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re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/7/25 at 1:31 pm to bayoubengals88
Posted on 11/7/25 at 1:31 pm to bayoubengals88
Like I said in another thread. It makes no sense. There is no logic to what I am seeing.
Example, I own a stock that has not missed in 8 quarters, beating expectations. Yet as of today, it's down over 30% for the past month. The last report (this week) they expected .29 and it was .52.
Nothing wrong with guidance either.
Example, I own a stock that has not missed in 8 quarters, beating expectations. Yet as of today, it's down over 30% for the past month. The last report (this week) they expected .29 and it was .52.
Nothing wrong with guidance either.
1
Posted on 11/7/25 at 1:32 pm to IT_Dawg
quote:
META to spend $600B on infrastructure to support AI data centers over the next 3 years...
Is this in house or using the likes of iren, cifr, Nbis, etc
Posted on 11/7/25 at 1:34 pm to Jax-Tiger
Don't give me a triple top at 108.75!!
Posted on 11/7/25 at 1:36 pm to Craft
quote:
Is this in house or using the likes of iren, cifr, Nbis, etc
Internally
Still positive news for the “bubble” industry
We don’t want a META contract. I keep saying it, it’s nice to have the MSFT deal for internal use, but I don’t want any large hyperscaler type deals right now. Just some bigger enterprises. Hyperscalers can come down the road once we establish solid ARR with good margins to grow
Posted on 11/7/25 at 1:37 pm to BCreed1
quote:
There is no logic to what I am seeing.
Example, I own a stock that has not missed in 8 quarters, beating expectations. Yet as of today, it's down over 30% for the past month. The last report (this week) they expected .29 and it was .52.
Nothing wrong with guidance either.
I think it has a little bit to do with the government shutdown and a lotta bit to do with AI fears. Given the amount of money that MSFT/META/GOOGL/ORCL/AMZN/TSLA have committed, I think the worries are unfounded.
As I mentioned earlier, I think there are a lot of people who are afraid of AI, and not because of over valuation. I think people just don't like AI because they don't trust it.
Posted on 11/7/25 at 1:39 pm to bayoubengals88
quote:
Don't give me a triple top at 108.75!!
We going green today. Got lucky buying those 2/26 for $11.10 and stock at $105. Stock could be $110 and contracts $14
And here we go again, ready to start building back up ;)
$50k in a few hours ain’t bad
This post was edited on 11/7/25 at 1:42 pm
Posted on 11/7/25 at 1:41 pm to IT_Dawg
Yep, late Friday rally 
Posted on 11/7/25 at 1:41 pm to IT_Dawg
quote:
Just some bigger enterprises.
Do you think they will announce some deals right after earnings - you know, before my 11/21s expire?
I could see them announcing some big deals with companies like SAP or in enterprise software, in addition to banks, manufacturing, and healthcare.
We're green, now, in case nobody noticed....
Posted on 11/7/25 at 1:43 pm to Jax-Tiger
quote:
Do you think they will announce some deals right after earnings - you know, before my 11/21s expire?
I could see them announcing some big deals with companies like SAP or in enterprise software, in addition to banks, manufacturing, and healthcare.
I think they could announce a few deals on the earnings call and we will know also depending on the updated ARR and FY26 guidance, hopefully they give that on this call. Could really help your 11/21 $125c
Posted on 11/7/25 at 1:46 pm to IT_Dawg
I went green.
Should the shutdown come to an end this weekend, we may have a massive rally next week.
Should the shutdown come to an end this weekend, we may have a massive rally next week.
Posted on 11/7/25 at 1:46 pm to IT_Dawg
quote:
$50k in a few hours ain’t bad
LFG!!!
We wouldn't want to not pay any taxes on 12/15...
Posted on 11/7/25 at 1:50 pm to IT_Dawg
little disappointed DA Davidson upgrade was only 150 i was hoping it would be 200
Posted on 11/7/25 at 1:50 pm to Jax-Tiger
apparently JP Morgan purchased more shares and has total 1.37 million holding now.
Posted on 11/7/25 at 2:03 pm to Jax-Tiger
quote:
We wouldn't want to not pay any taxes on 12/15...
I’m not paying taxes on 12/15 anymore
Posted on 11/7/25 at 2:14 pm to IT_Dawg
Looking at CRWV and IREN, and they are both down $3+ today, while NBIS is in the green, so maybe the expectations are a little different for NBIS.
I sold my 11/21 $125s for $5.5, which is break even for me. I just don't want to hold them through the weekend. I picked up a few 02/26 $140s, instead.
I sold my 11/21 $125s for $5.5, which is break even for me. I just don't want to hold them through the weekend. I picked up a few 02/26 $140s, instead.
Posted on 11/7/25 at 2:16 pm to astonvilla
quote:
apparently JP Morgan purchased more shares and has total 1.37 million holding now.
Dear Jamie:
We hope you are now positioned nicely in NBIS at a low price. Now please tell your jackals to quit fricking around with this stock so the rest of us pleebs can make a buck.
Best wishes. TIA.
Posted on 11/7/25 at 2:24 pm to astonvilla
quote:Increased their position size by 62%
apparently JP Morgan purchased more shares and has total 1.37 million holding now.
Posted on 11/7/25 at 2:25 pm to Jax-Tiger
quote:
I sold my 11/21 $125s for $5.5,
If I hadn’t been kicked in the nuts all week, I’d be buying those for $5.5
I have a good feeling about Monday and Tuesday. But I lost too much in the last 25 days to play as aggressive. Back to square one strategy that got me to where I was
This post was edited on 11/7/25 at 2:26 pm
Posted on 11/7/25 at 2:36 pm to IT_Dawg
quote:
If I hadn’t been kicked in the nuts all week, I’d be buying those for $5.5
And if my nuts weren't so damn sore, I'd have held on to them...
I'd like to say I have a good feeling about Mo/Tu, but I'm just beat down from this week.
This has been the biggest roller coaster week I've ever had. I think we all were playing the ramp up to earnings, and just got skull fricked...
Posted on 11/7/25 at 2:39 pm to Jax-Tiger
Here's to making some money next week. It may not be what we envisioned, but I just want to get back a little of the buffer I had earlier.
I'm still up over 200% for the year, so that's good. I try to keep that in mind.
I'm still up over 200% for the year, so that's good. I try to keep that in mind.
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