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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/3/25 at 4:35 am to BDE
Posted on 11/3/25 at 4:35 am to BDE
Word of advice. Be extremely careful playing earnings. NBIS could kill it on the earnings call and the stock could still tank. Often times there is no rhyme or reason to the market. Anyone who says otherwise is a fool or hasn’t been doing this very long.
1
Posted on 11/3/25 at 4:58 am to BDE
quote:
I’ll continue adding to my shares position today when more volume starts flowing and we see how the market reacts. Here’s to the slow and steady creep to $140 before the breakout next week!
My sentiment might have changed a little. Need to see how NBIS and the market respond to what Trump said on Air Force One about Blackwell chips. Wish he wouldn’t say shite. Not sure how it will be taken with “and other countries.” I just read it on Yahoo Finance, so I’m sure it’s starting to make its rounds.
quote:
President Trump said on Sunday that the most advanced Nvidia (NVDA) chips will be reserved for US companies and kept out of China and other countries. In comments to reporters aboard Air Force One, Trump said only US-customers will have access to high-quality Nvidia Blackwell chips. "The most advanced, we will not let anybody have them other than the United States," Trump said.
This post was edited on 11/3/25 at 5:00 am
Posted on 11/3/25 at 5:04 am to IT_Dawg
IREN just announced a $9.7B contract with Microsoft
Posted on 11/3/25 at 5:05 am to NoEmpathy
quote:
Word of advice. Be extremely careful playing earnings. NBIS could kill it on the earnings call and the stock could still tank. Often times there is no rhyme or reason to the market. Anyone who says otherwise is a fool or hasn’t been doing this very long.
I agree, but most of the time there is a reason. Analyst expectations are not always the same as whispered expectations. A lot of it has to do with guidance. You can kill your earnings, but if you lower future expectations or don’t meet the guidance expectations, that can kill a stock.
However, I don’t see that happening here. They already slightly raised their 2025 expectations, which should mean revenue numbers would be golden compared to $155m. Also, they took on capital with stock issuance and haven’t announced major investment yet, leading me to believe that EPS should be on target or even well ahead.
On guidance, they have a LOT of cash right now. That is a good thing. They will explain what they are doing with it. Also, IFFF they give guidance on 2026 ARR, it will blow 2025 out of the water with likely a 500% increase YoY.
Like I said, it does happen, but I don’t see it as much with NBIS
This post was edited on 11/3/25 at 5:06 am
Posted on 11/3/25 at 5:06 am to The Egg
quote:
IREN just announced a $9.7B contract with Microsoft
Boooom MFer
Great for my holdings there, but should help overcome the Blackwell remarks by Trump. We could have ourselves a helluva day
Details on the IREN/MSFT deal:
$9.7B over 5 years. 20% prepayment (will be credited yrs 3-5). ~200MW/yr (valuing a 1GW at $10B/yr), estimated 85% EBITDA margin (holy shite).
What reaffirming news for NBIS too
This post was edited on 11/3/25 at 5:28 am
Posted on 11/3/25 at 5:24 am to IT_Dawg
Looking nice this morning
Posted on 11/3/25 at 5:38 am to DawgCountry
Posted on 11/3/25 at 5:41 am to IT_Dawg
quote:
IREN just announced a $9.7B contract with Microsoft
Boom MF is right! Wow - loved waking up to that!
This should feed the bulls - the demand is insatiable right now.
As heavy in IREN this is obviously the dream we were waiting for - never mind it being their Childress site - all eyes to date were on the Prince George buildout with the hope for a little more capacity being added and then the monster 1.4 GW Sweetwater coming on line next year.
So now we have 200 MW of the 750MW of childress popping off almost $2 billion in revenue - extrapolating that across the 2.4 GW and re-rating should be in our future (even after the massive run this year).
Edit: Nevermind 20% upfront prepayment! My kind of financing!!
This post was edited on 11/3/25 at 5:44 am
Posted on 11/3/25 at 5:48 am to IT_Dawg
quote:
Boooom MFer
I just have 50 11/7 62c that were about 15% profitable. Guess I'll be selling those gor a bit more, now.
ETA: I came close to selling them last week when they were ITM for a bit.
This post was edited on 11/3/25 at 6:05 am
Posted on 11/3/25 at 5:54 am to The Egg
Posted on 11/3/25 at 6:05 am to IT_Dawg
Early bird gets the pussy bro
Posted on 11/3/25 at 6:08 am to The Egg
Cramer is such a pathetic idiot.
Yeah dude. People were bullish because they understood the demand. Why didn’t you get it??
I’m 100% sure Cramer has no concept of the Nebius advantage in sovereign AI and unit economics.
CONGRATS to the IREN people here!!!
Wow!
Yeah dude. People were bullish because they understood the demand. Why didn’t you get it??
I’m 100% sure Cramer has no concept of the Nebius advantage in sovereign AI and unit economics.
CONGRATS to the IREN people here!!!
Wow!
Posted on 11/3/25 at 6:14 am to bayoubengals88
Holy shite!!!!
If you looked last night, I was talking about how I bought IREN in hopes that it would go up.
I was trying to make a little extra money to buy more NBIS.
II have calls, I have a bunch on the 2X leverage stock.
I’m going to the bar today!!
If you looked last night, I was talking about how I bought IREN in hopes that it would go up.
I was trying to make a little extra money to buy more NBIS.
II have calls, I have a bunch on the 2X leverage stock.
I’m going to the bar today!!
Posted on 11/3/25 at 6:14 am to AuBeerStud
CIFR too
quote:
The company executed an approximately $5.5 billion, 15-year lease with Amazon Web Services to deliver 300 MW of AI capacity in 2026 (two phases starting July 2026; rent begins August 2026). Cipher formed a joint entity to develop Colchis, a 1-GW West Texas site where Cipher would hold ~95% equity under standard terms and has a 1-GW Direct Connect Agreement with AEP targeting energization in 2028 pending ERCOT final review. Other items: 3.2 GW pipeline, completed a $1.3 billion convertible note offering, and a 10-year AI hosting agreement with Fluidstack and Google.
Posted on 11/3/25 at 6:15 am to AuBeerStud
Now a cifr deal with Amazon wtf going on
Posted on 11/3/25 at 6:19 am to igoringa
LFG! Everyone in on the deals.
Posted on 11/3/25 at 6:19 am to Double Oh
quote:It’s just like buying anything else in that regard. Buy one contract today to see how it works.
So you spent $51,540. Do they just deduct that out of your account?
quote:Options are pure leverage. You’ll see it at the opening bell. If NBIS is up 3% then most options will be up much more.
Why not just buy the stock at its current price and ride it up? What's the benefit of trading options rather than just ownign the stock?
Why do I buy options? For that very reason.
Let’s compare:
If I buy 1,000 shares at 130 that’s $130,000 spent.
20 contracts of 2/20 $140 cost me 51,540.
Hypothetically Nebius went up 20% in a day (like they’ve done before and like IREN is doing now):
Then my stock position is at 156,000 (+20%), BUT
my calls could be up 100% on that move. So I’ve doubled my options investing while my stock investment is only up 20%.
I highly suggest you look at IREN calls when the market opens. Particularly those expiring on 11/21, 12/19, and Jan 2026.
Look at the $60 strike
Posted on 11/3/25 at 6:19 am to igoringa
shite, everyone but Nebius. That is going to be bullish on Nebius, because everyone thinks Nebius may be next...
Posted on 11/3/25 at 6:20 am to AuBeerStud
quote:
If you looked last night, I was talking about how I bought IREN in hopes that it would go up. I was trying to make a little extra money to buy more NBIS. II have calls, I have a bunch on the 2X leverage stock. I’m going to the bar today!!
Nice!!
I’m selling all my IREN on the pop this morning. Then waiting for a little pullback to get back in.
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