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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/15/26 at 10:19 am to Paul Allen
Posted on 10/15/26 at 10:19 am to Paul Allen
quote:
$80
I'm still trying to figure out what you have against a stock that went from $80 to it's current $180 in one year? As a long term investment, this is fantastic.
And we all know that it will probably jump to closer to $300 in the next few months. It seems that in another couple of years, you'll be lamenting the fact that it took a downturn from $1000/share to $750/share.
This post was edited on 10/15/26 at 10:20 am
Posted on 10/15/26 at 11:06 am to Jax-Tiger
quote:
And we all know that it will probably jump to closer to $300 in the next few months
I've dedicated a large amount with hopes this happens.
Posted on 10/15/26 at 11:07 am to Naked Bootleg
quote:
we all know that it will probably jump to closer to $300
this is a very dangerous way of thinking
Posted on 10/15/26 at 11:15 am to Texas Tea 123
quote:It's also logical to think that NBIS should not trade below the value of its backlog, which is where it was this morning.
this is a very dangerous way of thinking
It's also logical to buy when it's at the 200 day moving average, which is $170s.
Posted on 10/15/26 at 11:17 am to Texas Tea 123
I almost pulled the trigger at 165, I'll wait and see what happens tomorrow.
Posted on 10/15/26 at 11:24 am to BCvol
quote:
It's also logical to think that NBIS should not trade below the value of its backlog, which is where it was this morning.
It's also logical to buy when it's at the 200 day moving average, which is $170s.
You're only saying this because you bought $300 Nov calls lol
Posted on 10/15/26 at 11:29 am to bayoubengals88
quote:careful. Backlog is not revenue until it is realized and recognized. And the SMA has an “M” in it for a reason
It's also logical to think that NBIS should not trade below the value of its backlog
Posted on 10/15/26 at 11:39 am to Texas Tea 123
quote:
You're only saying this because you bought $300 Nov calls lol
Posted on 10/15/26 at 11:44 am to Paul Allen
quote:
Paul Allen
quote:
Very. Too volatile of a stock. I’ve always had my doubts about this one.
Now that He's back in the thread its time to buy again right?
Posted on 10/15/26 at 12:01 pm to Texas Tea 123
quote:Yeah, I think I made $50 on that one.
You're only saying this because you bought $300 Nov calls lol
Posted on 10/15/26 at 12:02 pm to cgrand
quote:You know as well as anyone that if NBIS doesn't realize its backlog then the economy as we know it is likely done for.
careful. Backlog is not revenue until it is realized and recognized. And the SMA has an “M” in it for a reason
The S&P would be down 40% like it was in 2008.
Posted on 10/15/26 at 12:07 pm to bayoubengals88
quote:as currently genga'ed, yes. things will change though they always do
You know as well as anyone that if NBIS doesn't realize its backlog then the economy as we know it is likely done for.
Posted on 10/15/26 at 12:57 pm to cgrand
Posted on 10/15/26 at 1:19 pm to cgrand
You don't even know what that means
Posted on 10/15/26 at 1:24 pm to Texas Tea 123
quote:
You don't even know what that means
Seems unnecessary??
Posted on 10/15/26 at 2:10 pm to bayoubengals88
Posting a random meaningless pic with no commentary? Very much agree
Posted on 10/15/26 at 2:13 pm to Texas Tea 123
quote:LOL
You don't even know what that means
META has like $30B committed to NBIS. NBIS is announced as a launch partner for Muse Spark (among others). If you believe that open weight is where the money is as I do, and you see a company like META bringing this to market then you see the value in NBIS as a partner
Or was there something you wanted to make sure we all knew that only you know?
Posted on 10/15/26 at 2:18 pm to cgrand
as the ladies say, size matters. The META model is massive. The token factory will benefit. If you follow NBIS though you already knew that 
Posted on 10/15/26 at 2:19 pm to cgrand
Green!!!!
Posted on 10/15/26 at 2:20 pm to cgrand
Like arguing with a bunch of 16 year olds hopped up on monster energy drinks
Let me guess, you own:
NBIS
IREN
LITE
CRWV
ASTS
RKLB
SPCX
Let me guess, you own:
NBIS
IREN
LITE
CRWV
ASTS
RKLB
SPCX
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