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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/3/25 at 6:53 pm to AuBeerStud
Posted on 11/3/25 at 6:53 pm to AuBeerStud
quote:Same.
I was buying all the way down the dip today. We’ve all seen this thing recover in the blink of an eye
I sold big gains positions (AMKR and VIAV calls)
Big losers (META calls)
And everything in between (LRN, LMND, etc.)
Piled into NBIS calls and rolled more valuable NBIS calls into shorter dated calls. My Roth was down a full 25% today, but it’s nothing new!
At 124-125 I may have to sell 11/7s (130,135) for 11/14s.
In addition to these positions I have 650 shares of NBIL at 21.72
This post was edited on 11/3/25 at 6:54 pm
0
Posted on 11/3/25 at 6:58 pm to igoringa
quote:You’re quite right!
he is not healthy for your blood pressure BB!
quote:Appreciate the insight
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
Posted on 11/3/25 at 7:32 pm to bayoubengals88
I’m telling y’all, I think that frick arse Altman spooked the AI market again.
He’s considered a liar and a defensive bitch.
Then, all those deals were kind of shat on this morning. As if they are not to be believed…
I don’t like this price action at all.
He’s considered a liar and a defensive bitch.
Then, all those deals were kind of shat on this morning. As if they are not to be believed…
I don’t like this price action at all.
Posted on 11/3/25 at 7:36 pm to bayoubengals88
Please take my advice…out of the money calls 1-3 months out is ill-advised. Out of the money calls 1-3 weeks out is lunacy.
As someone who lost $240k on call options that were out of the money and 5 months out, all it takes is a 20-25% down day on commons to get to a point where your left holding whatever is left on your premium praying it recovers quickly before it expires.
I’m just trying to inject some advice that will save someone from making a foolish mistake. I read this thread frequently and see a lot of impending heartache.
As someone who lost $240k on call options that were out of the money and 5 months out, all it takes is a 20-25% down day on commons to get to a point where your left holding whatever is left on your premium praying it recovers quickly before it expires.
I’m just trying to inject some advice that will save someone from making a foolish mistake. I read this thread frequently and see a lot of impending heartache.
Posted on 11/3/25 at 7:40 pm to Crescent Connection
Only heartache I get is when I sell early. NBIS always performs
Posted on 11/3/25 at 7:45 pm to Crescent Connection
quote:Then you know that I can sweat it out.
I’m just trying to inject some advice that will save someone from making a foolish mistake. I read this thread frequently and see a lot of impending heartache.
Posted on 11/3/25 at 8:04 pm to bayoubengals88
Dude from the big short just opened up massive puts on palantir and nividia.
Don't think he has been exactly nailing it since the mortgage stuff but never underestimate an autist
Don't think he has been exactly nailing it since the mortgage stuff but never underestimate an autist
Posted on 11/3/25 at 8:05 pm to Crescent Connection
quote:
Please take my advice…out of the money calls 1-3 months out is ill-advised. Out of the money calls 1-3 weeks out is lunacy.
quote:
I’m just trying to inject some advice that will save someone from making a foolish mistake. I read this thread frequently and see a lot of impending heartache.
So you can give us all insight into earnings and the market in general?? Would love to hear it. Are you just jumping in on down days to feel better about your advice because you lost a lot?
If you want to use the word “advice” then please do so…what’s your reasoning behind it. Not “I lost arse before,” but how do you think this plays out the next 9 days of trading with earnings in there?
Posted on 11/3/25 at 8:14 pm to BillysIsland
quote:Dude has been saying “sell” for 2-3 years.
Don't think he has been exactly nailing it since the mortgage stuff but never underestimate an autist
It’s not unreasonable to short PLTR at $205, however, it may be crazy.
I don’t think he’ll hold that position for too long.
Posted on 11/3/25 at 8:16 pm to bayoubengals88
Still drifting lower after hours - honestly perplexed about the price action. Not worried or panicking but just perplexed. Do not get it.
Posted on 11/3/25 at 8:26 pm to igoringa
I don’t either other than just trading…
$118 sets up a beautiful inverse head and shoulders
I’m calling it now.
$118 or so will be pivotal.
Lower than $118 and it’s anyone’s guess.
Bounce off of $118 and it breaks out above $132 on roughly Thursday afternoon.
Given that we are close to earnings, I’m thinking and hoping for the latter. It makes more sense.
$118 sets up a beautiful inverse head and shoulders
I’m calling it now.
$118 or so will be pivotal.
Lower than $118 and it’s anyone’s guess.
Bounce off of $118 and it breaks out above $132 on roughly Thursday afternoon.
Given that we are close to earnings, I’m thinking and hoping for the latter. It makes more sense.
This post was edited on 11/3/25 at 8:33 pm
Posted on 11/3/25 at 8:48 pm to bayoubengals88
I know it’s impossible to say but do you guys see this rebounding if we hit $110 tomorrow? That would just be unbelievable this close to earnings without negative news. I’m leaning towards exiting around that level and either paying my “stupid tax” or reentering and riding the wave back up if it shows life. Thoughts?
ETA: I don’t need the money right now so even if we ride a nasty wave down and bounce back sometime in December or January, I’m willing to do it. I know the projections suggest otherwise but just want to avoid an extended long lull in the $70-90 range.
ETA: I don’t need the money right now so even if we ride a nasty wave down and bounce back sometime in December or January, I’m willing to do it. I know the projections suggest otherwise but just want to avoid an extended long lull in the $70-90 range.
This post was edited on 11/3/25 at 8:54 pm
Posted on 11/3/25 at 8:55 pm to BDE
Too tough to say. There are just so many variables.
I wish earnings were Thursday morning!
I wish earnings were Thursday morning!
Posted on 11/3/25 at 8:57 pm to BDE
quote:
I know it’s impossible to say but do you guys see this rebounding if we hit $110 tomorrow?
If we hit $110 tomorrow, it’s not “rebounding”. There is no scenario I can see this going there tomorrow however.
Ive shifted some things and plan to play tomorrow with a buy at open, readjust all my calls quickly, then try to move some money over from other investments as well. I’m pretty much going big or go home on the earnings now with this price point.
This post was edited on 11/3/25 at 8:59 pm
Posted on 11/3/25 at 9:07 pm to IT_Dawg
I think his advice was pretty clear: Buying OTM calls within a week of expiry is a quick means to misery. Sometimes people get lucky but the fact remains that around 90% of all options contracts expire worthless.
Posted on 11/3/25 at 9:10 pm to IT_Dawg
That’s what I’m thinking too - I’m afraid she might’ve wilted on the vine if she hits $110. I’ll keep a steady hand early on but might just have to pay the tax and move on. Timing is everything and I may have just entered too late. Part of the game, maybe there will be opportunities down the road for her. Let’s hope it doesn’t get to that.
And BB88 (among others), you’ve been a stalwart through this thing. We’re not throwing in the towel yet!!!
And BB88 (among others), you’ve been a stalwart through this thing. We’re not throwing in the towel yet!!!
Posted on 11/3/25 at 9:31 pm to BDE
Revised to say, there seems to be a lot of negative sentiment around everything AI related and I may just pull out completely at PM open. Take my $15k loss and either catch the next leg up or not. Probably the typical retail move but it comes with the aforementioned timing. Alarm set early for a morning review and action plan.
Posted on 11/3/25 at 9:51 pm to bayoubengals88
quote:
It’s not unreasonable to short PLTR
They have a $400B market cap on @$4B annual revenue. That’s a damn train wreck waiting to happen. NBiS deal with MSFT alone is worth 4x PLTRs annual revenue.
This post was edited on 11/3/25 at 9:55 pm
Posted on 11/3/25 at 9:56 pm to BDE
We just need to all be patient.
Posted on 11/3/25 at 10:21 pm to SquatchDawg
Agreed. You wouldnt have made it when it dropped to $20 at the beginning of the year.
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