- 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 2:21 pm to bayoubengals88
Posted on 11/5/25 at 2:21 pm to bayoubengals88
quote:
Yeah man. I appreciate it! It seems like another sticky revenue piece that will ontly increase ARR.
Actually, it’s going to be a part of their AI Studio. Haven’t seen the pricing model, but likely will be “included” in their Enterprise licensing. More of a big differentiator than the slight cost increase for revenue. More valuable for attracting clients ;)
0
Posted on 11/5/25 at 2:23 pm to IT_Dawg
Wow, look at this...
I might have to buy some.
However, CoreWeave is essentially just a first mover at this point.
They don't have the power and land that IREN has, and they don't have as efficient of a stack as NBIS. They do have a lot of GW and a lot of debt.
I might have to buy some.
However, CoreWeave is essentially just a first mover at this point.
They don't have the power and land that IREN has, and they don't have as efficient of a stack as NBIS. They do have a lot of GW and a lot of debt.
This post was edited on 11/5/25 at 2:24 pm
Posted on 11/5/25 at 2:25 pm to bayoubengals88
quote:
I might have to buy some.
Yea, I’m over them. I won’t touch them again. I did well with them, but I don’t like their business model, leadership or the fact they can’t even buy a proper company.
My money with neoclouds is NBIS and IREN
quote:
They don't have the power and land that IREN has, and they don't have as efficient of a stack as NBIS. They do have a lot of GW and a lot of debt.
Glad you added that…exactly my feelings
This post was edited on 11/5/25 at 2:26 pm
Posted on 11/5/25 at 2:56 pm to IT_Dawg
$118. lets go
Posted on 11/5/25 at 2:56 pm to bayoubengals88
Posted on 11/5/25 at 3:01 pm to bayoubengals88
Solid day! IREN and NBIS did me good today. Feels great!
Posted on 11/5/25 at 3:03 pm to AuBeerStud
Gentleman…
NBIS stock is officially higher than Coreweave!
We did it!
NBIS stock is officially higher than Coreweave!
We did it!
This post was edited on 11/5/25 at 3:04 pm
Posted on 11/5/25 at 3:03 pm to bayoubengals88
If we crush earnings and forecast and go to 150+ would my (5) 2/26 150’s calls be just as good or better than owning 150 shares? Trying to decide if i should get out of the calls and back into those 150 shares i sold.
Posted on 11/5/25 at 3:04 pm to AuBeerStud
Solid day all around. Sorry for the Puts earlier, but worked on the dip. I just won’t announce them on here when I do them again. But what a finish. Didn’t think I’d have a 6 figure day until next week. Now I’m ready for this to cook up until earnings.
Focus tomorrow is on IReN for me, gotta figure out how I’m playing those earnings
Focus tomorrow is on IReN for me, gotta figure out how I’m playing those earnings
Posted on 11/5/25 at 3:04 pm to IT_Dawg
So interesting...CRWV and NBIS popped the exact same time as QQQ faded.... 
Posted on 11/5/25 at 3:05 pm to LChama
quote:
If we crush earnings and forecast and go to 150+ would my (5) 2/26 150’s calls be just as good or better than owning 150 shares? Trying to decide if i should get out of the calls and back into those 150 shares i sold.
Uhm, let’s say, waaaaay better
Posted on 11/5/25 at 3:07 pm to IT_Dawg
quote:
Solid day all around. Sorry for the Puts earlier, but worked on the dip. I just won’t announce them on here when I do them again. But what a finish. Didn’t think I’d have a 6 figure day until next week. Now I’m ready for this to cook up until earnings. Focus tomorrow is on IReN for me, gotta figure out how I’m playing those earnings
Posted on 11/5/25 at 3:09 pm to bayoubengals88
Today was a grind - no real highs, just treading water most of the day, with an occasional bump up - next thing you know, we finish up almost 6%. That's probably the most even movement from start to finish that I've seen from them in a long time. I can't remember a day where we didn't have a lot of wild swings during the course of the day.
I hope this is what the lead up to earnings looks like for the next 3 trading days.
CRWV has their earnings the day before us. I don't like it. I do have some 11/21 $120c for CRWV. I've made good money on them. I bought some shares when they were at $89 and sold them a couple of weeks later for $121. I liked that deal a lot...
I hope this is what the lead up to earnings looks like for the next 3 trading days.
CRWV has their earnings the day before us. I don't like it. I do have some 11/21 $120c for CRWV. I've made good money on them. I bought some shares when they were at $89 and sold them a couple of weeks later for $121. I liked that deal a lot...
Posted on 11/5/25 at 3:13 pm to Jax-Tiger
quote:
CRWV has their earnings the day before us.
Yea, I’m not a fan of having dueling neoclouds announcing without a market in between. Been thinking about that since they announced the date last week or whatever. They go first after market and we go next pre market. One time I’m rooting for them
Posted on 11/5/25 at 3:19 pm to IT_Dawg
quote:
One time I’m rooting for them
Yep. I have some CRWV options, but I want to be rid of them by earnings day. Sell for a profit and buy some 11/14 NBIS.
If they have one of those mixed bag reports where they miss on earnings and kill it on ARR, and their stock price goes DOWN, we may have a tough time overcoming the perception that we are the same as them...
So what does tomorrow resemble? Today, or yesterday?
Posted on 11/5/25 at 3:21 pm to LChama
quote:
If we crush earnings and forecast and go to 150+ would my (5) 2/26 150’s calls be just as good or better than owning 150 shares? Trying to decide if i should get out of the calls and back into those 150 shares i sold.
We’ve been talking about percentages for quite some time on here. Let’s say it closes $120 Monday night and closes $150 Tuesday. You’d make $4,500 if you owned the shares.
Now, if you owned 5 contracts of $150, the premium on Monday at $120 would probably be around $20 per share. Now that would go up to, on the conservative side, $40. You would double your money on that particular day vs ~25%….so a 4x return on options vs stock
Posted on 11/5/25 at 3:29 pm to LChama
If we were to hit $150 by 11/14 then those 2/26 $150s would probably be worth at least 40.00 each.
150 shares x $117=17,550
5 contracts x $16.60=8300
You can only buy 70 shares with the current value of five 2/26 $150 contracts.
So, $20,000 for the calls vs. $10,500 for 70 shares assuming $150/share by 11/14 or so.
150 shares x $117=17,550
5 contracts x $16.60=8300
You can only buy 70 shares with the current value of five 2/26 $150 contracts.
So, $20,000 for the calls vs. $10,500 for 70 shares assuming $150/share by 11/14 or so.
Posted on 11/5/25 at 3:29 pm to IT_Dawg
Ok that was my hunch. My first foray into options in the last week or so. Its addictive.. i just need to get my head around some of the variables. Thanks fellas
This post was edited on 11/5/25 at 3:32 pm
Posted on 11/5/25 at 3:31 pm to IT_Dawg
quote:oh damn.
They go first after market and we go next pre market.
Posted on 11/5/25 at 3:34 pm to Jax-Tiger
quote:
So what does tomorrow resemble? Today, or yesterday?
Feeling better after the dip today that felt more normal and not forced down. I think the bears are standing by on the sector right now. Not applying more pressure or selling off. I expect a more typical day tomorrow….but you never know after the crazy overnight shite from $103 to $117 close
This post was edited on 11/5/25 at 3:35 pm
Page 286 of 403
Popular
Back to top
Follow TigerDroppings for LSU Football News