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re: Nebius - NBIS - AI Infrastructure Company

Posted on 4/6/26 at 3:27 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 4/6/26 at 3:27 pm to
quote:

I do find it odd that analyst ratings on Fidelity are very bearish, giving NBIS a 0.7 out of 10...

If you don’t have free cash flow you won’t score at all on those kinds of systems.
Posted by LB84
Member since May 2016
4508 posts
Posted on 4/7/26 at 8:42 am to
https://www.insidermonkey.com/blog/nebius-nbis-is-a-company-of-the-future-says-jim-cramer-1733068/

Jim Cramer shite talked NBIS for a year and now he's giving us the kiss of death.
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17445 posts
Posted on 4/7/26 at 8:51 am to
Posted by AllDayEveryDay
The Sticks
Member since Jun 2015
9718 posts
Posted on 4/7/26 at 8:56 am to
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
903 posts
Posted on 4/7/26 at 11:10 am to
quote:

Jim Cramer shite talked NBIS for a year and now he's giving us the kiss of death.

He’s a Jensen disciple. As soon as Nvidia invested in NBIS and Jensen started hyping Nebius Cramer immediately flipped his stance
Posted by LB84
Member since May 2016
4508 posts
Posted on 4/7/26 at 11:28 am to
quote:

Cramer immediately flipped his stance


Sounds like time to sell
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 4/7/26 at 12:24 pm to
Those receipts are gonna be even tastier LOL
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/7/26 at 2:09 pm to
He's even mentioned it with Lumentum, which went from $50 to over $800 in the last year...

Posted by jefforize
Member since Feb 2008
45888 posts
Posted on 4/7/26 at 5:08 pm to
$119 ah
Posted by astonvilla
New Jersey
Member since Dec 2005
3510 posts
Posted on 4/7/26 at 5:31 pm to
nice, lets make it 120
Posted by astonvilla
New Jersey
Member since Dec 2005
3510 posts
Posted on 4/7/26 at 5:52 pm to
I meant 123 now.lol. what's happening after hours folks
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/7/26 at 6:29 pm to
124.

I cant find any news...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/7/26 at 6:35 pm to
CRWV and IREN are both up over 5% after hours. Must be a sector bump.

NASDAQ futures up huge - war news. I see this coming back to earth a bit, once people figure out that Iran didnt surrender, yet...
This post was edited on 4/7/26 at 6:46 pm
Posted by The Boat
Member since Oct 2008
177195 posts
Posted on 4/7/26 at 8:11 pm to
quote:

I cant find any news...

Or pants
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33241 posts
Posted on 4/8/26 at 7:49 am to
Up +8%PM. Pushing 127
Posted by The Boat
Member since Oct 2008
177195 posts
Posted on 4/8/26 at 8:01 am to
Do I smell an ATH cooking?
Posted by NaturalBeam
Member since Sep 2007
14980 posts
Posted on 4/8/26 at 8:12 am to
Paul, come on down. You obviously still read this thread. You pop in every time there's a bad day, so I expect you to say hello on a good day.

Fair is fair, unless you're rooting against this stock for some reason.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/8/26 at 10:20 am to
It's coming back down a bit. I hope this is just to gather for another run...
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 4/8/26 at 10:50 am to
This is all shorts.
They can’t get enough when they see pops, and they will rue the day.

I believe that short attacks and covering is dominating price action right now.
Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 4/8/26 at 6:36 pm to
Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles


AI21 Corporate: About Us

This is a continuation of Nebius’ efforts to build a relevant, full-stack AI offering. Expectation is that it would come in at a $2-2.5B mark, so I’d call it significant.

I’m loving AI’s takeaway on this-
quote:

This is Nebius saying:

“We don’t want to be CoreWeave. We want to be AWS.”

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