re: Nebius - NBIS - AI Infrastructure Company

AMD is my baby, so I’m a little emotionally invested. Can’t remember the poster that was pounding AMD but I’ve been a buyer since >30 and flipped it a few times.

As long as Lisa Su is CEO I’m riding. That being said we would need a bit of info. What’s your average price, have you taken any profits? I rebought at 84, but had my big buy set for 77-79 thst didn’t hit. . I have full faith if the market doesn’t dump, this thing is going 130-150 again. Still holding in my IRA (800 shares)- trading account I still have half of mine with an 84 avg so my risk is different.


AMD retail CPU’s made huge strides, and is cylindrical, we’re coming up where retail CPU’s are about to explode again.
Server wise they’ve been gobbling up market share for years.

They’ve been pretty volatile since they hit both semiconductor and AI bubbles consecutively, but I’ve got faith in the leadership to put them where they need to go. This thing goes under again and AMD sees below 80 I’ll ride in my trading account as well

People are jumping out before the end of the day.

Remember - it's been a good day if you own NBIS, even if the price does go down at the end...

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Remember - it's been a good day if you own NBIS, even if the price does go down at the end...

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You are correct sir. I glanced over at WSB and many had never even heard of the company yet. Awareness is rising, but it is still extremely early.
Only 15k watcher on stocktwits still...a few hundred fewer than CRWV.

This….. this thing has cleared resistance and now above 40. The market is going down and bringing it with it. Love to see above 40 into next week and I may double down and average up!

Paris conference with NVDA next week.

Been enjoying the last two days with my heavy hand of NBIS and ASTS.

AMD is crushing it with data center, Servers, and a fairly decent job with Retail PC. They just signed a 10 billion collab for AI growth with HUMAIN.

Who is HUMAIN? I'd never heard of them either...

Saudi Arabia’s new AI enterprise, today announced a landmark agreement to build the world’s most open, scalable, resilient, and cost-efficient AI infrastructure, that will power the future of global intelligence through a network of AMD-based AI computing centers stretching from the Kingdom of Saudi Arabia to the United States.

As part of the agreement, the parties will invest up to $10B to deploy 500 megawatts of AI compute capacity over the next five years. The AI superstructure built by AMD and HUMAIN will be open by design, accessible at scale, and optimized to power AI workloads across enterprise, start-up and sovereign markets. HUMAIN will oversee end-to-end delivery, including hyperscale data center, sustainable power systems, and global fiber interconnects, and AMD will provide the full spectrum of the AMD AI compute portfolio and the AMD ROCm™ open software ecosystem.


It is an open source software they're providing, but if they play nice with Saudi Arabia im hoping the city NOEM will be powered by AMD. (this is a joke)

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AMD is crushing it with data center, Servers, and a fairly decent job with Retail PC. They just signed a 10 billion collab for AI growth with HUMAIN.

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Cool. Start a separate thread.

This is why I secure profits, so much less stress when you’ve got your money out .i only have 90 shares left. But they’re net free with a stop loss set at 37$.

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This is why I secure profits, so much less stress when you’ve got your money out .i only have 90 shares left. But they’re net free with a stop loss set at 37$.

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Thats why I put in a stop loss. I don't sweat it. Depending on why the stock lost money, I'll rebuy when it pivots.