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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/31/25 at 1:26 pm to bayoubengals88
Posted on 7/31/25 at 1:26 pm to bayoubengals88
Chips turned red, NBIS falling with them but not nearly as much
Posted on 7/31/25 at 6:08 pm to IT_Dawg
I’ll take 6% on a day where everything else went tits up
Posted on 7/31/25 at 6:54 pm to The Boat
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.
They’ve been so quiet…
Let’s just hope the overall market stays together.
Posted on 8/1/25 at 9:16 am to The Boat
Sold two 2027 calls early and went heavy on 8/15 $65 calls. Bought 25.
Up 35%
Should have bought 40.
Up 35%
Should have bought 40.
Posted on 8/1/25 at 10:23 am to bayoubengals88
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 on 8/4/25 at 10:53 am to MrBobDobalina
quote:I bought them damn close to the bottom that day. The stock was right around $50.
How are the calls increasing in price if the stock price went down after you bought them?
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 on 8/4/25 at 11:26 am to MrBobDobalina
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
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 on 8/4/25 at 1:33 pm to NoEmpathy
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 on 8/4/25 at 2:05 pm to OTIS2
Is it too late to buy in or do we think this continues to trend upward?
Posted on 8/4/25 at 2:06 pm to Broski
Still very early on this opportunity broski
Posted on 8/4/25 at 2:28 pm to Broski
quote:I see this as a 100bn dollar company so I’m not in it for a quick trade.
Is it too late to buy in or do we think this continues to trend upward?
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 on 8/4/25 at 4:47 pm to bayoubengals88
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.
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 on 8/4/25 at 6:58 pm to Jax-Tiger
Ultimately, I think earnings just before AGM is bullish.
Posted on 8/5/25 at 11:36 am to bayoubengals88
Hopefully they will be forced to revise upward again after earnings.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 8/5/25 at 11:40 am to Jax-Tiger
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 on 8/5/25 at 11:49 am to IT_Dawg
quote:They're so afraid to go out on a limb before earnings. Just like Cramer, they'll love it at $115
I was pleased DA Davidson reiterated their buy and raised the price target, but think it should have been much higher.
Posted on 8/5/25 at 12:10 pm to bayoubengals88
quote:
Just like Cramer, they'll love it at $115
I'll love it at $115...
Posted on 8/5/25 at 4:01 pm to Jax-Tiger
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
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 on 8/5/25 at 5:32 pm to IT_Dawg
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 on 8/6/25 at 9:58 am to Broski
Don't rely on any advice from me, but I'm hoping it continues to go up...alot. 
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