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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/30/26 at 9:02 am to
Posted by jefforize
Member since Feb 2008
46565 posts
Posted on 6/30/26 at 9:02 am to
Sure am glad I didn’t cancel that $240 limit order that filled last week
Posted by Mockingbird2008
Member since Jun 2022
182 posts
Posted on 6/30/26 at 9:13 am to
I always time this wrong. Sold 15 of my shares at $260, thinking it would drop to $245ish today, and was going to collect my extra share with the cash. It has been doing the same thing every day for over a week. Of course the day I do it, it shoots up. Glad I was wrong! Missed out on $300 in gains.
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1562 posts
Posted on 6/30/26 at 9:47 am to
Up over 20% on shares I bought at $238/share on Friday.
Posted by tigerfoot
Alexandria
Member since Sep 2006
62089 posts
Posted on 6/30/26 at 9:52 am to
Ive got a little powder for a change, Most just going into QQQ, but I am going to see who pulls back and put it there between OUST and NBIS and add to one of the positions.
Posted by waverly911
Member since Sep 2007
233 posts
Posted on 6/30/26 at 11:17 am to
Last week they were talking about $NBIS going down to 205 based on this week's expiring 205 puts.

I guess they didn't tell the guy that bought the $NBIS calls yesterday. Huge print: 10,116 contracts of the next week's $350 calls bought at $1.68 vs OI of 121 contracts! Stock was trading $258.99 when they were purchased.

Today's Open Interest is 14,517. Last trade on those options this morning $3.55. $NBIS last price $282.05. +8%
Posted by bayoubengals88
LA
Member since Sep 2007
26589 posts
Posted on 7/1/26 at 7:55 am to
What do y’all make of the META news?
I’d think it’s a buy the fear kind of headline for NBIS.

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This post was edited on 7/1/26 at 7:58 am
Posted by sonoma8
Member since Oct 2006
8301 posts
Posted on 7/1/26 at 8:01 am to
Such a punchable face…. Ill gladly snag some more NBIS with this dip.
Posted by bayoubengals88
LA
Member since Sep 2007
26589 posts
Posted on 7/1/26 at 8:29 am to
Posted by HogPharmer
Member since Jun 2022
4165 posts
Posted on 7/1/26 at 8:38 am to
Buying opportunity!

I just bought 5 more shares and an 8/21 call
This post was edited on 7/1/26 at 8:44 am
Posted by bayoubengals88
LA
Member since Sep 2007
26589 posts
Posted on 7/1/26 at 9:14 am to
Bought 115 NBIL at 38.65
Posted by Swamp puppy
Member since Sep 2025
83 posts
Posted on 7/1/26 at 9:19 am to
What calls to consider on NBIS on this dip?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28585 posts
Posted on 7/1/26 at 9:23 am to
WHAT excess capacity?

Seems that this impacts other neoclouds more than NBIS, as NBIS is more vertically integrated, which is attractive to the non-hyperscaler clients.
Posted by David_DJS
Member since Aug 2005
23227 posts
Posted on 7/1/26 at 9:28 am to
quote:

WHAT excess capacity? Seems that this impacts other neoclouds more than NBIS, as NBIS is more vertically integrated, which is attractive to the non-hyperscaler clients.

Isn’t there something to the big META contract w/ NBIS, in spite of META’s decidedly advantageous cost of capital? IOW - didn’t META say “you guys are better at this than we could be” with that contract?
This post was edited on 7/1/26 at 9:29 am
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1562 posts
Posted on 7/1/26 at 9:33 am to
quote:

Up over 20% on shares I bought at $238/share on Friday.


Back in with some NBIL
This post was edited on 7/1/26 at 9:38 am
Posted by michael corleone
baton rouge
Member since Jun 2005
6782 posts
Posted on 7/1/26 at 9:41 am to
Buy , buy , buy, buy !!!!!!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28585 posts
Posted on 7/1/26 at 9:50 am to
Even Investing analysts are getting this wrong...

NBIS slide

quote:

According to the report, Meta is exploring a dual-pronged approach: selling access to AI models hosted on its own infrastructure, similar to AWS Bedrock, and offering raw computing capacity on a bare-metal basis, which is the core of Nebius’s business model.


ETA: If you read the bottom of the article, it was generated by AI and then rewiewed/edited by the "author". That's what passes for news these days...
This post was edited on 7/1/26 at 9:54 am
Posted by djrunner
Baton Rouge
Member since Jun 2010
5768 posts
Posted on 7/1/26 at 9:57 am to
quote:

Buy , buy , buy, buy !!!!!!



I bought some at 232.5 but am holding off and will start buying more if it starts to dip below $220. I have a decent position already. It's a high beta stock so I am thinking maybe under 210 again but I will buy more starting at 220.
Posted by bayoubengals88
LA
Member since Sep 2007
26589 posts
Posted on 7/1/26 at 10:33 am to
I bought a 9/18 $250 for 48.3

I sold all NBIL earlier this morning at 42.88
Posted by bayoubengals88
LA
Member since Sep 2007
26589 posts
Posted on 7/1/26 at 11:48 am to
quote:

WHAT excess capacity?
Exactly. I expect this to blow over.
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