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re: Nebius - NBIS - AI Infrastructure Company

Posted on 7/14/25 at 8:48 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20001 posts
Posted on 7/14/25 at 8:48 am to
Dammit not yet! I wanted to add more today…
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/14/25 at 8:51 am to
This had to have been set up for Wall Street...
A brutal and methodical walk down to $44 after reaching an ATH of $55
And just before the trading week starts, the biggest analyst in the world initiates coverage and slaps a $68 target on it. C'mon
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/14/25 at 8:59 am to
quote:

the biggest analyst in the world


One of the main talking points about NBIS has been lack of coverage or reporting. I guess we'll see what happens, next. Between this and the next earnings report later this month, we can only hope that it starts getting steady traction and reaches it's potential.
Posted by LChama
Member since May 2020
4017 posts
Posted on 7/14/25 at 9:29 am to
Cant imagine if this turns into a CRWV type run
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/14/25 at 10:40 am to
That would be nice, but I'm afraid CRWV may have soaked up the bonus for being first to market. Nebius seems to be more methodical in their approach and may take a couple of years to get there.

Who knows, though?

ETA: I'm wanting to hold onto the stock long enough to pay long term capital gains tax. If it runs up like CRWV did, I hope that it doesn't go into a tailspin aftewards, too. I hope the stock is considerate enough to wait another 8 months...
This post was edited on 7/14/25 at 12:29 pm
Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 7/14/25 at 2:44 pm to
All my meme stocks are on fire today. Erasing that dreadful beginning to July.
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/14/25 at 2:49 pm to
High of Day close?! Could it be??!!!
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/14/25 at 2:52 pm to
quote:

All my meme stocks are on fire today. Erasing that dreadful beginning to July.

My Roth is up 36% today. This is the world that I live in
Posted by ynlvr
Rocket City
Member since Feb 2009
5536 posts
Posted on 7/14/25 at 3:01 pm to
That's a very fine Green day right there.
Posted by LChama
Member since May 2020
4017 posts
Posted on 7/14/25 at 3:37 pm to
Geez what else are you in bengals?
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/14/25 at 3:52 pm to
quote:

Geez what else are you in bengals?

NOTHING


To clarify, my Roth is all NBIS options so the fluctuation is greater.
But most of the options are very long dated and up over 100% so I tend not to worry about the swings very much.
This post was edited on 7/14/25 at 3:54 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/14/25 at 4:00 pm to
quote:

Erasing that dreadful beginning to July.


For Nebius, yes. AMD and NVDA have made the month tolerable, for me. Neither of them moved much, today, though. Today was all NBIS.
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/14/25 at 8:31 pm to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/15/25 at 5:58 am to
quote:

AMD and NVDA have made the month tolerable, for me. Neither of them moved much, today, though.


Holy crap. What happened? AMD and NVDA both up 6-8 bucks in pre market.

Hope that doesn't mean a bad day for NBIS...
This post was edited on 7/15/25 at 6:00 am
Posted by LChama
Member since May 2020
4017 posts
Posted on 7/15/25 at 6:07 am to
I think something about 47 allowing chips to be tarriff free as it relates to Chyna
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/15/25 at 6:25 am to
Should be only good for NBIS from what I’ve read. Big day in AI Infrastructure as a whole.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/15/25 at 8:03 am to
Hope so. I hope Chinese demand doesn't create a shortage of chips for NBIS expansion.

Good for my NVDA stock, but I'm weighted more towards NBIS, right now.
Posted by bayoubengals88
LA
Member since Sep 2007
24561 posts
Posted on 7/15/25 at 8:24 am to
quote:

Hope so. I hope Chinese demand doesn't create a shortage of chips for NBIS expansion.

What if they open a data center in Asia? It's possible.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/15/25 at 8:33 am to
quote:

What if they open a data center in Asia? It's possible.


That would be a bold/risky strategy.

I'm sure China is going to buy as many chips as they can, in the event they are cut off again.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/15/25 at 8:36 am to
In the end, I'm less worried about chips than I am about AI regulations tamping down the entire AI ecosystem.
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