re: Nebius - NBIS - AI Infrastructure Company

Posted by TheYAKKER

Member since Sep 2014

34 posts

Posted on 10/14/26 at 9:38 am to bayoubengals88

What are you looking at? I'll follow you to the depths BB

Posted by jerryc436

Franklin

Member since Jan 2014

750 posts

Posted on 10/14/26 at 9:39 am to TheYAKKER

Bought 2 Leaps yesterday. Wish I had waited

Posted by TheYAKKER

Member since Sep 2014

34 posts

Posted on 10/14/26 at 9:41 am to jerryc436

I bought a Dec 18 $230 the other day. Wish I would have waited as well

Posted by donRANDOMnumbers

Hub City

Member since Nov 2006

17618 posts

Posted on 10/14/26 at 10:00 am to bayoubengals88

can i get some cliffs on what happened?

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

28563 posts

Posted on 10/14/26 at 10:08 am to TheYAKKER

Historically, this has shown that it is going to make it all back and then some in a hurry.

It's funny how these reports about capex and debt always hit a month of two after the earnings report comes out, and earnings forecasts are a distant memory. Of course, the next earnings report will come out in November, and everyone will say, "OMG! Their earnings are 3x-4x more than Q3 of last year. Time to get bullish...".

It couldn't possibly be coordinated, could it?

Posted by bayoubengals88

Member since Sep 2007

26480 posts

Posted on 10/14/26 at 10:30 am to donRANDOMnumbers

quote:
can i get some cliffs on what happened?

Nothing more or less than what Jax said.
Every couple of months people create stories in their head about AI fears.

This wild rild of a stock is a wild ride of a stock.
Often times, nothing actually happens.

But, if you want to know specifically why NBIS is getting hit hard today, it's because of Debtweave and posts like this:

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OTHER THAN THAT, have you seen 10yr yields, inflation, and oil/gas prices? Markets are cyclical for these reasons. It's a risk off market today.
Things will change.

Add it all up, and Nebby goes from 250 to 180.

Posted by Craft

Member since Oct 2019

1400 posts

Posted on 10/14/26 at 11:07 am to bayoubengals88

loading up crwv here

Posted by kaaj24

Dallas

Member since Jan 2010

1022 posts

Posted on 10/14/26 at 11:21 am to Jax-Tiger

Exactly. It’s the fear mongering that goes on every quarter. Get people nervous. They sell. Buy low. Profit.

2 ...

Posted by The Boat

Member since Oct 2008

179324 posts

Posted on 10/15/26 at 8:53 am to kaaj24

Swing low sweet chariot

2 ...

Posted by Jax-Tiger

Vero Beach, FL

Member since Jan 2005

28563 posts

Posted on 10/15/26 at 8:55 am to The Boat

More of the same.

Gartner Forecast - 80% of Neoclouds will cease operations by 2030

Is NBIS in the 80 or the 20? I mean, this could be good news for those in the 20% that make it. They could scoop up some deals in bankruptcy.

ETA: I think this appeals to the, "I read it on the internet, it must be true" investor.

This post was edited on 10/15/26 at 8:59 am

Posted by Sabans straw hat

Member since May 2022

1225 posts

Posted on 10/15/26 at 8:56 am to The Boat

$150 was the bottom a couple months ago, guess we will see what happens.

Posted by Mockingbird2008

Member since Jun 2022

181 posts

Posted on 10/15/26 at 8:58 am to kaaj24

Yup. Every 3 months we get cut in half. April, July, and now October. Hopefully we run back up to $250+. Eventually we must either solidify and stay in the upper or lower range, right?

This post was edited on 10/15/26 at 8:59 am