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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/3/25 at 8:01 am to IT_Dawg
Posted on 11/3/25 at 8:01 am to IT_Dawg
quote:
I believe they were just confident in their differentiators and felt like putting them on display,
Exactly, but I think they wanted people to know that their objective is not hyperscaler contracts, and that they are not losing because they aren't getting a hyperspace contract. They are pursuing enterprise business of all types - smaller contracts with bigger margins that can fill in the gaps in their capacity.
This post was edited on 11/3/25 at 8:19 am
1
Posted on 11/3/25 at 8:23 am to Jax-Tiger
quote:And I’ll add, “sticky” revenue.
smaller contracts with bigger margins that can fill in the gaps in their capacity.
Posted on 11/3/25 at 8:23 am to bayoubengals88
I’m so excited for today!
Posted on 11/3/25 at 8:28 am to AuBeerStud
quote:
excited for today!
Lost in this is that the NASDAQ is up over 200 points PM.
Posted on 11/3/25 at 8:29 am to AuBeerStud
AWS inks $38B deal with OpenAI - should boost NBI$ more. The demand is there and we are expanding! Great times to be invested in NBIS and IREN for me. Not gonna sell my IREN position now
I wanted $140 this week, might get it today
I wanted $140 this week, might get it today
This post was edited on 11/3/25 at 8:30 am
Posted on 11/3/25 at 8:31 am to IT_Dawg
Just passed CRWV in stock price
Screw them. Only big one I’m not in. I just don’t like them…maybe cause I missed the run from $40 up to $180, but whatever
Screw them. Only big one I’m not in. I just don’t like them…maybe cause I missed the run from $40 up to $180, but whatever
Posted on 11/3/25 at 8:34 am to IT_Dawg
quote:
Not gonna sell my IREN position now
Do you have 11/7 calls? Are you hanging on to them for now. When do you expect to sell them?
My strategy is to sell mine and figure out what to do with the cash. Whatever that is I'm expecting it to be short term, no longer than 11/21 - trying to take advantage of this week.
But I'm fluid. I keep changing my mind.
Posted on 11/3/25 at 8:36 am to IT_Dawg
Just bought 50 11/7 $135 for $5.10 each
Rut ro….I think the news for the other players is wearing off and this whole chip thing is back to front of mind….
Hopefully we will get a rebound. Looks like that was a LOT of volume on the downturn, same with CRWV
Rut ro….I think the news for the other players is wearing off and this whole chip thing is back to front of mind….
Hopefully we will get a rebound. Looks like that was a LOT of volume on the downturn, same with CRWV
This post was edited on 11/3/25 at 8:50 am
Posted on 11/3/25 at 8:51 am to IT_Dawg
I sold one of my IREN calls off the start. I’m gonna hold onto the rest.
Bought a NBIS 12/19 call when the stock hit $128
Bought a NBIS 12/19 call when the stock hit $128
Posted on 11/3/25 at 8:51 am to IT_Dawg
Just bought my first call of 11/7 $135 at $3.90. I’m hoping I don’t lose it all.
Posted on 11/3/25 at 8:52 am to IT_Dawg
quote:
Rut ro….I think the news for the other players is wearing off and this whole chip thing is back to front of mind….
I think this could also have something to do with NBIS NOT getting a hyperscaler contract. People could be reading that as a sign that other companies are out executing NBIS.
Posted on 11/3/25 at 8:53 am to IT_Dawg
Volume has lightened up, so hopefully we can run back up….just hoping it doesn’t get attacked down again with this low volume
Well shite…
Well shite…
This post was edited on 11/3/25 at 8:59 am
Posted on 11/3/25 at 8:57 am to IT_Dawg
I sold my IREN calls and am reinvesting in NBIS during this dip.
Posted on 11/3/25 at 8:59 am to Mockingbird2008
Damn down 20% in 10 minutes of my first call.
Posted on 11/3/25 at 9:02 am to Mockingbird2008
wow this was unexpected
Posted on 11/3/25 at 9:03 am to Jax-Tiger
Yea, this is a perfect time to get in. $126 is an insane deal right now.
Posted on 11/3/25 at 9:03 am to Mockingbird2008
quote:
Damn down 20% in 10 minutes of my first call.
This is typically when I buy another, then only down 10% and have more contracts
Posted on 11/3/25 at 9:04 am to IT_Dawg
Did not expect to be down $170,000 today. Yeesh
Posted on 11/3/25 at 9:05 am to Jax-Tiger
quote:
sold my IREN calls and am reinvesting in NBIS during this dip.
woke up this morning and saw the pre market stuff. Rushed to my computer and cancelled a sell order for 9. Cancelled and sold a few minutes ago. Only 3 calls but 114% was nice versus 50%.
My call play money has almost tripled since 10/2. I took enough billets to feel the pain too though!
Posted on 11/3/25 at 9:06 am to IT_Dawg
Haha, yeah at this point I’m buying the dip and feel confident it’ll bounce back. Too much positive momentum long term with this horse.
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