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Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/11/25 at 1:51 pm to
Posted by supadave3
Houston, TX
Member since Dec 2005
31812 posts
Posted on 11/11/25 at 1:51 pm to
quote:

I'm about to start pawning off my belongings to buy more nbis if this keeps up


Do you happen to have a gas powered leaf blower?

I’ll give you cash money.
Posted by BCreed1
Alabama
Member since Jan 2024
6428 posts
Posted on 11/11/25 at 2:06 pm to
quote:

AMD’s Lisa Su sees 35% annual sales growth driven by ‘insatiable’ AI demand


LINK

AMD

shares swung on Tuesday after CEO Lisa Su said the company’s overall revenue growth would expand to about 35% per year over the next three to five years, driven by “insatiable” demand for artificial intelligence chips.

Su said that much of that would be captured by the company’s AI data center business, which it expects to grow at about 80% per year over the same time period, on track to hit tens of billions of dollars of sales by 2027.
Posted by LChama
Member since May 2020
3320 posts
Posted on 11/11/25 at 2:18 pm to
So what gives.
Posted by sonoma8
Member since Oct 2006
8086 posts
Posted on 11/11/25 at 2:19 pm to
This blows. I know deep down it will come back but shite
Posted by RJSambola
Member since Jun 2012
377 posts
Posted on 11/11/25 at 2:20 pm to
Well I have increased my cost average to 45 today, so I have that going for me...
Posted by tigerfoot
Alexandria
Member since Sep 2006
60725 posts
Posted on 11/11/25 at 2:23 pm to
I picked a very wrong time to run out to the duck blind......I had some gains on some 11/14, 105s that I missed. Back in the dumpster.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26966 posts
Posted on 11/11/25 at 2:25 pm to
quote:

11/14, 105s


Oh, man...

They'll come back in the next two days...
This post was edited on 11/11/25 at 2:26 pm
Posted by AuBeerStud
Michigan
Member since Feb 2013
421 posts
Posted on 11/11/25 at 2:35 pm to
All the Data Centers got crushed today.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26966 posts
Posted on 11/11/25 at 2:35 pm to
quote:

so what you guys are telling me is the most stable and predictable stock in my portfolio is a pre-acquisition Canadian graphene company


There. Fixed if for you. But yes, you are accurate...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26966 posts
Posted on 11/11/25 at 2:41 pm to
At 12:12 on 11/11, I was a pretty happy camper.

At 3:33 on 11/11, I'm broke...
Posted by LChama
Member since May 2020
3320 posts
Posted on 11/11/25 at 2:48 pm to
Im with ya man. Demoralized
Posted by Craft
Member since Oct 2019
987 posts
Posted on 11/11/25 at 2:51 pm to
I mean at this point are we even trading at a ridiculous P/E? I know everybody is concerned about forward looking valuations but we’ve been dipping for a while now. How much lower can this get before we are worth what the company is worth on paper.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26337 posts
Posted on 11/11/25 at 2:55 pm to
quote:

How much lower can this get before we are worth what the company is worth on paper


We are already there

They have $22B locked up for the next 5 years with just 2 of their clients lol.
Posted by AuBeerStud
Michigan
Member since Feb 2013
421 posts
Posted on 11/11/25 at 3:03 pm to
I’m tired boss!
Posted by tigerfoot
Alexandria
Member since Sep 2006
60725 posts
Posted on 11/11/25 at 3:05 pm to
quote:

They'll come back in the next two days...
oh yeah. They’ll boom.

I looked st it right before leaving and thought, “looks like a little run, nah”.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26966 posts
Posted on 11/11/25 at 3:20 pm to
quote:

I looked st it right before leaving and thought, “looks like a little run, nah”.


If you're going to buy nDTE and you're out of the money, you have to pay attention.

I usually put in a sell order at a price that is acceptable to me, if I have to leave for a while. Usually, the price is too high and I never hit it, but a couple of times I've come back to find my options are gone.

One time, I left, and came back and the stock price was the lower than when I left, but my options were gone. Apparently, the stock had a quick spike and then went back down. My options sold during the spike, so I was pleasantly surprised. Of course, the other time I sold it while I was trying to cancel the order. The stock was on a run, and I didn't get to it in time.
Posted by PlanoPrivateer
Frisco, TX
Member since Jan 2004
2931 posts
Posted on 11/11/25 at 3:42 pm to
Massive volume 44 million vs 16 million avg
Low of the day below 100

Trailing Stop Loss filled at $106 and some change but can't complain with avg cost basis at $31. Will buy back at least 100 shares if it opens below $100 in the morning. Sitting at $102 after hours.

Posted by bayoubengals88
LA
Member since Sep 2007
23498 posts
Posted on 11/11/25 at 3:50 pm to
All I need is 150-170 and I'm golden!!
Posted by reds on reds on reds
Birmingham
Member since Sep 2013
4782 posts
Posted on 11/11/25 at 3:51 pm to
$150 is feeling more and more like a pipe dream that’s going to take years to reach.

I truly hope I’m wrong.
Posted by bayoubengals88
LA
Member since Sep 2007
23498 posts
Posted on 11/11/25 at 3:53 pm to
quote:

$150 is feeling more and more like a pipe dream that’s going to take years to reach.

In April, $50 truly felt like it was beyond a pipe dream
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