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re: Nebius - NBIS - AI Infrastructure Company

Posted on 3/28/25 at 8:22 pm to
Posted by REG861
Ocelot, Iowa
Member since Oct 2011
37352 posts
Posted on 3/28/25 at 8:22 pm to
If y’all haven’t notice the entire market has been bleeding for the last month, I’d say it’s not unique to NBIS.
Posted by LChama
Member since May 2020
2640 posts
Posted on 3/28/25 at 8:48 pm to
quote:

If y’all haven’t notice the entire market has been bleeding for the last month, I’d say it’s not unique to NBIS.


The rest of the stocks go down 2-5% a day. NBiS loses 10-11% a day.
This post was edited on 3/28/25 at 9:00 pm
Posted by ApexHunterNetcode
Member since Aug 2023
593 posts
Posted on 3/28/25 at 8:53 pm to
quote:

If y’all haven’t notice the entire market has been bleeding for the last month, I’d say it’s not unique to NBIS.



AI infrastructure has been hit especially hard. See the CRWV valuation changes, the only reason they IPOd at $40 was NVDA's commitment. That was a last minute stop gap after targeting pricing at $66. Over a 30% valuation drop in a single week. Multiple companies are pulling commitments across the AI infrastructure environment.

I think NBIS is still a strong play, their balance sheet is not the same as CRWV which has $7.6b in debt plus $2.6b in operating lease liabilities. Completely different leverage profiles and balance sheets BUT it will be influenced heavily by industry trends regardless. It's not doom and gloom but reality on top of the current market.
Posted by FLObserver
Jacksonville
Member since Nov 2005
15172 posts
Posted on 3/31/25 at 9:37 am to
Oh Boy i hope this isnt turning into another stock recommendation that bombs. The biggest loss i ever toke was one given on this board. No names given but it rhymes with ghastly. I learned my lesson and have only a small amount of shares in this but right now looking strangely familiar.
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77223 posts
Posted on 3/31/25 at 12:12 pm to
quote:

hope this isnt turning into another stock recommendation that bombs.



I never envisioned this stock going under $20 but it sure looks like it’s headed that way.
Posted by sonoma8
Member since Oct 2006
7837 posts
Posted on 3/31/25 at 12:19 pm to
Ive considered walking away several times but everytime I sell a stock for loss , it blows up. I dont know what to do. This makes me feel like Voyager 2.0
This post was edited on 3/31/25 at 12:20 pm
Posted by FLObserver
Jacksonville
Member since Nov 2005
15172 posts
Posted on 3/31/25 at 6:19 pm to
quote:

Ive considered walking away several times but everytime I sell a stock for loss , it blows up.


We'll it's time to take one for the team.
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
373 posts
Posted on 4/2/25 at 5:54 am to
I’m assuming y'all saw that coreweave move… 40%+ day yesterday is wild. Hopefully our baby gets some sympathy
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3147 posts
Posted on 4/14/25 at 9:35 am to
Anybody picking up any more shares at this price? Nothing has changed with the company, just the market surrounding it. I'm in at around $35 a share so plenty of room to DCA here. LSEG/Schwab PT is $56.9...
Posted by ApexHunterNetcode
Member since Aug 2023
593 posts
Posted on 4/15/25 at 5:09 pm to
May get a better discount tomorrow. NVDA news may hit NBIS hard as collateral.
Posted by Broski
Member since Jun 2011
76361 posts
Posted on 4/15/25 at 6:06 pm to
Is there any reason to believe that it recovers?
Posted by ApexHunterNetcode
Member since Aug 2023
593 posts
Posted on 4/15/25 at 6:50 pm to
It's still a great asset with top notch capacity. Lots of macro headwinds for a growth company right now though along with a tight link to NVDA. I still hold some, just sold some barely OTM covered calls on them today that should expire safely this week. Wouldn't be surprised to see NVDA in the high 60s by EOY.
Posted by dallastiger55
Jennings, LA
Member since Jan 2010
30880 posts
Posted on 4/25/25 at 1:57 pm to
ive lost my arse with NBIS. Should i hold on? I got it at $34
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3147 posts
Posted on 4/29/25 at 11:32 am to
Avg was the same is yours. I just bought more and got it to around $30. No big buys, I think we'll still go lower before we start climbing. Not looking for fast money either so if that's you, might be time to get out.


chatGPT/GROK are bullish, though they might be biased since they are AI....If you're long, its a good time to DCA. Otherwise see above
Posted by sonoma8
Member since Oct 2006
7837 posts
Posted on 4/29/25 at 11:41 am to
Im in at the same. Im holding for now,
Posted by j1897
Member since Nov 2011
3893 posts
Posted on 4/29/25 at 12:07 pm to
The quantum crap will be next, this board is basically pump and dump schemes. Most everyone here is just a bag holder.
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