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re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/3/25 at 6:21 am to Craft
Posted on 11/3/25 at 6:21 am to Craft
quote:
Now a cifr deal with Amazon wtf going on
I truly think it is simple power math - there is not near enough power to meet the demand - not to quote a polarizing figure in the space (MA), but I do believe every available MW will be ultimately soaked up. Some will get premiums but it will all get bought up.
1
Posted on 11/3/25 at 6:22 am to igoringa
Which means power is the next play
Posted on 11/3/25 at 6:23 am to AuBeerStud
I bought IREN because of this board. Thank you
Posted on 11/3/25 at 6:26 am to The Egg
quote:Power stocks have largely ran away from me. Namely POWL and SEI.
Which means power is the next play
Posted on 11/3/25 at 6:26 am to bayoubengals88
I was wondering if you ever considered doing calls on BMNR. I have bought shares and done CC's but would like to get thoughts on doing calls on this volatile stock.
Posted on 11/3/25 at 6:27 am to IT_Dawg
Posted on 11/3/25 at 6:28 am to AuBeerStud
quote:I love every bit of this. Congrats my friend
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!!
Posted on 11/3/25 at 6:29 am to jerryc436
quote:It may be a good time to try, but no I have not. Outside of NBIS I try to be more risk off.
I was wondering if you ever considered doing calls on BMNR. I have bought shares and done CC's but would like to get thoughts on doing calls on this volatile stock.
Posted on 11/3/25 at 6:31 am to tigerbacon
Ended up with 1,012 shares of NBIS by 5am CT at a DCA just under $131 so lets ride.
Awesome news on IREN, congrats to the holders! Leggoooo.
Awesome news on IREN, congrats to the holders! Leggoooo.
Posted on 11/3/25 at 6:32 am to bayoubengals88
How about a bump on the PT from $125 to $225 ffs!!! 
Seriously though, at least to like $175. Maybe after opening
Seriously though, at least to like $175. Maybe after opening
This post was edited on 11/3/25 at 6:35 am
Posted on 11/3/25 at 6:34 am to BDE
quote:
Ended up with 1,012 shares of NBIS by 5am CT at a DCA just under $131 so lets ride.
Awesome! Enjoy the ride with us. Feel free to share progress or ask more questions. This is probably the most active thread on MB…probably the most fun on the entire site.
Posted on 11/3/25 at 6:35 am to IT_Dawg
Nebius management was pissed of last week. May be this is the reason possibly that IREN and CIFR got deals and they missed it?
Posted on 11/3/25 at 6:39 am to bayoubengals88
quote:maybe check DGXX, they're into power generation for this very sector, but high risk high reward down here. It's priced like an early CIFR or something.... But please do your dd
Power stocks have largely ran away from me. Namely POWL and SEI.
Posted on 11/3/25 at 6:40 am to bayoubengals88
NVM
This post was edited on 11/3/25 at 6:42 am
Posted on 11/3/25 at 6:47 am to astonvilla
quote:Not likely IMO
May be this is the reason possibly that IREN and CIFR got deals and they missed it?
Posted on 11/3/25 at 6:56 am to bayoubengals88
So I’m way up on IREN! What you guys think.
Should I just sell and buy NBS as planned?
Or do I let it ride the week to see what their earnings does Thursday?
Should I just sell and buy NBS as planned?
Or do I let it ride the week to see what their earnings does Thursday?
Posted on 11/3/25 at 6:59 am to bayoubengals88
quote:
Power stocks have largely ran away from me. Namely POWL and SEI
Would southern company or Florida Power and light be decent plays? They have nuclear in place
Posted on 11/3/25 at 7:11 am to astonvilla
quote:
Nebius management was pissed of last week. May be this is the reason possibly that IREN and CIFR got deals and they missed it?
When was management pissed last week?
Also, I doubt this would be a reason they were mad. As I mentioned before, NBIS doesn’t really have the capacity ATM to be making another 200MW+ deal. Until they announce their upcoming data centers and expansions, we probably won’t hear about a deal. Also, if we did make a deal like that because they were pitching the new data centers to clients, that’s likely something we would hear about simultaneously on the conference call, IMO
Posted on 11/3/25 at 7:26 am to IT_Dawg
last week on twitter they were downplaying other neoclouds and taking indirect shots at them. I am all in on NBIS and hopefully they have a strategy to move things forward and grow the business.
Posted on 11/3/25 at 7:33 am to astonvilla
quote:
last week on twitter they were downplaying other neoclouds and taking indirect shots at them. I am all in on NBIS and hopefully they have a strategy to move things forward and grow the business.
Don’t think they were upset…I believe they were just confident in their differentiators and felt like putting them on display, especially during/after the NVDA conference
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