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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/10/25 at 2:19 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
24482 posts
Posted on 6/10/25 at 2:19 pm to
Good recovery throughout the day. Bought back 20 contracts of 50 calls for this Friday for $2.60, so hopefully we get a nice push in the morning and I can double up ;)
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/10/25 at 3:03 pm to
quote:

Good recovery throughout the day


Damn, it was a nice rebound. I was kind of wondering what was going on all day. I was down a lot on Nebius and ended up only down $420 (and up, overall).

I'm in it for the long haul, but it still tugs at me when I have a big stake...
This post was edited on 6/10/25 at 3:04 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 6/10/25 at 3:08 pm to
quote:

I was kind of wondering what was going on all day.
Textbook consolidation pattern.

quote:

I'm in it for the long haul, but it still tugs at me when I have a big stake...

Same. I converted 21 shares in Roth to a $60 call. Allowed me to end the day +.81%

My entire Roth is NBIS calls once again.
But only one is short dated (7/18)
This post was edited on 6/10/25 at 3:10 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 6/10/25 at 3:12 pm to
WEKA News wasn't even news according to Roman.
He's calling the super computer news the second piece.
Do we go out with a bang tomorrow?! What could it be?!?

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This post was edited on 6/10/25 at 3:13 pm
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/10/25 at 3:19 pm to
Are we helping to build Skynet?
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 6/10/25 at 3:42 pm to
This is some conviction about what you would think would be news that hits tomorrow:
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Posted by IT_Dawg
Georgia
Member since Oct 2012
24482 posts
Posted on 6/10/25 at 4:33 pm to
That tweet is off. It’s 15 contracts worth 1500 shares…..I’m only seeing a few hundred open interest options at $58 target for this Friday, guessing someone is off on their understanding. Someone betting $1000, not $100,000

1500 contracts would be someone agreeing to 150,000 shares….and no one would be that stupid with 3 days of trading

Posted by AuburnTigers
Member since Aug 2013
14684 posts
Posted on 6/10/25 at 6:07 pm to
quote:

1500 contracts would be someone agreeing to 150,000 shares….and no one would be that stupid with 3 days of trading

unless they know its going to 60 by Friday


eta: this stock is about to pop. going to be fun to enjoy this ride with you fellas
This post was edited on 6/10/25 at 6:09 pm
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 6/10/25 at 6:52 pm to
Posted by FoodExit
Mobile
Member since Jun 2011
936 posts
Posted on 6/10/25 at 6:52 pm to
And what has you cheerleading this stock so much?




I kid I kid
Posted by bigjoe1
Member since Jan 2024
968 posts
Posted on 6/10/25 at 8:06 pm to
I remember that. He said it was meme stock.
Posted by IT_Dawg
Georgia
Member since Oct 2012
24482 posts
Posted on 6/10/25 at 8:31 pm to
quote:

unless they know its going to 60 by Friday


Then that means someone would be willing to give up all those shares to open the call….which hasn’t been documented on any site I can see.

Secondly, I hope it goes to $60 by Friday, would be awesome.

Last, you sold off most of your shares at $40, hoping for a pullback, according to your posts.
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 6/10/25 at 8:39 pm to
Posted by meeple
Carcassonne
Member since May 2011
10323 posts
Posted on 6/10/25 at 9:01 pm to
Getting more attention and shoutouts
Posted by IT_Dawg
Georgia
Member since Oct 2012
24482 posts
Posted on 6/11/25 at 7:34 am to
Nebius officially launches GA release of Nvidia Blackwell chipset, first GA release in Europe - LINK

Also announced this morning, a partnership with another overlay company, Saturn Cloud, who specializes in MLOPs workloads.

Nebius seems to be doing all the right things
Posted by bayoubengals88
LA
Member since Sep 2007
21478 posts
Posted on 6/11/25 at 8:06 am to
Asus too?
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/11/25 at 8:09 am to
Daniel Sereda at seeking Alpha is trimming his NBIS stake and downgrading his recommendation to "hold".

FWIW, he's getting lambasted in the comments.
Posted by LChama
Member since May 2020
2754 posts
Posted on 6/11/25 at 8:11 am to
Ive noticed most seeking alpha articles have been extremely incorrect in their predictions.
Posted by The Boat
Member since Oct 2008
172756 posts
Posted on 6/11/25 at 8:33 am to
CRWV and NBIS is going to be the new “the flippening”
This post was edited on 6/11/25 at 8:34 am
Posted by Jax-Tiger
Port Saint Lucie, FL
Member since Jan 2005
25808 posts
Posted on 6/11/25 at 8:59 am to
I was looking at CRWV this morning. It was up 6 bucks AH, but has lost most of that.

It makes sense that people would flip to NBIS, but it hasn't happened, yet.
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