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re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/9/25 at 1:31 pm to LChama
Posted on 11/9/25 at 1:31 pm to LChama
I dare say that $150+ is back on the table as the stars seem to be aligning for the week ahead.
Let’s run it to $120 tomorrow and get that 25-30% pop.
Let’s run it to $120 tomorrow and get that 25-30% pop.
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Posted on 11/9/25 at 1:35 pm to bayoubengals88
Talk of shutdown compromise too. Timing couldn’t be better.
Posted on 11/9/25 at 1:35 pm to bayoubengals88
Q3 Revenue estimate:
$155.7 million
The consensus analyst estimate for Nebius Group N.V. (NASDAQ: NBIS) Q3 2025 revenue is $155.7 million, reflecting expectations of continued strong growth in AI infrastructure demand following Q2's $105.1 million (106% QoQ increase). This implies a ~48% sequential rise, aligning with the company's trajectory toward year-end ARR guidance of $900 million–$1.1 billion.
EPS consensus is -$0.52, with full Q3 results due November 11, 2025. Analysts highlight key watches like Vineland site ramp-up and enterprise AI bookings as potential catalysts.
$155.7 million
The consensus analyst estimate for Nebius Group N.V. (NASDAQ: NBIS) Q3 2025 revenue is $155.7 million, reflecting expectations of continued strong growth in AI infrastructure demand following Q2's $105.1 million (106% QoQ increase). This implies a ~48% sequential rise, aligning with the company's trajectory toward year-end ARR guidance of $900 million–$1.1 billion.
EPS consensus is -$0.52, with full Q3 results due November 11, 2025. Analysts highlight key watches like Vineland site ramp-up and enterprise AI bookings as potential catalysts.
Posted on 11/9/25 at 1:57 pm to bayoubengals88
I’m still holding 11/21 $140s so I’d love that.
Posted on 11/9/25 at 2:14 pm to reds on reds on reds
All I’ve got right now.
It would be nice if DOCN exploded to $65 this week too. I could see it happening as it just climbed out of a long base.
It would be nice if DOCN exploded to $65 this week too. I could see it happening as it just climbed out of a long base.
Posted on 11/9/25 at 2:15 pm to bayoubengals88
If for some very strange reason NBIS reached $130 tomorrow I may sell some calls, buy shares, sell covered.
Posted on 11/9/25 at 4:22 pm to bayoubengals88
why not just buy those shares at 105 on 11/21?
Posted on 11/9/25 at 5:24 pm to cgrand
quote:
why not just buy those shares at 105 on 11/21?
He's referring to NBIS, not CRWV...
Posted on 11/9/25 at 6:57 pm to cgrand
quote:That could be a play. I’ll have to see.
why not just buy those shares at 105 on 11/21?
Posted on 11/9/25 at 7:03 pm to bayoubengals88
Just went crazy at the opening
Posted on 11/9/25 at 7:12 pm to astonvilla
Up $8
Sheesh
Sheesh
Posted on 11/9/25 at 7:13 pm to astonvilla
Well we all know how that can turn at the opening but the timing couldn’t be better for a big surge and the govt getting their shite together. We might be rolling on Tuesday!
Posted on 11/9/25 at 7:23 pm to bayoubengals88
quote:
Let’s run it to $120 tomorrow and get that 25-30% pop.
Think it goes beyond $120 tomorrow...probably closer to $123-124, then we we will see the 30% pop rest of the week. I am damn excited and my liver is ready for the week ahead
If we hit $175, I am going to still retire and day trade this sucker for the next 2 years
This post was edited on 11/9/25 at 7:24 pm
Posted on 11/10/25 at 6:22 am to IT_Dawg
Well here we go. Going to be interring to see if we get attacked again at open.
Posted on 11/10/25 at 6:32 am to SquatchDawg
Hopefully coreweave beats this afternoon
Posted on 11/10/25 at 6:49 am to reds on reds on reds
The government closing was much bigger than we discussed. A lot of money was sidelined and there was a lot of uncertainty.
I believe the government opening is going to lead to a great week. If earnings are good, look out!
I believe the government opening is going to lead to a great week. If earnings are good, look out!
This post was edited on 11/10/25 at 6:49 am
Posted on 11/10/25 at 8:00 am to Jax-Tiger
I’m surprised with the news about the shutdown probably ending, that stocks wouldn’t be way up premarket.
I wonder what’s going on?
I wonder what’s going on?
Posted on 11/10/25 at 8:01 am to AuBeerStud
The typical when everybody thinks one thing is gonna happen it does the opposite. Pm action is making me nervous and getting a red day feeling.
Posted on 11/10/25 at 8:17 am to Jax-Tiger
130-133 today and a pullback to 125 ish for close. 135 today would not surprise me. The pullback will be key to making more money this week. Have to time it right bc the rocket engine ignites on Wed.
Posted on 11/10/25 at 8:21 am to AuBeerStud
quote:
I’m surprised with the news about the shutdown probably ending, that stocks wouldn’t be way up premarket.
Skepticism...The House still has to pass it and the President still has to sign it, not sure every R in the House is going to like some of the provisions and who knows what Trump will do about not being about to fire people for 6 months or whatever
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