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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/3/26 at 3:57 pm to bayoubengals88
Posted on 7/3/26 at 3:57 pm to bayoubengals88
I bought 57 more long term yesterday. . Hope the spanish news gets us a run
Posted on 7/3/26 at 5:29 pm to bayoubengals88
I ended up with 100 shares of NBIS at 232.80 and 432 shares of NBIL at 31.75. Fingers crossed for a nice week next week
This post was edited on 7/3/26 at 5:31 pm
Posted on 7/3/26 at 9:23 pm to Bayou_Tiger_225
With all this positive talk on here, I just bought a shite load of stock for the open on Monday.
Posted on 7/3/26 at 10:29 pm to OTIS2
Russian Google man will take care of us
Posted on 7/4/26 at 12:11 am to Merica
Trading at 227 right now on hyperliquid
Posted on 7/4/26 at 9:02 am to OTIS2
I’m liking all the positive news, but I also understand there is a world where we could hit $180 next week.
I’ll be holding regardless through all the news. I have faith in the long run.
I’ll be holding regardless through all the news. I have faith in the long run.
This post was edited on 7/4/26 at 1:52 pm
Posted on 7/5/26 at 10:14 am to Bayou_Tiger_225
I agree. In case the bounce is just a relief/dead cat bounce, I’ll sell most of my NBIL tonight and possibly one call tomorrow.
I’m not going to pretend that sentiment alone can’t send us back to $175.
I’ve seen it before.
We could also be at $295 by the end of the week…in which case I’ll still be holding one call and happy about it.
I’m not going to pretend that sentiment alone can’t send us back to $175.
I’ve seen it before.
We could also be at $295 by the end of the week…in which case I’ll still be holding one call and happy about it.
Posted on 7/5/26 at 11:36 am to bayoubengals88
The leaked Anthropic news might give a nice bounce on the open, but no clue where it goes from there.
I’ll hold my NBIL for the long run, but might trim my NBIS shares I got at 233 if we pop up to where I can break even
I’ll hold my NBIL for the long run, but might trim my NBIS shares I got at 233 if we pop up to where I can break even
Posted on 7/5/26 at 11:49 am to bayoubengals88
quote:
We could also be at $295 by the end of the week…
Wasn’t there a guy betting on $320 some time in July?
Regardless, I am on this ride for the long term!
Posted on 7/5/26 at 1:51 pm to Screaming Viking
Predictions are all over the place right now.
From a technical standpoint NBIS is sitting right around its 50 day MA with solid support here. Last weeks hard stop at the 50 day MA was a great sign, because the next level of hard support, the 200 day MA, is way down around $115. I believe there is a nice level of support around $175 as well (pretty close to a 100 day MA).
From an investor behavioral standpoint people are very divided. Half see nothing but $300, and the other half see $170 before we see $250. The META news have people divided. US investors seem to discount the the EU’s “Cloud and AI Development Act,” which passed in June 2026, aiming to triple the region’s data center capacity within a few years while slashing dependence on foreign hyperscalers. that’s government mandated contracts where NBIS stands to capitalize as they are well positioned over their EU counterparts.
With earning coming at the end of July, I personally don’t see the stock dipping further than $175-180. Their earnings report will be great as usual, but people will be expecting ungodly numbers so who knows what happens from there.
For the true long term view, I’m very interested to see trend in their CAPEX and depreciation expense.
From a technical standpoint NBIS is sitting right around its 50 day MA with solid support here. Last weeks hard stop at the 50 day MA was a great sign, because the next level of hard support, the 200 day MA, is way down around $115. I believe there is a nice level of support around $175 as well (pretty close to a 100 day MA).
From an investor behavioral standpoint people are very divided. Half see nothing but $300, and the other half see $170 before we see $250. The META news have people divided. US investors seem to discount the the EU’s “Cloud and AI Development Act,” which passed in June 2026, aiming to triple the region’s data center capacity within a few years while slashing dependence on foreign hyperscalers. that’s government mandated contracts where NBIS stands to capitalize as they are well positioned over their EU counterparts.
With earning coming at the end of July, I personally don’t see the stock dipping further than $175-180. Their earnings report will be great as usual, but people will be expecting ungodly numbers so who knows what happens from there.
For the true long term view, I’m very interested to see trend in their CAPEX and depreciation expense.
Posted on 7/5/26 at 6:59 pm to Bayou_Tiger_225
Posted on 7/6/26 at 10:34 am to bayoubengals88
Posted on 7/6/26 at 3:40 pm to Bayou_Tiger_225
Sure wish arkady or someone inside would say something. About to be the quiet period. Still long and think this is a shakeout but would be nice to hear something
Posted on 7/6/26 at 4:20 pm to LChama
It sucks to say, but at this point in time NBIS hanging around its 50D MA is a win.
Posted on 7/6/26 at 4:36 pm to Bayou_Tiger_225
I got out of all of my short term stuff this morning. If we manage to drop to 175-185 I’ll load up again.
I’m not fighting sentiment on this sector. Lesson learned.
If it’s 285 tomorrow, that’s still a win.
I’m not fighting sentiment on this sector. Lesson learned.
If it’s 285 tomorrow, that’s still a win.
Posted on 7/6/26 at 4:40 pm to bayoubengals88
quote:
I’m not fighting sentiment on this sector. Lesson learned.
Was closing below the 50 the deciding factor?
Posted on 7/6/26 at 4:46 pm to LChama
1. Failed breakout this morning
2. How poorly WULF traded after closing a deal with Anthropic that was twice the size of their market cap.
2. How poorly WULF traded after closing a deal with Anthropic that was twice the size of their market cap.
Posted on 7/6/26 at 4:55 pm to bayoubengals88
I only have shares in NBIS. Added another 1/27 call today now have 2 calls and a 2/27 call. Also added a $25 call 1/27 on ZETA. May do a CC on NBIS tomorrow. for 7/17. The premium looks pretty good for $300 call.
Posted on 7/6/26 at 5:34 pm to bayoubengals88
Right now I’m sitting on 100 shares @ $231.50.
I have no problem holding this long term, but I’m not going to lie, this isn’t my favorite position to be sitting in
I have no problem holding this long term, but I’m not going to lie, this isn’t my favorite position to be sitting in
Posted on 7/6/26 at 6:11 pm to Bayou_Tiger_225
Sell a $250 7/17 CC?
Lower that basis…?
Lower that basis…?
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