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re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/12/26 at 11:17 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24608 posts
Posted on 5/12/26 at 11:17 am to
I like this set up.
We may wake up to $205
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27827 posts
Posted on 5/12/26 at 11:39 am to
quote:

We may wake up to $205


My concern is that we are already up $40 in the last 2 weeks (were up $60). I think there is a natural inclination to be believe that any good news in the earnings report is already baked int the current price.

We'll see in the next couple of days...
Posted by Covingtontiger77
Member since Dec 2015
12144 posts
Posted on 5/12/26 at 11:45 am to
quote:

My concern is that we are already up $40 in the last 2 weeks (were up $60). I think there is a natural inclination to be believe that any good news in the earnings report is already baked int the current price. We'll see in the next couple of days...




Just set it and forget it.


Check back in 2027 and on.


Barring a complete collapse, NBIS will be $500+ in 24 months.

Why trade it?

Just own it and forget it.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27827 posts
Posted on 5/12/26 at 11:58 am to
quote:

Just own it and forget it.


Oh, I do. I am just trying to temper the conversation a bit. Ive been burned from playing options during earnings, and I would love to see us break the $200 barrier tomorrow, but this could have the opposite reaction, which could be that this stock is not worth the recent gains.

A 3 month delay on opening a data center, an earnings miss, or a small downward shift in guidance could totally tank this stock.

Just be careful...
Posted by LSUcam7
FL
Member since Sep 2016
8935 posts
Posted on 5/12/26 at 12:04 pm to
We’ve made a huge move since the start of April. Essentially doubled the market cap from $21B to now $44B.

I’m not shocked at all if we settle down and sell off a bit. Valuation still matters.
Posted by astonvilla
New Jersey
Member since Dec 2005
3517 posts
Posted on 5/12/26 at 12:17 pm to
I bought 700 more

Just cant help myself
Posted by Neauxla
New Orleans
Member since Feb 2008
34514 posts
Posted on 5/12/26 at 12:18 pm to
I keep debating it but I told myself has to get to low 160s.
Posted by bayoubengals88
LA
Member since Sep 2007
24608 posts
Posted on 5/12/26 at 3:28 pm to
Broke ground on Missouri today.
45bn dollar deal announced tomorrow?
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