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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/20/25 at 8:56 pm to Paul Allen
Posted on 11/20/25 at 8:56 pm to Paul Allen
I'm staying put.
Look at it now.
Look at it 6 months from now.
DON'T Look at it in between.
Two weeks ago, we were in love with this stock. Then it broke our hearts. This morning, we were all back on the wagon, and it broke down again.
It's not just Nebius. Even Nvidia crashed today after a better earnings report than anybody could have expected. It's a crazy time for a game changing technology.
But we've known this for a while, and we also know this company is incredibly well run, despite the growing pains. I've been pointing for a while to the Clickhouse IPO as a point in time when people realize how financially sound this company is and stop lumping it in with CRWV and IREN.
There will be a time where this stock shoots up and I'll sell everything, but its going to be on a peak, not a valley.
Look at it now.
Look at it 6 months from now.
DON'T Look at it in between.
Two weeks ago, we were in love with this stock. Then it broke our hearts. This morning, we were all back on the wagon, and it broke down again.
It's not just Nebius. Even Nvidia crashed today after a better earnings report than anybody could have expected. It's a crazy time for a game changing technology.
But we've known this for a while, and we also know this company is incredibly well run, despite the growing pains. I've been pointing for a while to the Clickhouse IPO as a point in time when people realize how financially sound this company is and stop lumping it in with CRWV and IREN.
There will be a time where this stock shoots up and I'll sell everything, but its going to be on a peak, not a valley.
1
Posted on 11/20/25 at 8:58 pm to jefforize
Posted on 11/20/25 at 9:07 pm to Paul Allen
A roll eye emoji is fine. Where are you parking risk allocated capital for the next 6 months? I feel NBIS is worth the speculation . Do you have another ticker to suggest?
Posted on 11/20/25 at 9:12 pm to jefforize
Keep in mind you are larping a Microsoft founder before you reply 
Posted on 11/20/25 at 10:56 pm to jefforize
I sold my calls right at open. As soon as it started to drop hard I bought $90 puts for cheap and made bank.
I love NBIS as a company, but at this point, it’s more about playing the market.
I wish it wasn’t this way.
I love NBIS as a company, but at this point, it’s more about playing the market.
I wish it wasn’t this way.
Posted on 11/21/25 at 7:13 am to AuBeerStud
quote:
I wish it wasn’t this way.
Yeah, me, too. With all the outside factors, you have to adapt. My adaption strategy is to sit tight until AI sentiment turns around or AI dies.
I dont see how it dies anytime soon. We need those data centers and there compute power for self driving cars, traffic light control, air traffic, logistics, online shopping, customer service, etc. Not just for training/maintaining AI.
Posted on 11/21/25 at 7:46 am to Jax-Tiger
Promising premarket reversal
Posted on 11/21/25 at 8:00 am to jefforize
Promising premarket reversal
Ssshhhh
Ssshhhh
Posted on 11/21/25 at 8:42 am to Craft
Posted on 11/21/25 at 8:48 am to jevins_slickin
Imagine Christmas
Sitting around the tree drinking a coffee and eating some eggs over easy and French toast
Your wife helps the kids pick out some presents.
You look over to the left at your cigar box. But first, you pick up the iPhone and check your CNBC app and see NBIS at $117.
You smile. Check in at the money board and wish the gang a Merry Christmas.
Just imagine gents.
Sitting around the tree drinking a coffee and eating some eggs over easy and French toast
Your wife helps the kids pick out some presents.
You look over to the left at your cigar box. But first, you pick up the iPhone and check your CNBC app and see NBIS at $117.
You smile. Check in at the money board and wish the gang a Merry Christmas.
Just imagine gents.
Posted on 11/21/25 at 9:12 am to LSUcam7
quote:
You look over to the left at your cigar box. But first, you pick up the iPhone and check your CNBC app and see NBIS at $117.
You smile. Check in at the money board and wish the gang a Merry Christmas.
That is going to happen. The roller coaster between now and then is going to be upsetting to some, though.
Posted on 11/21/25 at 9:34 am to Jax-Tiger
I’m really not worried about NBIS specifically. Everything I read (GS, JPM, Water Tower) and have AI evaluate seems bullish long term, pending the AI market as a whole. If AI fails, NBIS fails, but so does the economy…I’m holding steady and buying my usually weekly mix. I’ve learned a ton following this thread and appreciate all the info.
Water Tower Research Report
Water Tower Research Report
Posted on 11/21/25 at 9:55 am to Mockingbird2008
With all of the positive news, I just dont understand the daily 8-10% drops
Posted on 11/21/25 at 9:56 am to Jax-Tiger
Didn't think we'd be below 80 when we were at 130 with good news.
Posted on 11/21/25 at 10:02 am to LB84
At least I don’t have to worry about paying any capital gains taxes now, plenty of losses too off set now
Posted on 11/21/25 at 10:03 am to LSUSports247
Starting to get really concerned with how low this is gonna go. Considering cutting my losses.
Posted on 11/21/25 at 10:06 am to LB84
-40% in three weeks is wild
Market cap is now less than the combined value of the MSFT & META contracts.
Market cap is now less than the combined value of the MSFT & META contracts.
Posted on 11/21/25 at 10:09 am to Craft
I think it just depends what your mindset is on this. If you were planning to hold this short term to make some money on earnings, then yeah maybe cutting now is the play.
If you're holding long-term into 2026 and beyond, then I wouldn't sweat this. In fact, I'd see this as a good chance to add. I've got another buy order in at 75.00 right now.
If you're holding long-term into 2026 and beyond, then I wouldn't sweat this. In fact, I'd see this as a good chance to add. I've got another buy order in at 75.00 right now.
Posted on 11/21/25 at 10:09 am to FredsGotSlacks
quote:
I think we are filling the gap as well and shooting up out of it. I’m setting a buy order around $75 and going to enjoy the ride from there. If you’re a technical/chart trader the Nasdaq is extremely ugly with a HS on the daily so there might be a little more pain here as the broad markets sell off
Guess I got this one right, unfortunately… lowering my limit order to $70 as we have some more downside in the Nasdaq. We are now firmly in the gap on nebius, good opportunities on nebius and AMD IMO if both these gaps get completely filled
Posted on 11/21/25 at 10:29 am to LSUSports247
quote:
At least I don’t have to worry about paying any capital gains taxes now, plenty of losses too off set now
My average is 64.82 because I did the majority of my buying in February and March but this is still annoying with all the good news. I'm a small fry though with only 1700 invested.
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