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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/8/25 at 9:17 am to LChama
Posted on 7/8/25 at 9:17 am to LChama
Who was the guy that joined their revenue team last month that everyone was so excited about? Marc Broditsky from Twillio. He’s failing
Did everyone else sell this?
Did everyone else sell this?
This post was edited on 7/8/25 at 9:23 am
3
Posted on 7/8/25 at 9:25 am to LChama
[quote]Who was the guy that joined their revenue team last month that everyone was so excited about? Marc Broditsky from Twillio. He’s failing Did everyone else sell this?[/quote
Good lord, chill out. The stock is up over 100% in the last 3 months.
Good lord, chill out. The stock is up over 100% in the last 3 months.
Posted on 7/8/25 at 9:50 am to LChama
quote:AI written, algo traded. Nothing burger.
Any takes on this?
This will soar ahead of earnings as you've seen it happen before.
Posted on 7/9/25 at 11:17 am to LChama
Posted on 7/9/25 at 11:18 am to bayoubengals88
Posted on 7/9/25 at 3:35 pm to bayoubengals88
Nibbled some at $47
Will nibble some more if it stays at $46
Will nibble some more if it stays at $46
Posted on 7/9/25 at 4:39 pm to SquatchDawg
I’m at a 33 avg so wondering if it’s worth it to add here
Posted on 7/10/25 at 8:17 am to meeple
I really like Russian Adam Sandler:
If you want more, buy more.
Loading Twitter/X Embed...
If tweet fails to load, click here. If you want more, buy more.
Posted on 7/10/25 at 8:17 am to bayoubengals88
In fairness, the NJ data center is currently four weeks behind schedule.
Posted on 7/10/25 at 4:26 pm to LChama
Just sold a bit of my NVDA that I bought at 105 and put it in for NBIS at 46 and change….got north of 2500 shares right now. I’m expecting a pop back near $55 in the next 2 weeks and $80 buy EOY
Posted on 7/11/25 at 12:46 pm to IT_Dawg
Buying options post earnings at $60-70 strike prices on the cheap.
Earnings likely 20 August.
Will sell into the pre earnings run up or roll for credits.
Earnings likely 20 August.
Will sell into the pre earnings run up or roll for credits.
Posted on 7/11/25 at 1:11 pm to bayoubengals88
quote:
Will sell into the pre earnings run up or roll for credits.
Do you think it will hit $70 before earnings come out?
What is the word on the street regarding ARR? I saw they added Shopify as a client, but that seemed like they only got a part of the pie.
Since you are buying options, do you have a number you are looking for by year end?
Posted on 7/11/25 at 1:28 pm to Jax-Tiger
quote:I don’t think it’s likely, but I wouldn’t need it to.
Do you think it will hit $70 before earnings come out?
Posted on 7/11/25 at 1:31 pm to Jax-Tiger
quote:No idea. I just know that the Roman Chernin interview sounded super bullish.
What is the word on the street regarding ARR?
I think $75+ by end of year.
Posted on 7/13/25 at 9:30 pm to bayoubengals88
Goldman Sachs comin in with a buy rating and price target of $68!!
Lets go boys
LINK https://www.gurufocus.com/news/2973719/nebius-nbis-receives-buy-rating-from-goldman-sachs-with-significant-upside-potential-nbis-stock-news
Lets go boys
LINK https://www.gurufocus.com/news/2973719/nebius-nbis-receives-buy-rating-from-goldman-sachs-with-significant-upside-potential-nbis-stock-news
Posted on 7/14/25 at 6:56 am to LChama
This is exactly what we needed.
Perfect timing.
Perfect timing.
Posted on 7/14/25 at 7:22 am to LChama
Nice. Good thing I threw some more at it on Friday. 
Posted on 7/14/25 at 8:32 am to DawgCountry
Boom! Very nice opening
Posted on 7/14/25 at 8:37 am to ynlvr
quote:Know what you hold never rang truer.
Boom! Very nice opening
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