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Message
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
Posted on 6/13/25 at 8:17 am to AuburnTigers
I wonder if the Israel - Iran strikes are a cause for the drop? Israel is a big customer.
Posted on 6/13/25 at 8:30 am to Mockingbird2008
100% the reason for the drop…same with the entire market.
Posted on 6/13/25 at 8:40 am to IT_Dawg
quote:Discount Friday!
100% the reason for the drop…same with the entire market.
Posted on 6/13/25 at 9:50 am to AuburnTigers
My guess is that everything escalates over the weekend and with some choice rioting we may see further drops on Monday.
My crystal ball is shite but this seems reasonable. Let’s see what actually happens.
My crystal ball is shite but this seems reasonable. Let’s see what actually happens.
Posted on 6/14/25 at 11:26 am to SquatchDawg
I’ll load up if it falls under 45
Posted on 6/14/25 at 2:40 pm to SpeedyNacho
Nebius is getting more and more press. If it makes a big run, their will be a lot of people kicking themselves for waiting for it to drop another buck or two on the low end...
Posted on 6/14/25 at 8:21 pm to Jax-Tiger
Only thing I’m worried about is the office in Tel Aviv…
Posted on 6/15/25 at 10:14 am to SpeedyNacho
I bought this at $21 and sold at $40. Maybe I’ll get in again if there is a dip.
Posted on 6/16/25 at 9:28 am to Jax-Tiger
Nice shrug off on high volume.
Posted on 6/16/25 at 9:43 am to bayoubengals88
Damn. Ask gettin' ate up.
Healthy to see such a dip met with demand.
Healthy to see such a dip met with demand.
Posted on 6/16/25 at 9:50 am to bayoubengals88
It dipped 7 bucks, and people are still waiting for "the dip".
I've gotten into more trouble trying to sell the peak and buy the dip than it is worth.
I've gotten into more trouble trying to sell the peak and buy the dip than it is worth.
Posted on 6/16/25 at 10:13 am to Jax-Tiger
Loading Twitter/X Embed...
If tweet fails to load, click here. I don't know how to value the core business, but even if it were half that...
Posted on 6/16/25 at 10:43 am to bayoubengals88
Posted on 6/16/25 at 1:37 pm to bayoubengals88
I wish they announce something soon on Avride because honestly I feel they are behind Waymo and Tesla in autonomous vehicle.
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