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Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/6/25 at 8:27 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24573 posts
Posted on 11/6/25 at 8:27 am to
quote:

Jax-Tiger

You will love reading this:
Why does it make sense for Nebius to launch in the UK?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 9:05 am to
I work in HR IT, for global corporations, so we have to deal with taxes, data security, and other regulated areas. This will benefit not only global corporations, but will make the jobs of consulting firms like Deloitte,Accenture, IBM, Infosys, Tata, etc, as they will be able to leverage this. Other companies, like ServiceNow, SAP, ADP, Salesforce, Adobe, may be opportunities, as well, as they increase their AI services.

Now these companies are huge and may already have their AI infrastructure mapped out and are committed elsewhere, but there are thousands of smaller companies that will view a platform like Nebius as a godsend - one stop shopping for a platform that is already secure and ready to use.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 9:08 am to
So Coreweave strikes a $1.17B deal with Vast Data and their stocks promptly goes in the tank?

Posted by reds on reds on reds
Member since Sep 2013
4951 posts
Posted on 11/6/25 at 9:14 am to
Whole market dropped for some reason
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 9:22 am to
I bought some more 11/21 $125c at $15.20. Need earnings to be good...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 9:24 am to
quote:

Whole market dropped for some reason


It did, but CRWV is down 4% on good news. You would think it would at least hold the line.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20021 posts
Posted on 11/6/25 at 9:28 am to
I fully expect to muddle around the $120 mark until earnings..:maybe leak up early next week. I positioned everything from 1/16 forward so HOPEFULLY will be good unless it’s a total bed shitter.
Posted by bayoubengals88
LA
Member since Sep 2007
24573 posts
Posted on 11/6/25 at 9:34 am to
Sam Altman is killing the AI trade.
Him asking the government for a back stop to his spending (his lies), has the market spooked.
And it should be.

That NBIS and other solid companies are caught up in his narcissism infuriates me.
Posted by reds on reds on reds
Member since Sep 2013
4951 posts
Posted on 11/6/25 at 9:36 am to
Getting ugly again here
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 11/6/25 at 9:39 am to
Beyond ugly, bottom just fell out of market
Posted by tigerfoot
Alexandria
Member since Sep 2006
61408 posts
Posted on 11/6/25 at 9:46 am to
quote:

I bought some more 11/21 $125c at $15.20. Need earnings to be good...
i have some at 12 bucks or so,
Posted by StonewallJack
Member since Apr 2008
1000 posts
Posted on 11/6/25 at 9:54 am to
quote:

Beyond ugly, bottom just fell out of market



Sell everything, again!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 10:05 am to
quote:

I bought some more 11/21 $125c at $15.20. Need earnings to be good...


Sorry, I just reread that. I bought it when the stock was $115.20. I paid $8.20 for them, as I bought them on what I thought was the dip of the dippity dip dip, but it turned out to just be the dippity dip...
Posted by tigerfoot
Alexandria
Member since Sep 2006
61408 posts
Posted on 11/6/25 at 10:05 am to
quote:

Sell everything, again!
I always figure that, with my knowledge, by the time I figure out the bottom is going..the bottom is gone, so I just hold on to just about everything all the time. I have sold low and bought back high too often years ago.
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 11/6/25 at 10:06 am to
It is market manipulation in my opinion.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/6/25 at 10:29 am to
quote:


It is market manipulation in my opinion.


Done by folks in a secret club, to which none of us belongs...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/6/25 at 10:30 am to
Wow...the attack again. Just crazy. Definitely feels like some major manipulation going on. Drive up confidence then hit her with a sledge hammer, rinse and repeat.
Posted by tigerbacon
Arkansas
Member since Aug 2010
4628 posts
Posted on 11/6/25 at 10:32 am to
AI stocks is dropping today due to berry massive short
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 11/6/25 at 10:39 am to
quote:

AI stocks is dropping today due to berry massive short


well, yea....the point is, is it's a coordinated effort by massive bankrolls who do this to manipulate the market up and down

retail gets fricked, while they get rich and then grab shares at the bottom when they decide
This post was edited on 11/6/25 at 10:40 am
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3420 posts
Posted on 11/6/25 at 10:39 am to
I'm still up +120% on my shares as I'm a buy and hold type mofo but this constant fighting is wearing me down. Stocks are only supposed to go up.

PS Do you still have a bogie's black card?
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