- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/5/25 at 6:40 am to astonvilla
Posted on 11/5/25 at 6:40 am to astonvilla
0
Posted on 11/5/25 at 6:41 am to astonvilla
quote:
Apparently NBIS launched a new product. Can't link but it's Token AI something
The Nebius Token Factory. Basically additional product in their AI studio . This was a lot of what Jansen was talking about in his keynote. All their charts capabilities were already there, just a matter of putting them together in one space to be more efficient
Posted on 11/5/25 at 6:42 am to sonoma8
quote:
Just curious if its going to come out of the gate hot, then drop…
That would be my expectations. Probably have quite a bit of people loving to take some profit after getting hit so hard the past 2 days.
Posted on 11/5/25 at 6:44 am to IT_Dawg
I sold 100 of my 240 shares yesterday at $114.50 to buy a dip this morning. Hopefully that dip never happens and I look dumb, buying back at like $120.
Posted on 11/5/25 at 6:44 am to sonoma8
Sell it all!!!!
Posted on 11/5/25 at 6:54 am to IT_Dawg
Is this new product a big deal?
Posted on 11/5/25 at 7:06 am to astonvilla
quote:
Is this new product a big deal?
Depends on what your idea of big deal is. This concept and idea has been out there for a while. Nvidia has been using and talking about it for over a year. All the capabilities in the Nebius Token Factory have been there, just not typically all in one place.
Basically, developers use quite a bit of different Open technologies to create AI outcomes, or tokens, through a series of steps...from concept to data ingestion through inference and deployment. With Nebius Token Factory, that are trying to allow the open technology systems to be deployed at scale while adhearing to governance, security and other things, all in the same place
This post was edited on 11/5/25 at 7:07 am
Posted on 11/5/25 at 7:11 am to IT_Dawg
“To compete with msft”…. Is that counterproductive to their deal with msft
Posted on 11/5/25 at 7:14 am to LChama
quote:
“To compete with msft”…. Is that counterproductive to their deal with msft
Not sure where you are seeing "to compete with MSFT," but yes, NBIS does compete with Microsoft, but also still partners with them and MSFT will utilize NBIS.
It's not uncommon for companies to have a partnership but still compete in some ways.
Posted on 11/5/25 at 7:19 am to IT_Dawg
LINK https://stocktwits.com/news-articles/equity/markets/nebius-open-models-platform-after-microsoft-19b-deal/cL2q1vpREG1
Thanks iT… hard to sort out partners vs competitors.. seems like a lot of symbiotic relationships
Taking On Tech Giants
The Nebius Token Factory competes with similar offerings from Microsoft and Amazon. While Microsoft has the Azure AI Foundry, Amazon has Bedrock.
Thanks iT… hard to sort out partners vs competitors.. seems like a lot of symbiotic relationships
Taking On Tech Giants
The Nebius Token Factory competes with similar offerings from Microsoft and Amazon. While Microsoft has the Azure AI Foundry, Amazon has Bedrock.
This post was edited on 11/5/25 at 7:22 am
Posted on 11/5/25 at 7:31 am to LChama
quote:
Thanks iT… hard to sort out partners vs competitors.. seems like a lot of symbiotic relationships
Ironically, MSFT developers will be utilizing Nebius AI Factory with their own AI development, since that is the primary reason for the MSFT deal...this is not MSFT reselling NBIS to their clients, the purpose was for internal use.
Yes, there is a LOT of that in this industry, especially with all the "open" technologies
Posted on 11/5/25 at 8:05 am to IT_Dawg
Up is better than down, but it seems to be treading water, right now...
Posted on 11/5/25 at 8:12 am to Jax-Tiger
quote:
Up is better than down, but it seems to be treading water, right now...
This just doesnt feel right for some reason. I have a feeling it's going to drop hard after the initial jolt.
Posted on 11/5/25 at 8:16 am to IT_Dawg
quote:
This just doesnt feel right for some reason.
Agreed. I feel better when we get a running start at the bell. When it stalls like this, it feels like there is no momentum...
Posted on 11/5/25 at 8:19 am to Jax-Tiger
quote:
Agreed. I feel better when we get a running start at the bell. When it stalls like this, it feels like there is no momentum...
just feels like in the middle of the night, the forces decided to frick with everyone to drive it up so that it pops this morning and then they make their move again. If they had stayed on the attack, it would have hit some barrier points...
I hope I am wrong, but I am day trading this today regardless, and probably not holding overnight unless it ends up green by a few points
Posted on 11/5/25 at 8:36 am to IT_Dawg
Jim wants your shares.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 11/5/25 at 8:47 am to IT_Dawg
Considering buying at close and selling at open. May be a late idea to the game but the morning pop & drops are frequent.
Eta: or im wrong which is usually the case
Eta: or im wrong which is usually the case
This post was edited on 11/5/25 at 8:50 am
Posted on 11/5/25 at 8:51 am to sonoma8
CIFR on fire. Wish I had a few options letf on it.
Posted on 11/5/25 at 9:02 am to igoringa
Is this a sustainable spike, or a false bump? That is the question...
I just sold some shares and options, so...
I just sold some shares and options, so...
This post was edited on 11/5/25 at 9:06 am
Posted on 11/5/25 at 9:12 am to Jax-Tiger
quote:
Is this a sustainable spike, or a false bump? That is the question...
I sold my options when it was just above $115. This volume is insane and it’s not launching….makes me think we will have a drop when the volume goes down. How far, I dunno, but that’s going to be my entry point for day trading….cause I do think we finish green after the dip
Page 283 of 403
Popular
Back to top
Follow TigerDroppings for LSU Football News