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re: Nebius - NBIS - AI Infrastructure Company

Posted on 9/30/26 at 8:02 am to
Posted by sonoma8
Member since Oct 2006
8277 posts
Posted on 9/30/26 at 8:02 am to
10:1 please sweet baby Jesus
This post was edited on 9/30/26 at 8:02 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28428 posts
Posted on 9/30/26 at 8:20 am to
Posted by DawgCountry
Great State of GA
Member since Sep 2012
34041 posts
Posted on 9/30/26 at 8:59 am to
TO DA MOON
This post was edited on 9/30/26 at 9:00 am
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/1/26 at 8:27 am to
Here's a Nebius employee telling us why they just acquired Inferize.

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Posted by jefforize
Member since Feb 2008
46480 posts
Posted on 10/1/26 at 1:22 pm to
nasty bull trap

frickING OIL
Posted by jefforize
Member since Feb 2008
46480 posts
Posted on 10/2/26 at 7:57 am to
Looking quite pumpy in pre
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28428 posts
Posted on 10/2/26 at 8:02 am to
Here's to hoping it stays pumpy all day. The last two days, it pumped overnight and spiked at open, but drifted downward and finished in the red...
This post was edited on 10/2/26 at 8:03 am
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/2/26 at 8:02 am to
quote:

Looking quite pumpy in pre

I'll take "boring" between 230-245 all day and all month.
That's essentially a leg up with 230 as base.

This thing is based out over the long term and ready to say good bye to $200s soon.
Posted by j1897
Member since Nov 2011
5122 posts
Posted on 10/2/26 at 8:54 am to
I'm worried about the anthropic IPO
Posted by ynlvr
Rocket City
Member since Feb 2009
5684 posts
Posted on 10/2/26 at 9:10 am to
Ditto! I am hoping for a nice run before their IPO so I can lighten my load in advance. Looking to scrape profits when NBIS hits above $290
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/2/26 at 10:07 am to
Well, the bull case for DUOT just got a lot worse.
Thankfully, I don't own any!
Great news for NBIS (modular data centers):

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Posted by Neauxla
New Orleans
Member since Feb 2008
34883 posts
Posted on 10/2/26 at 10:13 am to
quote:

Well, the bull case for DUOT just got a lot worse.
Thankfully, I don't own any!
well shite
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/2/26 at 10:18 am to
quote:

well shite

I could be very wrong. They may very well have a niche in the rural space that can't be touched otherwise.
Posted by The Boat
Member since Oct 2008
178833 posts
Posted on 10/2/26 at 3:01 pm to
We defeated the 2 pm selloff today
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/2/26 at 3:03 pm to
Yep. Could've been worse.
Posted by The Boat
Member since Oct 2008
178833 posts
Posted on 10/2/26 at 3:35 pm to
Could've been worse? It actually went up in the final hour. Today was a pretty good day. I'd just like to see the price build on this on Monday and not float in 220-240 hell.
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/2/26 at 3:47 pm to
I still feel this way...

quote:

I'll take "boring" between 230-245 all day and all month.
That's essentially a leg up with 230 as base.

This thing is based out over the long term and ready to say good bye to $200s soon.


And I agree with you. Above $250 could lead to $290 quickly. Stil 21% short.
Coiled to the max.

This post was edited on 10/2/26 at 3:49 pm
Posted by The Boat
Member since Oct 2008
178833 posts
Posted on 10/2/26 at 3:59 pm to
This feels like November-March where it coiled around 90-100 then went to $300 in a couple of months.
Posted by bayoubengals88
LA
Member since Sep 2007
26299 posts
Posted on 10/2/26 at 4:12 pm to
quote:

This feels like November-March where it coiled around 90-100 then went to $300 in a couple of months.

And I don't anticipate tax loss selling this December...
Could see a huge rally instead.

Will I buy calls? Maybe one
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