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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/2/25 at 12:08 pm to SquatchDawg
Posted on 11/2/25 at 12:08 pm to SquatchDawg
quote:
Anticipating an exciting week fellow Nebioids!
A nice, slow, walk up to $140/$145 before earnings would do just fine. Don’t need any crazy days this week. That would put it about $165 day of earnings and $175 by end of next week. Then I can relax and start thinking about what to do with all that money. If it hit $175 end of next week, I’m guessing that would exponentially raise my NBIS holdings to about $3.5M (or about 400k if we miss big). We could have lots of fun getting it to $200 by EOY
This post was edited on 11/2/25 at 12:12 pm
1
Posted on 11/2/25 at 12:53 pm to LChama
quote:
Any hedging?
Not as of now. I might get nervous come 11/10
if it’s up near $140/$145 before earnings, I’d have roughly $2M in the stock….with most of my options 11/21 and 12/19. That would make earnings either a really really really good day or a really really really bad day. I feel very good about the earnings, but $1.5-$2M is a lot to risk. Let’s just say, I will be in a padded room with no sharp objects around starting at 7:00am 11/11/25
PS - I do think if for some crazy reason we miss on revenue or EPS (which seems hard to believe since we raised $1B+ through a stock offering), we could limit the loss and turn it around by announcements around potential other larger deals in the pipeline, explaining expansion plans for new data centers and opening dates of 2026 and finally giving guidance for FY2026 in the $5.5B-$6B range. Imaging announcing growth of 600-700% YoY. Now if we smoke earnings and announce all that…I legit will leave my job and just day trade.
This post was edited on 11/2/25 at 1:22 pm
Posted on 11/2/25 at 1:37 pm to IT_Dawg
IT: I’ve learned something about you.
You’re not gonna hedge!
You’re not gonna hedge!
Posted on 11/2/25 at 1:53 pm to bayoubengals88
Gotta bet and root on your horse man!!!
Posted on 11/2/25 at 2:10 pm to IT_Dawg
quote:
I legit will leave my job and just day trade.
I have a question. How much money are you losing by living up there in Georgia?
All of my family lives in the Roswell or Madison. I never really thought about it, but with the money I have made this year, I am so glad not to be paying state income tax.
It's a much better deal to pay sales tax, property tax, gas tax over income tax when you are making big money...
Basically, I hope I have to pay a huge check to Uncle Sam next month, but glad not to have to do the send one to Talahassee.
Posted on 11/2/25 at 2:12 pm to IT_Dawg
Everyone in management has publicly been bullish AF.
I think we’re good.
Marc said that was has transpired is nothing compared to what’s ahead.
I think we’re good.
Marc said that was has transpired is nothing compared to what’s ahead.
Posted on 11/2/25 at 2:25 pm to bayoubengals88
Posted on 11/2/25 at 3:24 pm to Jax-Tiger
quote:
I have a question. How much money are you losing by living up there in Georgia?
Make really good money at the job, kids go to great schools and enjoy being around family. We also have a Governor that gives back to the tax payers each year. Cost of living is just fine.
Posted on 11/2/25 at 4:10 pm to IT_Dawg
quote:
Make really good money at the job, kids go to great schools and enjoy being around family. We also have a Governor that gives back to the tax payers each year. Cost of living is just fine.
Yeah, usually states get you one way or another. I was just running numbers if I lived up where my family lives (in the Crabapple Elementary area), I would have to pay 6 figures to the state this year, between my regular job and my investments. You're doing better than I am, so I was curious.
Florida taxes things that tourists pay for - sales tax, high hotel tax, gasoline tax, etc, in addition to local property taxes, which can vary, baaed on county. Not paying income on all of the brokerage earnings is a big deal, because my county is.. My sales tax is 7% and my property tax is 0.98%, so my state/local taxes are below average even after factoring in no state income tax.
I just never really thought about it, until I made this big chunk of additional income.
Posted on 11/2/25 at 4:34 pm to Jax-Tiger
quote:
Yeah, usually states get you one way or another. I was just running numbers if I lived up where my family lives (in the Crabapple Elementary area), I would have to pay 6 figures to the state this year, between my regular job and my investments. You're doing better than I am, so I was curious.
There is actually a new push in Georgia to eliminate State income tax. I believe there is a special commission investigating it now in the State Senate. Pending this earnings, I could be heavily involved in lobbying for that
ETA: As I said last weekend and some others, can't wait for the 6pm opening of futures and 8pm opening of overnight trading. Killing me holding all this over a weekend, especially when Friday was so good, but AH was a little down. I think we should have a nice run up to earnings so will be watching close at 8pm
This post was edited on 11/2/25 at 4:38 pm
Posted on 11/2/25 at 4:58 pm to IT_Dawg
quote:
I think we should have a nice run up to earnings so will be watching close at 8pm
Man, I hope you're right. That would be something to be at $175 while holding a bunch of $125/130/140 calls for 11/21.
DeSantis is actually trying to eliminate property taxes in Florida. I'm guessing that would make my sales tax go up...
Posted on 11/2/25 at 5:20 pm to Jax-Tiger
S&P and NAsdaq futures looking good so far….
Posted on 11/2/25 at 5:30 pm to IT_Dawg
Yes they are. It would be awesome if NBIS hit $135 by open, tomorrow and climbed steadily all week. I don't want to hear about a pullback. I'm done with pullbacks and we've had enough of those, already. I've taken my positions based on this thing taking off.
I need it to take off, now...
I need it to take off, now...
Posted on 11/2/25 at 5:38 pm to Jax-Tiger
Post earnings tops out around 172. Pullback to 155. Maintains around 155-160 until 12/31 with the occasional 165-168 mixed in there. As we approach mid/late Jan we will slowly work past 172 toward 180 until EOY earnings are announce. Tips out beyond 200 at that point. Probably a pre Christmas pull back to take profits for the GI Joe with the Kung Fu grip. Nothing alarming , just have to leverage it or ride it. Post Christmas all positive .
Posted on 11/2/25 at 6:02 pm to michael corleone
quote:
Post earnings tops out around 172. Pullback to 155. Maintains around 155-160 until 12/31
If they beat on earnings and go to $172, there will not be a pullback of 10%. The future is crazy with this one. The guidance alone puts this well over $200
Posted on 11/2/25 at 6:17 pm to IT_Dawg
IT, if you can, chime in on HPE, either here or in the thread I made. Thanks!!
Posted on 11/2/25 at 6:35 pm to bayoubengals88
Don’t want to discourage people who might look in the HPE thread, so I’ll leave it here. HPE is very very behind all technology companies out there IMO. They always have been as well. They shite all over Cisco when they created their servers and destroyed the relationship on the networking side with their acquisitions.
Top management has always been very behind and their technology has been mediocre since 2008. They were smart to split the business 15 or so years ago, and there is still a devout client base, but I don’t see them as a play in my portfolio ever….despite working for a company that had a top 10 HPe partnership side of the house (highly resided on 4-5 global clients).
Top management has always been very behind and their technology has been mediocre since 2008. They were smart to split the business 15 or so years ago, and there is still a devout client base, but I don’t see them as a play in my portfolio ever….despite working for a company that had a top 10 HPe partnership side of the house (highly resided on 4-5 global clients).
Posted on 11/2/25 at 6:46 pm to IT_Dawg
I have some IREN calls, but Im looking to absolutely load up on NBIS this week.
Mostly 11/21’s and some 12/19’s. I was hoping for a big pull back, but it feels like I may not see one.
Mostly 11/21’s and some 12/19’s. I was hoping for a big pull back, but it feels like I may not see one.
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