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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/19/25 at 9:30 am to DawgCountry
Posted on 11/19/25 at 9:30 am to DawgCountry
Looks like paul allen is back and downvoting
1
Posted on 11/19/25 at 9:39 am to LChama
Posted on 11/19/25 at 10:30 am to JetsetNuggs
Citizen’s look at the the MSFT deal, alone.
quote:
Nebius's $17.4-$19.4B multi-year agreement with Microsoft represents a transformative catalyst for shareholder value creation. Based on our analysis, this single contract could contribute $55+ per share in intrinsic value, with upside potential to $62+ per share if the agreement scales to $19.4B.
Posted on 11/19/25 at 11:00 am to LSUcam7
I readjusted my holdings when we hit $96 to be positioned long into 2026 so feeling good now. The shirt term noise is less of an issue.
Posted on 11/19/25 at 12:02 pm to SquatchDawg
quote:
I readjusted my holdings when we hit $96 to be positioned long into 2026 so feeling good now. The shirt term noise is less of an issue.
Good move. I have some Feb/Mar calls, but not too much. I'm mostly tied up in shares that I'm just going to leave alone. I would feel better about my calls if we could stabilize over $110 before the middle of December. I think the new year will bring a new attitude about AI...
Posted on 11/19/25 at 12:23 pm to Jax-Tiger
Is anybody else contemplating the reverse hedge and full porting NBIG? Its at 4x normal volume so I'm clearly not the only one thinking about it. If NVDA misses, I delete Schwab. If NVDA beats...I still might have to delete the app. But if NVDA beats earnings and brings us up for the ride...it feels too greedy to work but I guess still not nearly as greedy as the NBIS options I was writing a month ago. Can make 2x on the way back up...or lose 2x as much if we slide tonight.
Posted on 11/19/25 at 2:46 pm to MrBobDobalina
quote:
.or lose 2x as much if we slide tonight
We ain’t sliding tonight….unless NVDA announces something crazy like they prioritize chips for everyone over the small neoclouds
This post was edited on 11/19/25 at 2:47 pm
Posted on 11/19/25 at 2:48 pm to IT_Dawg
I like the optimism. I’m riding
Posted on 11/19/25 at 2:49 pm to Tedorgeron
quote:
I like the optimism. I’m riding
I’m at the bar and it’s my birthday and I made a weekly move yesterday that’s working very friggin nice today
I’m prepping for the ride back to 150 by Christmas
This post was edited on 11/19/25 at 2:50 pm
Posted on 11/19/25 at 2:51 pm to IT_Dawg
I find it strange that we’re up so much and corweave and Iren are down.
Posted on 11/19/25 at 2:53 pm to AuBeerStud
Good, we need to decouple from them
Posted on 11/19/25 at 3:07 pm to IT_Dawg
quote:
I’m prepping for the ride back to 150 by Christmas
I'll drink to that.
Posted on 11/19/25 at 3:11 pm to AuBeerStud
Noticed that today too. Good sign.
Posted on 11/19/25 at 3:12 pm to SpeedyNacho
quote:
Good, we need to decouple from them
Exactly. I think we may be past the stage where everyone thinks we're just like CRWV.
We've moved into the stage where everybody knows we aren't like CRWV, but thinks that everyone else still thinks we're like CRWV. So they react accordingly...
Posted on 11/19/25 at 3:22 pm to Jax-Tiger
Let’s fricking go.
Posted on 11/19/25 at 3:23 pm to Craft
Up 5 bucks AH.
Posted on 11/19/25 at 3:31 pm to Jax-Tiger
NVDA
$51B data center revenue this quarter from $41B last qtr and $39B the qtr prior.
Clearing >$100 after hours
$51B data center revenue this quarter from $41B last qtr and $39B the qtr prior.
Clearing >$100 after hours
This post was edited on 11/19/25 at 3:32 pm
Posted on 11/19/25 at 3:34 pm to LSUcam7
To the fricking bar boys!! We’re back!!!!
Posted on 11/19/25 at 3:35 pm to Jax-Tiger
NVDA is the one selling everything to everybody so this isn’t a shock. Let’s see how it holds up after hours.
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