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re: Nebius - NBIS - AI Infrastructure Company

Posted on 7/29/26 at 9:28 am to
Posted by LSUSports247
Member since Apr 2007
1132 posts
Posted on 7/29/26 at 9:28 am to
I almost bought the dip this morning…..glad I held off. Getting deep red on the shares I have though
This post was edited on 7/29/26 at 9:38 am
Posted by tigerfoot
Alexandria
Member since Sep 2006
61626 posts
Posted on 7/29/26 at 9:33 am to
I bought a chunk at 220 thinking I got a DEAL
Posted by meeple
Carcassonne
Member since May 2011
11381 posts
Posted on 7/29/26 at 9:34 am to
quote:

bought a chunk at 220 thinking I got a DEAL

I added there thinking I was slick too
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1495 posts
Posted on 7/29/26 at 9:35 am to
Same boat as you in my brokerage. Been trying to DCA, but I stopped that since it’s been free falling
Posted by LChama
Member since May 2020
4359 posts
Posted on 7/29/26 at 9:39 am to
Somebody leak some bad earnings info?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28158 posts
Posted on 7/29/26 at 9:48 am to
quote:

My ultimate question to you though is, is there anything you can think of that would make you do a 180 and change your opinion?


Jim Cramer came out and implied that Nebius's Russian roots will become a problem for investors. I believe he is coming out of left field with that, but sometimes rumors can be troublesome.

I wonder if he is deliberately saying shite to sabotage NBIS because he was very adamant that CREV was the company to put your chips on in that sector...
Posted by Sabans straw hat
Member since May 2022
1142 posts
Posted on 7/29/26 at 9:58 am to
quote:

Getting deep red on the shares I have though


You and me both
Posted by BZ504
Texas
Member since Oct 2005
13992 posts
Posted on 7/29/26 at 10:51 am to
It feels like it’s going to go to $0.00 at this rate. What a wild ride. Was at $290 and now cut in half from that.
Posted by Mockingbird2008
Member since Jun 2022
164 posts
Posted on 7/29/26 at 10:53 am to
I’m debating a $120 stop loss…
Posted by IT_Dawg
Georgia
Member since Oct 2012
26799 posts
Posted on 7/29/26 at 11:08 am to
I said the big end of summer dip was coming, but didn’t think it would be this big. I am about 2 seconds away from selling off half my shares and buying Dec 250 calls…I want to do it soooo bad.

ETA: the DEC $185 calls look very enticing
This post was edited on 7/29/26 at 11:12 am
Posted by LB84
Member since May 2016
4583 posts
Posted on 7/29/26 at 11:09 am to
This has to be more than retail getting scared at this point.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26799 posts
Posted on 7/29/26 at 11:16 am to
quote:

This has to be more than retail getting scared at this point.


NVDA and CRWV (and other AI companies), executives and board members had massive inside sellers in Q2. That is coming out right now and punishing the market. If this is the bottom, shite about to be awesome
Posted by cgrand
HAMMOND
Member since Oct 2009
50407 posts
Posted on 7/29/26 at 11:19 am to
Fed decision today
Continued wariness regarding the hyperscalers (META reports today) and capex
continued flow away from (let’s face it) very overpriced semiconductors and hardware

and…an idiot and a terrorist are still exchanging warheads in the Middle East

could be worse I guess LOL
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1495 posts
Posted on 7/29/26 at 11:20 am to
I’m at the point where I want to sell to take slight profits, but know the minute I do it will probably reverse course and begin ticking back up
Posted by NoEmpathy
Member since Feb 2023
139 posts
Posted on 7/29/26 at 11:26 am to
quote:

and…an idiot and a terrorist are still exchanging warheads in the Middle East


Who’s the idiot you speak of?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28158 posts
Posted on 7/29/26 at 11:27 am to
I ain't skeered.

I bought this to hang onto for a couple of years. As BB88 said, as long as the executive team keeps exceeding expectations, the price will eventually go up. I care about the price in 2031, and am not particularly concerned about the price between now and then.

AI is just a bit chaotic, right now.

Posted by cgrand
HAMMOND
Member since Oct 2009
50407 posts
Posted on 7/29/26 at 11:30 am to
no one ever went broke taking profits. Right now I’m in the same boat with both SHOP and DOCN…rode them up and now riding down. I should have sold some
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1495 posts
Posted on 7/29/26 at 11:33 am to
Just don’t want to get caught having to buy back in at a higher cost basis offsetting the profits
Posted by jefforize
Member since Feb 2008
46330 posts
Posted on 7/29/26 at 11:34 am to
finally caught a bounce at least
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
78577 posts
Posted on 7/29/26 at 11:38 am to
quote:

It feels like it’s going to go to $0.00 at this rate. What a wild ride. Was at $290 and now cut in half from that.


I’ve been saying this for months now. It’s just too volatile of a stock for long-term investing.
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