re: Nebius - NBIS - AI Infrastructure Company

Time to post a beer. From Riverside Cafe.


These Super Hornets are super loud and annoying...

I wrote some far OTM calls for June

If it gets to $300 in the next 30 days then so fricking be it

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What are you thinking?

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I am thinking that every dollar that this goes over $230 is a dollar that is going to someone else. So I don't want to be sitting on $115K that could double and not see a dime of it.

I also think that if I'm the one who bought the calls, I'm not going to exercise it any time soon. I wish they would, because that would let me off the hook.

The original payment for the options is moot. No matter what I do, that money is mine, so I'm not subtracting it out, just to make myself feel better.
It's gonna be $40k ish to buy them back. But that would save on taxes, for now. The issue now that I have is that I could spend the $40K and be done. I was paid $15K for the options, and I've probably made a little money on that.

If the price is over $230, the options will be excercised, and I will have to pay taxes on the money.

So... What are the options?

It's gonna be $40k ish to buy them back. But that would save on taxes, for now. The issue now that I have is that I could spend the $40K and be done.

What are you thinking?

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10/10 is when my share switched to long-term so it's a decent incentive to keep it going

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Mine are converting to long term next month.

My dog is going nuts and barking every time those jets fly overhead. And this is just practice. I live about a mile from the airport, but not in line with the runway, so we never hear jets unless the Blue Angels are in town.

Most of the planes in and out of here are Piper prop planes, since Piper is based here. When my ship comes in, I'm gonna buy one of those $5M Piper turbo props that cruise at over 300 knots...

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I'm in at $88, I'm guessing the strategy here is to hold until the cows come home?

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You got it.
We are 55bn cap now.
When we are producing 40bn in revenue at 25% net margin at a trailing PE of 40 then market cap will be 400bn

At ~25% dilution lets assume 320mm shares…
400,000,000,000/320,000,000=1,250

I may trim at $1,250
This’ll be early 2031 in my estimation

BB88..i agree you should never have to pay for a beer again. I told 50 people about this back when deepseek took it back to the 20’s. Only 2 people took my (your) advice. One got in in the 20’s rode to 40 and back to 17. Hes nearly 400k now from this. The other was a lady at work who got in at 75 because she heard him and me talkin about it. She wanted to sell today and i told her im hangin on and why. Anyway youve made a lot of people life changing dough including me. Truly appreciative bro! Thank you for bringin this to the board last year!

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Only three of my friends have made incredible returns with NBIS. I told several people about it at $19-24 who never bought.

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I wish I believed sooner than I did.

Remember that time you bought at 30 and trimmed at 46 thinking you killed the trade...I remember

This strength is INSANE