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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/6/26 at 6:44 pm to bayoubengals88
Posted on 7/6/26 at 6:44 pm to bayoubengals88
My 100 shares are house money and I was thinking of doing a $300 CC for 7/17 but I may change to $250 CC because it seems it is holding down at much lower level. I sold some at $262 three weeks ago. Thinking of adding to my 150 shares of NBIL and wait for the rebound.
This post was edited on 7/6/26 at 6:48 pm
Posted on 7/6/26 at 7:23 pm to jerryc436
I'm looking at selling $175 7/31 puts for about $50...
What do y'all think of that, right now?
What do y'all think of that, right now?
Posted on 7/6/26 at 7:35 pm to Jax-Tiger
That is the way I try to buy my conviction stocks. I STO puts and use the premium to lower my cost basis. I think that is a good choice but I always do short dated puts when I am not tying up that much cash. Personally I would not go past 2 weeks but that is the way I play it. But you can get more premium the way you suggest. I would like to hear from others on their thoughts.
This post was edited on 7/6/26 at 7:49 pm
Posted on 7/6/26 at 7:42 pm to jerryc436
7/17 is $47/shr...
Posted on 7/6/26 at 7:47 pm to Jax-Tiger
I would do the 7/17 and if it is not assigned would do 7/31 after I pocket the premium.
Posted on 7/6/26 at 7:57 pm to bayoubengals88
I’m going to tomorrow
After hours trading down to $209.
I don’t think the fundamentals have changed, but the longer it lingers here the more negative sentiment it’s going to gather.
After hours trading down to $209.
I don’t think the fundamentals have changed, but the longer it lingers here the more negative sentiment it’s going to gather.
Posted on 7/7/26 at 1:57 am to LChama
quote:
Speak Arkady!
Volozh Arkadiy, a 10% owner and Chief Executive Officer, sold 46,627 Class A shares at $235.45 per share on July 1, 2026, for a total of $10,978,327, and directly owns 821,662 Class A shares following the transaction.
Posted on 7/7/26 at 5:14 am to David_DJS
Those are pre-planned to cover tax expense for him
Posted on 7/7/26 at 8:32 am to Bayou_Tiger_225
quote:
Those are pre-planned to cover tax expense for him
Could be. I think there was 3 executive officers that sold on that day.
Posted on 7/7/26 at 8:42 am to David_DJS
quote:It isn’t a question.
Could be.
My answer was a statement. It was listed as such on their seller’s report. Same with the other sellers
This post was edited on 7/7/26 at 8:43 am
Posted on 7/7/26 at 8:56 am to Bayou_Tiger_225
And we've breached $200, how far does this go?
Posted on 7/7/26 at 9:05 am to SETH6180
$200 is a big mental number for investors.
Next level of real support is at $180
Next level of real support is at $180
Posted on 7/7/26 at 9:08 am to Bayou_Tiger_225
Is this just fear from the meta deal? And if it is, is that fear justified?
Posted on 7/7/26 at 9:09 am to Sabans straw hat
I will admit I didn't think we'd see this type of drop to NBIS, has me a little nervous tbh.
Posted on 7/7/26 at 9:16 am to Sabans straw hat
quote:No
Is this just fear from the meta deal?
quote:No
is that fear justified?
The META fear isn’t justified IMO, but between that and the major uncertainty in AI as a whole NBIS is lined up to take a beating. Especially if people who has a sub 180 share average look to lock in gains.
You have to remember that there are two sides to every stock. The financial fundamentals and consumer sentiment.
This post was edited on 7/7/26 at 9:19 am
Posted on 7/7/26 at 9:21 am to Bayou_Tiger_225
quote:
My answer was a statement. It was listed as such on their seller’s report. Same with the other sellers
That’s great. But there’s reporting in the financial press that reads differently. Unfortunately, it doesn’t have to be accurate to matter. At least in the short term.
Additionally, investors are increasingly sensitive to the fact that Nebius insiders have been selling aggressively, recording 17 “sell” transactions since the start of 2026 and zero purchases.
Posted on 7/7/26 at 9:26 am to David_DJS
That’s part of the consumer sentiment I keep talking about. People see the headline and react rather than digging into the actual published reports.
You’re right that people are reacting to it negatively. I’m also correct in that this isn’t insiders cashing out while on top, but pre-planned sells of shares.
It makes sense they are selling shares. As NBIS has taken off in 2026, their related earning have also increased and they need cash to cover their tax basis. They have compensation agreements tied to stock price. Those don’t just include share allocation, but bonuses related to performance.
It doesn’t make sense for them to be buying shares. They already own a shite ton of shares with a very small cost basis. It would be silly of them to be buying large chunks of shares for +8-10 times what their basis is now
You’re right that people are reacting to it negatively. I’m also correct in that this isn’t insiders cashing out while on top, but pre-planned sells of shares.
It makes sense they are selling shares. As NBIS has taken off in 2026, their related earning have also increased and they need cash to cover their tax basis. They have compensation agreements tied to stock price. Those don’t just include share allocation, but bonuses related to performance.
It doesn’t make sense for them to be buying shares. They already own a shite ton of shares with a very small cost basis. It would be silly of them to be buying large chunks of shares for +8-10 times what their basis is now
This post was edited on 7/7/26 at 9:38 am
Posted on 7/7/26 at 10:08 am to Bayou_Tiger_225
I don’t follow Meta so don’t have an opinion on whether it fits their strategy/DNA - but I’ve wondered more than once since their announcement last week, and in light of the March agreement too, if they might want NBIS.
Posted on 7/7/26 at 10:12 am to David_DJS
Arkady already turned down Google buyout when they were Yandex. They dont want to get bought by the man, they want to be the man
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