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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/15/26 at 10:19 am to
Posted by djrunner
Baton Rouge
Member since Jun 2010
5627 posts
Posted on 6/15/26 at 10:19 am to
Same, I bought a bunch last week when it dropped under 210 and sold that but holding on to some long.
Posted by BigAL Golesh
Member since Apr 2026
299 posts
Posted on 6/15/26 at 10:40 am to
quote:

robots by the end of 2025. *looks around* where they at?
Posted by djrunner
Baton Rouge
Member since Jun 2010
5627 posts
Posted on 6/15/26 at 3:30 pm to
quote:

I don't believe you. Regardless don't let emotion get in the way of making money.


quote:

i'm not,


If you haven't invested in anything Elon since Obama was in office like you claim, you have missed out on a lot of money because of emotion. Don't fool yourself and take my advice.
Posted by bayoubengals88
LA
Member since Sep 2007
25209 posts
Posted on 6/15/26 at 3:40 pm to
Nebius is a great company.
What a stock!
Posted by j1897
Member since Nov 2011
4722 posts
Posted on 6/15/26 at 3:41 pm to
quote:

you have missed out on a lot of money


This is illogical.




In the last 3 years SPY has OUTPERFORMED tesla. Nvidia has outperformed it as well. Trying to time markets is dumb.
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33504 posts
Posted on 6/15/26 at 3:44 pm to
quote:

last 3 years


Nice cherry pick. he said Obama

quote:

Over the last decade, Tesla (TSLA) has dramatically outperformed the broader market. A $10,000 investment made in Tesla 10 years ago would now be worth approximately $280,000 to $292,000. By comparison, a similar investment in an S&P 500 index fund would have grown to roughly $32,000 to $33,000
Posted by ynlvr
Rocket City
Member since Feb 2009
5576 posts
Posted on 6/15/26 at 4:40 pm to
Yessir, NBIS for the Win!

Nice thread 88.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5627 posts
Posted on 6/15/26 at 5:49 pm to
quote:


This is illogical.




In the last 3 years


Who said anything about the last 3 years. You said you haven't been a fan of Elon since while Obama was in office. Now do your calculations again and tell me I am illogical.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5627 posts
Posted on 6/15/26 at 5:52 pm to
quote:

Nebius is a great company.


Loving it...
Posted by bayoubengals88
LA
Member since Sep 2007
25209 posts
Posted on 6/15/26 at 6:54 pm to
I collect $5,255 on a January $410 today.
Gonna really try to see this one through.

Got into POW (etf) and CAMT with proceeds.
Did something similar with OUST on $70 strike.
Posted by LSUcam7
FL
Member since Sep 2016
8984 posts
Posted on 6/15/26 at 6:55 pm to
Were we all looking at the Jan 2027 calls today?
Posted by bayoubengals88
LA
Member since Sep 2007
25209 posts
Posted on 6/15/26 at 7:24 pm to
quote:

Were we all looking at the Jan 2027 calls today?
Thoughts?!
Posted by j1897
Member since Nov 2011
4722 posts
Posted on 6/15/26 at 8:16 pm to
My calculations were in NVDA, which has outperformed Elon fanboi's.


My only sadness is i had IPO shares in 99 and a i sold them and had to buy back a higher price. Again though, timing the market is stupid.
Posted by j1897
Member since Nov 2011
4722 posts
Posted on 6/15/26 at 8:19 pm to
quote:

I collect $5,255 on a January $410 today.
Gonna really try to see this one through.

Got into POW (etf) and CAMT with proceeds.
Did something similar with OUST on $70 strike.


OUST is ripping, in a truly robotic future i think that's the play very long term, 10+ years.
Posted by BDE
Member since Apr 2016
55 posts
Posted on 6/15/26 at 8:42 pm to
Are we getting in the CPU business??? LINK
Posted by auisssa
Member since Feb 2010
4728 posts
Posted on 6/15/26 at 10:00 pm to
Sort of...Grok's response:

**Nebius is expanding from GPU-heavy AI cloud into full-stack CPU capacity.**

In the podcast, Ben Bajarin (post talking to mgmt) means they're adding serious CPU infrastructure — specifically deploying NVIDIA Vera CPUs (purpose-built for agentic AI) alongside Rubin GPUs in their AI factories.

Why? Agentic AI needs massive high-core CPUs for orchestration, running code/agents, and inference — not just GPUs. Neo-clouds like Nebius have had a big CPU deficit vs hyperscalers. This + the expected AI memory tuck-in rounds out their platform.
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12931 posts
Posted on 6/16/26 at 8:45 am to
Off and running this morning with the acquisition of Eigen AI
Posted by The Boat
Member since Oct 2008
177665 posts
Posted on 6/16/26 at 8:54 am to
Thinking ATH today
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12931 posts
Posted on 6/16/26 at 8:58 am to
Posted by jefforize
Member since Feb 2008
46081 posts
Posted on 6/16/26 at 9:05 am to
time to start looking to rent a house in Tuscany. I'm told there are none available, but i know a guy who knows a guy
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