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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 6/26/26 at 8:39 am to bayoubengals88
Posted on 6/26/26 at 8:39 am to bayoubengals88
I just got into this game with 5 shares at $243.00. Hopefully I’m not catching a falling knife…
3
Posted on 6/26/26 at 9:07 am to jafari rastaman
Those $16k+ Jan28 $410cc premiums would've been nice to buy back after this week
Almost pulled the trigger on 2 of them. Would've been able to pocket $12k
Almost pulled the trigger on 2 of them. Would've been able to pocket $12k
Posted on 6/26/26 at 9:24 am to jafari rastaman
This stock is a roller coaster! Buy the dips and sell the highs and then retire in the villages
Posted on 6/26/26 at 9:26 am to jafari rastaman
quote:
I just got into this game with 5 shares at $243.00. Hopefully I’m not catching a falling knife…
This stock has it's moments, but the leadership team is Aces. This drop is market volatility, not anything to do with Nebius. We've went through this back in November. This company is on track to have $40B in revenue in 2-3 years. I think you're safe if you hold this long term.
BB88 has a post where he does a valuation on the stock price and I think he calculated over $600 within a year, based on projected revenue.
The other thing about NBIS that separates it from the others is that they have taken on very little debt during this growth period, especially when you compare it to peers like Coreweave. It looks like they might turn a profit soon, and that could be huge.
Posted on 6/26/26 at 10:24 am to Jax-Tiger
Anybody else tempted to sell a bunch of shite and load up on NBIS right now?
Tempted to sell some July 17th puts with a strike price of $220.
Tempted to sell some July 17th puts with a strike price of $220.
This post was edited on 6/26/26 at 10:33 am
Posted on 6/26/26 at 10:27 am to Jax-Tiger
I am for sure, I still expect this drop to continue though.
Posted on 6/26/26 at 10:30 am to Jax-Tiger
Yup!!! Freed up some cash this am, waiting to see if a few other go up and will sell them too
Posted on 6/26/26 at 10:36 am to sonoma8
quote:
waiting to see if a few other go up and will sell them too
I have long comes to terms that I will sell one stock at a loss if I see a better opportunity somewhere else. I have wasted a lot of time waiting for stock "A" to bounce back, so I can invest it in stock "B", which I believe is a better opportunity.
I do this especially, if I plan on hanging onto that other stock long term which I do with NBIS. It's good to have some losses in there come the year end, and I don't have any other stocks that I think will make more money than NBIS when it has taken a huge dip.
Posted on 6/26/26 at 10:40 am to Jax-Tiger
Do you think this is the bottom? Part of me feels like we'll see the S&P get closer to 7000 here soon.
Posted on 6/26/26 at 10:40 am to Jax-Tiger
I did this with MRLN in order to open my position in OUST and I sure as hell am glad I did. It had one tiny rebound after I got out that still wouldn't have gotten me back to even. But I've made WAY more money with OUST so far than what I lost on MRLN. And I'd be really kicking myself if I was still holding what I had at the price it's at now.
Posted on 6/26/26 at 10:45 am to HogPharmer
They were saying that NBIS will go to 200-205 on X last night based on some options activity they noticed.
Whatever.
I bought a good bit of HII, TSCO, and VVX. Idea being that it appreciates a bit while NBIS keeps dipping.
Whatever.
I bought a good bit of HII, TSCO, and VVX. Idea being that it appreciates a bit while NBIS keeps dipping.
Posted on 6/26/26 at 11:22 am to Jax-Tiger
Agreed. I sold a few and basically broke even on them, now to wait and see what nbis does from here.
Posted on 6/28/26 at 10:58 am to bayoubengals88
quote:
They were saying that NBIS will go to 200-205 on X last night based on some options activity they noticed.
Just wondering if you've found any follow up thoughts on this or if you might be willing to share any additional thoughts you might have.
Posted on 6/28/26 at 1:19 pm to Longer Tail Tiger
I’m seeing a couple of different reports that actually lead me to believe that NBIS rebounds or stabilizes this week.
This is my opinion, and I could be wrong.
There’s just not enough capacity for the AI trade to go bearish, and revenues will catch up with capex.
The AI trade seems to want to go bearish for silly reasons every six months or so. It’s ridiculous.
Here are what I’m referring to:
This is my opinion, and I could be wrong.
There’s just not enough capacity for the AI trade to go bearish, and revenues will catch up with capex.
The AI trade seems to want to go bearish for silly reasons every six months or so. It’s ridiculous.
Here are what I’m referring to:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 6/28/26 at 1:21 pm to bayoubengals88
Posted on 6/28/26 at 1:22 pm to bayoubengals88
Posted on 6/28/26 at 1:23 pm to bayoubengals88
Posted on 6/29/26 at 3:08 pm to bayoubengals88
A $20+ day and nobody says a thing? That's when you know you've made it...
Posted on 6/29/26 at 3:29 pm to Jax-Tiger
Probably b/c we still $36 under the ATH.
Posted on 6/29/26 at 3:34 pm to Neauxla
OUST near 30% day had everyone’s attention!!! But great recovery today by NBIS after that nasty drop this morning
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