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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/13/26 at 1:06 pm to LSUcam7
Posted on 8/13/26 at 1:06 pm to LSUcam7
quote:
Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $BE . Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures on our website.
by the way, stop work orders on projects of this magnitude are not uncommon. they've issued two, one for the fuel cells and one for the LNG tank farm. everything else is continuing unabated
This post was edited on 8/13/26 at 1:08 pm
0
Posted on 8/13/26 at 1:10 pm to LChama
"This only pauses Bloom/LNG equipment work during the 7 days leading up to the Aug 17 hearing. It is not a shutdown of the Vineland data center project."
Posted on 8/13/26 at 1:47 pm to LChama
My take is, per usual, a little under informed.
However Nebius leadership has earned the trust of the market and shareholders. Trust is easy to lose and hard to get back.
If there were serious issues right now I think they would have addressed it on earnings call.
However Nebius leadership has earned the trust of the market and shareholders. Trust is easy to lose and hard to get back.
If there were serious issues right now I think they would have addressed it on earnings call.
Posted on 8/13/26 at 3:04 pm to LSUcam7
Posted on 8/14/26 at 7:43 am to LSUcam7
(no message)
This post was edited on 8/17/26 at 11:36 am
Posted on 8/14/26 at 8:40 am to Yeti_Chaser
Come on NBIS, don't NBIS again today like you usually do
Posted on 8/14/26 at 8:46 am to meeple
$300 today? LFG!
Posted on 8/14/26 at 8:54 am to LSUSports247
To the moon!! Congrats!!
Posted on 8/14/26 at 3:01 pm to StonewallJack
Nice +51.09% week for NBIS
Posted on 8/14/26 at 3:04 pm to The Boat
Today was a good day for my top 3: NBIS, HGRAF, and OUST. I'd love to see 1 or 10 more of those...
Posted on 8/14/26 at 3:13 pm to Jax-Tiger
I'm with Paul. I can't trade this one any more. It's just too erratic, but I sure can hold it!
Well, I've got covered calls in the 400s too, but I think that's ok.
local bottoms for NBIS:
$20 (2025 tarriffs) ---> $140 seven months later
$70 (2025 AI GPU depreciation fears) ---> $299 four months later
$140 (The Great Unwind) ---> $380? $440?
$280 sounds like a good buy afer we peak at $380+
That's my thinking anyway.
I don't think I'll lose my shares, but you never know...
Well, I've got covered calls in the 400s too, but I think that's ok.
local bottoms for NBIS:
$20 (2025 tarriffs) ---> $140 seven months later
$70 (2025 AI GPU depreciation fears) ---> $299 four months later
$140 (The Great Unwind) ---> $380? $440?
$280 sounds like a good buy afer we peak at $380+
That's my thinking anyway.
I don't think I'll lose my shares, but you never know...
This post was edited on 8/14/26 at 3:41 pm
Posted on 8/14/26 at 3:50 pm to bayoubengals88
Can we get those $17 premiums back on those Jan 27 $400cc?
This post was edited on 8/14/26 at 3:51 pm
Posted on 8/14/26 at 3:57 pm to bayoubengals88
quote:
$140 (The Great Unwind) ---> $380? $440?
Posted on 8/14/26 at 4:38 pm to The Boat
quote:
$380? $440
In very real terms for me, that gets me my beach condo...with a lazy river.
Posted on 8/14/26 at 5:44 pm to bayoubengals88
quote:
can't trade this one any more
It’s become 20% of my portfolio so I’ve been slipping in and rolling hedges at higher strikes since the 35% day. It’s muted my gains from there somewhat but I’ve also locked in to big climb. Been interesting to see how the stock and hedge interact.
May end up screwing myself but today I got about 60% of the total gains. My acct is again near an ATH so I’m playing with ideas to protect that do not involve selling.
Posted on 8/14/26 at 6:24 pm to auisssa
It’s going to be hard not to sell but this is going to be $2000 in a few years.
Posted on 8/14/26 at 6:36 pm to SquatchDawg
I think we’re gonna be ok.
If NBIS goes to $400 then our other investments are probably in really good shape too.
If NBIS goes to $400 then our other investments are probably in really good shape too.
Posted on 8/14/26 at 7:18 pm to bayoubengals88
Thanks once again bb88. All in at $29. If i stay married i may break even
Posted on 8/14/26 at 9:26 pm to LChama
Damn I wish I had gotten all in at 29
Posted on 8/15/26 at 8:07 am to Neauxla
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