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re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/13/26 at 6:09 am to
Posted by bayoubengals88
LA
Member since Sep 2007
25822 posts
Posted on 5/13/26 at 6:09 am to
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 by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20519 posts
Posted on 5/13/26 at 6:11 am to
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!
Posted by bayoubengals88
LA
Member since Sep 2007
25822 posts
Posted on 5/13/26 at 6:12 am to
684% revenue growth

399 million is a strong beat.
That’s never happened before…
Posted by bayoubengals88
LA
Member since Sep 2007
25822 posts
Posted on 5/13/26 at 6:14 am to
I saw $205!!!
Posted by LB84
Member since May 2016
4583 posts
Posted on 5/13/26 at 6:17 am to
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 by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20519 posts
Posted on 5/13/26 at 6:19 am to
Had a sneaky feeling this might happen. Just no conviction..


Still 10% of my holdings.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28159 posts
Posted on 5/13/26 at 6:23 am to
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.
This post was edited on 5/13/26 at 6:24 am
Posted by CheesyF
Member since May 2017
551 posts
Posted on 5/13/26 at 6:23 am to
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 by astonvilla
New Jersey
Member since Dec 2005
3547 posts
Posted on 5/13/26 at 6:23 am to
they have 9B dollar in cash
Posted by LChama
Member since May 2020
4372 posts
Posted on 5/13/26 at 6:26 am to
Congrats NBiS brothas! Long and Strong!
Posted by auisssa
Member since Feb 2010
4741 posts
Posted on 5/13/26 at 6:28 am to
Well good morning good people!
Posted by igoringa
South Mississippi
Member since Jun 2007
12463 posts
Posted on 5/13/26 at 6:28 am to
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.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20519 posts
Posted on 5/13/26 at 6:31 am to
quote:

lol this is 70% of my taxable account


Conviction! Congrats.

Today you will face the “now WTF do I do” question.
Posted by FLObserver
Jacksonville
Member since Nov 2005
16243 posts
Posted on 5/13/26 at 6:33 am to
To the OP(Bayoubengals) on this one.
Posted by AuBeerStud
Michigan
Member since Feb 2013
546 posts
Posted on 5/13/26 at 6:35 am to
Napkins!!!!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20519 posts
Posted on 5/13/26 at 6:40 am to
$210?
Posted by LSUcam7
FL
Member since Sep 2016
9025 posts
Posted on 5/13/26 at 6:46 am to
Posted by LChama
Member since May 2020
4372 posts
Posted on 5/13/26 at 6:51 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28159 posts
Posted on 5/13/26 at 6:52 am to
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...
This post was edited on 5/13/26 at 6:53 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20519 posts
Posted on 5/13/26 at 6:53 am to
Wow.

He’ll at least be good on his taxes this year.

ETA comments in that thread are priceless.



quote:

Up 13.5% in pre-market after hulk smashing numbers


quote:

Good job retard


quote:

Bro shorted the bottom!


quote:

Aaand it’s gone!


quote:

The economy thanks you for your sacrifice


quote:

Hahhahaha omg great trade buddy

This post was edited on 5/13/26 at 7:14 am
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