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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/4/25 at 8:21 am to IT_Dawg
Posted on 11/4/25 at 8:21 am to IT_Dawg
quote:
NBIs is not like PLTR that is waaaaay overvalued right now.
There is short term good news coming up for NBIS, fortunately. A new data center opening in UK. Earnings. Hopefully a couple of announcements that have been delayed, due to the quiet period.
PLTR just announced it's earnings, but the market didn't have the stomach to push it any higher than it already is.
NBIS earnings will hopefully have enough punch to justify driving the price higher.
I am selling my 11/14s ($135) for sure. Ditto my 11/21 ($140 and $145). May hang on to my 11/21 ($130). My biggest single position is 12/19 ($140) and I'm hanging on to those.
I'm going to take a haircut, but hopefully not too bad.
1
Posted on 11/4/25 at 8:25 am to Jax-Tiger
I have a hope we pop back up at open to $115 and I’ll make a decision then, but if we hit $113, pushing the button on them all
Already down close to $112, ffs
Already down close to $112, ffs
This post was edited on 11/4/25 at 8:28 am
Posted on 11/4/25 at 8:30 am to IT_Dawg
Man - This move is shaking this thread more profoundly it seems than a few weeks ago. Not saying it shouldn't but just observing.
I have 140-150 11/21s dieing on the vine so may have to roll - will see morning action
I have 140-150 11/21s dieing on the vine so may have to roll - will see morning action
Posted on 11/4/25 at 8:37 am to igoringa
quote:
I have 140-150 11/21s dieing on the vine
I'm holding at this point.
Posted on 11/4/25 at 8:37 am to reds on reds on reds
Was this posted yesterday?
quote:
Refinitiv/Verus downgrades Nebius Class A from BUY to SELL.
Investars Analyst Actions - public5:08 PM ET 11/3/2025
On November 3, 2025 Refinitiv/Verus downgraded Nebius Class A from BUY to SELL.
Posted on 11/4/25 at 8:44 am to IT_Dawg
I was selling a few at $110, and by the time I got done putting in new orders, it was at $112. I left the orders in, thinking it might bounce up and down.
I still have 11/21 $130s, which I was salivating over yesterday, but everything else is December and after. Great earnings will push those babies up, too, but I'm not going to bank on that.
May try a few 11/7s, now.
IT_DAWG - have you got any 11/7 $120s?
I still have 11/21 $130s, which I was salivating over yesterday, but everything else is December and after. Great earnings will push those babies up, too, but I'm not going to bank on that.
May try a few 11/7s, now.
IT_DAWG - have you got any 11/7 $120s?
Posted on 11/4/25 at 8:44 am to reds on reds on reds
Selling my stuff now $114.50
Sold all my stuff except 1000 shares and 50 12/19 $140c - got it walked up to $115 so I’m happy as I could be considering
Might miss on this bounce, but not worth the risk with $750k on the line
Sold all my stuff except 1000 shares and 50 12/19 $140c - got it walked up to $115 so I’m happy as I could be considering
Might miss on this bounce, but not worth the risk with $750k on the line
This post was edited on 11/4/25 at 8:48 am
Posted on 11/4/25 at 8:47 am to IT_Dawg
I rolled my weeklies to 12/19 140c's. Hopefully we take off after earnings and those print for me!
Posted on 11/4/25 at 8:47 am to IT_Dawg
IREN just got a big boost. Cantor Fitzgerald just bumped their price target to $142.
Hopefully, THAT will be good for us.
Hopefully, THAT will be good for us.
This post was edited on 11/4/25 at 8:48 am
Posted on 11/4/25 at 8:49 am to Jax-Tiger
quote:
IREN just got a big boost. Cantor Fitzgerald just bumped their price target to $142.
That happened yesterday at opening
Posted on 11/4/25 at 8:50 am to IT_Dawg
quote:
That happened yesterday at opening
Fidelity just posted it 5 minutes ago...
This post was edited on 11/4/25 at 8:51 am
Posted on 11/4/25 at 8:55 am to HogPharmer
If we dip back down to $110 again, I’m going to load up on 11/21 $125c and $130c
Unless that happens, I might be done for the day. I just can’t handle these swings right now that are completely unpredictable
But when I put about $600k back in all at once, could actually move this thing
Unless that happens, I might be done for the day. I just can’t handle these swings right now that are completely unpredictable
But when I put about $600k back in all at once, could actually move this thing
This post was edited on 11/4/25 at 8:57 am
Posted on 11/4/25 at 9:00 am to IT_Dawg
quote:
If we dip back down to $110 again, I’m going to load up on 11/21 $125c and $130c
I REALLY don't want that to happen.
I'm hoping we end up green on the day, with some sanity coming back and then the rest of the week is all positive and we end up the week in the $130's.
Do I think that's going to happen? No. Not at this moment...
Posted on 11/4/25 at 9:00 am to IT_Dawg
Make sure you post it before you do. I’m completely out until things calm down.
Posted on 11/4/25 at 9:04 am to sonoma8
Just sold the rest of my holdings in IREN, NVDA, RKLB, MRVL and NBIS (at $116)
I’m legit 90% liquid right now across the board
I’m legit 90% liquid right now across the board
This post was edited on 11/4/25 at 9:05 am
Posted on 11/4/25 at 9:07 am to IT_Dawg
I know earnings are around the corner and if previous companies have beat earnings and still go down in price, Ill buy back in after. Feel way more confident holding cash right now. Ive increased my retirement by 150%, so I cant complain
This post was edited on 11/4/25 at 9:09 am
Posted on 11/4/25 at 9:10 am to Jax-Tiger
Pulled the plug on everything inside of Jan. Did buy some 1/16 115c but now need cash to settle.
Licking my wounds and looking forward.
Licking my wounds and looking forward.
This post was edited on 11/4/25 at 9:12 am
Posted on 11/4/25 at 9:12 am to sonoma8
quote:
I know earnings are around the corner and if previous companies have beat earnings and still go down in price,
Luckily, NBIS earnings are next week, not this week. Hopefully the negative sentiment and this massive assault on the sector will be over and we see a massive jump on earnings and big guidance
Posted on 11/4/25 at 9:14 am to Jax-Tiger
quote:
I REALLY don't want that to happen.
Unfortunately on these types of days, we typically see peaks and massive valleys. I think we peaked at $116 and see this heading towards the low of the day….that is when I will make a move and try to day trade with large capital. I’ll then likely sell on another peak. That’s my plan right now.
I will try and announce before I do it if there is time
Although it really pains me not to be in, I’m having to convince myself not to fall for a false uptick
This post was edited on 11/4/25 at 9:16 am
Posted on 11/4/25 at 9:15 am to IT_Dawg
quote:
I’m legit 90% liquid right now across the board
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