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re: Nebius - NBIS - AI Infrastructure Company

Posted on 7/23/25 at 11:13 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/23/25 at 11:13 am to
I expect the guy to be driving a Lambo in the next video...
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 1:38 pm to
Someone finally gets it...
Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It


Nebius Group NV (NASDAQ:NBIS) might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story.
LINK
This post was edited on 7/23/25 at 1:47 pm
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33257 posts
Posted on 7/23/25 at 1:52 pm to
stop, you're gonna make me buy more
Posted by HogPharmer
Member since Jun 2022
3731 posts
Posted on 7/23/25 at 1:52 pm to
I'd love for this thing to hit a CRWV type run.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 7/23/25 at 2:15 pm to
quote:

I'd love for this thing to hit a CRWV type run.


What's the fun in that? Half the fun is watching this Groundhog Day stock. Let's watch it go from 48 to 56 over and over again.

I'm going to be patient with this one. Would like to sell it at the capital gains rate.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 2:39 pm to
Blackwells are available as Roman taunts other neo clouds
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Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 7/23/25 at 2:49 pm to
Not that this stock plays on technicals or anything, but seeing the same pattern as last week leading to the ATH recently. Just saying, this $52 level could be broken tomorrow on another run up.

Sitting on over 2500 shares and 50 contracts $55 expiring next week at 1.12 avg/contract….so I would LOVE to see it
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 2:52 pm to
As would I!
27 contracts spread between 8/15 and 2027
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 7/23/25 at 3:04 pm to
quote:

27 contracts spread between 8/15 and 2027


What’s the target on those?

I’m honestly thinking about getting some end of year contracts in the 70s….just seems expensive right now.

shite, the Jan ‘26 80calls are sitting at 4.50 right now
This post was edited on 7/23/25 at 3:08 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 3:13 pm to
I previously ran my eight $30 2027 calls from $12 to $34 before rolling them up to 55 and 60 strikes, thus generating cash for more options.
For 2027, I now have eight 55s and two 60s
Once the 55s get to be worth $50 I'd roll up and out or sell.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 3:16 pm to
quote:

shite, the Jan ‘26 80calls are sitting at 4.50 right now

Yeah, they're juiced. That's for sure.
I have an 11/21 $80 that I will definitely sell on the next pop (bought yesterday).
And I also have a decent amount of equity in the 9/19s $60,65 strike.

The idea being to sell into any earnings run. I was very close to selling these on the last pop before it lost all steam.
This post was edited on 7/23/25 at 3:17 pm
Posted by TheYAKKER
Member since Sep 2014
31 posts
Posted on 7/23/25 at 3:28 pm to
Would y’all purchase some 80 dollar jan ‘27 calls right now or are they too juiced? I’m still a rookie, so just trying to take in as much info that yall are willing to share!
This post was edited on 7/23/25 at 3:29 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 3:40 pm to
quote:

Would y’all purchase some 80 dollar jan ‘27 calls right now or are they too juiced? I’m still a rookie, so just trying to take in as much info that yall are willing to share!

12.50 per call seems reasonable. It all depends on what you want to get out of it. Honestly, we need strikes going at least to $100 for 2027.

Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/23/25 at 4:24 pm to
Posted by jefforize
Member since Feb 2008
45891 posts
Posted on 7/23/25 at 6:40 pm to
That news certainly has the aftermarket avgo bulls fired up
Posted by Longer Tail Tiger
Member since Dec 2019
332 posts
Posted on 7/23/25 at 11:37 pm to
Link to article titled "Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It":
LINK
Posted by j1897
Member since Nov 2011
4591 posts
Posted on 7/24/25 at 7:52 am to
quote:

Link to article titled "Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It":
LINK


LOL


Please try to remain objective, ya'll are so frothy at the mouth you'll just believe anything.

LINK
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 7/24/25 at 8:10 am to
35,000 shares were traded at the $52.95 mark in pre-market trading this morning
This post was edited on 7/24/25 at 8:11 am
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/24/25 at 8:34 am to
quote:

Please try to remain objective, ya'll are so frothy at the mouth you'll just believe anything.

WTF is that link
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 7/24/25 at 8:43 am to
damn, thought we were rocking today, but hit $53.70 and plunged back down ;(
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