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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/19/25 at 3:41 pm to SquatchDawg
Posted on 11/19/25 at 3:41 pm to SquatchDawg
quote:
NVDA is the one selling everything to everybody so this isn’t a shock. Let’s see how it holds up after hours.
Agreed. NBIS is up more than NVDA is on positive NVDA news. Go figure.
I think this is confirmation that there is no AI Bubble and that its okay to buy data center stock.
1
Posted on 11/19/25 at 3:49 pm to Jax-Tiger
So assuming NVDA earnings call does not change tone of earnings (and hopefully it is more demand porn) - I gotta think this triggers a short squeeze pretty fast on NBIS, IREN etc.
Not that it will help my $130 and up 11/21s but lol I will take it
Not that it will help my $130 and up 11/21s but lol I will take it
Posted on 11/19/25 at 3:53 pm to igoringa
quote:
Not that it will help my $130 and up 11/21s but lol I will take it
It’ll definitely help. Maybe the play is to sell on the pop even if a loss and then reposition on the inevitable pull back based on the new pricier level? Sunk cost are sunk costs…
I don’t know.
This post was edited on 11/19/25 at 3:54 pm
Posted on 11/19/25 at 3:56 pm to SquatchDawg
Up to 101$ in after hours.
Posted on 11/19/25 at 3:57 pm to igoringa
quote:
Not that it will help my $130 and up 11/21s but lol I will take it
I bet they doubled in value, from 2 cents to 4 cents...
Posted on 11/19/25 at 4:07 pm to Jax-Tiger
Listening to the call
Posted on 11/19/25 at 4:10 pm to IT_Dawg
Good shite!!!
Posted on 11/19/25 at 4:11 pm to IT_Dawg
Love the enterprise implementation comments.
Posted on 11/19/25 at 4:11 pm to LSUcam7
Yup…it’s the GTM strat I said NBiS should be in and headed towards, with the power to tell people no on a lackluster deal
This post was edited on 11/19/25 at 4:12 pm
Posted on 11/19/25 at 4:19 pm to IT_Dawg
Helping OpenAI deploy over 10GW 
Posted on 11/19/25 at 4:21 pm to IT_Dawg
Tomorrow will be another fun day. Future is bright again, just sayin, ughh….liver can’t take this next run up to the end of the year.
Posted on 11/19/25 at 4:27 pm to IT_Dawg
Okay…switching back to big growth mode from the safety I’ve been in the last 10 days
Money speaks for itself.
I’m down from my last position at $102, by quite a bit, but I’m going in again here
Money speaks for itself.
I’m down from my last position at $102, by quite a bit, but I’m going in again here
Posted on 11/19/25 at 4:42 pm to Jax-Tiger
quote:
I bet they doubled in value, from 2 cents to 4 cents...
LOL! Now do my 150's - boy it was a fun run until the rug was pulled. Still ended up but man it could have been special.
Posted on 11/19/25 at 4:45 pm to igoringa
No shite. I remember thinking after earnings I was going to pare back.
Should’ve been thinking 3 weeks before earnings.
But we did it once….we can do it again!
Should’ve been thinking 3 weeks before earnings.
But we did it once….we can do it again!
Posted on 11/19/25 at 5:04 pm to SquatchDawg
Nebius got a buzzer beater shoutout!
Posted on 11/19/25 at 5:26 pm to SquatchDawg
quote:
I remember thinking after earnings I was going to pare back.
Me, too.
Posted on 11/19/25 at 8:25 pm to LChama
Up 9% AH
Posted on 11/19/25 at 8:27 pm to The Boat
I feel like we’re all holding our breath for the next 12-36 hours
Posted on 11/19/25 at 8:45 pm to AuBeerStud
Nebius got a mention on mad moneys lightning round. Cramer said nebius is too speculative and losing money and just go with dell instead. Here’s to hoping inverse Cramer strikes again
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