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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/28/25 at 12:37 pm to Jax-Tiger
Posted on 7/28/25 at 12:37 pm to Jax-Tiger
quote:I totally understant. Just messing around...
I always try to have a healthy dose of skepticism. I hope for the best and expect the worst. I'm disappointed less, that way.
0
Posted on 7/28/25 at 12:40 pm to Jax-Tiger
quote:1. There's still plenty of demand. The hyperscalers don't even have enough compute for themselves as they rely on Coreweave and others.
I'm just wondering if the overall sentiment is that AWS and GCB are going to scale up and take over the market, and that has dampened the enthusiasm a bit.
2. Nebius is set up well for the futre of AI in Europe.
Posted on 7/28/25 at 12:49 pm to bayoubengals88
quote:
1. There's still plenty of demand. The hyperscalers don't even have enough compute for themselves as they rely on Coreweave and others.
That could be a negative. What if they decide to go all in on building their own data centers? Can NVDA build chips fast enough to supply that kind of demand and still supply NBIS? Could that be a bottleneck that slows rapid expansion?
quote:
2. Nebius is set up well for the futre of AI in Europe.
Those damned Europeans. I thought they were still using abacases...
Posted on 7/28/25 at 3:05 pm to astonvilla
quote:
was hoping this thing moved today with the EU news.
Well, it finally moved in the right direction...
Posted on 7/29/25 at 7:04 am to Jax-Tiger
Hoping for a pullback today so I can get more $55 options expiring next week
Don’t think it will happen though, have a feeling we see a run up to earnings would not be shocked to see $60-$65 next week
Don’t think it will happen though, have a feeling we see a run up to earnings would not be shocked to see $60-$65 next week
Posted on 7/29/25 at 8:45 am to IT_Dawg
Very bizarre start…was up almostover $1.50 and now down $0.60 couldn’t sell my options and then buy next weeks in time. Oof
Posted on 7/29/25 at 9:32 am to IT_Dawg
Sold four 8/22s near close yesterday for a measely 13%
Bought five 8/15s this morning with the proceeds.
In it for a day or swing trade.
Bought five 8/15s this morning with the proceeds.
In it for a day or swing trade.
Posted on 7/29/25 at 10:12 am to bayoubengals88
Really wonder if the Yandex earnings this morning had anything to do with the surge at opening. Perhaps people thinking NBIS was turning profit now too
Posted on 7/29/25 at 10:35 am to IT_Dawg
They want cheap calls before earnings, not cheap puts. 
Posted on 7/30/25 at 8:03 am to bayoubengals88
LINK-Youtube.com Nebius Network talks Toloka
Mentions Bezos and ASTS
Mentions Bezos and ASTS
This post was edited on 7/30/25 at 8:16 am
Posted on 7/30/25 at 5:47 pm to LChama
Nice bump after hours.
Something coming?
Something coming?
Posted on 7/30/25 at 6:08 pm to Nursie21
quote:100% related to META earnings. Data center industry is bullish with all of the CAPEX from META, GOOG, etc.
Nice bump after hours.
Posted on 7/31/25 at 9:09 am to bayoubengals88
Greeeeen.
We betting on red by eod?
We betting on red by eod?
Posted on 7/31/25 at 9:09 am to bayoubengals88
This one is playin second fiddle to hgraf but.. wow what a start for nbis
Posted on 7/31/25 at 9:27 am to MrBobDobalina
quote:
We betting on red by eod?
It is about time for the daily selloff...
Posted on 7/31/25 at 10:54 am to Jax-Tiger
Not today, will stay strong.
Told yall last week this would be $55 by end of this week and 60s next week.
Told yall last week this would be $55 by end of this week and 60s next week.
Posted on 7/31/25 at 10:55 am to IT_Dawg
quote:Not only that, you put your money where your mouth was.
Told yall last week this would be $55 by end of this week and 60s next week.
Posted on 7/31/25 at 10:56 am to IT_Dawg
It’s starting to follow a pattern of big spike, few weeks of sell off, big spike, few weeks of sell off, big spike
I was actually wondering if another big spike was on the way soon
I was actually wondering if another big spike was on the way soon
Posted on 7/31/25 at 11:24 am to The Boat
quote:It may have happened with or without META. Who knows...
I was actually wondering if another big spike was on the way soon
Posted on 7/31/25 at 11:28 am to bayoubengals88
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