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re: Nebius - NBIS - AI Infrastructure Company

Posted on 4/10/26 at 7:55 am to
Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 4/10/26 at 7:55 am to
I don’t believe reactionary. To my understanding there are several key players from AI21 on Nebius’ advisory board.

Then NVDA who was purported to buy AI21 Labs backs out & makes a $2B investment into NBIS, the low end of the expected purchase price.

I think this was orchestrated over the past 4-5 months.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/10/26 at 8:25 am to
quote:

I think this was orchestrated over the past 4-5 months.


Gotcha. Then this seems like it is very likely to come to pass.

I just hope AI21 is not a money pit. That is the thing that drives negative investor sentiment is that the AI LLMs are not generating revenue, given the resources being spent on them. Building data centers seems to be a safer investment and the LLMs are the ones taking the risk. Of course, it could pay off in a big way, and I trust Arkady has a vision for that.
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33241 posts
Posted on 4/10/26 at 8:46 am to
Damn that was a pop
Posted by HogPharmer
Member since Jun 2022
3719 posts
Posted on 4/10/26 at 8:46 am to
ATH
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/10/26 at 8:51 am to
I reiterate. There is going to be a pullback...

LFG
Posted by HogPharmer
Member since Jun 2022
3719 posts
Posted on 4/10/26 at 8:57 am to
Posted by Neauxla
New Orleans
Member since Feb 2008
34473 posts
Posted on 4/10/26 at 9:07 am to
Anyone seen Paul?
Posted by BCvol
Member since Jan 2022
473 posts
Posted on 4/10/26 at 9:12 am to
If he had jumped back in at the time of his last post, he would be up about 50%
Posted by j1897
Member since Nov 2011
4589 posts
Posted on 4/10/26 at 9:21 am to
I closed today, will look to get back in on a pullback.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/10/26 at 9:24 am to
quote:

I closed today, will look to get back in on a pullback.


I've been predicting a pullback for 3 days, now...

Once I realize that I should always act against my better judgement, I will be a rich man...
Posted by HogPharmer
Member since Jun 2022
3719 posts
Posted on 4/10/26 at 9:28 am to
quote:


I closed today, will look to get back in on a pullback.


If I did that, the price would rocket up to $160.
Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 4/10/26 at 9:37 am to
I’ve had the trade up to cover all my shares with a $165 contract. I just can’t seem to press submit!

But remember well the last 6 months.
Don’t get carried away here after the run.

If you weren’t making aggressive moves at $80 back in Feb, why the hell would you do that when it’s nearing double that price?
Posted by LChama
Member since May 2020
4013 posts
Posted on 4/10/26 at 10:01 am to
Time for a beer or three
Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 4/10/26 at 10:06 am to
This is high quality bourbon territory.
Posted by HogPharmer
Member since Jun 2022
3719 posts
Posted on 4/10/26 at 10:12 am to
quote:

Really wish I would've pulled the trigger on those $100c a few weeks ago


REALLY REALLY wish I would've done this now!
Posted by LChama
Member since May 2020
4013 posts
Posted on 4/10/26 at 10:17 am to
Bought those 1/28 150$ calls in oct..had been getting worried about those
Posted by igoringa
South Mississippi
Member since Jun 2007
12378 posts
Posted on 4/10/26 at 10:18 am to
i did a small amount of the april 115s when Jax did - took the double last week - which is good but lol left this on table
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 4/10/26 at 11:40 am to
I bought a 2028 LEAP a couple of months ago for $45.
It hit $82 this morning.
I may play it, but ultimately looking for $222

Strike is $100 so I’m looking for upper $200s mid next year to be seeing that kind of contract appreciation
This post was edited on 4/10/26 at 12:03 pm
Posted by j1897
Member since Nov 2011
4589 posts
Posted on 4/10/26 at 12:12 pm to
(S)
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27772 posts
Posted on 4/10/26 at 1:21 pm to
quote:

i did a small amount of the april 115s when Jax did - took the double last week - which is good but lol left this on table


I sold mine a couple of weeks ago when it had a mini spike and then went back into the $90s. I made $3K off the deal and was happy at the time. Turns out, I left $30k+ on the table...
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