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re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/7/25 at 9:24 am to
Posted by tigerfoot
Alexandria
Member since Sep 2006
61408 posts
Posted on 11/7/25 at 9:24 am to
We boutta rally here.
Posted by Mockingbird2008
Member since Jun 2022
143 posts
Posted on 11/7/25 at 9:31 am to
DA Davidson raised PT from $125 to $150 following the meetings with NBIS!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20031 posts
Posted on 11/7/25 at 9:48 am to
Hell…everybody has pegged around $150 to be reasonable.
Posted by BCreed1
Alabama
Member since Jan 2024
6976 posts
Posted on 11/7/25 at 10:02 am to
Market manipulation.... This is all this is.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26689 posts
Posted on 11/7/25 at 10:09 am to
going back to the basics. 2000 shares and 200 2/26 $150c @$11.10 just now. Not doing anything else for a while.

This post was edited on 11/7/25 at 10:10 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20031 posts
Posted on 11/7/25 at 10:11 am to
Yeah. I’m holding but at this point not expecting good things from earnings or until sentiment changes. I won’t start getting nervous until 12/1 so just resigned to seeing red in my account until then.

Need the shutdown to end among other things.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20031 posts
Posted on 11/7/25 at 10:18 am to
Man there’s some really low prices out there right now (relatively) but my hand is still scarred from the falling knife.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26689 posts
Posted on 11/7/25 at 10:25 am to
quote:

Man there’s some really low prices out there right now (relatively) but my hand is still scarred from the falling knife.


Yea, I feel the same, but hard to tell with this bear market all over AI right now...not sure how or when it will end. Just sucks that it happened when it did. NBIS was absolutely crushing it
Posted by supadave3
Houston, TX
Member since Dec 2005
32158 posts
Posted on 11/7/25 at 10:30 am to
quote:

Man there’s some really low prices out there right now (relatively) but my hand is still scarred from the falling knife.


I’m long on NBIS so not panicking over this drop but it still makes me uneasy. I have no idea what to expect from the stock price after the earnings call.

Good or bad, I’m still not selling or buying at the moment so I’ll just sit back and chain smoke cigarettes while biting my nails.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 11/7/25 at 10:41 am to
I don’t even have enough fingers and toes for the times I’ve played earnings on great companies great earnings just for it to unexpectedly drop.

I’m prepared to buy down to 85$
Posted by supadave3
Houston, TX
Member since Dec 2005
32158 posts
Posted on 11/7/25 at 10:47 am to
quote:

I’m prepared to buy down to 85$


If we beat earnings (as expected) and it drops to $85, I just may sell it all and put it some place safer, like the craps table or 3 card Monty.
Posted by tigerfoot
Alexandria
Member since Sep 2006
61408 posts
Posted on 11/7/25 at 10:51 am to
quote:

don’t even have enough fingers and toes for the times I’ve played earnings on great companies great earnings just for it to unexpectedly drop.
seems all the meat is on the bone three weeks prior to earnings. It is manipulated up. Then down. Rinse wash repeat. Thank God I left my brkb untouched. It is like a lifeline.
Posted by SpeedyNacho
Member since May 2014
2578 posts
Posted on 11/7/25 at 10:53 am to
The ai bubble is faltering, the market has been bear all week. Better practice up those card skills
This post was edited on 11/7/25 at 10:54 am
Posted by tigerbacon
Arkansas
Member since Aug 2010
4631 posts
Posted on 11/7/25 at 10:57 am to
why? You should always be diversified and when one sector goes down one goes up. If you believe in the stock why sell?
This post was edited on 11/7/25 at 11:00 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/7/25 at 11:22 am to
quote:

ust sucks that it happened when it did. NBIS was absolutely crushing it


Yep. I'm down a lot. I've got a few 11/21 options left that I'm going to sell at the next spike. Everything else is '26.
Posted by bayoubengals88
LA
Member since Sep 2007
24573 posts
Posted on 11/7/25 at 11:37 am to
I capitulated and we bounced.
It was that simple.
Sold most of my 11/21s
And bought 01/27 $120s

Wiping my hands of this for the most part.
Still hold quite a few shares in other accounts, but this second dip nearly did me in. Perhaps I can return to my peak within 6-18 months. Can’t do it in 2 weeks…not the second time around.
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 11/7/25 at 12:23 pm to
The IV on this name is insane.

Stock needs to really rip in the short term to make money. When it doesn’t the options get destroyed.

If you can successfully day trade consistently, by all means. But I’m just sitting in the common and buying dips.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26689 posts
Posted on 11/7/25 at 12:48 pm to
META to spend $600B on infrastructure to support AI data centers over the next 3 years...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/7/25 at 12:57 pm to
quote:

META to spend $600B on infrastructure to support AI data centers over the next 3 years...


How can that be? The AI bubble is bursting...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 11/7/25 at 1:01 pm to
quote:

I capitulated and we bounced.


We appreciate your sacrifice...

The only reason I haven't done the same is that I was out running errands and not paying attention. The stock went up 3 bucks while I was out. I'm waiting for it to taper off. I'm leaning towards waiting until Monday. They are 11/21 $125s. There is a chance, if earnings go well and the government opens.
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