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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/30/25 at 3:19 pm to LSUcam7
Posted on 10/30/25 at 3:19 pm to LSUcam7
quote:Honestly don't know why NBIS isn't at 130+ based on this.
“AWS is growing at a pace we haven’t seen since 2022, re- accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity – adding more than 3.8 gigawatts in the past 12 months.
1
Posted on 10/30/25 at 3:26 pm to bayoubengals88
quote:
Honestly don't know why NBIS isn't at 130+ based on this.
$140 at minimum…..it’s absolutely insane the forces behind this. I explained a couple weeks back why this isn’t a bubble, everyone should understand that
Posted on 10/30/25 at 3:33 pm to IT_Dawg
quote:
$140 at minimum…..it’s absolutely insane the forces behind this. I explained a couple weeks back why this isn’t a bubble, everyone should understand that
The only bubble is the bubble found in my 200% return in a day celebration beer!
Posted on 10/30/25 at 3:41 pm to IT_Dawg
quote:
Wow, that was a big arse drop order right there. Hope that person loses their shirt overnight
Haha. That bitch is going to feel some real pain. This shite might open up $5 tomorrow and go up $10 on the day
Posted on 10/30/25 at 3:44 pm to IT_Dawg
What a after hours takeoff
Posted on 10/30/25 at 3:47 pm to AuBeerStud
quote:
What a after hours takeoff
Good news around the industry will do that
Volume probably going to be low the next 7 trading days. Should help NBIS really grow into earnings unless the sector is attacked again, but I don’t see that now.
Still calling us $140 before earnings and $175 by 11/14
Posted on 10/30/25 at 4:04 pm to LSUcam7
I definitely forgot to close out a covered call for 10/31 @230 today when a meeting ran long. That is an expensive meeting overrun
Posted on 10/30/25 at 4:05 pm to IT_Dawg
quote:
Still calling us $140 before earnings and $175 by 11/14
Okay, I hope you're right. I shifted to a more options based lineup and now have:
40 2/20 $140c
50 11/21 $130c
40 11/21 $125c
70 12/19 $140c
30 2/20 $150c
25 11/14 $135c
50 11/21 $140c
20 03/20 $165c
Some of these, like the 2/20s and 12/19s I took a little profit and moved the expiry up. I'm hoping to make a little change off this lineup, but I trying to think of which ones I should sell before earnings, if any. Probably the 11/14s, for sure, but I may take some of the 11/21s and roll them out.
This post was edited on 10/30/25 at 4:22 pm
Posted on 10/30/25 at 4:11 pm to Jax-Tiger
I don’t even want to guess how much money that is.
All we need is a few days of positive noise and we’ll be above $130 again. My body is ready.
All we need is a few days of positive noise and we’ll be above $130 again. My body is ready.
Posted on 10/30/25 at 4:20 pm to Jax-Tiger
I would love to see a couple of announcements of new hyperscaler deals between 11/11 and 11/21.
I know Arkady hinted to some more deals in the pipeline after the MSFT deal, and I'm hoping that they just haven't been announced because of the quiet period.
That would really drive this sucker into 2026 and might make IT_DAWG's projections out to be a little low...
I know Arkady hinted to some more deals in the pipeline after the MSFT deal, and I'm hoping that they just haven't been announced because of the quiet period.
That would really drive this sucker into 2026 and might make IT_DAWG's projections out to be a little low...
Posted on 10/30/25 at 4:24 pm to SquatchDawg
quote:
I don’t even want to guess how much money that is.
I'm a little afraid of it, myself... I would love to see this sucker get to $140 and then re-evaluate.
Posted on 10/30/25 at 4:25 pm to Jax-Tiger
He got there once with no news…we can do it again!
I was considering taking some off the table before earnings but screw it - if you guys are willing to hang it out there I will too!
LOINS [Girded] Exposed
I was considering taking some off the table before earnings but screw it - if you guys are willing to hang it out there I will too!
LOINS [Girded] Exposed
This post was edited on 10/30/25 at 4:27 pm
Posted on 10/30/25 at 4:27 pm to Jax-Tiger
Looks like a nice spread out options investment. I don’t tell people how to play or what to play but I’m sitting at:
3000 shares
258 11/21 $140c
100 11/21 $145c
260 11/21$150c
110 12/19 $140c
250 10/30 $125c
100 2/26 $175c
For Squatch, that’s about $1.2M I’m holding on NBIS alone - started with $188,000 this year
3000 shares
258 11/21 $140c
100 11/21 $145c
260 11/21$150c
110 12/19 $140c
250 10/30 $125c
100 2/26 $175c
For Squatch, that’s about $1.2M I’m holding on NBIS alone - started with $188,000 this year
This post was edited on 10/30/25 at 4:35 pm
Posted on 10/30/25 at 4:33 pm to Jax-Tiger
quote:
I would love to see a couple of announcements of new hyperscaler deals between 11/11 and 11/21.
I’m off the hyperscaler bandwagon for deals. NBIS doesn’t have the capacity for them and those deals are lower margins. I think we hit 1GW capacity by end of next year, roughly $11B in revenue overall, but with higher margins than we will get on say the MSFT deal.
Also, they have to release those big deals kinda quick….I would prefer a low profile moving forward with just a nice creep up next year. Just sayin’
Posted on 10/30/25 at 4:41 pm to IT_Dawg
quote:
250 10/30 $125c
Still hanging onto those, huh? I got skeert and sold mine for 5 bucks after buying them for $1.50 this morning.
Most of mine were purchased during the downturn last week, and I have just acquired a few here and there and sold some shares to get them. I haven't sold on the pops and reaquired on the dips. I hope I make enough money to buy back my shares, pay the taxes, and have a little left over...
Posted on 10/30/25 at 4:44 pm to IT_Dawg
quote:
prefer a low profile moving forward with just a nice creep up next year. Just sayin’
I would add AFTER an explosive earnings report that triggers circuit breakers to the upside.
Posted on 10/30/25 at 4:45 pm to Jax-Tiger
quote:
Still hanging onto those, huh? I got skeert and sold mine for 5 bucks after buying them for $1.50 this morning.
I’ve day traded them quite a bit. Even moved out of other positions to grab some this morning. I’ll sell on the pop and maybe do some 0DTE 130s tomorrow
Posted on 10/30/25 at 4:47 pm to IT_Dawg
quote:
I’m off the hyperscaler bandwagon for deals.
yeah, but they did mention them. I know you like the slow rise because you are buying and selling the peaks and valleys along the way. Just think how much your options will be worth if they hit a couple of those deals.
As far as capacity goes, that's a good problem to have, no? Acquiring new capacity is easier when it's already spoken for.
Posted on 10/30/25 at 4:58 pm to Jax-Tiger
quote:
s far as capacity goes, that's a good problem to have, no? Acquiring new capacity is easier when it's already spoken for.
Why gobble up all the capacity at lower margins when the demand is there for the growth....
Posted on 10/30/25 at 5:11 pm to IT_Dawg
Gonna be a good night and good morning....just sayin
This post was edited on 10/30/25 at 5:12 pm
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