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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/11/26 at 6:29 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
50838 posts
Posted on 8/11/26 at 6:29 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/11/26 at 8:13 pm to
So $240 tomorrow on its way to $380 soon?

Or, $160?
Posted by OTIS2
NoLA
Member since Jul 2008
52753 posts
Posted on 8/11/26 at 8:24 pm to
Currently heading up.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28222 posts
Posted on 8/12/26 at 4:03 am to
I bought 5 CRWV 6/27 $90c last work at a little under $28. Gonna be tough not to sell tomorrow.

What do y'all think? These are the only options I own right now. That $640 million in interest payments has me a bit spooked. I'm leaning towards selling and looking for an opportunity to buy back in later, if the market beats them down...
Posted by ynlvr
Rocket City
Member since Feb 2009
5625 posts
Posted on 8/12/26 at 5:19 am to
I’d cash that in today. These bumps rarely continue their momentum linearly.
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/12/26 at 6:18 am to
Numbers are out, but page is crashing for me…
Posted by sonoma8
Member since Oct 2006
8230 posts
Posted on 8/12/26 at 6:25 am to
Link dat!
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/12/26 at 6:28 am to
Posted by Neauxla
New Orleans
Member since Feb 2008
34772 posts
Posted on 8/12/26 at 6:38 am to
Error when you click links inside
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
496 posts
Posted on 8/12/26 at 6:40 am to
Moving up premarket but can’t see anything released still
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1519 posts
Posted on 8/12/26 at 6:49 am to
Double beat from what’s being posted on X
Posted by LChama
Member since May 2020
4430 posts
Posted on 8/12/26 at 7:00 am to
Double beat. Big capex increase
Posted by YungBuck
Mandeville
Member since Dec 2017
3334 posts
Posted on 8/12/26 at 7:00 am to
BOOM

Q2 blowout
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20621 posts
Posted on 8/12/26 at 7:01 am to
Huge report!

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This post was edited on 8/12/26 at 7:07 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28222 posts
Posted on 8/12/26 at 7:02 am to
Mornings with Maria had a very positive segment on Neoclouds at the end of . Coreweave was the main subject, but Nebius was mentioned.
Posted by Sabans straw hat
Member since May 2022
1149 posts
Posted on 8/12/26 at 7:05 am to
Poor poor Michael Burry
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1519 posts
Posted on 8/12/26 at 7:07 am to
He’s now been right on 50 of the last 2 crashes. I don’t know why everyone gives his opinion so much weight. Sure he was right about the housing bubble, but he’s not been right about much else since then
Posted by igoringa
South Mississippi
Member since Jun 2007
12486 posts
Posted on 8/12/26 at 7:09 am to
"we see price opportunities in the 40-50 million per megawatt range"

Sweet merciful god
Posted by wileyjones
Member since May 2014
2726 posts
Posted on 8/12/26 at 7:15 am to
quote:

Huge report!
now we wait and see if market will like it or not
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33900 posts
Posted on 8/12/26 at 7:16 am to
Burry making $1MM/month on his substack from what I saw. He’s selling short opinions for news, not trying to make money on his positions, IMO
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