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re: Nebius - NBIS - AI Infrastructure Company

Posted on 5/28/25 at 5:48 pm to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
16970 posts
Posted on 5/28/25 at 5:48 pm to
Awwww..hell. I guess I’ll hang on for a while longer.

Sorry guys….if I sold it would be definitely broken $50.
Posted by AuburnTigers
Member since Aug 2013
14502 posts
Posted on 5/28/25 at 6:43 pm to
Think I'll cash in tomorrow
Posted by IT_Dawg
Georgia
Member since Oct 2012
24432 posts
Posted on 5/28/25 at 7:24 pm to
quote:

Think I'll cash in tomorrow


Trades about 12M shares a day. You should get whatever you want on the price tomorrow without bothering anyone.

Glad to see you made some money. Hope your next investment is as fruitful as this one has been to you
Posted by AuburnTigers
Member since Aug 2013
14502 posts
Posted on 5/28/25 at 10:32 pm to
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77257 posts
Posted on 5/29/25 at 9:26 am to
Posted by bayoubengals88
LA
Member since Sep 2007
21360 posts
Posted on 5/29/25 at 9:45 am to
Well why don't you tell us, Paul? What about this stock is not doing it for you? Where's the "inconsistency"?

I'm in it long term to allow it to grow long term, and the business is most certainly growing.

This post was edited on 5/29/25 at 9:46 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
16970 posts
Posted on 5/29/25 at 12:02 pm to
I looks like the whole market is using $40 as the off ramp as it sure has a hard time staying above that amount for any period of time.
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
77257 posts
Posted on 5/29/25 at 1:03 pm to
quote:

I looks like the whole market is using $40 as the off ramp as it sure has a hard time staying above that amount for any period of time.


Exactly. This is why it is inconsistent. Not suitable for a long-term hold in my opinion.
Posted by AuburnTigers
Member since Aug 2013
14502 posts
Posted on 5/29/25 at 1:20 pm to
quote:

Exactly. This is why it is inconsistent. Not suitable for a long-term hold in my opinion.
Even though I sold, it still is a suitable long term hold. The market is being held down right now and it feels like the market is accumulating for a bull run. Tariffs dust will settle and Powell will cut the rates and the market will explode. Also, once NBIS gets their NJ site operational, this stock will soar. 3rd quarter should be interesting
Posted by bayoubengals88
LA
Member since Sep 2007
21360 posts
Posted on 5/29/25 at 1:20 pm to
quote:

Not suitable for a long-term hold in my opinion.
Based on 400% YOY growth or short term price action? You really have me confused.
Like sure, it's a pyschological trading level at the moment, but one real catalyst and it blows through.

Generally speaking,
If you need the money, don't invest.
If you don't need the money, and you believe in the business and management, what's the problem?
Posted by bayoubengals88
LA
Member since Sep 2007
21360 posts
Posted on 5/29/25 at 1:22 pm to
quote:

I looks like the whole market is using $40 as the off ramp as it sure has a hard time staying above that amount for any period of time.


quote:

Exactly. This is why it is inconsistent. Not suitable for a long-term hold in my opinion.
I would argue that's the very definition of consistency. A predictable pattern of trading.....
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25761 posts
Posted on 5/29/25 at 2:44 pm to
quote:

A predictable pattern of trading


Well it's the end of the day and everybody is going to start throwing their money at it to get it cheap... Probably won't finish down as much as people think...
Posted by IT_Dawg
Georgia
Member since Oct 2012
24432 posts
Posted on 5/29/25 at 4:25 pm to
Well, the appeals court that paused the lower court ruling Trump cannot put tarriffs…hurt the market close and after hours today

Posted by bayoubengals88
LA
Member since Sep 2007
21360 posts
Posted on 5/30/25 at 9:21 am to
Instead of divesting or getting their stake in Clickhouse diluted, they invested more! Clickhouse is now worth 6.35bn

Again, cash plus Clickhouse = 3.1bn
AVride alone could be worth 5bn (easily)
Even without including stakes in Tripleten and Toloka, the main AI business could be considered free at the current market cap. I predict that the market will catch on and we'll be $80 after a couple of strong quarters.

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quote:

We believe our non-core assets will provide us with billions of dollars to invest in our core AI infrastructure business. We expect these non-core businesses to continue to grow significantly, and will look to utilize the stakes as funding sources over time for our core AI infrastructure business.
Sooo smart.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
16970 posts
Posted on 5/30/25 at 11:52 am to
quote:

Sooo smart.


Yeah…so is selling at 40 and rebuying in the mid 30s. I really need to trust my gut more with these decisions.
Posted by bayoubengals88
LA
Member since Sep 2007
21360 posts
Posted on 5/30/25 at 12:32 pm to
quote:

Yeah…so is selling at 40 and rebuying in the mid 30s. I really need to trust my gut more with these decisions.

Covered calls are nice. I may have gotten 14 "free" shares out of the deal.
Or, this could explode upward with the NVDA Paris conference.
Posted by LChama
Member since May 2020
2713 posts
Posted on 5/30/25 at 2:50 pm to
The day i try that is the day it goes to 80 while im waiting to buy lower
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
16970 posts
Posted on 5/30/25 at 4:17 pm to
My thinking too….especially after NVDA earnings.
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