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re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/11/25 at 9:05 am to bayoubengals88
Posted on 11/11/25 at 9:05 am to bayoubengals88
I took a quick dip in and out of the pool when stock price hit in the $104 range. 3DTE $112 calls for 2.12. Sold 7 minutes later for 3.55
2
Posted on 11/11/25 at 9:22 am to HogPharmer
I am doing nothing but accumulating a few shares here and there. I made a bunch on theo options, then have given most of it back....it isnt for me at this time, maybe in a few weeks.
Posted on 11/11/25 at 9:23 am to HogPharmer
my calls going up in flames
Posted on 11/11/25 at 9:34 am to CheesyF
I have time so don’t want to knee jerk today but am going to transition leverage to shares when the timing is right.
Posted on 11/11/25 at 9:35 am to CheesyF
Posted on 11/11/25 at 9:37 am to SquatchDawg
Im long term (10 years or so) so I just deployed what I had left liquid into IREN, CRWV and NBIS. Going to be a spectator for a while.
Posted on 11/11/25 at 9:42 am to LSUcam7
Posted on 11/11/25 at 9:45 am to auisssa
quote:
I just deployed what I had left liquid into IREN, CRWV and NBIS. Going to be a spectator for a while.
Lol same. I’m out of dry powder, actually sold some shite to book the loss and move it into these. Gotta be oversold at this point but we will see.
Posted on 11/11/25 at 9:53 am to Craft
If it dips back down to 103 my limit order for 350 shares will hit. I have been out for 2 weeks, but ready to dive back in.
Posted on 11/11/25 at 10:24 am to chadau79
I'll take a replay of what happened in February for Q4 2024 earnings.
Revenue was a miss, guidance was raised, and we saw this...all in one day:
Revenue was a miss, guidance was raised, and we saw this...all in one day:
Posted on 11/11/25 at 10:44 am to bayoubengals88
Bought 10 more shares at $104. I don't think (hope) we'll ever see that price again. The takeoff has begun.
Posted on 11/11/25 at 10:53 am to NaturalBeam
11:32 AM EST, 11/11/2025 (MT Newswires) -- Nebius Group (NBIS) struck a $3 billion deal to provide artificial intelligence infrastructure to Meta Platforms (META), as the Dutch AI cloud company's third-quarter sales more than quadrupled year over year.
Nebius agreed to deploy AI compute capacity for the Facebook and Instagram owner under a five-year agreement, Chief Executive Arkady Volozh said in a Tuesday letter to shareholders discussing Nebius' third-quarter results.
"Over the next three months, we plan to deploy the capacity needed to service the agreement," Volozh said. "In fact, demand for this capacity was overwhelming, and the size of the contract was limited to the amount of capacity that we had available."
Meta didn't reply to MT Newswires' request for comment.
The agreement follows a similar deal Nebius announced with Microsoft (MSFT) in September.
Nebius' revenue for the September quarter surged 355% year over year to $146.1 million, though it trailed the FactSet-polled consensus of $155.1 million. Adjusted net loss widened to $100.4 million from $39.7 million a year earlier.
Nebius agreed to deploy AI compute capacity for the Facebook and Instagram owner under a five-year agreement, Chief Executive Arkady Volozh said in a Tuesday letter to shareholders discussing Nebius' third-quarter results.
"Over the next three months, we plan to deploy the capacity needed to service the agreement," Volozh said. "In fact, demand for this capacity was overwhelming, and the size of the contract was limited to the amount of capacity that we had available."
Meta didn't reply to MT Newswires' request for comment.
The agreement follows a similar deal Nebius announced with Microsoft (MSFT) in September.
Nebius' revenue for the September quarter surged 355% year over year to $146.1 million, though it trailed the FactSet-polled consensus of $155.1 million. Adjusted net loss widened to $100.4 million from $39.7 million a year earlier.
Posted on 11/11/25 at 11:06 am to T-Jon
Yea, it’s like people didn’t read the earnings release or listen to the call, simply traded earlier on headline of miss on revenue. Also saw some saying we missed on EPS cause the estimate was -$0.40 and not -$0.52, it’s actual was -$0.48
This is the best fricking value around and it’s not even close
This is the best fricking value around and it’s not even close
Posted on 11/11/25 at 11:09 am to IT_Dawg
Are you feeling a little IV crush? My calls are lagging a bit.
Posted on 11/11/25 at 11:10 am to T-Jon
That would be swell, just bought 12/19 140c for 4.05
Posted on 11/11/25 at 11:10 am to IT_Dawg
Stock is up $4 now and my 2/26 $150c are even on the day….wtf
Posted on 11/11/25 at 11:11 am to bayoubengals88
quote:
My calls are lagging a bit.
Said the same thing at the same time
Posted on 11/11/25 at 11:13 am to IT_Dawg
Good ol IV earnings crush.
My calls suck.
My calls suck.
Posted on 11/11/25 at 11:14 am to IT_Dawg
Just checked and the theoretical values of all my calls are much higher. Has to be a lag on them, which is crazy. What a time to buy
Posted on 11/11/25 at 11:14 am to IT_Dawg
Yup! It'll even out in time.
I just need a dose of patience.
I just need a dose of patience.
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