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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/15/26 at 9:25 am to bayoubengals88
Posted on 5/15/26 at 9:25 am to bayoubengals88
quote:
This is just my opinion of course.
your opinion has certainly earned some trust!
1
Posted on 5/15/26 at 1:16 pm to WG_Dawg
Climbed all the way back today!
Posted on 5/15/26 at 3:30 pm to HogPharmer
Goldman raises 12mo target to $234 (from $205)
Posted on 5/15/26 at 3:46 pm to LSUcam7
Nice. hoped it would have been little higher. it already touched 233 in one of the trading sessions so close to their target.
Posted on 5/15/26 at 4:14 pm to LSUcam7
Raised it to a target it already reached? 
Posted on 5/15/26 at 5:20 pm to astonvilla
I don’t put too much weight into targets. They aren’t predictions as much as they are reactions.
Posted on 5/17/26 at 11:03 am to bayoubengals88
My friends that invest went from ignoring NBis to asking when a good entry is.
They had me at yandex ceo and Israeli ties
They had me at yandex ceo and Israeli ties
Posted on 5/17/26 at 2:02 pm to SpeedyNacho
Posted on 5/17/26 at 2:41 pm to bayoubengals88
What does Monday look like ?
Posted on 5/17/26 at 3:59 pm to astonvilla
I’m worried the spike in long rates will throw water on the market. We’ll see.
Posted on 5/17/26 at 4:40 pm to bayoubengals88
quote:
H200 spot just hit $6.40
And this is the basis of my thesis in effect, every GPU will be in demand and utilized over the coming years. Obviously love NBIS can provide value on top of the bare rental - but it is the sheer demand for compute to me that remains the key.
Hence I play so many in the space and look at GWs under contract as my first driver
Posted on 5/17/26 at 5:28 pm to igoringa
Yes. This is the essence of the bear and bull case, and why Michael Bury was full of shite last fall.
Sentiment shift was totally unfounded.
Sentiment shift was totally unfounded.
Posted on 5/18/26 at 9:09 am to bayoubengals88
Buying opportunity
Posted on 5/18/26 at 9:22 am to Neauxla
quote:
Buying opportunity
For me 175 or below I'll pick up a few more.
Posted on 5/18/26 at 2:47 pm to LB84
Scarped the bottom with some current week options on NBIS, CIFR, and IREN - quick 2K flip on dead cat bounce. Looks like if I held a few minutes more could have doubled or tripled that but oh well - - too many scars from the fall lol
Posted on 5/18/26 at 10:09 pm to igoringa
Saw some news that Google/Blackstone starting an AI cloud company.
Might be some headwinds for NBIS
Might be some headwinds for NBIS
Posted on 5/19/26 at 6:56 am to kaaj24
More top talent for a cheaper total cost…
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Posted on 5/19/26 at 12:07 pm to bayoubengals88
They gave us a nice little dip to buy today
Posted on 5/19/26 at 12:10 pm to JetsetNuggs
I bought yesterday Posted on 5/19/26 at 1:12 pm to Neauxla
quote:
I bought yesterday
You're doing just fine.
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