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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/12/26 at 7:17 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28222 posts
Posted on 8/12/26 at 7:17 am to
Another computer segment coming up. It may be more related to Nebius.
Posted by Mockingbird2008
Member since Jun 2022
171 posts
Posted on 8/12/26 at 7:44 am to
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% |
Posted by igoringa
South Mississippi
Member since Jun 2007
12486 posts
Posted on 8/12/26 at 7:54 am to
once the analyst re-price with these new megawatt numbers, which will be probably a day or two the sky is the limit -
Posted by Neauxla
New Orleans
Member since Feb 2008
34772 posts
Posted on 8/12/26 at 7:55 am to
Remember when we were 270+ months ago? I member
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20621 posts
Posted on 8/12/26 at 7:57 am to
I think it spikes and we settle at about +8 %
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/12/26 at 8:06 am to
quote:


"we see price opportunities in the 40-50 million per megawatt range"
Yep. This has got to be the takeaway, especially given that it's a business model that was previously unknown. Wow.

Nebius management, hats off to you. Again.
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/12/26 at 8:07 am to
quote:

I think it spikes and we settle at about +8 %

20-30%
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20621 posts
Posted on 8/12/26 at 8:13 am to
I like yours better!
Posted by cgrand
HAMMOND
Member since Oct 2009
50838 posts
Posted on 8/12/26 at 8:24 am to
Posted by Sabans straw hat
Member since May 2022
1149 posts
Posted on 8/12/26 at 8:35 am to
Do we see Paul today?
Posted by cgrand
HAMMOND
Member since Oct 2009
50838 posts
Posted on 8/12/26 at 8:38 am to
cloud stocks riding the wave up today with NBIS and CRWV…DOCN up 10%

frick yeah go baby
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28222 posts
Posted on 8/12/26 at 8:49 am to
I sold my CRWV 6/27 $90 calls when CRWV was up $19.

Kinda regretting it, but I'll look for another opportunity...
Posted by LSUSLU106
Member since Mar 2015
736 posts
Posted on 8/12/26 at 8:51 am to
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 by NorthShoreTiger44
Madisonville
Member since Aug 2014
1519 posts
Posted on 8/12/26 at 9:00 am to
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 by Mockingbird2008
Member since Jun 2022
171 posts
Posted on 8/12/26 at 9:27 am to
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 by jefforize
Member since Feb 2008
46358 posts
Posted on 8/12/26 at 10:21 am to
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.
This post was edited on 8/12/26 at 10:22 am
Posted by Merica
'Merica
Member since Mar 2013
1172 posts
Posted on 8/12/26 at 10:23 am to
Approaching decision time!
Posted by Mockingbird2008
Member since Jun 2022
171 posts
Posted on 8/12/26 at 10:32 am to
Sold 15% (25 shares) at $239.23. Hopefully I made a good decision
Posted by Merica
'Merica
Member since Mar 2013
1172 posts
Posted on 8/12/26 at 10:33 am to
I bet you didn’t think you would have to make that decision an hour after posting. Such a wild stock.
Posted by Neauxla
New Orleans
Member since Feb 2008
34772 posts
Posted on 8/12/26 at 10:41 am to
quote:

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.
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.
This post was edited on 8/12/26 at 10:42 am
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