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re: Nebius - NBIS - AI Infrastructure Company

Posted on 11/18/25 at 12:18 pm to
Posted by Cajun75
Member since Mar 2022
814 posts
Posted on 11/18/25 at 12:18 pm to
Wow, someone just flipped the buy switch....dramatic turnaround.
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/18/25 at 12:54 pm to
And so far strength all day. Hasn’t given anything back since the 10AM lows.
Posted by Mockingbird2008
Member since Jun 2022
133 posts
Posted on 11/18/25 at 2:04 pm to
Damn I had $5k sitting and waiting to drop pending Nvidia earnings (if there was a drop below $80) and was about to buy around 10 AM at $83 but didn’t pull the trigger. I’m hoping I have to use that $5k at $100+ on Thursday. I’m happy for the positive sentiment today but played the last week terribly.
This post was edited on 11/18/25 at 2:05 pm
Posted by Craft
Member since Oct 2019
986 posts
Posted on 11/18/25 at 2:12 pm to
Still in a better spot than me if you buy now!
Posted by Neauxla
New Orleans
Member since Feb 2008
34058 posts
Posted on 11/18/25 at 2:14 pm to
quote:


Still in a better spot than me if you buy now!
same
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19194 posts
Posted on 11/18/25 at 3:11 pm to
Profit taking at the end of the day but overall not bad. We’ll see what tomorrow holds.
Posted by jefforize
Member since Feb 2008
45715 posts
Posted on 11/18/25 at 6:36 pm to
Posted by astonvilla
New Jersey
Member since Dec 2005
3441 posts
Posted on 11/19/25 at 3:55 am to
Citizens initiated buy coverage with 175 price target. Let's go
Posted by Craft
Member since Oct 2019
986 posts
Posted on 11/19/25 at 6:54 am to
If nvda barely beats or god forbid misses, are we thinking we get dragged back down to low 80s or worse?
This post was edited on 11/19/25 at 6:55 am
Posted by LChama
Member since May 2020
3317 posts
Posted on 11/19/25 at 6:58 am to
quote:

If nvda barely beats or god forbid misses, are we thinking we get dragged back down to low 80s or worse?


Basically the whole nasdaq and s&p hinge on nvda earnings. This is indeed a tipping point. We should all hedge today but very few of us will. I wonder what Thiel knows.
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/19/25 at 7:21 am to
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Taking all of these analysts projections with a grain of salt.

Interesting that Citizens put values on the subsidiaries & investments. First time I’ve seen that.
Posted by LChama
Member since May 2020
3317 posts
Posted on 11/19/25 at 7:33 am to
quote:

Taking all of these analysts projections with a grain of salt.


Are you saying youre guarding against irrational exhuberance like we had pre-earnings? Interested in what u think the road ahead looks like over the next 12 months?
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/19/25 at 7:52 am to
Financial metrics are really hard to predict moving +1YR out. They can change dramatically in both directions, for any company, but surely for a neocloud company in a high CAPEX business.

But love what I’ve seen out of both GS and now Citizens.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/19/25 at 8:19 am to
Wouldn't surprise me to see us a little red today. A lot of nervousness because of the NVDA earnings...

ETA: Maybe a low volume day?
This post was edited on 11/19/25 at 8:21 am
Posted by LChama
Member since May 2020
3317 posts
Posted on 11/19/25 at 8:41 am to
Hope not jax. Ive had all i can take. Im sure you have an ulcer riding with all those shares
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 11/19/25 at 8:46 am to
I over doubled up my share count in the 80s

Hope NVDA blows it out of the water
Posted by LChama
Member since May 2020
3317 posts
Posted on 11/19/25 at 8:52 am to
Good luck.. wish i had dry powder. Havent paid too much attention during the bloodletting but my 2028 options are green overall.. even after the drop from $105 when i bought em
This post was edited on 11/19/25 at 8:53 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
26962 posts
Posted on 11/19/25 at 8:56 am to
quote:

Hope not jax. Ive had all i can take. Im sure you have an ulcer riding with all those shares


I hope I'm wrong, but I can understand it if there is a rash of profit taking at the end of today. If NVDA kills it, we'll have a much better day tomorrow. If not, we wait. I dont have any calls expiring any time soon, so there is no pressure on that end.
Posted by DawgCountry
Great State of GA
Member since Sep 2012
32376 posts
Posted on 11/19/25 at 9:02 am to
off to a good start
Posted by IT_Dawg
Georgia
Member since Oct 2012
26337 posts
Posted on 11/19/25 at 9:14 am to
Citizen initiated coverage with $175 PT!!!

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