- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/13/25 at 10:01 am to sonoma8
Posted on 11/13/25 at 10:01 am to sonoma8
You know it is a bad day when the only green on your board are the 2 stocks that you'd forgotten about because they have seemingly been stuck on red for weeks: SCHD and MTDR
Posted on 11/13/25 at 10:05 am to Ham And Glass
The stocks I sold to by NBIS mad CRWV are green….
Posted on 11/13/25 at 10:06 am to sonoma8
quote:
Are we out? Whats the plan?
At this point I’m holding to $0, as of now I’m completely fricked
Posted on 11/13/25 at 10:34 am to Craft
The NASDAQ is down 400 points. The whole market is shitting the bed over this government shutdown and the release of economic indicators.
I think this will start turning around soon. All of my position is further out, right now (2026), and that has dropped my stress by a lot.
I think this will start turning around soon. All of my position is further out, right now (2026), and that has dropped my stress by a lot.
Posted on 11/13/25 at 10:36 am to sonoma8
quote:
Are we out? Whats the plan?
I'm still in. My guess is that most people are no longer loaded up on options on this stock, so there is no need to be hyper vigilant about the ups and downs every hour.
On the one hand, that is kind of a relief, actually.
On the other, the stock is down and a super bargain by most counts, so this is not the end of this ride, for me... I will be much more selective on my options, going forward.
Posted on 11/13/25 at 10:44 am to Jax-Tiger
I’m not into playing options but I do have about 2000 shares at $60. Just trying to decide if I need to unload now.
Posted on 11/13/25 at 10:46 am to Paul Allen
quote:
Awful day for this stock.
Thanks Captain Obvious. We were lost until you brought this to our attention. Finally vindicated i see,
Posted on 11/13/25 at 10:46 am to sonoma8
I’m kind in the same boat.
500 shares
At DCA of 76.14
Thinking I may just set a stop loss at $80 and make sure I don’t lose any principal.
Thoughts?
500 shares
At DCA of 76.14
Thinking I may just set a stop loss at $80 and make sure I don’t lose any principal.
Thoughts?
Posted on 11/13/25 at 10:48 am to Covingtontiger77
Thats a tough call. I dont see this stock going up tomorrow and people holding over the weekend, but Im wrong a lot.
Posted on 11/13/25 at 10:57 am to Covingtontiger77
Just seeing the sentiment in this thread and across the market makes me think the bottom is almost in. You’ll be kicking yourself if you sell at the bottom and this goes back to ath.
This post was edited on 11/13/25 at 10:58 am
Posted on 11/13/25 at 10:59 am to Jax-Tiger
I’m with you. I out to Jan on leverage but it’s painful to watch. Only thing is now there’s not a lot left on the table if it goes to $0 so no since I’m sweating it out. Maybe a Santa Claus rally will get us right.
Posted on 11/13/25 at 11:02 am to Craft
I posted it somewhere pages ago but this thread is a case study in the Greed Fear Index. A month ago we’re all patting ourselves on the back printing money and now everyone is crying in a stale beer.
Posted on 11/13/25 at 11:41 am to Paul Allen
Funny that days like this are the only time you ever show up in this thread.
Posted on 11/13/25 at 12:52 pm to HogPharmer
Posted on 11/13/25 at 1:04 pm to Mockingbird2008
At a certain point I could see these big companies buying out Nbis, iren, etc. I don’t see it killing them, the big companies will still want the infrastructure.
Posted on 11/13/25 at 1:08 pm to Mockingbird2008
quote:
Would this kill NBIS?
no, NBIS would just buy the full servers from them instead of the components and putting them all together....
Posted on 11/13/25 at 1:09 pm to sonoma8
quote:
Just trying to decide if I need to unload now.
I'm not an expert, but I think this stock is solid in the long run. I dont plan to unload. The key to me is the management team AND the revenue forecasts. They are still on a path to profitability. The revenue itself makes it worth way more than its stock price valuation. Throw in Clickhouse, Avride, Toyota, and Triple Ten, and its insanely under valued.
I think we had a conflating of the government shutdown, an AI bubble scare, tariffs, uncertainty about the economy, and the Michael Burry scare. Put all that together, and the market shite all over this particular sector.
I could be wrong, but I think it will be up over $100 in the near future.
This post was edited on 11/13/25 at 1:09 pm
Popular
Back to top


1





