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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/3/26 at 8:51 am to
Posted by StonewallJack
Member since Apr 2008
1046 posts
Posted on 6/3/26 at 8:51 am to
Hold the lines!!!
Posted by Stidham8
Member since Aug 2018
10451 posts
Posted on 6/3/26 at 8:52 am to
Yeah I’m not selling. It’ll get to $300 eventually. These next few days are going to be an excellent buying opportunity.
This post was edited on 6/3/26 at 8:54 am
Posted by LSUcam7
FL
Member since Sep 2016
8981 posts
Posted on 6/3/26 at 9:06 am to
Buying AI names in March and April was a cheat code.

Unbelievable run.
Posted by Stidham8
Member since Aug 2018
10451 posts
Posted on 6/3/26 at 9:09 am to
Dipped to $249 and already climbing back up!
Posted by Neauxla
New Orleans
Member since Feb 2008
34627 posts
Posted on 6/3/26 at 9:38 am to
I was debating adding more if it kept dipping
Posted by bayoubengals88
LA
Member since Sep 2007
25141 posts
Posted on 6/4/26 at 12:51 pm to
Sold 26 OUST at ~47.67
Bought 5 NBIS @ 248.26

It was very clear that the market just wanted a gap fill.
As soon as $236 was touched it went straight up.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26769 posts
Posted on 6/4/26 at 2:32 pm to
At the San Francisco airport headed back from Snowflake’s big event. Been here all week.

Clickhouse had their event at the same time right around the corner, stopped in and introduced myself to some folks.

IPO, let’s fricking go!

Posted by bayoubengals88
LA
Member since Sep 2007
25141 posts
Posted on 6/4/26 at 2:41 pm to
quote:

Clickhouse had their event at the same time right around the corner, stopped in and introduced myself to some folks.

IPO, let’s fricking go!
Posted by Lurk
The Parish
Member since Jul 2019
52 posts
Posted on 6/4/26 at 2:44 pm to
quote:

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

Hopefully a MAJOR deal coming.
20-30bn

LINK


= Clickhouse IPO
Posted by bayoubengals88
LA
Member since Sep 2007
25141 posts
Posted on 6/4/26 at 7:47 pm to
Posted by waverly911
Member since Sep 2007
207 posts
Posted on 6/4/26 at 9:23 pm to
Which name had $3.5M in options $100 out of the money? Was that today 6/4/26?
Posted by bayoubengals88
LA
Member since Sep 2007
25141 posts
Posted on 6/4/26 at 10:11 pm to
It’s happened roughly twice. Two different contracts with different strike and expiry.
First was 3.5
This one was 2.4
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17480 posts
Posted on 6/4/26 at 10:18 pm to
would you share what your exposure to each of these are relative to each other?

2 to 1; 4 to 1 etc.
Posted by bayoubengals88
LA
Member since Sep 2007
25141 posts
Posted on 6/4/26 at 11:19 pm to
Exposure to what exactly?
NBIS?
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17480 posts
Posted on 6/4/26 at 11:29 pm to
NBIS and OUST.

not asking you to overshare. only what you want
Posted by bayoubengals88
LA
Member since Sep 2007
25141 posts
Posted on 6/4/26 at 11:50 pm to
Brokerage is 3:1
NBIS
ROTH is 1/2 OUST no NBIS
Posted by ynlvr
Rocket City
Member since Feb 2009
5566 posts
Posted on 6/5/26 at 2:58 am to
All In!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/5/26 at 7:41 am to
quote:

Hmmm


The bill has been introduced. No telling how long before it get's passed. IF it gets passed.
Posted by LChama
Member since May 2020
4150 posts
Posted on 6/5/26 at 7:43 am to
quote:

The bill has been introduced. No telling how long before it get's passed. IF it gets passed.


Anybody looked at the contents? Positives/negatives?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/5/26 at 8:00 am to
quote:

Anybody looked at the contents? Positives/negatives?


I haven't had a chance to review it. It had better be fastracked if the guy that bought the July calls wants to cash in...

If the bill is bullish for NBIS, then just being introduced might induce a bit of a bump. Sometimes these bills are bipartisan in nature and can get moved through quickly, but any bill that tries to put guardrails on AI is going to be controversial and will have a lot of back and forth.

Some folks are going to want free market/speech and to take the guard rails off and others, like Bernie Sanders are going to want the government ot take over complete control of AI...

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