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re: Nebius - NBIS - AI Infrastructure Company

Posted on 7/31/25 at 1:26 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 7/31/25 at 1:26 pm to
Chips turned red, NBIS falling with them but not nearly as much
Posted by The Boat
Member since Oct 2008
177204 posts
Posted on 7/31/25 at 6:08 pm to
I’ll take 6% on a day where everything else went tits up
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 7/31/25 at 6:54 pm to
I have a feeling that this will be the earnings that changes everything.
They’ve been so quiet…

Let’s just hope the overall market stays together.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/1/25 at 9:16 am to
Sold two 2027 calls early and went heavy on 8/15 $65 calls. Bought 25.
Up 35%

Should have bought 40.
Posted by MrBobDobalina
BRo.LA
Member since Oct 2011
3419 posts
Posted on 8/1/25 at 10:23 am to
How are the calls increasing in price if the stock price went down after you bought them? I want to start playing options but I'm too scared to jump in.
This post was edited on 9/11/25 at 8:40 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/4/25 at 10:53 am to
quote:

How are the calls increasing in price if the stock price went down after you bought them?
I bought them damn close to the bottom that day. The stock was right around $50.
I ended up selling for just a $375 in profits.
.70 --> .85
Didn't want to hold such short dated options through the weekend.

I've since consolidated most of my calls into 9/19 $65s
This post was edited on 8/4/25 at 10:55 am
Posted by NoEmpathy
Member since Feb 2023
113 posts
Posted on 8/4/25 at 11:26 am to
Used to be an all about options thread here and had a lot of knowledgeable info from a poster named JagWarrior and a few others.

My advice is to avoid options until you fully understand the risks and the willingness to lose your entire investment-especially those with short term expiration dates
Posted by OTIS2
NoLA
Member since Jul 2008
52515 posts
Posted on 8/4/25 at 1:33 pm to
No options for me...I barely speak English...can't learn a new language.
This post was edited on 8/4/25 at 3:09 pm
Posted by Broski
Member since Jun 2011
80991 posts
Posted on 8/4/25 at 2:05 pm to
Is it too late to buy in or do we think this continues to trend upward?
Posted by LChama
Member since May 2020
4020 posts
Posted on 8/4/25 at 2:06 pm to
Still very early on this opportunity broski
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/4/25 at 2:28 pm to
quote:

Is it too late to buy in or do we think this continues to trend upward?
I see this as a 100bn dollar company so I’m not in it for a quick trade.
All depends on what you want out of it.
This stock has runners at the corners with 0 outs in the top of the 1st.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/4/25 at 4:47 pm to
The news from Nebius has been quiet, lately - no big expansion, contract, or partnership announcements.

Either they don't have much going on, or they are saving all the announcements for the conference call on Thursday, in order to make a big splash.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/4/25 at 6:58 pm to
Ultimately, I think earnings just before AGM is bullish.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/5/25 at 11:36 am to
Hopefully they will be forced to revise upward again after earnings.
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Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/5/25 at 11:40 am to
quote:

The news from Nebius has been quiet, lately - no big expansion, contract, or partnership announcements.


They have been working a lot on their Customer Care applications and Studio products. Just wrapped up a Summit in Washington.

Can't have huge continuous announcements all the time lol...I was pleased DA Davidson reiterated their buy and raised the price target, but think it should have been much higher.

Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/5/25 at 11:49 am to
quote:

I was pleased DA Davidson reiterated their buy and raised the price target, but think it should have been much higher.

They're so afraid to go out on a limb before earnings. Just like Cramer, they'll love it at $115
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/5/25 at 12:10 pm to
quote:

Just like Cramer, they'll love it at $115


I'll love it at $115...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/5/25 at 4:01 pm to
AMD earnings was interesting. Beat on Revenue, missed on earnings, but sounds like strong guidance moving forward. Should be good when NBIS announces Thursday morning.

AMD might be a buy tomorrow morning IMO.

I’m heavily leveraged in AI chips and data centers right now with huge investment in NBIS.

Might get into AMD tomorrow and then take some profits Friday out of NBIS (hopefully a big day Thursday) and grab some CRWV calls for next week.

No plans to get completely out of NVDA or MRVL, but shift some dollars towards AMD for long time holds as they release their next gen chips in the coming quarters/year
This post was edited on 8/5/25 at 4:02 pm
Posted by LChama
Member since May 2020
4020 posts
Posted on 8/5/25 at 5:32 pm to
quote:

AMD earnings was interesting. Beat on Revenue, missed on earnings, but sounds like strong guidance moving forward. Should be good when NBIS announces Thursday morning. AMD might be a buy tomorrow morning IMO.


Took a gut punch on that today
Posted by OTIS2
NoLA
Member since Jul 2008
52515 posts
Posted on 8/6/25 at 9:58 am to
Don't rely on any advice from me, but I'm hoping it continues to go up...alot.
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