re: Nebius - NBIS - AI Infrastructure Company

I did too even though this is my largest holding due to you guys leading me to it early. $160 seemed like a gift.

Rather odd that we suddenly have citadel defenders posting at 2 am around here.

Damage control memo was sent out

I think someone definitely shorted it when non public news of Leopold’s position came out.

Gotta remember… NBIS was forty percent of his book….and his book was 4x levered.

And people out there are trying to question the fundamentals of Nebius. How dare they?!?

It was a gift. I just had no money, and quite frankly too scared to pile into options. Have I earned the right to be scared? Haha

I had no cash and wanted to take advantage of the fall so I sold some Apple at $340 and Walmart at $113. I bought 115 shares at $16.95 and another 100 at 12.55. Sold 100 at $22.50 last night and bought some Apple back at $315 and have an order to buy more at $306. Have 300 shares left at avg $19.50. Waiting on earnings before doing anything else.

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Rather odd that we suddenly have citadel defenders posting at 2 am around here.

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I dont even care if theyre correct but they have a poor way of communicating their message.

So does this curve any attempts to drag these stocks down for a while and we possibly get several green days in a row?

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Rather odd that we suddenly have citadel defenders posting at 2 am around here. Damage control memo was sent out

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no offense but this is as dumb as the “heist of the century” conspiracy theory. SA made their own bed with 4x leverage and short positions just as the market was cycling. Reporting is now that the SA public positions were being shopped late last week, the writing was on the wall. It apparently was an open secret that SA was getting margin called as the banks were actively participating in the process and sending out requests for interest to lots of firms.

And the recovery in the long positions was to be expected as the unwind was completed…yes the sharks were circling and helping to make a bad situation for SA worse but that’s what big finance does.

there’s no reason to believe this was a manufactured event by citadel or anyone else. The fund manager fricked up, he had zero experience in running a fund like that and he got caught with his pants around his ankles

Leopold took a good hand and fricked it up

Wow what a boring week for NBIS, last Friday closed at $191, today closed at $190.50

100% retard money in this thread.

There’s been a $20 to $290 move in roughy 15 months. That’s the move. If you bought this, and sold it during that run. Congrats. Excellent trading,

If you are buying now, after the move is over, and the Forward PE is still 220. You are an idiot. Going to get absolutely buried buying the top of a peak that will never come again.

NotStupid

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