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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/7/25 at 6:20 am to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 8/7/25 at 6:20 am to
quote:

30 calls


If you don’t me asking, how much were you in on the calls?
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3613 posts
Posted on 8/7/25 at 6:22 am 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


So where's a good lunchtime steak restaurant?

Hey - do you guys think it grows beyond 11% - 12% in the day session?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:25 am to
quote:

If you don’t me asking, how much were you in on the calls?


Around $1.20 for 30 $55 calls expiring tomorrow

Around $4.90 for 30 $70 calls Nov exp
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:28 am to
quote:


Hey - do you guys think it grows beyond 11% - 12% in the day session?


I was expecting it to go much higher, like $65-$67 a share....but its actually pulling back slightly here

Might add a few hundred more shares in pre-market lol Also going to selI my calls at some point today and get some RKLB and CRWV today before earnings (today and next week respectfully)
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/7/25 at 6:36 am to
quote:

was expecting it to go much higher, like $65-$67 a share....


Wait. It will probably go bonkers after the markets open.

Question is, at what price will people take their profits?
Posted by The Boat
Member since Oct 2008
177204 posts
Posted on 8/7/25 at 6:39 am to
Every single day for the last ever NBIS has opened green and the immediately sold off. Hopefully today breaks that trend and it’s off to the races from the bell.
Posted by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3613 posts
Posted on 8/7/25 at 6:40 am to
quote:

Question is, at what price will people take their profits?


I just took mine at 12%. If it dips at market open, I may get back in
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 8/7/25 at 6:41 am to
She’s ramping up…I think it’ll heat up more once trading starts.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:44 am to
quote:

She’s ramping up…I think it’ll heat up more once trading starts.


oh, definitely. I was going to add more when it got back to $60 but missed it. I think this will hit 65-67 easily today. Hoping for 70
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/7/25 at 6:46 am to
This earnings report is not about profits, but about sending a message that NEBIUS is fulfilling its potential.

There are a lot of questions about Nebius that are beginning to get some clarity.

The size of the AI market overall and the demand for the niche market that NEBIUS resides in are becoming clearer.

The ability of the Nebius group to execute its vision is becoming clearer, as well.

Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/7/25 at 6:52 am to
Nebius is shooting for 1TW of power in '26. What is their current capacity? Isn't it 45-50 MW? So they are trying to increase by 20x?

If they reach that, the sky will be the limit...
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 6:58 am to
quote:

Nebius is shooting for 1TW of power in '26. What is their current capacity? Isn't it 45-50 MW? So they are trying to increase by 20x?


They are currently around 220MW of capable capacity. They are looking to get to 1GW (not T lol) in 2026

This post was edited on 8/7/25 at 7:00 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 7:16 am to
quote:

Question is, at what price will people take their profits?


I have zero intention of selling my shares or November calls today. Just the 30 $55 contracts that expire tomorrow. Gonna see how this thing goes at the start…I could see a run up to $70 before a sell off back to $65 or so. If it hits $70 and starts to dip to $69, I sell there. If it sticks around $65 I will sell early afternoon. If it hits $70 and keeps going up, no friggin clue what I’ll do. I’ll be drunk at a steakhouse
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/7/25 at 7:20 am to
quote:

They are currently around 220MW of capable capacity. They are looking to get to 1GW (not T lol) in 2026


Sorry. My bad. 20x 50 MW. I thought they had the potential for the 220, but weren't there, yet, and had 50 MW up and running. Maybe I'm looking at old numbers.
Posted by bayoubengals88
LA
Member since Sep 2007
24564 posts
Posted on 8/7/25 at 7:39 am to
The fact that I was able to buy 50 shares at $56 AFTER digesting the PR tells us how early we are here. The company is still virtually unknown.

$200-300 in two years
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 7:51 am to
yea, completely agree. That's why this thing could absolutely take off at the start, well above the $64 its sitting at. Once all traders get in and see this thing at bell open....ooooo boy. them CRWV guys can come carry this up like they did CRWV lol
This post was edited on 8/7/25 at 7:53 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/7/25 at 7:53 am to
quote:

I’ll be drunk at a steakhouse


Better hope things sort themselves out by noon...
Posted by LChama
Member since May 2020
4020 posts
Posted on 8/7/25 at 7:54 am to
This must be how CRWV investors feel!
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/7/25 at 7:56 am to
quote:

Better hope things sort themselves out by noon..


I actually have a very important work call at 2:00....I am not sure how I am going to handle that call, cause I will be at the bar of the Steakhouse at 11:00am today
Posted by The Boat
Member since Oct 2008
177204 posts
Posted on 8/7/25 at 7:56 am to
quote:

$200-300 in two hours
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