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re: Nebius - NBIS - AI Infrastructure Company

Posted on 4/9/26 at 12:42 pm to
Posted by LChama
Member since May 2020
4013 posts
Posted on 4/9/26 at 12:42 pm to
Investors want their $186.. looks like theyre gonna get it. Nobodys drinkin beer or posting napkin pics??
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/9/26 at 12:50 pm to
quote:

Nobodys drinkin beer or posting napkin pics??


I'll post one in a bit. Headed for lunch and I haven't been to Earl's in a minute...
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/9/26 at 1:30 pm to
Earls is a little slow right now. The band doesn't start until 6 PM.

Posted by LChama
Member since May 2020
4013 posts
Posted on 4/9/26 at 1:32 pm to
Thats more like it. You still got all 6000?
Posted by Merica
'Merica
Member since Mar 2013
1156 posts
Posted on 4/9/26 at 2:26 pm to
We are so back
Posted by NaturalBeam
Member since Sep 2007
14980 posts
Posted on 4/9/26 at 2:28 pm to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/9/26 at 2:35 pm to
quote:

Thats more like it. You still got all 6000?


Im at 4000, now...
Posted by AuBeerStud
Michigan
Member since Feb 2013
518 posts
Posted on 4/9/26 at 2:37 pm to

We’re back boys!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/9/26 at 2:37 pm to
Not the best picture of Earl's, although, its about as nice as it looks...

Pool tables in the back area, there and a stage and bar outside under tiki huts... It's a great place to chill until the evening when the band kicks in and all the widows come out looking for husband #5...
This post was edited on 4/9/26 at 2:41 pm
Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 4/9/26 at 2:57 pm to
BOOM

ALL TIME HIGHS

frick YOU PAUL
This post was edited on 4/9/26 at 2:57 pm
Posted by The Boat
Member since Oct 2008
177195 posts
Posted on 4/9/26 at 2:57 pm to
ATH close
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/9/26 at 3:06 pm to
Man, I thought today was going to be a pullback day after the previous 3 days. I guess I was wrong... I'm glad I didn't gamble on that...
Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 4/9/26 at 3:12 pm to
Feels like short covering today. We shall see.

Stay prudent, gents! Don’t get carried away the stock is up 50% on the year.
Posted by LChama
Member since May 2020
4013 posts
Posted on 4/9/26 at 3:27 pm to
Enjoy Earls.. i had to pare back a little too due to margin call back in november. Pigs get fed. Still riding with 1373.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/9/26 at 3:59 pm to
quote:

i had to pare back a little too due to margin call back in november. Pigs get fed. Still riding with 1373.


I feel like this stock is going to be HUGE in 3-4 years. Acquiring the new LLM (If it goes through) would just make this a monster. Especially since they are targeting enterprise clients, which is still a market that has not really been exploited.
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 4/9/26 at 8:54 pm to
quote:

i had to pare back a little too due to margin call back in november. Pigs get fed.
I feel like a margin call would have actually saved me a lot of money in November.
I still can’t believe my ego.
Thank God I had at least one account with all shares/no options.

What could have been will forever haunt me
Posted by ynlvr
Rocket City
Member since Feb 2009
5533 posts
Posted on 4/10/26 at 1:16 am to
I should have held 2027 LEAPS! I certainly chickened out and missed big.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/10/26 at 7:11 am to
Okay, I'm guessing that TODAY is a pullback day. Seems like a stock with this much volatility will have a huge sell off due to profit takers.

It still feels like more and more analysts are coming around and NBIS is really pulling away from the pack.

I am fired up by their play on a LLM. It does feel a bit like they are going to start mining, instead of selling picks and shovels, though. I hope they dont get burned. I hope they dont sacrifice revenue in order to provide resources for their own LLM.
Posted by astonvilla
New Jersey
Member since Dec 2005
3510 posts
Posted on 4/10/26 at 7:13 am to
Coreweave just got Anthropic..wow

Hopefully thats something positive for NBIS stock today
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/10/26 at 7:27 am to
I hope the AI21 talks aren't a reactionary move.

There is a difference between having a client in Anthropic, and owning an LLM like AI21. Pluses and minuses both ways, IMO. It's a risky play, but could pay off - especially if AI21 is the best fit foe enterprise development.
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