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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/19/26 at 6:50 am to
Posted by Neauxla
New Orleans
Member since Feb 2008
34769 posts
Posted on 8/19/26 at 6:50 am to
How low will she go
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/19/26 at 6:53 am to
If market wants to rally today 220 could be the floor. I pointed to that number last week.

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Posted by LChama
Member since May 2020
4430 posts
Posted on 8/19/26 at 7:17 am to
Not unexpected . What you thinkin bb88? They had already announced they had 25b potential allocated to use if ever needed so this seems minimal case scenario. Just bad timing
This post was edited on 8/19/26 at 7:19 am
Posted by igoringa
South Mississippi
Member since Jun 2007
12486 posts
Posted on 8/19/26 at 7:22 am to
I know I'm a completely broken record with this, but I never understand the markets reaction to accretive debt offerings

If you believe in the thesis, such raises are a necessity and are the cheapest way to raise the capital and will be highly accretive.

So I get annoyed with the short-term movement, but it's all part of the plan
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/19/26 at 7:36 am to
quote:

What you thinkin bb88? They had already announced they had 25b potential allocated to use if ever needed so this seems minimal case scenario. Just bad timing
I only have one thought — And there goes more retail…
Posted by LSUcam7
FL
Member since Sep 2016
9043 posts
Posted on 8/19/26 at 7:41 am to
Investors hate being diluted.

But yes a necessary evil at this stage.

Wouldn’t mind owning some of these!
Posted by tigerfoot
Alexandria
Member since Sep 2006
61708 posts
Posted on 8/19/26 at 9:03 am to
Ill watch this today and look at some December calls, I feel as certain as I can that this thing bounces back to an ATH prior to then.
Posted by Complete Linebacking
Parts Unknown
Member since Dec 2004
1101 posts
Posted on 8/19/26 at 9:16 am to
I sold a put this morning. $150 strike expiring 1/15. $18.90 per contract.
Posted by djrunner
Baton Rouge
Member since Jun 2010
5666 posts
Posted on 8/19/26 at 9:22 am to
I have a purchase order at 211 fingers crossed. Stop triggered at 256, I have been making decent money off of this roller coaster, was in at 181.90.
Posted by Mockingbird2008
Member since Jun 2022
171 posts
Posted on 8/19/26 at 9:44 am to
I sold 15% of my shares during earnings day at $239 and regretted it immediately. Luckily I got back in at $225. I don’t think I’ll ever learn to take profits at $275-$280. It was obvious that the big news was done at least until Nvidia earnings. I’ll take it for now.
This post was edited on 8/19/26 at 9:45 am
Posted by igoringa
South Mississippi
Member since Jun 2007
12486 posts
Posted on 8/19/26 at 10:39 am to
I am not familiar enough with NBIS' build out schedule.

They were sitting on $8 billion and had some room in ATM post earnings call - Doing this now I wonder if there is a major GPu buy coming or a new deal.
Posted by bayoubengals88
LA
Member since Sep 2007
25970 posts
Posted on 8/19/26 at 11:25 am to
quote:

Doing this now I wonder if there is a major GPu buy coming or a new deal.
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