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Started By
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1
Posted on 10/30/25 at 6:31 pm to LChama
Yup
Posted on 10/30/25 at 7:46 pm to IT_Dawg
I ended up buying 42 December $135s because they were cheaper than the rest.
Currently 1,032 shares
42 calls
(In Roth).
I may end up converting to a good bit of LEAPS for earnings. I can help but think we’ll see explosive growth and hear a lot of good news.
Currently 1,032 shares
42 calls
(In Roth).
I may end up converting to a good bit of LEAPS for earnings. I can help but think we’ll see explosive growth and hear a lot of good news.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/30/25 at 8:10 pm to IT_Dawg
What do ya’ll think of this?
My first reaction is to say, we just landed Microsoft for what will likely be 19.4bn
We only need one more deal of that size, and can probably do without another.
To say efficiency does t matter yet is to dismiss that there are different enterprises with different goals.
My first reaction is to say, we just landed Microsoft for what will likely be 19.4bn
We only need one more deal of that size, and can probably do without another.
To say efficiency does t matter yet is to dismiss that there are different enterprises with different goals.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/30/25 at 8:53 pm to bayoubengals88
quote:
We only need one more deal of that size, and can probably do without another. To say efficiency does t matter yet is to dismiss that there are different enterprises with different goals.
Like I’ve said earlier, NBIS can’t support another deal of that size right now, and they don’t need to…they higher margin deals are happening daily with much smaller organizations. They are buying in and believing in what NBIS can offer above and beyond the traditional hosting companies.
I honestly don’t want another monster, hyperscaler deal until late next year, or after we announce capacity to support such a deal and a play for growth beyond it.
This stock will go up on earnings…not because of the MSFT deal, but what they are doing with all these other companies and at much better margin.
This post was edited on 10/30/25 at 9:31 pm
Posted on 10/30/25 at 8:55 pm to IT_Dawg
Was out of NBIS the last day and a half
Trying to get 150s 11/21 at 6.2
Trying to get 150s 11/21 at 6.2
Posted on 10/31/25 at 6:56 am to YungBuck
Up $2.20 in pre market this morning. It’s going to be a really good day. Sending a 132-134 typing day, with 128-130 close. The next 11 days are going to be fun.
Posted on 10/31/25 at 7:01 am to michael corleone
Give me ONE dip! 
Posted on 10/31/25 at 7:02 am to IT_Dawg
Thoughts?
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 10/31/25 at 7:03 am
Posted on 10/31/25 at 7:11 am to bayoubengals88
Short volume has been above 40% for most of the week.
What are they thinking?!
What are they thinking?!
Posted on 10/31/25 at 8:12 am to bayoubengals88
I bet they didn’t think a deal with China would be made this week.
I got a strange feeling today’s gonna be a big day!
I got a strange feeling today’s gonna be a big day!
Posted on 10/31/25 at 8:19 am to AuBeerStud
These are the people you want to invest in.
They know they're the best in class.
Cocky sons o bitches!
They know they're the best in class.
Cocky sons o bitches!
Loading Twitter/X Embed...
If tweet fails to load, click here. This post was edited on 10/31/25 at 8:20 am
Posted on 10/31/25 at 8:19 am to bayoubengals88
Interested read. Not sure it’s “big,” for NBIS, as NBIS does a good job of integrating with a lot of tools. There are other open sourced tools people could use anyways
Posted on 10/31/25 at 8:29 am to AuBeerStud
quote:
I got a strange feeling today’s gonna be a big day!
I’ve been nervous the past few days, but felt really good after the close yesterday. She’s going over $130 today for sure.
Halloween usually has low volume and the volume has been low on NBIS…on a positive day like today, that can really shoot it up quickly.
1 min to open LFG NBI$
Posted on 10/31/25 at 8:35 am to IT_Dawg
Just sold my 0DTE $125 for great profit and bought 100 0DTE $130 for $1.10
Posted on 10/31/25 at 8:35 am to IT_Dawg
Back in 11/21 150s 6.90
Kept half my powder for a dip today
Kept half my powder for a dip today
Posted on 10/31/25 at 8:52 am to YungBuck
Good run up this morning!
Posted on 10/31/25 at 8:57 am to SquatchDawg
What did the thread title used to say? We look all official now
Posted on 10/31/25 at 8:58 am to The Boat
I dont recall, but I thought it fell off the front page for a quick second.
Posted on 10/31/25 at 9:00 am to The Boat
quote:It started as just "Nebius - NBIS - AI Infrastructure Company"
What did the thread title used to say? We look all official now
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