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re: Nebius - NBIS - AI Infrastructure Company

Posted on 3/16/26 at 11:03 am to
Posted by AuBeerStud
Michigan
Member since Feb 2013
519 posts
Posted on 3/16/26 at 11:03 am to
Let’s get the band back together boys!

It’s party time!
Posted by HogPharmer
Member since Jun 2022
3726 posts
Posted on 3/16/26 at 11:07 am to
quote:

few high risk, high reward plays


My brokerage is 80% NBIS, 15% HGRAF and 5% cash
Posted by NaturalBeam
Member since Sep 2007
14982 posts
Posted on 3/16/26 at 11:12 am to
quote:

My brokerage is 80% NBIS, 15% HGRAF and 5% cash
Mine's about the same except swap NBIS and HGRAF
Posted by NfamousPanda
Central
Member since Jan 2016
1186 posts
Posted on 3/16/26 at 11:15 am to
Is IT at the bar yet?
Posted by AuBeerStud
Michigan
Member since Feb 2013
519 posts
Posted on 3/16/26 at 11:16 am to
It’s napkin time!
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17449 posts
Posted on 3/16/26 at 11:28 am to
dam sun. got 300. would like 3000
Posted by RJSambola
Member since Jun 2012
399 posts
Posted on 3/16/26 at 11:41 am to
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 by bayoubengals88
LA
Member since Sep 2007
24552 posts
Posted on 3/16/26 at 11:41 am to
Davidson just raised PT
$150 --> $200
Posted by Neauxla
New Orleans
Member since Feb 2008
34480 posts
Posted on 3/16/26 at 11:41 am to
ok BB88 give us your next winner.
Posted by JetsetNuggs
Member since Jun 2014
15483 posts
Posted on 3/16/26 at 11:45 am to
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 by bayoubengals88
LA
Member since Sep 2007
24552 posts
Posted on 3/16/26 at 11:47 am to
quote:

ok BB88 give us your next winner.

Ha. Nothing has clicked and slapped me as a no brainer quite like NBIS.

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 by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 3/16/26 at 1:08 pm to
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 by bayoubengals88
LA
Member since Sep 2007
24552 posts
Posted on 3/16/26 at 2:09 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24552 posts
Posted on 3/16/26 at 2:11 pm to
JENSON SAYS 1 TRILLION OF SPEND THROUGH 2027 IS TOO LOW!!!
AND THE Q's ARE GOING NUTS!!!!
Posted by miramon
Member since Oct 2016
213 posts
Posted on 3/16/26 at 3:35 pm to
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 by bayoubengals88
LA
Member since Sep 2007
24552 posts
Posted on 3/16/26 at 4:00 pm to
That’s tough man.
What are you leaning toward?
Posted by BDE
Member since Apr 2016
46 posts
Posted on 3/16/26 at 5:29 pm to
Nebius and @nvidia are collaborating to build the cloud for robotics and physical AI. LINK
Posted by bayoubengals88
LA
Member since Sep 2007
24552 posts
Posted on 3/16/26 at 6:29 pm to
Daaamn. I kind of figured there was smoke there.

That’s another separate HUGE, GROWING, TAM.
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
903 posts
Posted on 3/16/26 at 7:05 pm to
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
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