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Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/21/25 at 6:09 am to
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77255 posts
Posted on 5/21/25 at 6:09 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/21/25 at 7:38 am to
Another buying opportunity for me this morning. Going to add another 200 shares if it gets down around $38
Posted by HogPharmer
Member since Jun 2022
2824 posts
Posted on 5/21/25 at 8:42 am to
Hope you bought right at open.
Posted by bayoubengals88
LA
Member since Sep 2007
21344 posts
Posted on 5/21/25 at 8:44 am to
quote:

Hope you bought right at open.

Posted by AuburnTigers
Member since Aug 2013
14391 posts
Posted on 5/21/25 at 9:02 am to
quote:


Hope you bought right at open.
Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/21/25 at 9:58 am to
Good to go with what I got now. Gonna ride this puppy up to 60 over the next couple months… ;)
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77255 posts
Posted on 5/21/25 at 10:02 am to
Any indication that this does indeed go up to $60 this year?
Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/21/25 at 10:17 am to
Well, one of the few analysts that cover this stock reaffirmed their $60 target

Also, I really liked the guidance from the con call yesterday and the growth trajectory.

Wouldn’t be shocked to see $80 this year. I’m in this business and their type of offering is booming right now. They also have some good spread out investments in other companies and finally, should be profitable late Q3
Posted by bayoubengals88
LA
Member since Sep 2007
21344 posts
Posted on 5/21/25 at 11:15 am to
quote:

I’m in this business and their type of offering is booming right now.
Feel free to tell us more...

quote:

They also have some good spread out investments in other companies and finally, should be profitable late Q3
This is one of the best parts IMO. They're using their subsidiaries, some of which have been around for years, to fund their core AI business. So shareholder dilution, if needed, will be minimal. Arkady and his team are top notch.

I'm looking for Avride to get either bought out or heavily invested in by a big name like Uber, thus providing potentially billions of cash for future investment.
Same with Clickhouse. They will sell their portion if/when Clickhouse IPOs.
This post was edited on 5/21/25 at 11:15 am
Posted by LChama
Member since May 2020
2708 posts
Posted on 5/21/25 at 12:05 pm to
Will be raising cash to buy more if we go back below $35
This post was edited on 5/21/25 at 12:31 pm
Posted by jefforize
Member since Feb 2008
45032 posts
Posted on 5/21/25 at 12:34 pm to
I think a treasury bond auction just nuked everything.
Posted by bayoubengals88
LA
Member since Sep 2007
21344 posts
Posted on 5/21/25 at 12:43 pm to
Something did. Thanks for the info.
Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/22/25 at 4:08 am to
quote:

Feel free to tell us more...


My name is IT_Dawg :)

I’ve been in IT sales since 2006. I’ve spent the past 8 years selling consulting services around Data, Analytics, AI/GAI, ML, and Automation

Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/22/25 at 8:27 am to
Feel like today will be a good day. Looking for this to close over $40 today, that treasury auction really shite all over a good market. Hopefully the news of all 4 analysts that cover NBIS holding or raising their 1y target will come back to top of mind
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77255 posts
Posted on 5/22/25 at 8:48 am to
Down 4% in early trading today
Posted by bayoubengals88
LA
Member since Sep 2007
21344 posts
Posted on 5/22/25 at 9:11 am to
quote:

Down 4% in early trading today

Nothing new for NBIS

Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/22/25 at 9:45 am to
quote:

Down 4% in early trading today


Not sure wtf happened to drive it down to $37, but missed my chance to add to the position. Looks like a massive volume dump drove it down to $37 on the dot, very odd. Lasted like a few mins.

Almost half the avg daily volume went in the first hour…guessing someone dumped a huge position and others bought it back up to $39.

This post was edited on 5/22/25 at 9:49 am
Posted by LChama
Member since May 2020
2708 posts
Posted on 5/22/25 at 10:27 am to
MF Coreweave. I guess its whoever the machine gets behind.. but sh*%#
Posted by IT_Dawg
Georgia
Member since Oct 2012
24414 posts
Posted on 5/22/25 at 10:33 am to
NBIS could see the same thing happen this year, especially if they turn positive EBITDA

Coreweave still isn’t a profitable business either and now has a $52B market cap
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25752 posts
Posted on 5/22/25 at 10:35 am to
quote:

guessing someone dumped a huge position and others bought it back up to $39.



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