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re: Nebius - NBIS - AI Infrastructure Company
Posted on 6/11/25 at 9:06 am to Jax-Tiger
Posted on 6/11/25 at 9:06 am to Jax-Tiger
quote:
It makes sense that people would flip to NBIS, but it hasn't happened, yet.
I think we already saw quite a bit of that over the last week, which is what pushed this up to above $50. Obviously there is a lot more to come on that front.
A run up to $55 today would be nice for my Friday calls tho lol
This post was edited on 6/11/25 at 9:56 am
1
Posted on 6/11/25 at 9:56 am to IT_Dawg
CRWV now down 5% and Nebius turning green on the day 
Posted on 6/11/25 at 10:31 am to IT_Dawg
This should be good news for investors.
NBIS/NVDA
I think at this time, investors want to see a return on the infrastructure investments NBIS is making, before they move chips onto Nebius. They are holding off for now, but if this thing pops, it could snowball.
NBIS/NVDA
I think at this time, investors want to see a return on the infrastructure investments NBIS is making, before they move chips onto Nebius. They are holding off for now, but if this thing pops, it could snowball.
Posted on 6/11/25 at 10:34 am to Jax-Tiger
quote:
I think at this time, investors want to see a return on the infrastructure investments NBIS is making, before they move chips onto Nebius.
late Q3 they will become profitable while announcing close too 1B in ARR by EoY
This post was edited on 6/11/25 at 10:35 am
Posted on 6/11/25 at 10:58 am to IT_Dawg
quote:
late Q3 they will become profitable while announcing close too 1B in ARR by EoY
Correct, but if the stock pops before then, you could have a momentum run in anticipation. FOMO. Point being, don't sell now.
Posted on 6/11/25 at 4:24 pm to Jax-Tiger
quote:not if, when it pops. It's coming
They are holding off for now, but if this thing pops, it could snowball
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