re: Nebius - NBIS - AI Infrastructure Company

Posted by The Boat

Member since Oct 2008

177639 posts

Posted on 6/11/26 at 9:31 pm to HogPharmer

Tomorrow is gonna be one of those classic Friday face melters

2 ...

Posted by LChama

Member since May 2020

4147 posts

Posted on 6/11/26 at 10:07 pm to The Boat

Congrats once again my long Nebius bros!

Posted by jefforize

Member since Feb 2008

46030 posts

Posted on 6/11/26 at 10:30 pm to LChama

240 ah

Time to get naked

Posted by jefforize

Member since Feb 2008

46030 posts

Posted on 6/11/26 at 10:33 pm to BZ504

Today I set a LO at $200 good til canceled that hopefully never gets filled lol. Living large baws

Posted by BigAL Golesh

Member since Apr 2026

239 posts

Posted on 6/11/26 at 11:30 pm to jefforize

Nasdaq Global Indexes said Nebius Group NV will be added to the Nasdaq 100 index before the open on June 22.

Posted by HogPharmer

Member since Jun 2022

3851 posts

Posted on 6/12/26 at 6:22 am to The Boat

quote:
Tomorrow is gonna be one of those classic Friday face melters

May try to grab some short dated RKLB and NBIS calls right at open.

Don’t know if I’ve got the balls to go 0DTE. That’s not like putting all your money on black. It feels more like putting it all on black 11.

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

27978 posts

Posted on 6/12/26 at 8:15 am to HogPharmer

Nebius is already up double digits and the option prices are insane. SPCX is going to suck up all the oxygen in the room. I'm sitting on my shares and gonna stay on the sidelines today.

Best of luck to all...

Posted by LSUcam7

Member since Sep 2016

8981 posts

Posted on 6/12/26 at 8:18 am to Jax-Tiger

I can’t justify buying any calls that already have pricey premiums, particularly after it’s up so significantly.

Momentum traders would say that’s how to play it, but that’s also how you get smoked when volatility hits.

It also feels too obvious to work lol.

Posted by The Boat

Member since Oct 2008

177639 posts

Posted on 6/12/26 at 9:12 am to LSUcam7

Looking good. Nasdaq 100 news should be a nice tailwind up to listing.

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

27978 posts

Posted on 6/12/26 at 9:26 am to The Boat

quote:
Nasdaq 100 news should be a nice tailwind up to listing.

Its working out for NBIS, but not so much for RKLB.

Posted by The Boat

Member since Oct 2008

177639 posts

Posted on 6/12/26 at 9:28 am to Jax-Tiger

SpaceX is sucking the rocket fuel out of space stocks. Good to see NBIS is independent of all the hoopla.

2 ...

Posted by HogPharmer

Member since Jun 2022

3851 posts

Posted on 6/12/26 at 9:30 am to The Boat

SPCE down 23%. Yikes.

Posted by Bayou_Tiger_225

Third Earth

Member since Mar 2016

12921 posts

Posted on 6/12/26 at 10:06 am to The Boat

quote:
SpaceX is sucking the rocket fuel out of space stocks.

I’ll be going shopping

Posted by The Boat

Member since Oct 2008

177639 posts

Posted on 6/12/26 at 3:03 pm to Bayou_Tiger_225

Funny that jumping $10 can feel like a bit of a dud now

Posted by bayoubengals88

Member since Sep 2007

25138 posts

Posted on 6/12/26 at 3:10 pm to The Boat

Added 37 for the LONG haul in Roth today.

Posted by bayoubengals88

Member since Sep 2007

25138 posts

Posted on 6/12/26 at 3:16 pm to bayoubengals88

This diversified revenue number is THE reason I added.

When I saw this, if it were $290 I still would have added.

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Posted by astonvilla

New Jersey

Member since Dec 2005

3544 posts

Posted on 6/12/26 at 4:35 pm to bayoubengals88

I heard SpaceX is building data centers in Space as soon as 2027. any concerns from that angel?

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Posted by auisssa

Member since Feb 2010

4726 posts

Posted on 6/12/26 at 5:13 pm to astonvilla

This is what Claude says:

Impact on Nebius Specifically
This is the key question. The threat is real but long-dated:

SpaceX's factory doesn't produce satellites until end of 2027 at earliest, with prototypes in early 2027

Commercial constellation scale is 2028–2029 at best

Nebius's Independence, MO campus actually accelerates in 2028–2029 — the same window
SpaceX's interchangeable compute payload could mean Nvidia chips in orbit, which would actually benefit Nvidia (Nebius's backer) too

The more immediate impact is competitive narrative pressure — orbital compute creates a ceiling on how aggressively investors will value long-duration terrestrial infrastructure like Nebius's, since the market is now pricing in a potential paradigm shift.

But operationally, Nebius has locked in $20B+ in customer contracts that won't evaporate overnight.