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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/30/25 at 11:07 am to SquatchDawg
Posted on 10/30/25 at 11:07 am to SquatchDawg
2
Posted on 10/30/25 at 11:45 am to bayoubengals88
in relation to the Meta bonds, I mean, they all are as transparent as possible that they're going to spend more and more on datacenters.
that is why the early action of the AI infrastructure plays with bewildering to me. It is also why open AI talk of a trillion so important. The others have to keep up with the Jones'.
And as Facebook showed with their virtual reality boondoggle a few years ago, they are not hesitant on throwing down some big freaking cap eX numbers
.
that is why the early action of the AI infrastructure plays with bewildering to me. It is also why open AI talk of a trillion so important. The others have to keep up with the Jones'.
And as Facebook showed with their virtual reality boondoggle a few years ago, they are not hesitant on throwing down some big freaking cap eX numbers
.
Posted on 10/30/25 at 11:58 am to bayoubengals88
Hyperscalers starting to tap into debt to finance the capex.
We just moved from the 5th inning to the 6th.
We just moved from the 5th inning to the 6th.
Posted on 10/30/25 at 12:01 pm to LSUcam7
I thought we were still in the 2nd inning?
Posted on 10/30/25 at 12:13 pm to sonoma8
Who knows, really. I think “early” was 2022/2023 before anyone knew the term AI.
Posted on 10/30/25 at 12:17 pm to LSUcam7
quote:
Hyperscalers starting to tap into debt to finance the capex.
We just moved from the 5th inning to the 6th.
Well I am not quite sure of that. Yes they are raising bonds, but out of choice. Specifically, they have over $45 billion in cash and marketable securities at 9/30/25 and that is after spending $26 billion in the last 9 months to buy back their own stock.
So this is really an offering of choice and not necessity in my opinion
Posted on 10/30/25 at 12:24 pm to igoringa
she's starting to creep up 
Posted on 10/30/25 at 12:28 pm to LSUcam7
LFG NBI$$$
Posted on 10/30/25 at 12:55 pm to IT_Dawg
are you holding any 10/31s still IT? trying to decide if I want to take the money now or hope for a good day tomorrow
Posted on 10/30/25 at 12:58 pm to DawgCountry
I just sold mine, so expect this thing to shoot up to $130 in the next 10 min.
Posted on 10/30/25 at 12:59 pm to HogPharmer
From your fingers to the ears of the NBIS gods!
Let's go!
Let's go!
Posted on 10/30/25 at 12:59 pm to IT_Dawg
Posted on 10/30/25 at 12:59 pm to HogPharmer
same. I didnt think 10/31s would get to $5 today and it just hit my limit order 
its going to the moon now
its going to the moon now This post was edited on 10/30/25 at 1:00 pm
Posted on 10/30/25 at 1:02 pm to LSUcam7
quote:
I think “early” was 2022/2023 before anyone knew the term AI.
I know that is when I learned how to spell it.
Posted on 10/30/25 at 1:05 pm to Jax-Tiger
I am out of options completely with this run.
This is a personal decision.
NBIS is still 80% of my Roth right now.
I am looking to convert back to December 140s if we happen to get a dip.
We are still in low volume consolidation. Actually quite low today...
So I'm talking this gift for now.
1,512 shares in Roth.
This is a personal decision.
NBIS is still 80% of my Roth right now.
I am looking to convert back to December 140s if we happen to get a dip.
We are still in low volume consolidation. Actually quite low today...
So I'm talking this gift for now.
1,512 shares in Roth.
Posted on 10/30/25 at 1:06 pm to DawgCountry
quote:
are you holding any 10/31s still IT?
yes, I am. waiting for tomorrow to see how it goes. Will likely sell on the morning pop, then might get some 0DTE 130s on a dip ;)
Posted on 10/30/25 at 1:06 pm to DawgCountry
quote:
I didnt think 10/31s would get to $5 today and it just hit my limit order
Me, too. I mentioned earlier that I would set it at $5 and it just hit.
Now I'm kicking myself. Actually, no I'm not. I don't dwell on those things. A decision becomes the right decision after you make it. Just move on and learn from it. I think holding onto a 1DTE when you're already into good money is somewhat suicidal.
You can't get every call 100% right. You made the decision to risk it and you got rewarded. Better than losing it. Be happy and move on...
Posted on 10/30/25 at 1:07 pm to bayoubengals88
quote:
We are still in low volume consolidation. Actually quite low today...
Also low volume on the options side. There are some really good bargins out there on the 11/21 $140-$155 range. Just sayin
Posted on 10/30/25 at 1:08 pm to Jax-Tiger
You never go broke taking a profit.
Posted on 10/30/25 at 1:19 pm to IT_Dawg
quote:
might get some 0DTE 130s on a dip ;)
Hey, Dawg. I am sitting here with no calls before Nov 21st, so I picked up an IREN 11/7 $62c for $4.40. How would you be feeling about that one?
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