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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 6/9/25 at 8:29 pm to bayoubengals88
Posted on 6/9/25 at 8:29 pm to bayoubengals88
Anyone buying more?
3
Posted on 6/9/25 at 8:54 pm to Neauxla
I’m probably tapped out.
Bought 26 more today. Low $52s
Wayyyyy overweight as it is.
Bought 26 more today. Low $52s
Wayyyyy overweight as it is.
Posted on 6/9/25 at 9:12 pm to Neauxla
If it came get to and hold over 60 in the next few weeks I may execute a 55$ call option and sell my remaining four.
Posted on 6/9/25 at 9:24 pm to Neauxla
I bought 38 more at 52.62
Posted on 6/9/25 at 9:27 pm to bayoubengals88
I rolled over an old small 401k I kind of forgot about and bought half NBIS and half ASTS. It’s up 33% in a week. This is not financial advice.
This is what they call the "aggressive growth strategy." It's basically play money anyways.
This is what they call the "aggressive growth strategy." It's basically play money anyways.
This post was edited on 6/9/25 at 9:42 pm
Posted on 6/9/25 at 10:34 pm to bayoubengals88
Had to close out covered calls at a loss today. Didn’t want to lose any shares.
i sold about 1/3 shares at about 33.50 after a fast run up thinking I could get them back under $30. Never came back down. Bought back in ar $35. And holding!
i sold about 1/3 shares at about 33.50 after a fast run up thinking I could get them back under $30. Never came back down. Bought back in ar $35. And holding!
Posted on 6/10/25 at 3:54 am to bayoubengals88
Posted on 6/10/25 at 6:08 am to LChama
This is the kind of news that is surely very important to the Nebius team, but the public couldn’t care less about.
Still, the main driver here will be awareness of the company.
Still, the main driver here will be awareness of the company.
Posted on 6/10/25 at 6:15 am to LChama
It would be beneficial if the news mentions impact to the bottom line, isn't it
Posted on 6/10/25 at 6:53 am to astonvilla
Posted on 6/10/25 at 6:53 am to astonvilla
I’m no expert. Where’s IT Dawg?
Posted on 6/10/25 at 7:14 am to astonvilla
quote:
It would be beneficial if the news mentions impact to the bottom line, isn't it
Don’t think they can quantify an impact to the bottom line just yet. This is just an announcement of the partnership, not necessarily a customer that has been onboarded. However, WEKA software could increase the utilization of existing chipsets by up to 40%, essentially creating more revenue per chip allowing more capacity at their data centers
It’s really cool they have this partnership that broadens their offering, which will undoubtedly bring in new revenue sources/larger deals, as they can offer High Performance Computing around their AI infrastructure offering now.
This post was edited on 6/10/25 at 7:18 am
Posted on 6/10/25 at 8:01 am to IT_Dawg
Well, it hasn't helped the price in after hours, that's for sure.
Posted on 6/10/25 at 8:06 am to Jax-Tiger
I view this as something NBIS always had to do for operations, the current stock price trades at a premium with the expectation that enhancements like these were coming
Posted on 6/10/25 at 8:19 am to Jax-Tiger
quote:people taking profits before it shoots back up
Well, it hasn't helped the price in after hours, that's for sure.
Posted on 6/10/25 at 8:29 am to AuburnTigers
quote:
people taking profits before it shoots back up
Always a great strategy...
Posted on 6/10/25 at 8:44 am to Jax-Tiger
Posted on 6/10/25 at 9:24 am to AuburnTigers
quote:
people taking profits before it shoots back up
Snagged a $55 call option on the dip this morning
Posted on 6/10/25 at 11:49 am to IT_Dawg
quote:As someone on the internet said today, Amazon ain't doin this:
It’s really cool they have this partnership that broadens their offering, which will undoubtedly bring in new revenue sources/larger deals, as they can offer High Performance Computing around their AI infrastructure offering now.
quote:Article
A leading research institution selected Nebius' purpose-built AI infrastructure to power its large-scale experimentation and model development efforts, reserving a multi-thousand-GPU cluster and leaning on Nebius AI Cloud's developer-friendly platform optimized for AI/ML workloads.
To further tailor the environment to its exacting operational needs, the customer requested the integration of WEKA's data platform, citing previous success with WEKA and the need for features such as user and directory quotas. With 2PB of WEKA storage deployed alongside Nebius' compute infrastructure, the institution now benefits from a high-performance, scalable, and fully managed platform that supports the rigorous demands of cutting-edge AI research.
Posted on 6/10/25 at 11:51 am to bayoubengals88
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