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re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/17/25 at 8:54 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/17/25 at 8:54 am to
What happened?

NASDAQ went from big red to big green...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26337 posts
Posted on 11/17/25 at 9:34 am to
quote:

What happened?

NASDAQ went from big red to big green...


Berkshire announced $5B stake in Alphabet
Posted by IT_Dawg
Georgia
Member since Oct 2012
26337 posts
Posted on 11/17/25 at 9:36 am to
I'm going to sit on my shares and 2/26 $120s and 2/26 $150s for a while until we start to see a real rebound
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/17/25 at 10:28 am to
IT_Dawg - I'm going to be visiting my mother in Roswell right after Christmas for 1 or 2 weeks. Do you want to meet up for a beer?
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19194 posts
Posted on 11/17/25 at 12:10 pm to
Same…just whistling past the graveyard here on a green day thus far….
Posted by sonoma8
Member since Oct 2006
8086 posts
Posted on 11/18/25 at 9:07 am to
Same ol shitshow. This is getting old
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77806 posts
Posted on 11/18/25 at 9:18 am to
quote:

Same ol shitshow. This is getting old


Exactly what to expect from such a historically inconsistent stock.
Posted by BCreed1
Alabama
Member since Jan 2024
6428 posts
Posted on 11/18/25 at 9:32 am to
Not sure why the market is spooked but it is.

I think NVIDA could reportmassive gains and the market would point to it as an AI bubble!
This post was edited on 11/18/25 at 9:34 am
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
860 posts
Posted on 11/18/25 at 10:11 am to
Nasdaq hit some big time support at the daily 100 SMA about 10 minutes ago and we are getting a bounce off of it. Wouldn’t be surprised to see a relief rally into Nvidia earnings tomorrow and then who knows what happens from there. I grabbed another 20 shares this morning at $84

ETA: this is the first time the Nasdaq has touched the 100 SMA since May
This post was edited on 11/18/25 at 10:20 am
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/18/25 at 10:23 am to
I’m showing the 100d at NDX 24,091 (QQQ $586)

Low of today was 24,299 (QQQ $591)

Very close but on my charts did not clip the level.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/18/25 at 10:25 am to
I think patience is required, here. This seems to be based on an anti-AI sentiment. All of these companies are committing massive amounts of money towards AI and signaling that they will be spending more money going forward. The market is refusing to accept that. This doesn't even include the enterprise clients that NBIS is going after...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26337 posts
Posted on 11/18/25 at 10:26 am to
Crazy action today….shoots up when a lot of AI/tech is down. Maybe people realizing this is a “safer” spot in AI
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/18/25 at 10:31 am to
NBIS, along with other data center plays have already been punished.

IREN, even CRWV is up at the moment.

Institutional ownership have moved significantly higher in NBIS.
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
860 posts
Posted on 11/18/25 at 10:34 am to
quote:

I’m showing the 100d at NDX 24,091 (QQQ $586) Low of today was 24,299 (QQQ $591) Very close but on my charts did not clip the level

I look at futures and yes you’re correct it did not actually touch it, I thought it did when I glanced at the chart but the low was actually 24372 and the SMA is 24352. That is generally considered by technical traders well within the zone of support though and we’ve made a strong move to the upside from there
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/18/25 at 10:37 am to
NBIS however did trade below the 100d and has recovered above for the moment.

If the market doesn’t panic on NVDA earnings we may look back at these levels and laugh.

Important week ahead!
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
860 posts
Posted on 11/18/25 at 10:44 am to
quote:

NBIS however did trade below the 100d and has recovered above for the moment. If the market doesn’t panic on NVDA earnings we may look back at these levels and laugh. Important week ahead!

Nice catch, hadn’t looked at the nebius chart this week (out of fear mostly) and yeah it has found some support finally at the 100. Hopefully it acts as a spring board for us
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/18/25 at 10:54 am to
Loading Twitter/X Embed...
If tweet fails to load, click here.


The implications of AI agents are still an unknown, but some of the subsidiaries NBIS owns are like call options to some serious themes in Generative AI, Autonomous Driving & others.

Easy to forget those companies are fully operational & striving towards their own targeted missions.

quote:

Avride: This company develops autonomous driving technology for self-driving cars and delivery robots. It has partnerships with companies like Uber and Grubhub to deploy its solutions for services such as robotaxi and food delivery.

TripleTen: An online education (edtech) platform that focuses on re-skilling people for careers in technology fields.

Toloka: A data partner that provides human-labeled data and data annotation solutions used for training and evaluating AI models and agents. Its clients include Amazon, Microsoft, and Anthropic. (Majority stake?)

ClickHouse: Nebius holds a minority stake (approximately 28%) in ClickHouse, a company that provides a high-performance, open-source database management platform used for real-time analytics and data processing



Posted by JetsetNuggs
Member since Jun 2014
15321 posts
Posted on 11/18/25 at 11:29 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19194 posts
Posted on 11/18/25 at 11:37 am to
There’s so much positive news and upwards adjustments to NBIS pricing that it will have to eventually break out and climb the wall of worry.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/18/25 at 11:43 am to
In the past, announcements like this haven't moved the needle as much as we would have thought. I think maybe this stock is just ready to go and any old bit of good news was going to have a positive effect. Hopefully, it has staying power.
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