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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/13/26 at 6:08 am to bayoubengals88
Posted on 5/13/26 at 6:08 am to bayoubengals88
lets go 
double beat as well
double beat as well
2
Posted on 5/13/26 at 6:09 am to bayoubengals88
quote:
Our balance sheet is healthy, with more than $9 billion
of cash from fundraising during the quarter and robust Q1
operating cash inflows of $2.3 billion. We plan to deploy this
cash in a disciplined manner to further expand our capacity,
and will evaluate potential acquisitions that deepen our tech-
nology stack and product capabilities.
Posted on 5/13/26 at 6:11 am to astonvilla
We’re all cautiously optimistic with NBIS holding and hoping after a historic run and she’s about to blow it out of the water today.
We need IT up in here!
We need IT up in here!
Posted on 5/13/26 at 6:12 am to astonvilla
684% revenue growth 
399 million is a strong beat.
That’s never happened before…
399 million is a strong beat.
That’s never happened before…
Posted on 5/13/26 at 6:14 am to bayoubengals88
I saw $205!!!
Posted on 5/13/26 at 6:17 am to bayoubengals88
quote:
Today,
we are announcing a new site in
Pennsylvania where we have
secured power for a deployment of up to 1.2 GW.
did they give a location for this?
Posted on 5/13/26 at 6:19 am to bayoubengals88
Had a sneaky feeling this might happen. Just no conviction..
Still 10% of my holdings.
Still 10% of my holdings.
Posted on 5/13/26 at 6:23 am to SquatchDawg
I don't know how y'all can stand this volatility...
You should invest that money in CDs - much more consistant performance.
I mean, this could hit $220 today, but could be back to $205 tomorrow. Unacceptable.
You should invest that money in CDs - much more consistant performance.
I mean, this could hit $220 today, but could be back to $205 tomorrow. Unacceptable.
This post was edited on 5/13/26 at 6:24 am
Posted on 5/13/26 at 6:23 am to SquatchDawg
lol this is 70% of my taxable account. Not massive but meaningful. Also holding in Roth. Been wanting to slice some off and redeploy elsewhere but I can’t bring myself to do it
Posted on 5/13/26 at 6:23 am to bayoubengals88
they have 9B dollar in cash
Posted on 5/13/26 at 6:26 am to astonvilla
Congrats NBiS brothas! Long and Strong!
Posted on 5/13/26 at 6:28 am to LChama
Well good morning good people!
Posted on 5/13/26 at 6:28 am to bayoubengals88
So I chickened out on the quarter bet as I was worried with the run being so strong leading in. I did buy 5 5/15 175s yesterday - those should do OK lol (now watch PPI blow everything up).
My covered calls on a 1/3rd of my position (230 Jan) all of a sudden really seems to be in play. Good problem to have.
My covered calls on a 1/3rd of my position (230 Jan) all of a sudden really seems to be in play. Good problem to have.
Posted on 5/13/26 at 6:31 am to CheesyF
quote:
lol this is 70% of my taxable account
Conviction! Congrats.
Today you will face the “now WTF do I do” question.
Posted on 5/13/26 at 6:33 am to bayoubengals88
To the OP(Bayoubengals) on this one. 
Posted on 5/13/26 at 6:35 am to FLObserver
Napkins!!!!
Posted on 5/13/26 at 6:40 am to AuBeerStud
$210?
Posted on 5/13/26 at 6:46 am to SquatchDawg
Posted on 5/13/26 at 6:52 am to AuBeerStud
Guy on Reddit shorted NBIS by $730,000 yesterday with a target price of $140, and was bragging about it.
Wants to get his girlfriend new cans...
Wall Street Bet
That's gonna sting...
Wants to get his girlfriend new cans...
Wall Street Bet
That's gonna sting...
This post was edited on 5/13/26 at 6:53 am
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