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re: Nebius - NBIS - AI Infrastructure Company
Posted on 6/18/25 at 3:08 pm to astonvilla
Posted on 6/18/25 at 3:08 pm to astonvilla
Way more fun when this thing is going up
1
Posted on 6/24/25 at 8:33 am to LChama
Gonna be a fun day
Posted on 6/24/25 at 8:53 am to IT_Dawg
The sleeping giant awakes
Posted on 6/24/25 at 9:12 am to The Boat
quote:
The sleeping giant awakes
I don't expect any sustainable movement until Nebius either has a positive earnings report OR they enter into a huge contract like Coreweave did with Microsoft and Open AI.
In the meantime, I'm expecting it to be like watching a tennis match - back and forth.
This post was edited on 6/24/25 at 9:15 am
Posted on 6/24/25 at 1:49 pm to Jax-Tiger
quote:Which may never happen since they are building their business fundamentally different that CRWV.
enter into a huge contract like Coreweave did with Microsoft and Open AI.
Nebius isn’t as flashy, but it is safer. Especially on the balance sheet.
I think a big short term catalyst could involve Avride or Toloka.
Perhaps both are worth much more than anyone thinks.
Posted on 6/25/25 at 4:16 am to bayoubengals88
in at 45, out at 50. net free 200 more shares. Up to 500 free shares.
Posted on 6/26/25 at 3:35 pm to SpeedyNacho
Pretty good day
Posted on 6/26/25 at 3:38 pm to meeple
quote:
Pretty good day
I guess the threshhold for getting excited about this has been raised
Posted on 6/26/25 at 3:53 pm to LChama
That’s a good sign!
Posted on 6/26/25 at 4:23 pm to meeple
Been watching this one, could move very soon.
Posted on 6/26/25 at 5:14 pm to The Scofflaw
If you’re in now, you will be excited for 40-50% return this year from today’s closing. Reason end of year options are expensive right now
Posted on 6/26/25 at 8:35 pm to The Scofflaw
Very tightly coiled. So much trading between 48-52. So many shares.
$55+ tomorrow? Finally?
$55+ tomorrow? Finally?
Posted on 6/26/25 at 8:42 pm to bayoubengals88
I like it to run to $80-88 once it breaks out.
Posted on 6/26/25 at 10:23 pm to The Scofflaw
Ha! If it ran to $80 I’d have to sell my calls. Would love to see it.
Posted on 6/30/25 at 9:29 am to LChama
quote:
Cramer said he is not going to trust Nebius Group N.V. (NASDAQ:NBIS).
Load up boys. To the fricking moon
Posted on 6/30/25 at 9:50 am to DawgCountry
quote:Irresponsible fricking idiot. He said it's going higher a few weeks ago. Now he says "don't trust it".
Cramer said he is not going to trust Nebius Group N.V. (NASDAQ:NBIS).
And that's the entirety of the commentary. It's infuriating. Like, what's your rationale dude?!?
I know, I know, reverse Cramer....
Posted on 6/30/25 at 9:55 am to bayoubengals88
I know, I wanted to dig more into that quote and that was all that webull was showing in their update
Posted on 6/30/25 at 10:00 am to DawgCountry
quote:
Load up boys. To the fricking moon
Posted on 6/30/25 at 10:19 am to DawgCountry
I just accept that this is a volatile stock. It will gain on some days and lose on others. I think that the key catalyst is going to be when they become profitable and how much their ARR is at their next earnings report. If those exceed expectations, we'll see more ups and fewer downs.
As long as their is no catastrophic news, like with UNH, I'm just going to hang on to it for the time being and let the next year play out.
As long as their is no catastrophic news, like with UNH, I'm just going to hang on to it for the time being and let the next year play out.
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