8:31 am to
quote:

Why are we convinced that NBIS earnings will turn this into a rocket?
I don’t think earnings will do anything. I do think projections will do everything.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 8:36 am to
quote:

Why are we convinced that NBIS earnings will turn this into a rocket?


First, META didn’t beat earnings, not by a long shot. They blamed it on overspend near term capital for future growth and profits

Secondly, it’s not all about earnings. Guidance and future statements matter. MSFT also had a big outage yesterday which didn’t help

Lastly, companies like NBIS who beat their earnings, give guidance on future deals and open up a monster FY %increase will always go way up.

Posted by reds on reds on reds
Member since Sep 2013
4951 posts
Posted on 10/30/25 at 8:38 am to
Broke through a few support levels here
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 10/30/25 at 8:40 am to
I'm tell you IT... If you believe this much in NBIS... have a look at NEBX (2x on NBIS.)

To sell calls on....
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 10/30/25 at 8:45 am to
I jumped on it at $118. Let’s go!
Posted by tigerbacon
Arkansas
Member since Aug 2010
4628 posts
Posted on 10/30/25 at 8:49 am to
I bought shares today of IREN at 57.85. Thought I should get some exposure
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 10/30/25 at 8:52 am to
quote:

All my calls are post earnings, now, so I can relax.

Unless I do something stupid...


Welp, I bought 100 more 10/31 $125s for $1.33 and 50 IREN 10/31 $60s for $1.50.

shite, now this means I have to pay attention...

I've been paying too much attention to IT_DAWG...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 9:09 am to
quote:

I've been paying too much attention to IT_DAWG...


What did I do?

Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 9:10 am to
Also, just heard from the VP of Sales, Nebius is bringing on 8 new senior AEs….hired a firm to find them talent

Now THAT is friggin believing in growth right there
This post was edited on 10/30/25 at 9:10 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 10/30/25 at 9:13 am to
quote:

What did I do?


Nothing. I'm trying to live vicariously through you and NOT actually do any wheeling and dealing on my own. Sometimes I fail and do something stupid. Not stupid because it's a bad idea, but stupid because I don't have time to pay attention all day, and poor execution will undoubtedly turn a great profit into a loss...
This post was edited on 10/30/25 at 9:23 am
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 10/30/25 at 9:19 am to
quote:

just heard from the VP of Sales, Nebius is bringing on 8 new senior AEs….hired a firm to find them talent

Now THAT is friggin believing in growth right there
Love it!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 10/30/25 at 9:25 am to
quote:

Nebius is bringing on 8 new senior AEs


Time to freshen up your resume?

Of course, you'll have to be careful of insider trading...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 9:28 am to
quote:

Time to freshen up your resume?


lol, I’ve thought about it, but I’m hoping to retire on NBIS stock in the next couple years, not on their 401k match

Jk - maybe I will.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 9:29 am to
quote:

Welp, I bought 100 more 10/31 $125s for $1.33 and 50 IREN 10/31 $60s for $1.50.


Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 10/30/25 at 9:32 am to
quote:

quote:
Welp, I bought 100 more 10/31 $125s for $1.33 and 50 IREN 10/31 $60s for $1.50.


Just realized I got the numbers backwards. The IREN was $1.33 and the NBIS was $1.50. Oh well. They are both green now. Probably put in a sell order for $3 bucks IREN and $5 for NBIS.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 10/30/25 at 9:34 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 10/30/25 at 10:06 am to
I had a little screw up this morning. I went to sell 500 shares of NBIS right after the opening bell, and entered 500, but then clicked the shares that I wanted to sell, which happened to be from a lot of 1500 that I had purchased in September. When I selected the lot, it wiped out the 500 and selected the entire lot. I was trying to get to some options and didn't notice until the transaction went through, like an idiot. I turned around and bought back the 1000 shares that I didn't want to sell. Well, turns out that in the 90 seconds between the two transactions, the price went down by $1.30ish, and I actually made money off the screw up.

Double check your trades before you click Sell/Buy. Don't be like Jax...
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 10/30/25 at 10:29 am to
quote:

turns out that in the 90 seconds between the two transactions, the price went down by $1.30ish, and I actually made money off the screw up.

Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20001 posts
Posted on 10/30/25 at 10:48 am to
Your accountant is going to LOVE you!
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