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re: Nebius - NBIS - AI Infrastructure Company

Posted on 4/7/26 at 8:42 am to
Posted by LB84
Member since May 2016
4583 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
17516 posts
Posted on 4/7/26 at 8:51 am to
Posted by AllDayEveryDay
The Sticks
Member since Jun 2015
9912 posts
Posted on 4/7/26 at 8:56 am to
Posted by FredsGotSlacks
Baton Rouge
Member since Mar 2008
916 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
4583 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
25812 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
28159 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
46345 posts
Posted on 4/7/26 at 5:08 pm to
$119 ah
Posted by astonvilla
New Jersey
Member since Dec 2005
3547 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
3547 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
28159 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
28159 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
178246 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
33696 posts
Posted on 4/8/26 at 7:49 am to
Up +8%PM. Pushing 127
Posted by The Boat
Member since Oct 2008
178246 posts
Posted on 4/8/26 at 8:01 am to
Do I smell an ATH cooking?
Posted by NaturalBeam
Member since Sep 2007
15030 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
28159 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
25812 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
9025 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.”

Posted by LChama
Member since May 2020
4368 posts
Posted on 4/8/26 at 6:58 pm to
From lsucam7’s post

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.”
————————————————————
Ai21 and clickhouse this is going to be a monster. Does the board expect a dip on this news due to the pricetag for ai21?
This post was edited on 4/8/26 at 7:17 pm
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