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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/8/26 at 6:32 am to
Posted by bayoubengals88
LA
Member since Sep 2007
25138 posts
Posted on 6/8/26 at 6:32 am to
It’s a hobby project, but the numbers are plausible.
Posted by astonvilla
New Jersey
Member since Dec 2005
3544 posts
Posted on 6/8/26 at 6:44 am to
thanks, hoping this comes to fruition
Posted by LChama
Member since May 2020
4147 posts
Posted on 6/8/26 at 7:43 am to
Does the speculation go beyond 2029-30? I mean, no one would expect it to plateau at that point. Probably a lot of people trimming half when we hit those numbers.
Posted by bayoubengals88
LA
Member since Sep 2007
25138 posts
Posted on 6/8/26 at 7:45 am to
I meant trimming 10-15 shares from brokerage and taking a trip
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/8/26 at 7:46 am to
I think we glossed over JP Morgan. One of the criticisms of the AI boom is that all the investment is circular and they are just scratching each other's backs.

Customers like JP Morgan are the tip of the enterprise spear. More and more major corporations are trying to figure out new and innovative ways of using AI, and they are going to invest big dollars into it. These are the customers that NBIS has been trying to attract, all along. They do not want to sell discounted services to hyperscalers when they can sell retail to enterprise customers, which, in the long run will be the bigger market, anyway.

I think a lot of consulting firms are gearing up to help their customers to integrate AI into their operations. I'm sure NBIS is working with those consulting firms to help them set up product lines to help their clients. This will effectively make the consulting companies sales representatives for NBIS.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/8/26 at 7:47 am to
quote:

Does the speculation go beyond 2029-30? I mean, no one would expect it to plateau at that point. Probably a lot of people trimming half when we hit those numbers.


I would like to hold until the stock splits...
Posted by Neauxla
New Orleans
Member since Feb 2008
34627 posts
Posted on 6/8/26 at 9:12 am to
I wish I had some cash to throw into NBIS today.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/8/26 at 9:27 am to
quote:

I wish I had some cash to throw into NBIS today.


I think this week will be crazy. We had good news around NBIS, and it's all over the board. Like I said earlier, I'm ceding this week to SPCX.
Posted by Sabans straw hat
Member since May 2022
1112 posts
Posted on 6/8/26 at 10:06 am to
Yeah, I thought we were going to see another red day for a minute there
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12921 posts
Posted on 6/8/26 at 10:09 am to
Part of me was hoping we would.

I’d rather see a steep sell off and climb than a seesaw up and down
Posted by bayoubengals88
LA
Member since Sep 2007
25138 posts
Posted on 6/8/26 at 12:06 pm to
I'm looking at the chart and I'm buying.
I think it's just a matter of time before we are at 300+
Perfect retest of the 20 day EMA
Bought 75 shares.

Posted by djrunner
Baton Rouge
Member since Jun 2010
5614 posts
Posted on 6/8/26 at 12:37 pm to
NBIS down for the day but there might be better buying opportunities in the next week or two. I am nibbling under 220.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5614 posts
Posted on 6/8/26 at 12:38 pm to
quote:

Yeah, I thought we were going to see another red day for a minute there



Looks like you might.
Posted by waverly911
Member since Sep 2007
207 posts
Posted on 6/8/26 at 12:54 pm to
quote:

I would like to hold until the stock splits...


Why? What would the stock splitting do\ for you?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27978 posts
Posted on 6/8/26 at 1:12 pm to
quote:

What would the stock splitting do\ for you?


Usually the stock splitting is a sign that the stock has been very successful, and it makes it easier for more investors to get involved.

If Nvidia had never split, the price would be over $200,000 per share. How many are you buying at that price? Attracting those additional investors helps drive the price higher.

I'd like to see it split.
Posted by TigerFanatic99
South Bend, Indiana
Member since Jan 2007
36109 posts
Posted on 6/8/26 at 1:21 pm to
quote:

If Nvidia had never split, the price would be over $200,000 per share. How many are you buying at that price? Attracting those additional investors helps drive the price higher.


You're not wrong, but I think with how easy it is for retail investors to buy fractional shares through easy to use platforms, it's a different world.

The average RobinHood user really couldn't care less and often doesn't even know the actual share price. They look at % up or down over the last 24, 1w, 1m, 6m, 12m, it'd, life.
Posted by bayoubengals88
LA
Member since Sep 2007
25138 posts
Posted on 6/8/26 at 1:42 pm to
quote:

You're not wrong, but I think with how easy it is for retail investors to buy fractional shares through easy to use platforms, it's a different world.

Options liquidity and overall liquidity is the main advantage.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5614 posts
Posted on 6/8/26 at 3:17 pm to
I like it at 218. I still think it can go lower.
Posted by LChama
Member since May 2020
4147 posts
Posted on 6/8/26 at 8:27 pm to
Noticed leopold buys mass puts when he buys in big so he makes money both ways on these volatile stocks. Very smart especially when you have enough of a share in the company to influence price movement. Not sure thats whats going on but i wouldnt doubt it.
[embed]https://www.davemanuel.com/2026/05/19/leopold-aschenbrenner-q1-2026-13f-situational-awareness/[/embed]
LINK https://www.davemanuel.com/2026/05/19/leopold-aschenbrenner-q1-2026-13f-situational-awareness/
This post was edited on 6/8/26 at 8:34 pm
Posted by bayoubengals88
LA
Member since Sep 2007
25138 posts
Posted on 6/8/26 at 8:51 pm to
Perfect retest of 20 EMA.
I’ll take my chances.
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