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re: Nebius - NBIS - AI Infrastructure Company

Posted on 3/21/26 at 7:17 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/21/26 at 7:17 am to
Oh man, I wish I could buy more.
Physical AI can make NBIS bigger than anything I could have imagined.

Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/21/26 at 7:31 am to
Highly recommend shareholders and prospective shareholders carefully examine this list.

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Posted by astonvilla
New Jersey
Member since Dec 2005
3510 posts
Posted on 3/21/26 at 8:51 am to
Thanks, super excited.
Posted by LChama
Member since May 2020
4013 posts
Posted on 3/21/26 at 10:11 am to
Feels good we’re goin to at least 185 based on these offerings. I’ll sit tight and buy when i see more dips.
Posted by The Boat
Member since Oct 2008
177195 posts
Posted on 3/23/26 at 9:13 am to
NBIS is fighting through a bad macro market like a champ. It’s going to explode once things rebound.
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33241 posts
Posted on 3/23/26 at 9:19 am to
big battle at 120 again it looks like
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/23/26 at 1:56 pm to
When Crossroads Capital talks, I listen.

They were the first to ever write a substantial report on NBIS, and they did it around $20/share in Dec of 2024.
There bull scenario for Dec of 2027 is $243.

Well, here they are with a big write up on Merlin, which is now trading as MRLN.
The Long Duration Case for Merlin Labs
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 3/23/26 at 3:03 pm to
I was busy most of today. Why the drop?

The only thing I can see is that they announced that they closed their fundraising. That shouldn't be news...
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/23/26 at 3:28 pm to
Beats me

Getting ready for $145
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 3/23/26 at 3:42 pm to
quote:

Getting ready for $145


Me, too. Just cant figure why on a day when the market did real good and all of their competitors were green - NBIS goes deep red with no negative news.

Usually, you can chalk it up to a bad market day, anti AI sentiment, or CRWV fricking up something...
Posted by WG_Dawg
Member since Jun 2004
90225 posts
Posted on 3/23/26 at 4:20 pm to
quote:

Well, here they are with a big write up on Merlin, which is now trading as MRLN.


Are you liking this company somewhat on par with nebius? I know I was massively late to the game with nbis but with this one only at $10 seems like a great opportunity
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/23/26 at 4:39 pm to
Not yet.
But it’s worth my time.
Will jump back in tomorrow.
75 or so shares
Posted by astonvilla
New Jersey
Member since Dec 2005
3510 posts
Posted on 3/23/26 at 4:44 pm to
i bought 100 more shares of Nebius today. just cant help myself.
Posted by The Boat
Member since Oct 2008
177195 posts
Posted on 3/23/26 at 4:47 pm to
Potential MRLN entry point tomorrow getting rocked AH
Posted by Neauxla
New Orleans
Member since Feb 2008
34473 posts
Posted on 3/23/26 at 4:59 pm to
quote:

Potential MRLN entry point tomorrow getting rocked AH
yeesh
Posted by LChama
Member since May 2020
4013 posts
Posted on 3/23/26 at 5:46 pm to
Bayou… That writeup was impressive as heck. Edit.. i see you already did. I’ll go check it out
This post was edited on 3/23/26 at 5:54 pm
Posted by djrunner
Baton Rouge
Member since Jun 2010
5592 posts
Posted on 3/23/26 at 6:52 pm to
quote:

Potential MRLN entry point tomorrow getting rocked AH


Morgan has it up 9.12% after hours?
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/23/26 at 7:14 pm to
A frenzy as word is just getting out.
Much earlier on MRLN.

I found Crossroads NBIS thesis about 5 weeks after they wrote it.

For MRLN, I stumbled upon it just a couple hours later.
Posted by RJSambola
Member since Jun 2012
398 posts
Posted on 3/23/26 at 7:22 pm to
Damn should have bought some in the 8s when I saw the post
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 3/24/26 at 5:28 am to
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