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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/22/26 at 3:15 pm to The Boat
Posted on 7/22/26 at 3:15 pm to The Boat
quote:
That was why hypotheses for why NBIS dragged behind CRWV for all of 2025, almost unnoticed.
I thought it was because CRWV was the poster child for spending to much on capex and everyone just assumed that NBIS was CRWV Lite and was going to run up their credit card balances the same way CRWV did.
1
Posted on 7/22/26 at 4:00 pm to Jax-Tiger
alphabet 2026 capex bumped
up to 195-205 billion expected vs 180-190 billion previously.
2027 still expected to be significantly higher
up to 195-205 billion expected vs 180-190 billion previously.
2027 still expected to be significantly higher
Posted on 7/22/26 at 4:02 pm to igoringa
quote:
alphabet 2026 capex bumped
up to 195-205 billion expected vs 180-190 billion previously.
2027 still expected to be significantly higher
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Posted on 7/22/26 at 4:14 pm to bayoubengals88
Been out of pocket all afternoon and trying to figure out why goog is dumping AH after that report. Dilution for capex ?
Posted on 7/22/26 at 4:14 pm to bayoubengals88
Posted on 7/22/26 at 4:16 pm to bayoubengals88
quote:
Dude is fricked.
Bet he is clenched already. NBIS is in the top 5 for stocks I would not be caught dead betting against right now.
This post was edited on 7/22/26 at 4:17 pm
Posted on 7/22/26 at 6:34 pm to iPad
Not NBIs specific but worth sharing:
Me and my baws were able to recreate a process in Google cloud that runs in 4 minutes, vs the same thing in sql server (MSFT) that takes 12 hours to run.
Same data. Same logic. 4 minutes vs 12 hours.
In case yall were wondering why “google cloud” revenues are up
Me and my baws were able to recreate a process in Google cloud that runs in 4 minutes, vs the same thing in sql server (MSFT) that takes 12 hours to run.
Same data. Same logic. 4 minutes vs 12 hours.
In case yall were wondering why “google cloud” revenues are up
This post was edited on 7/22/26 at 6:35 pm
Posted on 7/22/26 at 6:46 pm to iPad
Shooters shoot.
This stock is pretty volatile. Maybe something will drop in the next 9 days. When I expect it to go up it does the opposite.
Long term bullish thiugh
This stock is pretty volatile. Maybe something will drop in the next 9 days. When I expect it to go up it does the opposite.
Long term bullish thiugh
Posted on 7/22/26 at 7:35 pm to jefforize
That is awesome, thanks for sharing. I bet in the not so distant future the same process will be almost instantaneous.
Posted on 7/23/26 at 6:19 am to kaaj24
Posted on 7/23/26 at 8:29 am to bayoubengals88
For any you fine folks that have been buying for a while, if/when we do hit $400 are y'all planning to sell any to recoup some investment then let the rest ride, or is this one of those "not selling at all any time in the next few years" kinda deals?
Posted on 7/23/26 at 8:36 am to WG_Dawg
quote:
For any you fine folks that have been buying for a while, if/when we do hit $400 are y'all planning to sell any to recoup some investment then let the rest ride, or is this one of those "not selling at all any time in the next few years" kinda deals?
I'm not selling any shares. I might buy a few options when it is low, but the options for Nebius are so damned expensive. I'll just sit with what I have. Nebius is sort of set it and forget it right now, for me.
Posted on 7/23/26 at 8:52 am to Jax-Tiger
Me too. If it drops down to $200 again I might add but I not I’m just rolling now. It’s already grown to around 8% of my trade account so already have plenty of exposure. My avg cost is sub $100.
Posted on 7/23/26 at 9:01 am to SquatchDawg
quote:
If it drops down to $200 again I might add but I not I’m just rolling now.
Sell some puts?
Posted on 7/23/26 at 9:26 am to Jax-Tiger
np
This post was edited on 7/23/26 at 11:20 am
Posted on 7/23/26 at 11:28 am to bayoubengals88
It hit 230 and backed off immediately
Posted on 7/24/26 at 9:45 am to horndog
What's the story today?
Posted on 7/24/26 at 9:50 am to SquatchDawg
Well it’s below $200 again. Time to load up, or do we think more pain is coming?
Posted on 7/24/26 at 9:55 am to Sabans straw hat
All tech is fricked short term until the 10 yr goes down.
That's all I know.
Unless, this is just another Friday washout.
That's all I know.
Unless, this is just another Friday washout.
Posted on 7/24/26 at 11:03 am to bayoubengals88
Did you see the spike in QQQ as soon as we had somewhat positive war news? That's all you need to know.
This war ends and NBIS is at $260 immediately. QQQ will be at 740...you get the picture.
This war ends and NBIS is at $260 immediately. QQQ will be at 740...you get the picture.
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