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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/8/26 at 8:48 pm to bayoubengals88
Posted on 10/8/26 at 8:48 pm to bayoubengals88
You should clarify the $230 10/9 strikes were going for $25/$30 earlier this week, not the $300s
Posted on 10/8/26 at 9:20 pm to zzgobucky
I was being most simple in the sense that they were being bought for $25-30 USD and the value dropped to $3 today.
To the questioner:
This looks like .25 and .03 in the options chains because you multiply that number x 100.
One contract represents 100 shares.
To the questioner:
This looks like .25 and .03 in the options chains because you multiply that number x 100.
One contract represents 100 shares.
This post was edited on 10/8/26 at 9:20 pm
Posted on 10/12/26 at 10:50 am to bayoubengals88
Nebius is a sponsor at kubecon, I'll report back any swag I can steal from their booth.
This post was edited on 10/12/26 at 11:44 am
Posted on 10/12/26 at 11:21 am to j1897
Any takes on this rotterdam project?
Posted on 10/12/26 at 3:16 pm to LChama
quote:
Any takes on this rotterdam project?
I don't think they've disclosed the capex but it sounds like Nebius is providing the software and building it will not be their responsibility. Approval shouldn't be a problem, as the Netherlands seems to be eager to ha e a huge computer facility on their own soil.
Posted on 10/13/26 at 6:40 am to Jax-Tiger
This is the sad state of affairs in which we find ourselves.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/13/26 at 7:35 am to bayoubengals88
It’s very frustrating
Posted on 10/13/26 at 7:53 am to Sabans straw hat
We've seen this movie before. AI sentiment turns negative, analysts who are supposed to know what is going on, but don't, start to question the capex drain and profitability of Nvidia chips question whether they will ever be profitable, and the price tanks. Then earnings come and it tanks some more. Then people step back and realize that earnings are up 400% and it turns around and becomes the analyst darling again.
One analyst from Yahoo just downgraded NBIS by saying that their moat was too narrow. He said that a client could switch to another vendor in "an afternoon", and there was literally nothing to keep customers from switching.
I thought to myself, Firstly, Nebius has been creating an entire ecosystem around their compute power to make it difficult for clients to switch. They just won't get the same efficiency and capabilities with any other neo-cloud. That's been NBIS's strategy the entire time. They want to be the neo-cloud that other customers switch to, not from, because of their onboard capabilities. Switching costs are higher when customers leave Nebius than they are when customers come to Nebius from somewhere else.
Secondly, where are they going to go? There is a shortage of compute power, and even if a customer wanted to leave Nebius, where are they going to go?
It's nuts. I think these analysts have AI write these reports and then fill in the Neo-cloud afterwards. They don't distinguish between IREN and NBIS, other than to look at statistics. Like comparing BMW to Chrysler. Both make cars...
One analyst from Yahoo just downgraded NBIS by saying that their moat was too narrow. He said that a client could switch to another vendor in "an afternoon", and there was literally nothing to keep customers from switching.
I thought to myself, Firstly, Nebius has been creating an entire ecosystem around their compute power to make it difficult for clients to switch. They just won't get the same efficiency and capabilities with any other neo-cloud. That's been NBIS's strategy the entire time. They want to be the neo-cloud that other customers switch to, not from, because of their onboard capabilities. Switching costs are higher when customers leave Nebius than they are when customers come to Nebius from somewhere else.
Secondly, where are they going to go? There is a shortage of compute power, and even if a customer wanted to leave Nebius, where are they going to go?
It's nuts. I think these analysts have AI write these reports and then fill in the Neo-cloud afterwards. They don't distinguish between IREN and NBIS, other than to look at statistics. Like comparing BMW to Chrysler. Both make cars...
Posted on 10/13/26 at 7:55 am to bayoubengals88
While I respect the effort and information, I exited about 3 weeks ago. Still watching and wishing you guys the best
Posted on 10/13/26 at 8:01 am to Jax-Tiger
quote:
We've seen this movie before. AI sentiment turns negative, analysts who are supposed to know what is going on, but don't, start to question the capex drain and profitability of Nvidia chips question whether they will ever be profitable, and the price tanks. Then earnings come and it tanks some more. Then people step back and realize that earnings are up 400% and it turns around and becomes the analyst darling again.
This is what happens when the media is dying for a generational story.
They try their best to create one.
Posted on 10/13/26 at 8:53 am to bayoubengals88
rotation out of the semis and into the application layer(s) is appropriate. Be patient
the application layer is all that matters. NBIS is well positioned for an earnings opportunity
the application layer is all that matters. NBIS is well positioned for an earnings opportunity
Posted on 10/13/26 at 8:54 am to bayoubengals88
I think it’s also for occasional profit taking from institutions. Recycle cap ex fear every time the market starts running around all time highs. Sell and then buy back in once the fear is exhausted again.
Posted on 10/13/26 at 10:46 am to Golgi Apparatus
I need to start doing this with my shares in my IRAs
Posted on 10/14/26 at 8:12 am to Neauxla
Looks like another bad day
Posted on 10/14/26 at 8:39 am to meeple
Might be a buying opportunity
Posted on 10/14/26 at 8:43 am to BZ504
Sixth straight red day, impressive
Posted on 10/14/26 at 9:13 am to zzgobucky
Inflation and rates story of the week. Everybody taking off risk it seems
Posted on 10/14/26 at 9:16 am to HYDRebs
I picked a bad week to quit sniffing glue
Posted on 10/14/26 at 9:35 am to bayoubengals88
Anyone buying options here?
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