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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/6/25 at 3:22 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/6/25 at 3:22 pm to
quote:

I’m either going to go get a job at Kroger tomorrow or go have a nice steak lunch and pass out drunk on the couch before the kids get home from school

Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/6/25 at 3:24 pm to
quote:

Those $55 calls expiring Friday, we’re sitting at around $2.40 at close today….hoping that means a lot of big money betting on the beat

Last trade was at $2.90
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/6/25 at 4:16 pm to
and now up .80 after hours

Crazy stock this is lol
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/6/25 at 7:41 pm to
Hope they mention Shopify as a strong client tomorrow investing in their infrastructure and toolset. After what Shopify announced and how they bounced 20%+ that would be huge. They are a decent client and should get name dropped with permission…will ignite investors in the sector

Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 4:09 am to
Got my NBIS Annual Meeting voting notification this morning.

Included in the voted for the Aug 21 meeting, is a cancellation of 40,000,000 class A shares currently with treasury (will be effective during Q4)

And also allowing BoDs to repurchase up to 20% of outstanding shares over the next 18 months or 5 years


Both seem like very strong signs of growth and a way to positive EPS quicker.


Stock is up $2 in pre market prior to earnings release in just a couple hours
Posted by The Boat
Member since Oct 2008
177204 posts
Posted on 8/7/25 at 4:56 am to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 5:44 am to
On the flip side, Roman Chernin has posted 3 times in the last hour on X…..he’s never done 2 in a day.

One of them being this:

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Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/7/25 at 6:01 am to
Raised guidance!!!
900-1.1B
LINK

Holy shite this should legit be $75 today

Annualized run-rate revenue(1) (ARR) guidance increased to $900 million to $1.1 billion
for the end of 2025

Revenue for Q2 of $105.1 million, up 625% year-on-year and 106% quarter-on-quarter

Core business achieves positive Adjusted EBITDA ahead of plan

In the process of securing more than 1 GW of power by the end of 2026
This post was edited on 8/7/25 at 6:04 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:04 am to
Booooooom!!!!

Market slow to react. Still at $56.40 pre market

ETA: annnnnd here we go!!!! Market heads the news


fricking moon baby! $65 here we come
This post was edited on 8/7/25 at 6:07 am
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/7/25 at 6:06 am to
The market is so slow on this one its hilarious.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 8/7/25 at 6:07 am to


Let’s ride!!!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:09 am to
This will be by far my largest single day profit ever, especially with NVDA going up too.

Now, when to sell my 30 calls expiring tomorrow. Definitely keeping my 30 $70 Nov calls.


Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:12 am to
Eat a massive dick Jim Cramer, Mr CRWV over NBIS

Posted by sonoma8
Member since Oct 2006
8141 posts
Posted on 8/7/25 at 6:13 am to
+9% PM…. Im not going to be able to concentrate today
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/7/25 at 6:13 am to
Dude, you’re going to kill it.
I’m just glad I held some calls.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3613 posts
Posted on 8/7/25 at 6:13 am to
Yesterday, I split what I had to work with between RKLB and NBIS. Hindsight and what not but still a great day

Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:15 am to
quote:

Dude, you’re going to kill it. I’m just glad I held some calls.


I woke up at 4am and couldn’t go back to sleep

I was very excitedly nervous
Posted by LChama
Member since May 2020
4020 posts
Posted on 8/7/25 at 6:17 am to
Congrats everyone!

Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/7/25 at 6:17 am to
Checked the clock at 4:00 then 5:29 and said frick it
Posted by The Boat
Member since Oct 2008
177204 posts
Posted on 8/7/25 at 6:20 am to
quote:

The market is so slow on this one its hilarious.

How much do Russian connections impact how the market has handled NBIS?
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