Started By
Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/3/25 at 2:54 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/3/25 at 2:54 pm to
quote:

We live for this shite...


I am extremely tempted to move money over from other investments, which I said I wouldn’t do…cause $120 here is beyond Christmas morning…
Posted by bayoubengals88
LA
Member since Sep 2007
24567 posts
Posted on 11/3/25 at 3:01 pm to
quote:

Start the day up $4 with great industry news and end the day down $11 with no real bad news or national event. Absolutely crazy

Algos in control. We've seen it a million times.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 11/3/25 at 3:05 pm to
We were here on 10/29 and it went up $10 in two days.

Thanks to your work we all know this should be a $140ish stock pre earnings. Can you see if any large calla came in late? This morning was totally uncalled for and seemed manipulated AF.

Also, I don’t know t the mechanics of overnight trading but those run ups get hammered every day.
Posted by bayoubengals88
LA
Member since Sep 2007
24567 posts
Posted on 11/3/25 at 3:18 pm to
quote:

Can you see if any large calla came in late?
Nothing notable.

We retested the 21 day. Let's see if we can bounce off tomorrow.
Posted by tigerfoot
Alexandria
Member since Sep 2006
61407 posts
Posted on 11/3/25 at 3:19 pm to
quote:

I am extremely tempted to move money over from other investments, which I said I wouldn’t do…cause $120 here is beyond Christmas morning…
i grabbed a handful of 125 calls for 11/14 and 11/21. I think 2 and 4 respectively. I think I am going to sit on those thru earnings no matter what happens. Bought 10 more shares. Put rest of my gains into QQQ for like 6 shares. But my 5k put in to play with options had grown to a little shy of 14k since 10/2. I still have a little left if the fire sale continues, but I would imagine I just buy a few shares or park it for a while.

I got really lucky on IREN calls today, got out at the peak, I dont feel like tempting fate.
Posted by Jjdoc
Cali
Member since Mar 2016
55612 posts
Posted on 11/3/25 at 3:38 pm to
I purchased as if we will bounce.


I sold a callnon NEBX for 7.50 for the 21st. Used that to buy spreads on NBIS.


Posted by bayoubengals88
LA
Member since Sep 2007
24567 posts
Posted on 11/3/25 at 3:42 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/3/25 at 3:55 pm to
I’ve had so many big days with this stock, I’m going to chalk this up as a big “FU IT_Dawg for thinking you were retiring this month,” moment. Back to work and walking this up to earnings.

Might dial my calls back and eat some premium for more favorable numbers in the 11/21s. It’s gonna suck, but probably a necessary evil depending on how the week goes. I’m playing for a 20% uptick from earnings…so need to refocus calls based on that later this week.

Cheers boys, we got this!!!
Posted by BDE
Member since Apr 2016
46 posts
Posted on 11/3/25 at 4:18 pm to
Atta baby, keep the faith!! I ended up with 1,742 shares by day’s end with a $124 DCA so I’m strapped in this thing. If she blows up, oh well. But I really think we’ll see a strong push upward at some point in the coming weeks. The chart patterns suggest that, in my view. And if we capitalize, I’ll take the opportunity to offload some profits and reposition with more calls and less capital. Here’s to better days. Cheers fellas!
Posted by bayoubengals88
LA
Member since Sep 2007
24567 posts
Posted on 11/3/25 at 4:21 pm to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 11/3/25 at 4:21 pm to
It will rip by Thursday.
Posted by bayoubengals88
LA
Member since Sep 2007
24567 posts
Posted on 11/3/25 at 4:26 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/3/25 at 4:34 pm to
That dude probably has 50 shares and would likely enjoy it. I lost almost $300k todat and assure you I will not be going to the produce section of the super market
This post was edited on 11/3/25 at 4:39 pm
Posted by igoringa
South Mississippi
Member since Jun 2007
12379 posts
Posted on 11/3/25 at 4:48 pm to
CIFR and IREN options saved me today. completely out of CIFR options and cut Iren back to take six figure profit. NBIS tried hard to give it back today lol - nibbled on the knife down
Posted by bayoubengals88
LA
Member since Sep 2007
24567 posts
Posted on 11/3/25 at 5:01 pm to
Alfred is bad mouthing Nebius right now without having mentioned them by name yet. I’ll re listen if recorded.
Posted by igoringa
South Mississippi
Member since Jun 2007
12379 posts
Posted on 11/3/25 at 5:09 pm to
he is not healthy for your blood pressure BB!

edit: and thanks for your post on the IREN deal - the more I look at it it seems to be over the five years - IREN will probably net a little under cash, have a three billion dollar data center free and clear with about fifteen years of a life left at minimum, and any residual in the $6 billion of GPUs and GPU related to technology - which won't be much, but there will still be some value there. Whatever happens in the next deal on that site when you take out the $3 billion bill is pretty incredible economics. Factory and this is about only 10% of their current 2026 power supply - I am still quite happy with it
This post was edited on 11/3/25 at 5:16 pm
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 11/3/25 at 5:13 pm to
I’m still nibbling on the knife ah. This was my largest loss ever in a single day. I really need Nbis to come back.


Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 11/3/25 at 5:30 pm to
One day does not a trend make. Like I said earlier we were here also on 10/29.
Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 11/3/25 at 5:39 pm to
I was buying all the way down the dip today. We’ve all seen this thing recover in the blink of an eye.

And I will continue to buy if tomorrow is another bad day. Maybe not calls, but NEBX.

The sky isn’t falling. Opportunity is what this is.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/3/25 at 5:56 pm to
Lost $345k in value today. Not sweating it just yet. Took the day off tomorrow cause the kids are out of school….so instead of some activities, I will be focused on day trading tomorrow to make up for this downside
This post was edited on 11/3/25 at 5:56 pm
Jump to page
Page First 272 273 274 275 276 ... 402
Jump to page
first pageprev pagePage 274 of 402Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram