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re: Nebius - NBIS - AI Infrastructure Company

Posted on 1/29/25 at 11:57 am to
Posted by jefforize
Member since Feb 2008
45067 posts
Posted on 1/29/25 at 11:57 am to
fireworks coming later after FOMC then tsla, msft, meta earnings.

volatility will pick up

ASML up 5% is a good sign


Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/29/25 at 12:05 pm to
quote:

jefforize
He's right. Everyone is a little tense going into these big events. But ASML earnings was a very good sign indeed.

There will be profit taking on NBIS as we completely reset.
Many who bought from 24-26 are happy to sell a day or two later at 30-32. That's a quick 20-25%
Posted by LChama
Member since May 2020
2757 posts
Posted on 1/29/25 at 4:28 pm to
Up big AH .. i have waaaaay too many shares but liking it right now. Regular hours had me in a foul mood
This post was edited on 1/29/25 at 4:30 pm
Posted by jefforize
Member since Feb 2008
45067 posts
Posted on 1/29/25 at 4:32 pm to
quote:

bb88


Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/29/25 at 4:39 pm to
Thanks ZUCK!!!
Thanks CLS!
We’re so back
Posted by jefforize
Member since Feb 2008
45067 posts
Posted on 1/29/25 at 4:53 pm to
AVGO

+5.3% AH
Posted by LChama
Member since May 2020
2757 posts
Posted on 1/29/25 at 7:36 pm to
Bayoubengals… youve had some big wins and some big flops… as have we all. This one looks great and its not a pharm stock. Everything ive read looks very positive. What does this thing do if deep seek blows up ai? I feel like this is somewhat insulated. Knowing about this russian (now Israeli) guy.. do you think hes open to a buyout. Do you have any feeling for the upside in 1, 5, 10 years?
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/29/25 at 8:12 pm to
quote:

What does this thing do if deep seek blows up ai?
That happened on Monday and it went down 40% at one point. So I would think that the potential Deep Seek damage is behind us. It seemed that the dust settled in one trading day.

quote:

Knowing about this russian (now Israeli) guy.. do you think hes open to a buyout.
He’s got dual citizenship in Israel and the Netherlands. Nothing about this guy says “buyout”.

quote:

Do you have any feeling for the upside in 1, 5, 10 years?
The CEO built his last start up into a 30 billion dollar company, and that was in Russia of all places. I don’t see why NBIS couldn’t reach a 30 billion dollar valuation in the next 3-5 years. That would put us around $120/share.

If word gets around on this one and valuation gets a bit frothy (see TSLA, NVDA, PLTR), I could see NBIS reaching 70+ before year’s end.

Remember, when you buy NBIS you’re buying two companies (Avride), and a substantial part of three more.
Posted by bulldog95
North Louisiana
Member since Jan 2011
21051 posts
Posted on 1/29/25 at 8:43 pm to
I’m slowly buying in on dips and when I can.
Posted by LChama
Member since May 2020
2757 posts
Posted on 1/29/25 at 8:56 pm to
I think so. When this went to 26ish on Monday i realized i got a second opportunity. I’m in big and will buy on dips.
Posted by jefforize
Member since Feb 2008
45067 posts
Posted on 1/30/25 at 9:14 am to
strong opening 45 minutes

approaching $33
Posted by Merica
'Merica
Member since Mar 2013
1044 posts
Posted on 1/30/25 at 9:38 am to
I got in late on this and bought at $42 of course but have averaged down over the last couple days. Finally checking in to this thread with 200 shares at an avg cost basis of $35. Let’s ride.
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/30/25 at 11:13 am to
quote:

Finally checking in to this thread with 200 shares at an avg cost basis of $35. Let’s ride.
Posted by ynlvr
Rocket City
Member since Feb 2009
5122 posts
Posted on 1/30/25 at 11:32 am to
That pullback was timely and gracious for the late entrants (or lowering avg cost).
Posted by sonoma8
Member since Oct 2006
7854 posts
Posted on 1/30/25 at 11:40 am to
Considering taking a small hit on one of my less performers and jumping in
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/30/25 at 12:53 pm to
Posted by LChama
Member since May 2020
2757 posts
Posted on 1/30/25 at 1:31 pm to
quote:

Considering taking a small hit on one of my less performers and jumping in


I did exactly that.
Posted by bayoubengals88
LA
Member since Sep 2007
21486 posts
Posted on 1/31/25 at 7:04 am to
From yet another SA article this morning. There’s one every day lately:

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