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re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/25/26 at 6:34 pm to Jax-Tiger
Posted on 2/25/26 at 6:34 pm to Jax-Tiger
quote:
Well, NVDA beat estimates by every metric, so their stock and NBIS will tank...
Seems like this is the new normal for stocks. Almost like the only way to beat the system is to sell on any strength. Any longtime traders here that have ever seen anything like this before?
1
Posted on 2/25/26 at 6:43 pm to LChama
I think the AH sell off was the head fake.
Maybe a dip at open, but all green tomorrow mid morning.
Maybe a dip at open, but all green tomorrow mid morning.
Posted on 2/26/26 at 8:54 am to bayoubengals88
quote:We'll know in a couple of hours.
Maybe a dip at open, but all green tomorrow mid morning.
Posted on 2/26/26 at 9:34 am to bayoubengals88
NASDAQ is down 2% because NVDA didn't exceed estimates by more? NVDA down 5+ percent...
Gotta be a bounce. Hope folks are making some money off this...
Gotta be a bounce. Hope folks are making some money off this...
This post was edited on 2/26/26 at 9:36 am
Posted on 2/26/26 at 4:24 pm to Jax-Tiger
Did I hear that right? CRWV interest on debt was 388mm for Q4? 
Posted on 2/26/26 at 4:28 pm to Jax-Tiger
Quick Comparison of Q4/Latest Quarter Interest Expense (in millions USD)To visualize the scale (CRWV's figure dwarfs the others due to its hyper-growth financing model):
quote:
CRWV (Q4 2025): $388
NBIS (Q4 2025): $0
IREN (Q2 FY2026): ~$8
This post was edited on 2/26/26 at 4:50 pm
Posted on 2/26/26 at 4:50 pm to bayoubengals88
Holy shite, the CRWV CEO is soooo defensive and angry 
Posted on 2/26/26 at 7:48 pm to bayoubengals88
He’s horrible, I will never invest in that company
Posted on 2/26/26 at 8:14 pm to bayoubengals88
So my shares in IREN should be good?
Posted on 2/27/26 at 7:38 am to bayoubengals88
CRWV is dragging us down. It will take another few days for people to get over this.
Posted on 2/27/26 at 10:42 am to Jax-Tiger
As usual when tech is red NBIS is dark red. What’s going on today to cause this drop?
Posted on 2/27/26 at 10:57 am to meeple
quote:
What’s going on today to cause this drop?
CoreWeave's earnings were pretty bad plus, inflation a lot hotter than expected has everything red.
Posted on 2/27/26 at 11:21 am to meeple
quote:People think, ignorantly, that NBIS will have to take on Coreweave type debt in order to grow Coreweave type revenue.
What’s going on today to cause this drop?
Scoreboard check:
Q4 interest paid
CRWV - $388 million
NBIS - $0
Value of subsidiaries owned:
CRWV - $0
NBIS - conservatively 10 billion and expanding rapidly
Posted on 2/27/26 at 11:28 am to bayoubengals88
I haven't touched an option play on this stock since November. But they're starting to look appetizing today
Posted on 2/27/26 at 11:30 am to HogPharmer
true dat, especially since it was over $100 just a few days ago
Posted on 2/27/26 at 11:33 am to HogPharmer
quote:I have ONE 2028 call with a $100 strike
I haven't touched an option play on this stock since November. But they're starting to look appetizing today
Hoping to see it double to triple in 12-18 months
Posted on 2/27/26 at 11:33 am to bayoubengals88
quote:
Scoreboard check:
Q4 interest paid
CRWV - $388 million
NBIS - $0
Value of subsidiaries owned:
CRWV - $0
NBIS - conservatively 10 billion and expanding rapidly
I see all of these comparisons done by "analysts" and they don't mention either of these items. Then the market as a whole will punish the whole sector when CRWV gets called out for it's debt.
ETA: You can't always trust the analysts who are bullish on your stock, either.
This post was edited on 2/27/26 at 11:37 am
Posted on 2/27/26 at 11:49 am to bayoubengals88
Did we ever fill that gap at $64?
Posted on 2/27/26 at 11:54 am to Jax-Tiger
I thought we had but can't remember and don't have the time to check right now. That's the only thing holding me back on pulling the trigger.
Posted on 2/27/26 at 11:54 am to HogPharmer
quote:
I haven't touched an option play on this stock since November. But they're starting to look appetizing today
Sold a 3/6 78 put, premium is great on days like this even if the price action pisses me off
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