Started By
Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/13/25 at 10:01 am to
Posted by Ham And Glass
Member since Nov 2016
1694 posts
Posted on 11/13/25 at 10:01 am to
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 by LSUSports247
Member since Apr 2007
979 posts
Posted on 11/13/25 at 10:05 am to
The stocks I sold to by NBIS mad CRWV are green….
Posted by Craft
Member since Oct 2019
986 posts
Posted on 11/13/25 at 10:06 am to
quote:

Are we out? Whats the plan?


At this point I’m holding to $0, as of now I’m completely fricked
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77806 posts
Posted on 11/13/25 at 10:32 am to
Awful day for this stock.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/13/25 at 10:34 am to
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.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/13/25 at 10:36 am to
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 by sonoma8
Member since Oct 2006
8086 posts
Posted on 11/13/25 at 10:44 am to
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 by LChama
Member since May 2020
3317 posts
Posted on 11/13/25 at 10:46 am to
quote:

Awful day for this stock.


Thanks Captain Obvious. We were lost until you brought this to our attention. Finally vindicated i see,
Posted by Covingtontiger77
Member since Dec 2015
11696 posts
Posted on 11/13/25 at 10:46 am to
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?
Posted by sonoma8
Member since Oct 2006
8086 posts
Posted on 11/13/25 at 10:48 am to
Thats a tough call. I dont see this stock going up tomorrow and people holding over the weekend, but Im wrong a lot.
Posted by Craft
Member since Oct 2019
986 posts
Posted on 11/13/25 at 10:57 am to
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 by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19194 posts
Posted on 11/13/25 at 10:59 am to
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 by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19194 posts
Posted on 11/13/25 at 11:02 am to
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 by Paul Allen
Montauk, NY
Member since Nov 2007
77806 posts
Posted on 11/13/25 at 11:12 am to
Happy to help
Posted by LChama
Member since May 2020
3317 posts
Posted on 11/13/25 at 11:14 am to
Ghoul
Posted by HogPharmer
Member since Jun 2022
3423 posts
Posted on 11/13/25 at 11:41 am to
Funny that days like this are the only time you ever show up in this thread.
Posted by Craft
Member since Oct 2019
986 posts
Posted on 11/13/25 at 1:04 pm to
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 by IT_Dawg
Georgia
Member since Oct 2012
26337 posts
Posted on 11/13/25 at 1:08 pm to
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 by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/13/25 at 1:09 pm to
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
Jump to page
Page First 316 317 318 319 320 ... 343
Jump to page
first pageprev pagePage 318 of 343Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram