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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/1/26 at 10:08 am to
Posted by HogPharmer
Member since Jun 2022
3851 posts
Posted on 6/1/26 at 10:08 am to
Scared you may have to retire a decade earlier than planned?
Posted by Neauxla
New Orleans
Member since Feb 2008
34627 posts
Posted on 6/1/26 at 10:08 am to
Thanks BB88!

I only wish I had listened to you sooner!
Posted by bayoubengals88
LA
Member since Sep 2007
25142 posts
Posted on 6/1/26 at 10:08 am to
quote:

What is the story with OUST? Mind sharing why so bullish?

Have you seen the thread?! It's revolutionary color LiDAR (Rev8) is the eyes of physical AI, and it has a software stack on top.

Massive, growing, TAM. Excellent moat.
Posted by StreamsOfWhiskey
The Woodlands, TX
Member since Jun 2013
939 posts
Posted on 6/1/26 at 10:10 am to
I have invested in NBIS with a relatively small position of 72 shares at a cost basis of $134.26. Thank you for the double. It is much appreciated.

Now, as far as NBIS, what is your target price when you start to unload your shares? Also, would you mind sharing your bullishness on OUST? This board has had some good picks, so I wanted to hear the rationale behind OUST. It's in an industry with which I have little familiarity and was curious to hear the reasons for your bullishness.

Much thanks to this board!
Posted by SidewalkTiger
Member since Dec 2019
71647 posts
Posted on 6/1/26 at 10:12 am to
quote:

Scared you may have to retire a decade earlier than planned? 


I'm 32 and in at $88 so I don't know if that will be an option

But enjoying the ride. I'm in on OUST, NBIS, DUOT, and HGRAF.


Posted by HogPharmer
Member since Jun 2022
3851 posts
Posted on 6/1/26 at 10:12 am to
Check out the OUST thread. BB has put a lot of DD and valuable info in that thread.
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12922 posts
Posted on 6/1/26 at 10:14 am to
quote:

Mind sharing why so bullish?
BB88 is one heck of a salesman for the stock.

I’m kidding. But BB88 has done some deep research into the stock, and I’ve done my own following up on it. Management is solid, they have a legit technology in Rev 8 Lidar. I find the application ability for that technology to be very robust. From humanoid robots, to heavy equipment, to self driving cars, to drones, and even traffic cameras across America. As we integrate AI technology into the physical world, OUST could be the company to give AI the eyes into our world
Posted by LSUcam7
FL
Member since Sep 2016
8981 posts
Posted on 6/1/26 at 10:17 am to
quote:

Today, CRWV market cap is only 35% higher.
quote:

Today, CRWV market cap is only 13% higher.


Today, NBIS market cap is higher than CRWV.
Posted by dkreller
Laffy
Member since Jan 2009
34119 posts
Posted on 6/1/26 at 10:20 am to
quote:

I'm in on OUST, NBIS, DUOT, and HGRAF

No DUOT for me but hopefully we can still have a yacht party in Lake Como.
Posted by StreamsOfWhiskey
The Woodlands, TX
Member since Jun 2013
939 posts
Posted on 6/1/26 at 10:26 am to
Thanks gents...I picked up a small position and will watch and wait.
Posted by bayoubengals88
LA
Member since Sep 2007
25142 posts
Posted on 6/1/26 at 10:38 am to
quote:

Now, as far as NBIS, what is your target price when you start to unload your shares?
About $1,100

If my covered calls don't get called away next month at 330...
Posted by dkreller
Laffy
Member since Jan 2009
34119 posts
Posted on 6/1/26 at 10:42 am to
quote:

About $1,100

Posted by bayoubengals88
LA
Member since Sep 2007
25142 posts
Posted on 6/1/26 at 11:01 am to
quote:

As we integrate AI technology into the physical world, OUST could be the company to give AI the eyes into our world
And if they become THE company, it's plain and simple. 30-40bn market cap in 4-6 years.
Currently 2.7bn
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/1/26 at 11:02 am to
quote:

I have sold two $330 strike 18 July covered calls.


OMG. What a dumbass...



I sold 5 $230 1/17 strike covered calls when the price was around $150. I made $15k on them and the price immediately went up to $230. I then paid $27k to buy them back when the price of the stock dipped under $190. I'm glad I did that...

Actually, that is a pretty good move, with a July strike date...

ETA: But this stock is so unstable. I can't stand the fact that I can make 15% on any given day...
This post was edited on 6/1/26 at 11:15 am
Posted by tigerfoot
Alexandria
Member since Sep 2006
61511 posts
Posted on 6/1/26 at 11:05 am to
quote:

As we integrate AI technology into the physical world, OUST could be the company to give AI the eyes into our world
hard rooting for the technology that is gonna watch me all over the country. But, if you are gonna be watched, may as well be watched going fishing
Posted by Neauxla
New Orleans
Member since Feb 2008
34627 posts
Posted on 6/1/26 at 11:13 am to
quote:


hard rooting for the technology that is gonna watch me all over the country. But, if you are gonna be watched, may as well be watched going fishing
I hope OUST is as strong as NBIS bc I went a lot heavier in OUST early unlike NBIS where I went heavy once it took off.

I just did the math...if I had invested all my NBIS money when I first invested. I could go buy a nice house in old metairie.
Posted by bayoubengals88
LA
Member since Sep 2007
25142 posts
Posted on 6/1/26 at 11:22 am to
quote:

A very wealthy person has bought options to buy NBIS stock at $320/share. The options expire in 6 weeks. If he wants to exercise those options, the price will have to be at least $330/shr ($320/shr + premium), and that's just to break even.

Guess they knew what they were doing...
Posted by HogPharmer
Member since Jun 2022
3851 posts
Posted on 6/1/26 at 11:32 am to
quote:

6 weeks til expiry, $100 out of the money, 3.5 million spent…

Hopefully a MAJOR deal coming.
20-30bn



How much are these calls worth right now?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/1/26 at 11:40 am to
quote:

Guess they knew what they were doing...


I'd be taking those profits TODAY.
Posted by bayoubengals88
LA
Member since Sep 2007
25142 posts
Posted on 6/1/26 at 11:41 am to
quote:

How much are these calls worth right now?

about 120% more than they were worth on Friday...
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