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re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/23/25 at 9:11 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
24461 posts
Posted on 5/23/25 at 9:11 am to
Got 200 more at $36 this morning. Now I’m going to sit and wait
Posted by LChama
Member since May 2020
2735 posts
Posted on 5/23/25 at 12:27 pm to
quote:

Got 200 more at $36 this morning.


Perfect timing
Posted by LChama
Member since May 2020
2735 posts
Posted on 5/26/25 at 4:44 am to
Why is seeking alpha so negative on this stock.
This post was edited on 5/26/25 at 6:26 am
Posted by bayoubengals88
LA
Member since Sep 2007
21425 posts
Posted on 5/26/25 at 8:36 am to
quote:

Why is seeking alpha so negative on this stock.

They were 100% positive a couple of months back. Maybe they needed some viewpoint diversity

Or, there's a motive for trying to knock it back down.
What's the bear thesis? Hyperscalers will win out?
Posted by kaaj24
Dallas
Member since Jan 2010
804 posts
Posted on 5/26/25 at 9:46 am to
I use seeking alpha as a source but not gospel. They were bullish on BABA as a great buy and it didn’t work out great for me.

However, if it’s a trade then it make sense to take profits.
Posted by ynlvr
Rocket City
Member since Feb 2009
5106 posts
Posted on 5/26/25 at 11:17 am to
I took profit too early on this one thinking it would drop back under $30 for me to buy back in. Bought back in higher.
Posted by Paedin
Tampa, Florida
Member since Apr 2012
2308 posts
Posted on 5/27/25 at 4:38 am to
Up $1.11 already premarket

Grabbed a couple hundred shares over the past couple weeks. Nothing crazy. I’ll be happy with whatever it gives me.

Made a good profit on AUPH from this boards rec. Hoping I go 2 for 2
This post was edited on 5/27/25 at 6:24 am
Posted by LChama
Member since May 2020
2735 posts
Posted on 5/28/25 at 9:02 am to
Broke $40 for a brief moment. Then.. the nbis pattern took hold
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77263 posts
Posted on 5/28/25 at 9:10 am to
I was thinking of a long term hold with this stock as in several years, but with this inconsistency I’m having second thoughts.
Posted by GEAUX4
Louisiana
Member since Feb 2018
194 posts
Posted on 5/28/25 at 9:15 am to
Puss-pop
Posted by sonoma8
Member since Oct 2006
7852 posts
Posted on 5/28/25 at 9:24 am to
So yall holding? In largely at $32. Considering getting out
Posted by jefforize
Member since Feb 2008
45057 posts
Posted on 5/28/25 at 9:33 am to
NVDA earnings this evening. Will have a high correlation to NBIS.

i have no plans on drinking and making another self ban bet re: nvda's stock price.... yet

it took nvda 3 months to crawl back to the ~131-135 range it was at prior to last earnings. This 3 month stretch also included Tariff Tweet Mania and liberation day. I speculate tonights ER is already priced in and Theta gang will eat high IV premium on both sides.
This post was edited on 5/28/25 at 9:36 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
16989 posts
Posted on 5/28/25 at 9:46 am to
It sure seems like there is a lot more downside than upside in the near term looking at the chart. If NBIS can break above $40 again I might take my profit and run.

If NVDA doesn’t give it a pop and it continues to bounce around in the $30’s I’ll just hold. It’s not life changing money either way.
Posted by bayoubengals88
LA
Member since Sep 2007
21425 posts
Posted on 5/28/25 at 10:08 am to
quote:

I was thinking of a long term hold with this stock as in several years, but with this inconsistency I’m having second thoughts.

Geez. It's been 4 months. Please define inconsistency. Did you mean to say volatility?
Posted by IT_Dawg
Georgia
Member since Oct 2012
24461 posts
Posted on 5/28/25 at 10:52 am to
I actually see a lot more upside, especially if/when they announce they’ve turn profitable later on this year. That could some attention and get more analysts following it…could lead to a similar run CRWV recently experienced.

Right now my largest holdings are NVDA at about a 106 cost average, NBIS around 35 and MRVL at 63
Posted by IT_Dawg
Georgia
Member since Oct 2012
24461 posts
Posted on 5/28/25 at 3:50 pm to
Good News and guidance today by NVDA, should help all these players.

Posted by bayoubengals88
LA
Member since Sep 2007
21425 posts
Posted on 5/28/25 at 3:52 pm to
quote:

Good News and guidance today by NVDA, should help all these players.

That seems to be the look of it. I may lose my 6/20s at $40.
That's ok. I guess.
Posted by IT_Dawg
Georgia
Member since Oct 2012
24461 posts
Posted on 5/28/25 at 3:54 pm to
Yea, China is obviously the concern, but NVDA showing it can withstand. Might sell of some of my NVDA tomorrow as I’m heavily leveraged and invest more in NBIS and MRVL for their lagging upswings over the next 6 months
Posted by jefforize
Member since Feb 2008
45057 posts
Posted on 5/28/25 at 4:03 pm to
NBIS 41.29 in post

NVDA 143
Posted by meeple
Carcassonne
Member since May 2011
10306 posts
Posted on 5/28/25 at 4:37 pm to
I’ve stopped trying to make it make sense
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