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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/16/26 at 9:05 pm to bayoubengals88
Posted on 7/16/26 at 9:05 pm to bayoubengals88
If he’s right, this is key.
quote:
AI Capex will still continue because:
1. If American Labs stop training capex, then Chinese models will also stop improving. AI progress will have stopped. American companies have never given up just because Chinese are trying to copy them.
2. Chinese model still consume alot of compute/GPUs for inference. Inference demand will outstrip training demand anyways.
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1
Posted on 7/16/26 at 10:29 pm to bayoubengals88
“Deepseek 2.0?”
Posted on 7/17/26 at 7:59 am to meeple
Was the ViX foretelling this?
Posted on 7/17/26 at 8:28 am to LChama
It’s been awhile since we’ve seen Paul. Will he make a thread appearance today?
Posted on 7/17/26 at 8:36 am to NaturalBeam
hopefully, he always seems to usher in a nice bounce.
Posted on 7/17/26 at 8:40 am to BCvol
Prediction:
I still have a covered call open for January at $410 strike.
At some point over the next 3-4 months I will be pissed that I didn’t buy it back today.
I still have a covered call open for January at $410 strike.
At some point over the next 3-4 months I will be pissed that I didn’t buy it back today.
Posted on 7/17/26 at 8:59 am to bayoubengals88
quote:
I still have a covered call open for January at $410 strike.
LOL I have 5 January 28 at same strike. I had to roll Jan 27 at 230 when it did they massive run.
I am trying to save myself from my self and keep them
Posted on 7/17/26 at 9:28 am to igoringa
This is usually when i buy then we retrace the lows and go lower. Making myself not buy
Posted on 7/17/26 at 9:32 am to igoringa
Posted on 7/17/26 at 9:34 am to TigerDoug
Paul is back and downvoting
Posted on 7/17/26 at 9:43 am to bayoubengals88
Gavin Baker Kimi Discussion
Another opinion to add to what BB posted last night from Liu et al.
This is a pretty reputable guy so I appreciate the perspective
Another opinion to add to what BB posted last night from Liu et al.
This is a pretty reputable guy so I appreciate the perspective
Posted on 7/17/26 at 9:50 am to TigerDoug
quote:
LINK - NBIS raises 775 million in first secured debt financing to accelerate global buildout
This is great news and shows the start of the flywheel. Using existing contracts to secure the buildout, not to meet the contract - they are a step ahead.
This, the cash balance, the marketable investments, the deal flow - any other environment and this would be the darling right now.
Edit to add: SOFR plus 2.5% - I wil take that all day long.
This post was edited on 7/17/26 at 9:53 am
Posted on 7/17/26 at 10:51 am to LChama
quote:
This is usually when i buy then we retrace the lows and go lower. Making myself not buy
Same here.
Posted on 7/17/26 at 12:59 pm to LChama
quote:No sir! This is the sacrifice that I'm making for you all!
Buy it back sir
Posted on 7/17/26 at 1:02 pm to bayoubengals88
I shamefully bought two 0DTE $170 strike at 2.05 this morning.
My sell order of 5.10 went through when I was cutting grass.
Could have made so much more, but can't complain with 149% in a matter of minutes.
Did even better on MU
3.20 to 9.20
My sell order of 5.10 went through when I was cutting grass.
Could have made so much more, but can't complain with 149% in a matter of minutes.
Did even better on MU
3.20 to 9.20
Posted on 7/17/26 at 2:09 pm to bayoubengals88
Bayou...since you have done your due diligence; is time to buy NBIS or NBIG right now or wait?
Posted on 7/17/26 at 2:15 pm to TOPAL
NBIL is a trading tool.
Do not hold NBIL for more than a few days.
The time for NBIL or NBIG was at market open, then sell later in the day.
It’s always time to buy NBIS.
I know that sounds ridiculous, but I bought 10 shares at $280 and 21 at $196. Those were my last two buys.
This stock will come out being the crown jewel of AI infrastructure and open source model offerings.
In my opinion, and many others, it will be in the thousands per share with time.
That’s why I don’t research others in the sector. I think I’ve identified THE winner.
Do not hold NBIL for more than a few days.
The time for NBIL or NBIG was at market open, then sell later in the day.
It’s always time to buy NBIS.
I know that sounds ridiculous, but I bought 10 shares at $280 and 21 at $196. Those were my last two buys.
This stock will come out being the crown jewel of AI infrastructure and open source model offerings.
In my opinion, and many others, it will be in the thousands per share with time.
That’s why I don’t research others in the sector. I think I’ve identified THE winner.
Posted on 7/17/26 at 3:11 pm to bayoubengals88
We lost the weekly chart.
20 EMA broke down.
Honestly, not sure how to read it.
In other words, hoping we don’t revisit $128.
I’d rather reclaim $186 next week.
20 EMA broke down.
Honestly, not sure how to read it.
In other words, hoping we don’t revisit $128.
I’d rather reclaim $186 next week.
Posted on 7/17/26 at 3:38 pm to bayoubengals88
Or you could take the fib extension view.
A near perfect retrace.
Or, you can say that none of it matters, but I think computers trade on this shite don’t probably does.
Still holding 3 $260 calls for November.
Let’s ride
A near perfect retrace.
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If tweet fails to load, click here. Or, you can say that none of it matters, but I think computers trade on this shite don’t probably does.
Still holding 3 $260 calls for November.
Let’s ride
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