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re: Nebius - NBIS - AI Infrastructure Company

Posted on 6/30/25 at 2:49 pm to
Posted by AuburnTigers
9x National Champion
Member since Aug 2013
17432 posts
Posted on 6/30/25 at 2:49 pm to
Just broke through 55
Posted by LChama
Member since May 2020
4016 posts
Posted on 6/30/25 at 2:51 pm to
Boom!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27791 posts
Posted on 6/30/25 at 3:22 pm to
Well, we'll see if there is a dump first thing tomorrow. Hopefully, 55 becomes the new support level.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 6/30/25 at 4:10 pm to
I’m thinking this puts the bottom at $50, with a much higher upside. Hoping the $55 holds as bottom though.

I would expect another jump tomorrow if it’s going to stick above $55. Should be a good week. Tempted to buy $60 calls tomorrow morning
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27791 posts
Posted on 6/30/25 at 6:17 pm to
quote:

I would expect another jump tomorrow if it’s going to stick above $55.


Just based on history, it will probably trend downward for a couple of days before having a great Thursday.
Posted by LChama
Member since May 2020
4016 posts
Posted on 6/30/25 at 6:54 pm to
55.94 AH
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 6/30/25 at 7:56 pm to
I’d be lying if I didn’t think we see 57-58 in the morning, even if just briefly.
It coiled for so long and selling is very minimal right now. So many flushes from $53 to $47 over the past weeks.

That was some really healthy consolidation, and I see us (those with patience) reaping the reward of it in the near term.

I put my money where my mouth is and rolled into five 8/15 calls at $50 and $60 strike during power hour.

Still holding eight January 2027 $30 strikes.

Edit $56.40 in extended trading now
This post was edited on 6/30/25 at 7:58 pm
Posted by LChama
Member since May 2020
4016 posts
Posted on 6/30/25 at 9:04 pm to
Did nvda increase or merely hold their nbis investment?
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 6/30/25 at 9:06 pm to
Held in Q1
I’m not sure when next 13F filings are due.

(By August 14th we’ll know)
This post was edited on 6/30/25 at 9:08 pm
Posted by LChama
Member since May 2020
4016 posts
Posted on 6/30/25 at 9:12 pm to
quote:

Still holding eight January 2027 $30 strikes


Dang those are gonna be worth a ton. Congrats
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 7/1/25 at 6:02 am to
Bought for 12.50 each on March 14th.
Posted by LChama
Member since May 2020
4016 posts
Posted on 7/1/25 at 6:17 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 7/1/25 at 6:41 am to
I was about to post this
It’s huge. Nebius needs to hold on tight. Clickhouse is seeing explosive growth.

If I recall, NBIS participated in funding the latest round for Clickhouse. Perhaps their stake is now 30%??
That stake alone could be worth 5bn in the coming quarters—something that no one would have expected just a few months ago.
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 7/1/25 at 8:19 am to
I'd prefer it if the market recovered this morning
Posted by HogPharmer
Member since Jun 2022
3730 posts
Posted on 7/1/25 at 8:42 am to
Damn, someone just took some profits lol
Posted by WongsPalace
Member since Apr 2025
370 posts
Posted on 7/1/25 at 8:53 am to
Props for sharing NG that MV Cunha guy on Twitter. He has picked some runners. RKLB is at all time highs now.

I picked up a small position in DLO on his advice
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27791 posts
Posted on 7/1/25 at 8:54 am to
So much for good news. It looks like it takes a major story to overcome market inertia.
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 7/1/25 at 8:58 am to
quote:

He has picked some runners. RKLB is at all time highs now.

I picked up a small position in DLO on his advice
Yeah man. He's on it.
Posted by AuburnTigers
9x National Champion
Member since Aug 2013
17432 posts
Posted on 7/1/25 at 9:30 am to
stock is cratering this morning
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 7/1/25 at 9:37 am to
What a raid.
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