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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/2/26 at 12:58 pm to Bayou_Tiger_225
Posted on 7/2/26 at 12:58 pm to Bayou_Tiger_225
Up to your risk tolerance!
Posted on 7/2/26 at 1:47 pm to michael corleone
Last week there was someone on X saying there were a bunch of puts purchased on this week's 07/02 205 puts. The problem is what they paid for them on 06/25 or 6/26 is much higher than what you can sell them for them now.
I think they paid in the $4 and $5s for them and today when NBIS had the big move down around 10 central you could've gotten $2 or $2.08 tops and the rest was mostly $1.20 and now only 30¢ for them with 80 minutes to go for the week. After the put purchase last week the stock traded sideways then sharply higher at the beginning of this week.
Those put buyers did not get the fast aggressive move needed to make money on them.
There was also talk about the July 17 $155 puts purchased and those are trading less than what they paid for those. Even with the big move down the last two days, they are far out of the money.
I see you guys talking about NBIL, but why do you favor that over NBIG which is 2x as well. They have similar bid ask spreads, and they are both liquid with NBIL always having more volume though. NBIG has an expense ratio of 0.76% vs NBIL's 1.5%
I think they paid in the $4 and $5s for them and today when NBIS had the big move down around 10 central you could've gotten $2 or $2.08 tops and the rest was mostly $1.20 and now only 30¢ for them with 80 minutes to go for the week. After the put purchase last week the stock traded sideways then sharply higher at the beginning of this week.
Those put buyers did not get the fast aggressive move needed to make money on them.
There was also talk about the July 17 $155 puts purchased and those are trading less than what they paid for those. Even with the big move down the last two days, they are far out of the money.
I see you guys talking about NBIL, but why do you favor that over NBIG which is 2x as well. They have similar bid ask spreads, and they are both liquid with NBIL always having more volume though. NBIG has an expense ratio of 0.76% vs NBIL's 1.5%
Posted on 7/2/26 at 2:01 pm to waverly911
quote:
I see you guys talking about NBIL, but why do you favor that over NBIG which is 2x as well. They have similar bid ask spreads, and they are both liquid with NBIL always having more volume though. NBIG has an expense ratio of 0.76% vs NBIL's 1.5%
Excellent question. Had to AI this...
Key Takeaways for Traders
Fee Efficiency: NBIG cuts the annual expense ratio exactly in half compared to NBIL (0.75% vs 1.50%). If you plan on holding a position for more than a few days, NBIG will apply significantly less fee drag to your capital.
Execution Premium: NBIL was the earlier entry to the market. It often commands higher daily trading volume and a narrower bid/ask spread. This can make NBIL slightly more efficient for high-frequency day trading, where entry and exit execution speeds matter more than underlying management fees.
Because both rebalance daily, the choice depends on whether you value lower management fees or tighter execution spreads.
Posted on 7/2/26 at 3:00 pm to TigerDoug
Well baws, the Tuscan villa is on hold but I’ll settle for Lake Lanier on this 4th of July weekend 
Posted on 7/2/26 at 3:01 pm to jefforize
What a save!!
50 day SMA still in tact, and that’s something to be excited about.
50 day SMA still in tact, and that’s something to be excited about.
Posted on 7/2/26 at 3:22 pm to bayoubengals88
Posted on 7/2/26 at 3:32 pm to bayoubengals88
Well I’m currently loaded up with NBIS, so we will see how this goes 
I dumped 40k of dry powder into NBIS and NBIL between yesterday and today.
I dumped 40k of dry powder into NBIS and NBIL between yesterday and today. This post was edited on 7/2/26 at 3:34 pm
Posted on 7/2/26 at 3:35 pm to SETH6180
quote:
Hate lifting my average basis up from $90 but what the hell
Mine’s $40 if it makes you feel any better…. I’ll be loading up on Monday at open.
Posted on 7/2/26 at 7:00 pm to meeple
I pull up
Posted on 7/2/26 at 9:02 pm to jefforize
So I guess Ai is finished. It was a good run.
Posted on 7/2/26 at 10:30 pm to LChama
Did you know?
GS increased target to $286 this Monday.
GS increased target to $286 this Monday.
Posted on 7/3/26 at 8:18 am to LSUcam7
Let’s base out near $250 to 270 before earnings.
Then 330 after.
One more large contract expected right?
Then 330 after.
One more large contract expected right?
Posted on 7/3/26 at 11:51 am to bayoubengals88
C’mon Apple!
Posted on 7/3/26 at 11:54 am to bayoubengals88
Loading Twitter/X Embed...
If tweet fails to load, click here. This is what I have been referencing re: Alex Karp.
If anyone has even been listening, idk.
Posted on 7/3/26 at 1:35 pm to LSUcam7
Trading at 204 euros ($232) on the German market.
Posted on 7/3/26 at 2:06 pm to Mockingbird2008
quote:
Trading at 204 euros ($232) on the German market.
Love to hear that but trading volume in Germany is literally less than 3K a day
Posted on 7/3/26 at 2:20 pm to igoringa
Posted on 7/3/26 at 2:25 pm to LChama
Just gimme one more dip 
Posted on 7/3/26 at 3:32 pm to LChama
If it dips again I’ll have to pull from my HYSA to invest more into it.
I loaded up on Thursday and Friday. So I’m glad to see this news. I’m a believer, but some positive reinforcement never hurts
I loaded up on Thursday and Friday. So I’m glad to see this news. I’m a believer, but some positive reinforcement never hurts
Posted on 7/3/26 at 3:49 pm to LSUcam7
I’ve been listening!
I’m hoping there’s been enough dispelling of the META FUD and money flows back into the sector on Monday.
I’m riding with 240 NBIL at 32.60 and two calls.
If there’s another opportunity I may even have to buy a CRWV leap on Monday.
A 1-2 week sustained rally would be lovely.
I’m hoping there’s been enough dispelling of the META FUD and money flows back into the sector on Monday.
I’m riding with 240 NBIL at 32.60 and two calls.
If there’s another opportunity I may even have to buy a CRWV leap on Monday.
A 1-2 week sustained rally would be lovely.
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