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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/9/25 at 9:19 am to
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 9:19 am to
Slow down baby!
I sold my January $50s at 16.10. It blew right through! (bought at 9.30 last week).
I'm trying to replace them with January $55s, but being patient.

Rolled all covered calls to $70 in another account. 11/21 expiry.
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/9/25 at 11:05 am to
I sold 2/3 of my position at 55 (limit I put in place at the start of the day). and bought it back at 52.

I was gonna wait and assess whether to by back in, but there are so many positives I just jumped back in.

Is tomorrow going to new news, or are they just going to confirm the UK data center at the Paris conference?
This post was edited on 6/9/25 at 11:20 am
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 11:10 am to
quote:

Is tomorrow going to new news, or are they just going to confirm the UK data center at the Paris conference?

I wouldn't bank on anything bigger than the UK data center news.
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/9/25 at 11:24 am to
quote:

wouldn't bank on anything bigger than the UK data center news.


So it will probably get a small bump from the PR, but not much more?

The CEO said this will be a week of news. I am holding out that there might be more positive news to come.
Posted by SpeedyNacho
Member since May 2014
2490 posts
Posted on 6/9/25 at 12:03 pm to
Did weeekly 55c , already net free 5 contracts. It did touch 55$ but then went back down(hopefully consolidation) need over 55$ for 60$
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 12:05 pm to
quote:

The CEO said this will be a week of news. I am holding out that there might be more positive news to come.

Two huge pieces could be: Partnership for AVRide or an announcement of a large contract for the AI business. Think Oracle or a major name like that.

Again, not banking on it, but man would it be nice.
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/9/25 at 12:19 pm to
quote:

large contract for the AI business.


That right there is what they need, followed up by a good earnings report later this summer.
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 12:53 pm to
Here ya go.

Posted by IT_Dawg
Georgia
Member since Oct 2012
24481 posts
Posted on 6/9/25 at 2:25 pm to
Debating getting in some July 60s with my 50s calls profits. Honestly thought I was cooked with those on Thursday/Friday ended up doubling my money on 40 quantity of the 50s calls for this Friday

NVM, they seem overpriced. Might do some end of June 55s tho at $3.75/contract

Or add to my overall position. Holding north of 1500 shares now with cost avg near 35

Just seems like I need to shift more into NBIS from my NVDA holdings right now. NBIS could go up another 70-80% this year IMO
This post was edited on 6/9/25 at 2:37 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 2:37 pm to
Chief Business Officer and co founder, Roman Chernin, just posted on his LinkedIn that the UK news was one of the announcements for the week.

This post was edited on 6/9/25 at 2:46 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
24481 posts
Posted on 6/9/25 at 2:37 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 2:57 pm to
Posted by LChama
Member since May 2020
2753 posts
Posted on 6/9/25 at 3:13 pm to
Bought 60 more today
Posted by sonoma8
Member since Oct 2006
7853 posts
Posted on 6/9/25 at 4:17 pm to
So what would that put the share price around if all this is correct?
Posted by LChama
Member since May 2020
2753 posts
Posted on 6/9/25 at 4:24 pm to
240-250 from when he first called it a 10x bagger
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 5:14 pm to
quote:

So what would that put the share price around if all this is correct?
50bn is right at 4x from here.
$208
Posted by YungBuck
Mandeville
Member since Dec 2017
2722 posts
Posted on 6/9/25 at 6:27 pm to
I’m gonna kick myself for a while for not buying more in the 20s I feel.

Told my friends buy it before it hit 30, 1 did, the other didn’t because he wanted under it
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 7:46 pm to
Me too man. I didn’t not buy enough right at $20.
Hind sight.
Ultimately, glad I bought at least some.
Posted by bayoubengals88
LA
Member since Sep 2007
21472 posts
Posted on 6/9/25 at 8:04 pm to
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