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re: Nebius - NBIS - AI Infrastructure Company

Posted on 1/28/25 at 8:54 am to
Posted by StonewallJack
Member since Apr 2008
855 posts
Posted on 1/28/25 at 8:54 am to
quote:

You don't have to tell me. I have $7k worth of shares around $32



This is me!!
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77266 posts
Posted on 1/28/25 at 9:15 am to
Up 7% this morning
Posted by Screaming Viking
Member since Jul 2013
5327 posts
Posted on 1/28/25 at 9:23 am to
Yeah I have followed 88's lead on this one. Bought more on the dip yesterday.

I am small time newbie with individual stocks, but I am ridin!
Posted by bulldog95
North Louisiana
Member since Jan 2011
21051 posts
Posted on 1/28/25 at 10:38 am to
Bought some on the dip too
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/28/25 at 11:13 am to
That was one of the better little dips I've bought.
14 shares @ 27.39 ...then went up 5% immediately.
Would love to see 30 today.
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77266 posts
Posted on 1/28/25 at 11:52 am to
Would love to see 50 in 3-6 months.
Posted by HYDRebs
Houston
Member since Sep 2014
1460 posts
Posted on 1/28/25 at 12:36 pm to
quote:

Bought some deep itm 12 month calls this afternoon and sold some weekly calls outside the money to capture back some of the time decay.


Calls I bought are up 20% from yesterday afternoon. Ended up playing nice
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/28/25 at 12:46 pm to
Same. Sold a 2/21 $20 this morning for a quick $170 and holding onto a 2026 call with a $35 strike. Up 18.5% on it.
This post was edited on 1/28/25 at 12:47 pm
Posted by LChama
Member since May 2020
2757 posts
Posted on 1/28/25 at 2:13 pm to
Loaded up at 28. Thanks BB88
Posted by The Egg
Houston, TX
Member since Dec 2004
82137 posts
Posted on 1/28/25 at 2:19 pm to
just crossed 30, very nice
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/28/25 at 2:32 pm to
quote:

just crossed 30, very nice



quote:

10:15 AM - BWS Financial analyst Hamed Khorsand maintains Nebius Group (NASDAQ:NBIS) with a Buy and maintains $51 price target.



I ended up buying 114 shares yesterday. Most around $26
I do regret not selling some beautiful calls last Friday (I was wayy up), but who could have known?!
This post was edited on 1/28/25 at 2:33 pm
Posted by FLObserver
Jacksonville
Member since Nov 2005
15274 posts
Posted on 1/28/25 at 2:41 pm to
Got more shares at 27.00 yesterday. Thanks for the confidence in this yesterday when the stock was diving because my confidence was low.
This post was edited on 1/28/25 at 2:43 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/28/25 at 2:45 pm to
quote:

Thanks for the confidence in this yesterday when the stock was diving because my confidence was low.
I get it.
380,000 share bid at 28.56
The ask is fairly thin until 30.67
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/28/25 at 8:14 pm to
Reddit thread includes an entire Seeking Alpha post on NBIS from earlier today: LINK

Here’s the summary:
quote:

The recent sell-off in Nebius Group N.V.'s stock presents a golden buying opportunity due to its undervaluation and growth potential.
Nebius specializes in full-stack AI infrastructure, serving both large tech firms and SMBs, positioning it as a key player in the AI industry.
The company plans to expand its GPU capacity significantly and diversify into AI data management, edtech, and autonomous driving, targeting massive TAMs.
I consider NBIS stock to be a “shovel seller” in this fight between different LLMs and chips. Based on my valuation calculations, I think the stock is 54% undervalued after the dip.
This post was edited on 1/28/25 at 8:17 pm
Posted by LChama
Member since May 2020
2757 posts
Posted on 1/29/25 at 5:50 am to
31.15 premarket
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/29/25 at 6:54 am to
A thing of beauty.
Highest volumes in the last three months are from 30-32.

Here are some more tangible additions to our thread:
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Posted by StonewallJack
Member since Apr 2008
855 posts
Posted on 1/29/25 at 7:33 am to
In BayouBengals we trust!

Posted by LChama
Member since May 2020
2757 posts
Posted on 1/29/25 at 10:40 am to
What the frick
Posted by meeple
Carcassonne
Member since May 2011
10330 posts
Posted on 1/29/25 at 11:21 am to
Everything is down
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