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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/12/25 at 8:27 am to bayoubengals88
Posted on 11/12/25 at 8:27 am to bayoubengals88
Guys, I mentioned this stock, SYM, when it was $20. I would like your opinion on it for future.
$22.4B backlog (10+ years of revenue visibility) and accelerating deployments (46 systems in progress vs. 25 operational at FY2024 end).
Not going to derail this thread, I'll start one on it for your replies.
[link=(Link to new thread)]LINK[/link]
$22.4B backlog (10+ years of revenue visibility) and accelerating deployments (46 systems in progress vs. 25 operational at FY2024 end).
Not going to derail this thread, I'll start one on it for your replies.
[link=(Link to new thread)]LINK[/link]
This post was edited on 11/12/25 at 8:32 am
0
Posted on 11/12/25 at 8:38 am to bayoubengals88
A rising tide floats all boats. In a market where there is a shortage of product, CRWV isn't a threat to NBIS. NBIS can't meet the demand on it's own. If CRWV is a fraud, they will drag NBIS down, at least temporarily, no?
Posted on 11/12/25 at 8:42 am to Jax-Tiger
Why is this not good? I see absolutely no issue with what the ceo said
Just honest question, I’m probably missing something but I would think physical delays are entirely possible and borderline expected in this business.
Just honest question, I’m probably missing something but I would think physical delays are entirely possible and borderline expected in this business.
This post was edited on 11/12/25 at 8:43 am
Posted on 11/12/25 at 8:53 am to Craft
quote:
I’m probably missing something but I would think physical delays are entirely possible and borderline expected in this business.
I see them calling CRWV a fraud - is that not what is happening? Whether it is about physical delays or not is not the issue I see. It's the word "fraud".
Right now, the AI infrastructure companies are taking a beating - collectively. If people start thinking that sector is bogus, all of them are going to go down, at least until they sort out whether the accusations are true or not. Or sort out which companies are legit vs issues.
CRWV had an earnings target of $36, yesterday. That's bad.
This post was edited on 11/12/25 at 8:59 am
Posted on 11/12/25 at 8:54 am to Jax-Tiger
I didn't think we would see under 100 bucks again
Posted on 11/12/25 at 8:55 am to LB84
This is wild
Posted on 11/12/25 at 9:02 am to Jax-Tiger
I took it as that random twitter guy just making shite up about fraud. I don’t see any real evidence of that.
And wtf just happened to our stock price
And wtf just happened to our stock price
Posted on 11/12/25 at 9:02 am to reds on reds on reds
Anthropic announced $50B spend on US data centers
Ignore the noise. AI names are being repriced on future fears, not current demand or actual future outcomes.
Ignore the noise. AI names are being repriced on future fears, not current demand or actual future outcomes.
This post was edited on 11/12/25 at 9:03 am
Posted on 11/12/25 at 9:28 am to LSUcam7
These are real dollars that are going to be in real bank accounts soon enough. So either these companies are going to be huge scams, or very profitable companies. Yes, some may be having a hard time navigating this awkward time, but there will be some winners and they will be monsters. NBIS seems to be well positioned to be a winner, so these fluctuations dont really bother me. Would love to see a run to try to minimize these call option slaughters, but overall still in great shape.
Posted on 11/12/25 at 9:30 am to Jax-Tiger
Since we’re all sitting here scratching our heads let’s talk market manipulation.
Anything in general that is know to be “practice”?
Seeking common stop loss points?
Cleaning out near expiry options?
Lending to shorts to grab cheap shares in the back end?
All of the above? bullshite?
I honestly don’t know…just asking.
Anything in general that is know to be “practice”?
Seeking common stop loss points?
Cleaning out near expiry options?
Lending to shorts to grab cheap shares in the back end?
All of the above? bullshite?
I honestly don’t know…just asking.
This post was edited on 11/12/25 at 9:33 am
Posted on 11/12/25 at 9:30 am to tigerfoot
Why is corweav still green but we’re tanking like hell?
Posted on 11/12/25 at 9:37 am to AuBeerStud
I'm have set my out. Will leave with profit and wait until next year to look again.
Posted on 11/12/25 at 9:38 am to AuBeerStud
It’s not green anymore lol, my entire account has been cut in half. About to not look at my account for a year.
Posted on 11/12/25 at 9:40 am to Craft
Just adding shares at a bargain now. Done with the options until we see some more stabilization out of this.
Posted on 11/12/25 at 9:42 am to HogPharmer
Wheres the next support line?
Posted on 11/12/25 at 9:44 am to sonoma8
$75 is support. This is Bullshitt.
It must be the dilution… it is pretty massive right?
It must be the dilution… it is pretty massive right?
This post was edited on 11/12/25 at 9:48 am
Posted on 11/12/25 at 9:49 am to LChama
Dilution, the sentiment on AI.. just a combination of things.
I’ve wanted another slug of 100 shares just looking for my spot.
I’ve wanted another slug of 100 shares just looking for my spot.
Posted on 11/12/25 at 9:54 am to LSUcam7
Added another 10 shares to get to 710
They still gave me confidence yesterday
They still gave me confidence yesterday
Posted on 11/12/25 at 9:56 am to sonoma8
quote:We either just hit it for a double bottom or it will be ~86 dating back to mid September.
Wheres the next support line?
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