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re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/12/26 at 7:17 am to Sabans straw hat
Posted on 8/12/26 at 7:17 am to Sabans straw hat
Another computer segment coming up. It may be more related to Nebius.
Posted on 8/12/26 at 7:44 am to Jax-Tiger
What’s do y’all think today’s peak price will be? With earnings and CPI meeting expectations, chat gpt gave me the below:
| Today's high | Probability |
| ------------ | ----------: |
| **$220–225** | 10% |
| **$225–235** | **25%** |
| **$235–245** | **30%** |
| **$245–255** | **18%** |
| **$255–275** | **12%** |
| **$275–300** | 4% |
| **$300+** | 1% |
| Today's high | Probability |
| ------------ | ----------: |
| **$220–225** | 10% |
| **$225–235** | **25%** |
| **$235–245** | **30%** |
| **$245–255** | **18%** |
| **$255–275** | **12%** |
| **$275–300** | 4% |
| **$300+** | 1% |
Posted on 8/12/26 at 7:54 am to Mockingbird2008
once the analyst re-price with these new megawatt numbers, which will be probably a day or two the sky is the limit -
Posted on 8/12/26 at 7:55 am to Mockingbird2008
Remember when we were 270+ months ago? I member
Posted on 8/12/26 at 7:57 am to Mockingbird2008
I think it spikes and we settle at about +8 %
Posted on 8/12/26 at 8:06 am to igoringa
quote:Yep. This has got to be the takeaway, especially given that it's a business model that was previously unknown. Wow.
"we see price opportunities in the 40-50 million per megawatt range"
Nebius management, hats off to you. Again.
Posted on 8/12/26 at 8:07 am to SquatchDawg
quote:20-30%
I think it spikes and we settle at about +8 %
Posted on 8/12/26 at 8:13 am to bayoubengals88
I like yours better! 
Posted on 8/12/26 at 8:24 am to SquatchDawg
Posted on 8/12/26 at 8:35 am to bayoubengals88
Do we see Paul today? 
Posted on 8/12/26 at 8:38 am to Sabans straw hat
cloud stocks riding the wave up today with NBIS and CRWV…DOCN up 10%
frick yeah go baby
frick yeah go baby
Posted on 8/12/26 at 8:49 am to cgrand
I sold my CRWV 6/27 $90 calls when CRWV was up $19.
Kinda regretting it, but I'll look for another opportunity...
Kinda regretting it, but I'll look for another opportunity...
Posted on 8/12/26 at 8:51 am to bayoubengals88
Whats the profit zone here to trim and load up more on the next dip with this thing because we know its coming like clock work 
Posted on 8/12/26 at 9:00 am to LSUSLU106
Seems to be a resistance level around 230 for the last month or so. Every time it gets into the 220s it dips back down to the 190s. Hopefully this earnings report can get it to break through
Posted on 8/12/26 at 9:27 am to LSUSLU106
I’m trimming 10% at $239 to beat the $240 algo dump if we get there. Will the. Rebuy when it inevitably dips a bit to $200-$220. I haven’t taken profits and have missed out on doubling my stake, so want to be more active now.
Posted on 8/12/26 at 10:21 am to Mockingbird2008
three cheers to all the bears out there who's tears are fueling this rally.
couldn't have done it without all your liquidity, thanks
eta: directed at Burry, capybara etc, not you.
couldn't have done it without all your liquidity, thanks
eta: directed at Burry, capybara etc, not you.
This post was edited on 8/12/26 at 10:22 am
Posted on 8/12/26 at 10:23 am to Mockingbird2008
Approaching decision time!
Posted on 8/12/26 at 10:32 am to Merica
Sold 15% (25 shares) at $239.23. Hopefully I made a good decision
Posted on 8/12/26 at 10:33 am to Mockingbird2008
I bet you didn’t think you would have to make that decision an hour after posting. Such a wild stock.
Posted on 8/12/26 at 10:41 am to Mockingbird2008
quote:That was my plan when AMD kept going up down up down and then I missed out on $300/share. I'm too scared I'll miss the boat again.
I’m trimming 10% at $239 to beat the $240 algo dump if we get there. Will the. Rebuy when it inevitably dips a bit to $200-$220. I haven’t taken profits and have missed out on doubling my stake, so want to be more active now.
This post was edited on 8/12/26 at 10:42 am
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