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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/12/26 at 11:39 am to bayoubengals88
Posted on 5/12/26 at 11:39 am to bayoubengals88
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...
1
Posted on 5/12/26 at 11:45 am to Jax-Tiger
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 on 5/12/26 at 11:58 am to Covingtontiger77
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 on 5/12/26 at 12:04 pm to Jax-Tiger
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.
I’m not shocked at all if we settle down and sell off a bit. Valuation still matters.
Posted on 5/12/26 at 12:17 pm to LSUcam7
I bought 700 more 
Just cant help myself
Just cant help myself
Posted on 5/12/26 at 12:18 pm to astonvilla
I keep debating it but I told myself has to get to low 160s.
Posted on 5/12/26 at 3:28 pm to Neauxla
Broke ground on Missouri today.
45bn dollar deal announced tomorrow?
45bn dollar deal announced tomorrow?
Posted on 5/12/26 at 4:13 pm to bayoubengals88
I have the best timing.
Posted on 5/12/26 at 5:17 pm to astonvilla
quote:
I bought 700 more
Damm. Youre in the high roller room
Posted on 5/12/26 at 5:25 pm to LChama
the cofounder of Nebius tweeted.
'See you tomorrow'
hopefully thats a good sign
'See you tomorrow'
hopefully thats a good sign
Posted on 5/12/26 at 5:56 pm to astonvilla
quote:!!!
the cofounder of Nebius tweeted. 'See you tomorrow' hopefully thats a good sign
I literally don’t own enough shares.
If we dip I may have sell some OUST or MRLN for LEAPS.
Loading Twitter/X Embed...
If tweet fails to load, click here.
Posted on 5/12/26 at 7:29 pm to bayoubengals88
Man this this awesome for everyone who got in early.
I’m just being able to get to a point where I have the ability to have a “fun” brokerage account. Hopefully I can get in on the next great money board find
I’m just being able to get to a point where I have the ability to have a “fun” brokerage account. Hopefully I can get in on the next great money board find
Posted on 5/12/26 at 7:43 pm to Bayou_Tiger_225
quote:
Hopefully I can get in on the next great money board find
My money is on OUST.
Literally.
I love Boost Run but so much of my portfolio is in NBIS.
Posted on 5/12/26 at 7:48 pm to bayoubengals88
I was considering starting a thread asking for some stocks to invest in for my fun satellite portfolio, but I didn’t want to clog up the board
Posted on 5/12/26 at 7:54 pm to bayoubengals88
I used the rest of my powder and doubled my shares today at $25.28. I need to sell some of my pos stocks that are doing nothing and hopefully get some more shares of OUST. I will have some CC's called away in NBIS and possibly CSCO on Friday so will be in goo position next week.
Posted on 5/13/26 at 6:01 am to jerryc436
And just like that we’re at 195 pre market…
Posted on 5/13/26 at 6:07 am to bayoubengals88
quote:
Owned capacity continues to expand rapidly.
Contracted capacity already exceeds 3.5 GW, far surpassing
the goal of 3 GW we set for the end of the year.
Our execution gives us the confidence to raise our contract-
ed power guidance to more than 4 GW by year-end.
We have now secured two gigawatt-scale sites in the US.
We broke ground at our Missouri location yesterday;
Today,
we are announcing a new site in
Pennsylvania where we have
secured power for a deployment of up to 1.2 GW.
This post was edited on 5/13/26 at 6:08 am
Posted on 5/13/26 at 6:08 am to jerryc436
That’s a pop!
Posted on 5/13/26 at 6:08 am to bayoubengals88
lets go 
double beat as well
double beat as well
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