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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 3/16/26 at 11:07 am to NaturalBeam
Posted on 3/16/26 at 11:07 am to NaturalBeam
quote:
few high risk, high reward plays
My brokerage is 80% NBIS, 15% HGRAF and 5% cash
1
Posted on 3/16/26 at 11:12 am to HogPharmer
quote:Mine's about the same except swap NBIS and HGRAF
My brokerage is 80% NBIS, 15% HGRAF and 5% cash
Posted on 3/16/26 at 11:15 am to NaturalBeam
Is IT at the bar yet?
Posted on 3/16/26 at 11:16 am to NfamousPanda
It’s napkin time!
Posted on 3/16/26 at 11:28 am to IT_Dawg
dam sun. got 300. would like 3000
Posted on 3/16/26 at 11:41 am to donRANDOMnumbers
Selling a Jan 2027 covered call for a 20 dollar premium is a 70+% gain if it executes, but got damn that fomo is real
Posted on 3/16/26 at 11:41 am to donRANDOMnumbers
Davidson just raised PT
$150 --> $200
$150 --> $200
Posted on 3/16/26 at 11:41 am to bayoubengals88
ok BB88 give us your next winner. 
Posted on 3/16/26 at 11:45 am to bayoubengals88
Not gonna lie BB88, every time I see you’re the recent post in the thread, I think there’s some awesome news in a Twitter link
Posted on 3/16/26 at 11:47 am to Neauxla
quote:Ha. Nothing has clicked and slapped me as a no brainer quite like NBIS.
ok BB88 give us your next winner.
I do believe that KLAR is worth a trade, and I will be following their next earnings report closely.
I do think that LWLG could be a home run based on theme alone (before they even have to prove themselves). Photonics is that hot right now.
And I do have a feeling that LMND will be a 10x in time, so I've got about 2,000 in equity and 2,000 in 2028 calls on that one.
Posted on 3/16/26 at 1:08 pm to AuBeerStud
quote:
It’s party time!
Weather ain't the best, here - mostly cloudy, but a day at the beach is a day at the beach. In my case, I had lunch at the beach. Waldos, mainly because its on the beach, cheap, and open for lunch on Mondays.
Posted on 3/16/26 at 2:09 pm to Jax-Tiger
Posted on 3/16/26 at 2:11 pm to bayoubengals88
JENSON SAYS 1 TRILLION OF SPEND THROUGH 2027 IS TOO LOW!!!
AND THE Q's ARE GOING NUTS!!!!
AND THE Q's ARE GOING NUTS!!!!
Posted on 3/16/26 at 2:12 pm to bayoubengals88
Posted on 3/16/26 at 3:35 pm to bayoubengals88
This thing is running away from me as I suspected. Should have bought to close when it would only cost $100 a few weeks ago. 4/17 $105 covered call. BB88 You mentioned rolling it out. I’m assuming strategy would suggest that I wait for a down day to do this? Right now if I roll out to 6/18 $135 call it’s a hefty $756 debit and I have a feeling I will just have to roll it again by that time as this stock keeps rising. If I could buy to close for $500 or so I would take it at this point to get back into a long term hold of the shares.
Posted on 3/16/26 at 4:00 pm to miramon
That’s tough man.
What are you leaning toward?
What are you leaning toward?
Posted on 3/16/26 at 5:29 pm to bayoubengals88
Nebius and @nvidia are collaborating to build the cloud for robotics and physical AI. LINK
Posted on 3/16/26 at 6:29 pm to BDE
Daaamn. I kind of figured there was smoke there.
That’s another separate HUGE, GROWING, TAM.
That’s another separate HUGE, GROWING, TAM.
Posted on 3/16/26 at 7:05 pm to bayoubengals88
Congrats to those that have been patiently awaiting this move. Had some covered calls that will expire in the money now, good problem to have I guess and will look to cover and add on any weakness we get this week but I don’t expect it to happen. Thanks to those in here bringing us good info and helping me make some money
Posted on 3/16/26 at 7:33 pm to bayoubengals88
quote:
What are you leaning toward?
I think I’m just going to roll it way out into August at a $150’ish strike. That will buy me some time and likely encounter some volatility which will make it easier to get out of the option entirely. Thats atleast the plan lol.
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