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re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/13/26 at 7:54 am to
Posted by YungBuck
Mandeville
Member since Dec 2017
3232 posts
Posted on 5/13/26 at 7:54 am to
Paul with the all time bag fumble

Finally back to Oct 2025 liquidity levels with NBIS
Posted by IT_Dawg
Georgia
Member since Oct 2012
26701 posts
Posted on 5/13/26 at 7:57 am to
Boom Motherfrickers!!! $200 on to $500!!

Headed for a golfing vacation and drinking a beer at the airport. LFG!
Posted by bayoubengals88
LA
Member since Sep 2007
24646 posts
Posted on 5/13/26 at 7:59 am to
If anyone thought the chart looked "cooked" heading into earnings, then they deserved to lose ALL their money

It was primed.

Bought Puts. Chart looks cooked.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26701 posts
Posted on 5/13/26 at 7:59 am to
quote:

Finally back to Oct 2025 liquidity levels with NBIS


I’m not quite there yet, as I lost a lot on calls and have been sitting on shares and some long term calls. Sucks what happened last Oct/Nov, otherwise I’d have my yacht :)
Posted by bayoubengals88
LA
Member since Sep 2007
24646 posts
Posted on 5/13/26 at 8:03 am to
quote:

I’m not quite there yet, as I lost a lot on calls and have been sitting on shares and some long term calls. Sucks what happened last Oct/Nov, otherwise I’d have my yacht :)

I'll be happy to be back at those levels in 5 years. Thrilled, in fact. We move on.
Posted by bayoubengals88
LA
Member since Sep 2007
24646 posts
Posted on 5/13/26 at 8:04 am to
quote:

IT_Dawg

I'd love for you to look into OUST and let us know what you think.
Posted by LSUcam7
FL
Member since Sep 2016
8942 posts
Posted on 5/13/26 at 8:18 am to
Loading Twitter/X Embed...
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If I had to make a decision between my NBIS shares and first born son the decision would be harder than it should.
Posted by The Boat
Member since Oct 2008
177281 posts
Posted on 5/13/26 at 8:37 am to
Phase Ta Two Hundred
Posted by LB84
Member since May 2016
4524 posts
Posted on 5/13/26 at 8:37 am to
looks like the "sell the news" crowd is beating it under 200.
Posted by LSUcam7
FL
Member since Sep 2016
8942 posts
Posted on 5/13/26 at 8:41 am to
I think market related more than anything. Indices weak after the inflation prints.
Posted by LB84
Member since May 2016
4524 posts
Posted on 5/13/26 at 8:48 am to
quote:

I think market related more than anything. Indices weak after the inflation prints.


They absolutely crushed their goals and the price is the same it was last week is just crazy.
Posted by The Boat
Member since Oct 2008
177281 posts
Posted on 5/13/26 at 9:07 am to
These are crazy swings from $207 to $198 to $207

Paul says he told us so
Posted by LB84
Member since May 2016
4524 posts
Posted on 5/13/26 at 9:10 am to
Long term it doesn't matter but it's fun to see big jumps. Just slightly disappointed we aren't in the 210s or 220s from this great news. We'll get there though.
Posted by The Boat
Member since Oct 2008
177281 posts
Posted on 5/13/26 at 9:11 am to
I got a screenshot of $200.00 even. I’ll see that a few years from now and think wow it used to be cheap.
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17455 posts
Posted on 5/13/26 at 9:26 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24646 posts
Posted on 5/13/26 at 9:28 am to
Added NBIL at 34.17 while stock was around 196 because I think 220 gets here fast.
Posted by RJSambola
Member since Jun 2012
403 posts
Posted on 5/13/26 at 9:50 am to
The stock moved more today than the cost basis of 200 of my shares
Posted by jevins_slickin
Member since Nov 2018
1342 posts
Posted on 5/13/26 at 9:55 am to
quote:

The stock moved more today than the cost basis of 200 of my shares


feels like we are living a dream right now. Just wish i added more when it was at $100

to bb88
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20079 posts
Posted on 5/13/26 at 10:15 am to
Per Google

quote:

As of mid-May 2026, approximately 17% to 21% of Nebius Group (NBIS) float is sold short, reflecting high investor skepticism despite recent price volatility. Short interest data shows about 43.6 million shares held short, with a "days to cover" ratio hovering around 2 to 3 days, indicating moderate to high short pressure
Posted by LSUcam7
FL
Member since Sep 2016
8942 posts
Posted on 5/13/26 at 10:36 am to
Exited March with $1.92bn ARR. Dec ‘25 ARR was $1.25bn.

Targeted to have >4GW of contracted power by the end of this year. Previous guide was >3GW.

Execution.
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