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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 4/10/26 at 7:55 am to Jax-Tiger
Posted on 4/10/26 at 7:55 am to Jax-Tiger
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.
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 on 4/10/26 at 8:25 am to LSUcam7
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 on 4/10/26 at 8:51 am to HogPharmer
I reiterate. There is going to be a pullback...
LFG
LFG
Posted on 4/10/26 at 9:12 am to Neauxla
If he had jumped back in at the time of his last post, he would be up about 50% 
Posted on 4/10/26 at 9:21 am to Jax-Tiger
I closed today, will look to get back in on a pullback.
Posted on 4/10/26 at 9:24 am to j1897
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 on 4/10/26 at 9:28 am to j1897
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 on 4/10/26 at 9:37 am to HogPharmer
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?
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 on 4/10/26 at 10:06 am to LChama
This is high quality bourbon territory.
Posted on 4/10/26 at 10:12 am to HogPharmer
quote:
Really wish I would've pulled the trigger on those $100c a few weeks ago
REALLY REALLY wish I would've done this now!
Posted on 4/10/26 at 10:17 am to HogPharmer
Bought those 1/28 150$ calls in oct..had been getting worried about those 
Posted on 4/10/26 at 10:18 am to LSUcam7
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 on 4/10/26 at 11:40 am to igoringa
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
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 on 4/10/26 at 1:21 pm to igoringa
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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