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re: Nebius - NBIS - AI Infrastructure Company

Posted on 4/14/26 at 1:17 pm to
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3417 posts
Posted on 4/14/26 at 1:17 pm to
I finally made my first sale of NBIS shares, pulled out initial investment and let the rest ride. Only had 116 shares, now down to 80. Will add if/when we get a heavy pullback (I hope we don't.)

I promised myself I'd take profits when it hit $140 again and still didn't do it but now that my play account is back at ATH I figured its time to pull some off the table.

BB08 > Oracle of Omaha
Posted by RJSambola
Member since Jun 2012
399 posts
Posted on 4/14/26 at 1:18 pm to
The premium on Jan 27 $230 calls is at $30...

60% return if it gets called...

Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 4/14/26 at 1:37 pm to
I think we face melt to $200 before we have a bit of a profit taking pullback.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 4/14/26 at 1:49 pm to
quote:

Whats your breakdown on SWMR
My knowledge is in it’s infancy. Took a flyer
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 4/15/26 at 9:56 am to
I'm feeling 170 in short order....
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 4/15/26 at 9:57 am to
Would really like to write some longer dated calls way out of the money around $230-260.

If I get called out there, so be it.
Posted by igoringa
South Mississippi
Member since Jun 2007
12378 posts
Posted on 4/15/26 at 10:19 am to
quote:

The premium on Jan 27 $230 calls is at $30... 60% return if it gets called...


now why did you have to do that to me lol
Posted by RJSambola
Member since Jun 2012
399 posts
Posted on 4/15/26 at 10:27 am to
Didn't want to be alone in my angst.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 4/15/26 at 11:13 am to
Well that was a nice little back fill.
...time for another squeeze.
This post was edited on 4/15/26 at 11:14 am
Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 4/15/26 at 11:17 am to
Green for the day

Time to run
Posted by igoringa
South Mississippi
Member since Jun 2007
12378 posts
Posted on 4/15/26 at 11:23 am to
quote:

Didn't want to be alone in my angst.


So I bit on that - good find. $30 flat on Jan '27 230 strike. About a third of my position so still have 1K in shares not subject to call.
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 4/15/26 at 11:28 am to
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 4/15/26 at 12:27 pm to
That post took me down a Kubernates & Slurm research rabbit hole last night
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 4/15/26 at 12:37 pm to
quote:

That post took me down a Kubernates & Slurm research rabbit hole last night

Please. Let's hear it...
Posted by LSUcam7
FL
Member since Sep 2016
8934 posts
Posted on 4/15/26 at 12:43 pm to
If I had a real technical understanding, I’d share. But a lot of this is over my head.

Essentially Kubernetes is a better system to manage AI workloads. Slurm is the old school workload manager, which most AI researchers are used to. Nebius found a way to merge both, not forcing anyone to choose.

My point in the research was to try and understand better the software differentiation of Nebius beyond the hardware / compute.

It’s like learning a new language.

Nebius.com
This post was edited on 4/15/26 at 12:45 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27785 posts
Posted on 4/15/26 at 1:27 pm to
quote:

So I bit on that -


Me, too.
Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 4/15/26 at 2:53 pm to
5th ATH close in a row
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 4/15/26 at 3:02 pm to
166.77
Wow.

Obviously in "price discovery" right now. I'm sitting on my hands.
First level for the stock to test to the downside is 141.89, which is the 9 day EMA.
I wouldn't be a new buyer until then.

But the low volume back filling and the explosion at eod was outstanding. It may have legs yet.
Posted by meeple
Carcassonne
Member since May 2011
11151 posts
Posted on 4/15/26 at 3:26 pm to
Here since page 1. This having been my first dabble into stocks has me spoiled for sure. I’ve also expanded into others. Thank you for this recommendation, it has been a fun ride!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19997 posts
Posted on 4/15/26 at 3:32 pm to
quote:

Obviously in "price discovery" right now. I'm sitting on my hands.


You and me both. Still have some scars but they’re better now!
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