- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/1/26 at 10:40 am to LChama
Posted on 5/1/26 at 10:40 am to LChama
quote:
It worked
Don't get too excited. Market manipulators are crafty bastages. The will ride the wave up and once people start taking profits and there is a little downward momentum, they will strike and try to push the momentum hard back down, as they release stories about the risk of too much capex for a company like NBIS...
1
Posted on 5/1/26 at 11:35 am to Jax-Tiger
Is this run possibly because of earnings sentiment? Hard to believe an aquisition could be this good of news
Posted on 5/1/26 at 11:40 am to LChama
quote:
Is this run possibly because of earnings sentiment? Hard to believe an aquisition could be this good of news
Do you even remember what you're holding?
I think the swings in both directions are probably huge. Like I said, this upward swing is probabably going to be followed by a huge downward movement. They drive it up, sell, and then drive it down. Buy the dip, and rinse and repeat.
I'm guessing IT_Dawg is having a field day, OR he's pissed of because he sold too early...
This post was edited on 5/1/26 at 11:42 am
Posted on 5/1/26 at 12:13 pm to Jax-Tiger
Been in it for over a year, thinking of collecting on my 168% gain and holding out to jump back in when the dip that is sure to come hits. Decisions, decisions.
Posted on 5/1/26 at 12:14 pm to TxWadingFool
Sell half and wait?
Posted on 5/1/26 at 12:16 pm to j1897
Someone had that plan after the run from 113 to 140 and it went to 169 the next few days. 50/50 bet. Id be more inclined to buy some puts
This post was edited on 5/1/26 at 12:17 pm
Posted on 5/1/26 at 12:26 pm to TxWadingFool
quote:
Been in it for over a year
You'll have that long term capital gains rate...
Posted on 5/1/26 at 5:10 pm to Jax-Tiger
Market seemed to have lived the Eigen news.
This is always a bonus:
This is always a bonus:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 5/1/26 at 5:17 pm to bayoubengals88
Posted on 5/1/26 at 8:54 pm to LChama
quote:
Someone had that plan after the run from 113 to 140 and it went to 169 the next few days.
Raises hand
Posted on 5/3/26 at 12:44 pm to LChama
40 percent upfront is just unheard off. Super positive.
Posted on 5/3/26 at 2:47 pm to astonvilla
I assume this is details of the Fall 2025 deal?
Incredible!
Edit: Yeah just saw the 20F - that is a really impressive get across the 9 tranches. Saves either billions in dilution or hundreds of millions in interest.
Much much larger upfront than IREN and Coreweave have managed at at such a large deal amount. Love it.
Incredible!
Edit: Yeah just saw the 20F - that is a really impressive get across the 9 tranches. Saves either billions in dilution or hundreds of millions in interest.
Much much larger upfront than IREN and Coreweave have managed at at such a large deal amount. Love it.
This post was edited on 5/3/26 at 2:53 pm
Posted on 5/4/26 at 2:22 am to igoringa
Incredible!!
Posted on 5/4/26 at 4:58 am to LChama
in the 20F it is mentioned they want to sell of Avride completely. Not sure how to take it. I was pretty pumped about its prospects but i guess it makes sense business wise.
Posted on 5/4/26 at 5:41 am to astonvilla
They may make more than what we think. 5-10bn could be really useful right now.
Posted on 5/4/26 at 6:35 am to bayoubengals88
That would make sense, to me. I like the move and with earnings coming up, it will take mitigate the criticism of too much spending on capex and help them get to profitability quicker.
Posted on 5/4/26 at 8:38 am to Jax-Tiger
SA with a very positive article
quote:
Summary Nebius Group remains a top neocloud pick, with a bullish rating and 42-138% upside potential over two years.
NBIS's $643M Eigen AI acquisition is pivotal, enabling a transition from IaaS to higher-margin PAAS and differentiation from rivals.
Execution is strong: 2025 ARR beat guidance at ~$1.2B, Q4 sales surged 547% YoY, and CAPEX is well-funded with minimal dilution risk.
Key Q1 earnings catalysts include ARR trajectory, EBITDA resilience, and operational updates on hyperscaler deployments and pricing power.
I remain bullish on NBIS, seeing a 2-year upside potential at 42-138%, depending on the market’s willingness to reprice Nebius for its execution.
Posted on 5/4/26 at 8:40 am to DawgCountry
52 week high 
Page 399 of 402
Popular
Back to top
Follow TigerDroppings for LSU Football News