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re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/29/26 at 3:01 pm to
Posted by AuBeerStud
Michigan
Member since Feb 2013
541 posts
Posted on 5/29/26 at 3:01 pm to
I sold my 222.5 calls at 1pm.

I padded myself on the back for being a good little investor!

:(
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 5/29/26 at 3:04 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 5/29/26 at 3:06 pm to
WHAT is happening??!

Hitting the tape...
95,268
220,600
66,181
61,354
38,324

These are all separat buys after the bell...
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 5/29/26 at 3:07 pm to
green means they're buying at ask.

Posted by Neauxla
New Orleans
Member since Feb 2008
34628 posts
Posted on 5/29/26 at 3:08 pm to
I wish I had that kind of $
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27980 posts
Posted on 5/29/26 at 3:08 pm to
quote:

WHAT is happening??!


Could it be the start of a run to $320 is happening...
Posted by HogPharmer
Member since Jun 2022
3851 posts
Posted on 5/29/26 at 3:12 pm to
Holy shite what a close! I added on the dip this morning. Just closed at a new ATH in my investment account. Up over 100% the last 2 months!

This thing is about to take off!
Posted by HogPharmer
Member since Jun 2022
3851 posts
Posted on 5/29/26 at 3:26 pm to
I don’t think we’ll be hearing from Paul again anytime soon.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27980 posts
Posted on 5/29/26 at 3:27 pm to
quote:

This thing is about to take off!


I know you've been invested in this a while, but About to take off? Hasn't it taken off a couple of times already this month?
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 5/29/26 at 3:27 pm to
quote:

I don’t think we’ll be hearing from Paul again anytime soon.

Posted by HogPharmer
Member since Jun 2022
3851 posts
Posted on 5/29/26 at 3:33 pm to
Oh I know. We closed at $92 60 days ago. I’m grateful for where we’re at. I just can’t believe someone would dump $3.2M into such short dated calls without knowing something massive is coming very very soon.

I’m in for an average of $78/share (and that’s after scooping up more on the dip this morning). So I’m beyond happy even just where we’re at right now.
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 5/31/26 at 7:06 pm to
Up a ladder to $244 out of the gate!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27980 posts
Posted on 5/31/26 at 7:42 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 5/31/26 at 7:49 pm to
All the big accounts are getting BULLISH AF on NBIS.
Makes me want to buy a couple of 2028 calls…$300 or so

Which is probably the WORST time to buy a call
I’ll stick to my shares.
This post was edited on 5/31/26 at 7:51 pm
Posted by The Boat
Member since Oct 2008
177644 posts
Posted on 5/31/26 at 10:18 pm to
Have you heard about this new stock called NBIS? It’s only $230
Posted by astonvilla
New Jersey
Member since Dec 2005
3544 posts
Posted on 6/1/26 at 4:50 am to
Nvidia CEO apparently gave a shoutout to NBIS in Asia and thus the premarket rally
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 6/1/26 at 6:01 am to
We worked with Nebius, and they are growing incredibly fast,” said Huang onstage, before a slide featuring Nvidia and Nebius logos at the top, separated by a heart symbol.

The slide showcased Nebius’ cloud offerings, with Huang noting that “each one of these clouds has incredible customers,” citing companies such as Cursor, Revolut and Shopify among its users.

Shares of Nvidia, which announced its first PC processors, among other updates, were up nearly 2%.
Posted by jerryc436
Franklin
Member since Jan 2014
676 posts
Posted on 6/1/26 at 6:10 am to
To add shares would you prefer puts on NBIS or OUST. I would like to add to both but the NBiS runup makes those shares much more expensive. I am only comparing these two for puts today or tomorrow. I have about 50K to invest and I have margin but not comfortable using it.
This post was edited on 6/1/26 at 6:12 am
Posted by bayoubengals88
LA
Member since Sep 2007
25144 posts
Posted on 6/1/26 at 8:05 am to
quote:

I am only comparing these two for puts today or tomorrow. I have about 50K to invest and I have margin but not comfortable using it.
Right now, OUST would be my preference.
This coming from someone who sold 100 OUST on Friday to buy 20 NBIS.
So it being up $35 since my entry on Friday is probably influencing my thinking.

But yes, OUST by itself, is a perfectly fine choice for option selling.
IV is through the roof for a solid company.
Posted by jerryc436
Franklin
Member since Jan 2014
676 posts
Posted on 6/1/26 at 8:25 am to
Do you have any thoughts on put on NVDA compared to NBIS? I am a little light on NVDA compared to NBIS.
This post was edited on 6/1/26 at 8:26 am
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