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re: Nebius - NBIS - AI Infrastructure Company

Posted on 3/16/26 at 8:49 am to
Posted by HogPharmer
Member since Jun 2022
3726 posts
Posted on 3/16/26 at 8:49 am to
Just a measly $50k start to the day!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 3/16/26 at 8:50 am to
quote:

Anywhere near a million? Pullin for ya man


Getting closer. Was a kick in the balls to lose over $1M in a matter of 3 months

Still feeling good though and I think I can make up for it and more in the long run
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 3/16/26 at 8:55 am to
quote:

Just a measly $50k start to the day!


But if this announcement was 6 months ago, it would’ve been a $500k day, maybe more
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 3/16/26 at 8:56 am to
quote:

Sitting on 3000 shares and some very mild long term options. Just waiting for all the dust to completely settle before day trading this thing hard again


Awesome. Looking forward to the day we can share virtual beers again.

IIRC, you have bumped up your share count. Good to see. This stock is going to be good for a long time.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 8:56 am to
quote:

But if this announcement was 6 months ago, it would’ve been a $500k day, maybe more


We will recover. Emotionally. In time.
Posted by igoringa
South Mississippi
Member since Jun 2007
12378 posts
Posted on 3/16/26 at 9:01 am to
i had 10 1/27 100s - close them out for a double this morning - I don't like holding that much in the money. Still have 1.4k shares while I decide what to do gone for it.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 9:09 am to
Posted by The Boat
Member since Oct 2008
177200 posts
Posted on 3/16/26 at 9:27 am to
Paul Allen in tMud
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 9:28 am to
quote:

Paul Allen in tMud

Nebius is up 14% today
Posted by The Boat
Member since Oct 2008
177200 posts
Posted on 3/16/26 at 9:31 am to
If only he didn’t sell when it was $30
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 9:38 am to
quote:

If only he didn’t sell when it was $30

I read the other day where he said it's too exhausting picking winners and losers. Even though I handed him an obvious winner, he only saw a roller coaster and didn't want to understand anything beyond that.

It's still a winner Paul, even from $130.

Our 2010s Amazon type run is just getting started.
Posted by WG_Dawg
Member since Jun 2004
90227 posts
Posted on 3/16/26 at 9:43 am to
I am kicking myself for not reading and listening to this thread before I did, which was only like 2 weeks ago. I've at least got my foot in the door though with a couple shares and will plan to keep adding as a very long term hold. Exciting times!
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 3/16/26 at 9:48 am to
I don’t recall when, but CRWV market cap was roughly 2x that of NBIS around the Sept/Oct ‘25 time frame.

Nebius was around $24B, Coreweave around $50B.

Today, CRWV market cap is only 35% higher.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 9:56 am to
quote:

I am kicking myself for not reading and listening to this thread before I did, which was only like 2 weeks ago. I've at least got my foot in the door though with a couple shares and will plan to keep adding as a very long term hold. Exciting times!



This investment gave me that jittery feeling 14 months ago now, and everything has played out beyond expectations.
This has happened for two reasons:
Elite management
Thematic relevance.

I'm as bullish as I've ever been. We could 10-15x from here in 3-4 years.
Posted by HogPharmer
Member since Jun 2022
3726 posts
Posted on 3/16/26 at 9:58 am to
Really wish I would've pulled the trigger on those $100c a few weeks ago
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 10:09 am to
This is so bullish:

Posted by WG_Dawg
Member since Jun 2004
90227 posts
Posted on 3/16/26 at 10:40 am to
quote:

bayoubengals88


as the NBIS expert here let me ask...I see people like IT in this thread that have thousands of shares and then look at my puny handful of them...with the trajectory it's on do you think it's even worth buying one here and one there but ultimately only having just a dozen (or less) total to my name? Or if I'm only going to be that small time, is it even worth it opposed to just continuing to do boring S&P500 stuff?
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 3/16/26 at 10:44 am to
quote:

with the trajectory it's on do you think it's even worth buying one here and one there but ultimately only having just a dozen (or less) total to my name? Or if I'm only going to be that small time, is it even worth it opposed to just continuing to do boring S&P500 stuff?


On 4 March, day of the fireside chat, I texted a group of friends this:
"I firmly believe that just 10 shares of NBIS will be worth 10-15k in 2031."
Posted by HogPharmer
Member since Jun 2022
3726 posts
Posted on 3/16/26 at 10:48 am to
Honestly, do you believe this stock will outpace the S&P? If so, then you have your answer. I believe it will, personally. I have not purchased any additional shares in several months. I'm at 150 shares and am content with what I've got. I'm up 80% on them. This won't be life changing money for me like what IT has had come and go. But I believe it will still eventually be enough to have me in a good position down the road.
Posted by NaturalBeam
Member since Sep 2007
14982 posts
Posted on 3/16/26 at 10:56 am to
quote:

as the NBIS expert here let me ask...I see people like IT in this thread that have thousands of shares and then look at my puny handful of them...with the trajectory it's on do you think it's even worth buying one here and one there but ultimately only having just a dozen (or less) total to my name? Or if I'm only going to be that small time, is it even worth it opposed to just continuing to do boring S&P500 stuff?
As long as your main retirement investments are in good shape, why not take a few thousand out of your S&P500 stuff and put it into this? Depending on your age and financial health, I would at least have a few high risk, high reward plays out there.

And NBIS doesn't feel like a real high risk at the moment, but definitely has the potential for a high reward.
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