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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/14/26 at 10:13 am to bayoubengals88
Posted on 7/14/26 at 10:13 am to bayoubengals88
What’s the difference/advantage between holding shares of NBIL over NBIS?
This post was edited on 7/14/26 at 10:14 am
1
Posted on 7/14/26 at 10:14 am to meeple
NBIL is 2x NBIS. Bigger swings. If you think there is upside then load up
Posted on 7/14/26 at 10:18 am to bayoubengals88
Wait this is dropping because of DeepSeek news
Jesus this market is ridiculous
Jesus this market is ridiculous
Posted on 7/14/26 at 10:26 am to meeple
If I had more money to put into it, I’d be all over NBIG when NBIS dips below $200.
Posted on 7/14/26 at 10:26 am to DawgCountry
quote:
NBIL is 2x NBIS. Bigger swings. If you think there is upside then load up
Opened up a position thx
Posted on 7/14/26 at 11:06 am to meeple
New York becomes the first state to impose a data center moratorium
LMAO. I wonder if China is slowing down their progress…
quote:
"As data center development threatens to hike up utility bills, deplete ?our natural resources, and create uncertainty for New Yorkers, it's my responsibility to take action and lead," said New York ?Governor Kathy Hochul. She will also pursue legislation to repeal sales tax exemptions for large data centers, Hochul added. The construction ban will apply to data centers ?that use 50 megawatts or more of power, officials in the governor's office said.
LMAO. I wonder if China is slowing down their progress…
Posted on 7/14/26 at 11:16 am to LSUcam7
quote:
LMAO. I wonder if China is slowing down their progress…
I say this in all seriousness.
China is working to spread propaganda to increase negative views of large data centers and nuclear power in the US to help them create a serious competitive advantage
Posted on 7/14/26 at 11:24 am to Bayou_Tiger_225
The NY news is idiotic. As if anyone would even attempt to build a dc there...
How many states are like New York in this regard? Five?
Nebius has a truly global footprint, but let the shorts pile on.
How many states are like New York in this regard? Five?
Nebius has a truly global footprint, but let the shorts pile on.
Posted on 7/14/26 at 11:34 am to bayoubengals88
Down 11% from the morning high
Posted on 7/14/26 at 11:37 am to Bayou_Tiger_225
Good. Give me $175 I’d like 100 more.
Posted on 7/14/26 at 12:09 pm to DawgCountry
quote:I am tempted to buy all I can afford, but these moves have burned me terribly in the past.
NBIL is 2x NBIS. Bigger swings. If you think there is upside then load up
Posted on 7/14/26 at 12:13 pm to LSUcam7
quote:
Good. Give me $175 I’d like 100 more.
I think this could be your last chance. Once it bounces off this dip, I don't know if we'll ever sniff $200 again.
I sold some puts at $175. If I have to buy shares, I have to buy shares, but I'll take my profit now, too.
Posted on 7/14/26 at 12:38 pm to LSUcam7
quote:
Good. Give me $175 I’d like 100 more.
The only way I touch this before earnings is if if goes below 185 or maybe even 180..
Posted on 7/14/26 at 1:14 pm to djrunner
quote:could be a smart move. Look at IBM today
The only way I touch this before earnings is if if goes below 185 or maybe even 180..
Posted on 7/14/26 at 1:24 pm to Jax-Tiger
Could be right. If it runs, I have 400 common and comfortable with that.
If it sells off, I’m taking advantage.
If it sells off, I’m taking advantage.
Posted on 7/14/26 at 1:37 pm to tigerfoot
quote:NBIL isn't as bad as a 1 month option, though decay will play a role.
I am tempted to buy all I can afford, but these moves have burned me terribly in the past.
I have 4 October calls with a $280 strike.
I'll probably sell three of them before earnings. Maybe all four.
I have 700 NBIL from today.
Posted on 7/14/26 at 1:51 pm to bayoubengals88
Yeah, I jumped in a little too soon this morning on NBIL. Was looking for a quick in/out. Got stuck holding now. Looking for a bounce.
Posted on 7/14/26 at 6:51 pm to bayoubengals88
Added more NBIL today. Now up 240 shares at $31.80/share.
Posted on 7/14/26 at 6:52 pm to ynlvr
So was todays dive from deepseek ipo or NY news? With 67% institutional ownership this has to be coordinated form the big guys and not retail right? Theyll get mine from my cold dead hands
Posted on 7/14/26 at 7:00 pm to LChama
I think the prevailing view was that the NY news was the culprit.
Remove just the Clickhouse and Toloka stakes and we are trading at about 5.5x 2026 ARR. That’s all I need to know.
Well, there’s another something to say. We’re trading at less than 1x backlog.
Remove just the Clickhouse and Toloka stakes and we are trading at about 5.5x 2026 ARR. That’s all I need to know.
Well, there’s another something to say. We’re trading at less than 1x backlog.
This post was edited on 7/14/26 at 7:02 pm
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