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re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/5/25 at 7:15 pm to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20021 posts
Posted on 11/5/25 at 7:15 pm to
quote:

I played a couple of puts the very first time it hit 135


Agreed. I had considered doing on those huge AH spikes and then midday beat down. Trading is trading.
Posted by bayoubengals88
LA
Member since Sep 2007
24573 posts
Posted on 11/5/25 at 7:26 pm to
Can we please sign a deal with Deutsche Telekom? Huge company.
Thanks!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/5/25 at 7:26 pm to
quote:

Agreed. I had considered doing on those huge AH spikes and then midday beat down. Trading is trading.


Can’t wait for earnings, but either way, I intend to day trade the shite out of NBIS moving forward when I can.

I just closed a monster hand shake deal at lunch today and might be my last if all goes well. But ink doesn’t matter til it’s dry and money isn’t in your pocket until you withdraw.

This post was edited on 11/5/25 at 7:27 pm
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20021 posts
Posted on 11/5/25 at 7:33 pm to
Everyone has to do their own thing when it comes to money.

I’ve positioned myself for earnings so good or bad I’m riding with it….unless it runs up some huge amount before then and there doesn’t seem to be much air left in the room. The drop opened the door for a big move up IMO but there’s no telling now.

I know that afterwards I’m settling into something more stable after the drama the last few weeks. Shares plus long 2026 calls that I can let ride.
Posted by bayoubengals88
LA
Member since Sep 2007
24573 posts
Posted on 11/5/25 at 7:51 pm to
Yeah, I’d like to cap calls at 30% going forward. Like actually cap them

I really want to see $155+ after earnings.
Posted by meeple
Carcassonne
Member since May 2011
11155 posts
Posted on 11/5/25 at 7:52 pm to
quote:

Legend has it that it was abandoned because the carnage observed within could never be unseen.

Popped in a couple months ago and it’s still barely kicking. There were actually some recs recent posts.
Posted by sonoma8
Member since Oct 2006
8145 posts
Posted on 11/5/25 at 7:52 pm to
I shouldnt have sold yest. I got spooked being 100% NBIS after a solid downtrend in price action. Kicking myself in the arse for that. Im back in at $115, but also spread some to other AI trades so Im not invested in just one stock.
This post was edited on 11/5/25 at 7:53 pm
Posted by lsuconnman
Baton rouge
Member since Feb 2007
5100 posts
Posted on 11/5/25 at 8:12 pm to
quote:

Popped in a couple months ago and it’s still barely kicking. There were actually some recs recent posts.


I always imagined it would look like the final scene of the Blair witch project.
Posted by bayoubengals88
LA
Member since Sep 2007
24573 posts
Posted on 11/6/25 at 5:37 am to
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 11/6/25 at 6:20 am to
they keep expanding. nice
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20021 posts
Posted on 11/6/25 at 6:22 am to
Still sitting pretty in AH. Let’s see if this holds after the bell.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/6/25 at 6:28 am to
Looking real nice across the sector. Should be a great day. IREN earnings AH too.

Posted by AuBeerStud
Michigan
Member since Feb 2013
520 posts
Posted on 11/6/25 at 6:30 am to
quote:

Looking real nice across the sector. Should be a great day. IREN earnings AH too.


Looks too nice! I’m nervous!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20021 posts
Posted on 11/6/25 at 6:38 am to
It looks like at this point IREN is great if you’re in on the dip…
maybe not so much if you’re not at this point. A lot of run up to today. Thoughts?

ETA I like NBIS earnings being in the morning. Less time for shorts to come up with a plan after overnight trading.
This post was edited on 11/6/25 at 6:40 am
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 11/6/25 at 6:46 am to
Is bitcoin about to shite the bed again and bring whole market down
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/6/25 at 7:14 am to
quote:

maybe not so much if you’re not at this point. A lot of run up to today. Thoughts?


They just got a Cantor PT upgrade to $140, almost double what it is today….just sayin

Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/6/25 at 7:17 am to
quote:

Is bitcoin about to shite the bed again

Hopefully

quote:

and bring whole market down

Not this time
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/6/25 at 7:19 am to
quote:

ETA I like NBIS earnings being in the morning. Less time for shorts to come up with a plan after overnight trading.


Don’t think it matters when it is, just needs to not be when the sectors attacked. Hopefully they take next week off.

Only thing I don’t like about their earnings, is CRWV going the afternoon before their morning release. It is what it is, but if CRWV misses, there won’t be a market to play the dip
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 7:19 am to
quote:

It looks like at this point IREN is great if you’re in on the dip…
maybe not so much if you’re not at this point.


I try not to think about it too much. I've dabbled in IREN and others (I have some calls on CRWV, right now), but my main focus is on NBIS. We've all thrown money at the hot stock of the day and realized that it peaked at the exact same time you clicked on "buy".

This is a big moment for NBIS, so I don't want to get distracted by another stock that has done well. After earnings, I may play for a pullback, but by that time, IREN will probably be pulling back, too. So I'm not going to worry about it.
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