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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/11/25 at 8:19 am to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/11/25 at 8:19 am to
quote:

Not sure I will hold through earnings, I’m kinda nervous on those


Will a poor CRWV earnings report help or hurt NBIS?

on the one hand, it could position NBIS as a better alternative in that sector, but on the other hand, it could be a statement about data centers in general.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 8:28 am to
quote:

on the one hand, it could position NBIS as a better alternative in that sector, but on the other hand, it could be a statement about data centers in general.


I think both will help NBIS.

I was referring to my CRWV $135 calls that I got

I am more concerned about how quickly CRWV is burning through cash and when their guidance will be for profitability. I have all that for NBIS and thats why I chose them on this run up and longer term
This post was edited on 8/11/25 at 8:32 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 8:34 am to
Missed my selling calls on a friggin work call....DAMMIT

Hopefully we will get another run here
This post was edited on 8/11/25 at 8:36 am
Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 8/11/25 at 8:36 am to
quote:

So when it’s showing an early pop like this morning, do you sell those options quickly or hold to see if there’s further upside over the coming days?

I put in an order early this morning from the calls I bought on Friday afternoon. It filled within 3 minutes.
1.90 --> 2.45
$1,100 or 28.9%
This post was edited on 8/11/25 at 8:43 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 8:42 am to
Got lucky holy crap. Gonna see if this gets over $73

Wow, maybe $75
This post was edited on 8/11/25 at 8:43 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 8:46 am to
Sold my 50 $72 expiring Friday $4.10 per (purchased for $1.25) WOW

This post was edited on 8/11/25 at 8:48 am
Posted by SkiUtah420
Member since Jul 2023
1139 posts
Posted on 8/11/25 at 8:47 am to
Is it too late to load up on more or are we expecting a pullback ?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 8:51 am to
Sold 20 of my 40 $80 co tracts expiring 9/12 for $4.90
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 8:51 am to
quote:

Is it too late to load up on more or are we expecting a pullback ?


I am betting on a small pull back so I can reload my options

Unloaded all my options except the 30 $70 Nov expiring


What a great fricking day!!!! Unreal. I’m going to the bar at 11:00 again….while hoping for a pullback
This post was edited on 8/11/25 at 8:58 am
Posted by astonvilla
New Jersey
Member since Dec 2005
3512 posts
Posted on 8/11/25 at 8:58 am to
this one is going crazy. loving it. after a long time i have a winner. thanks Bayou very much
Posted by The Boat
Member since Oct 2008
177204 posts
Posted on 8/11/25 at 9:07 am to
Bought 100 more shares at $70 today. Timed the bottom by luck.
Posted by bayoubengals88
LA
Member since Sep 2007
24565 posts
Posted on 8/11/25 at 9:16 am to
quote:

Is it too late to load up on more or are we expecting a pullback ?

I'm trying patience for once.
Posted by sonoma8
Member since Oct 2006
8141 posts
Posted on 8/11/25 at 9:19 am to
Same…. Somebody needs to buy now so we can get a nice dip
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 9:33 am to
I’m looking to get back in with options around $72.50 or something
This post was edited on 8/11/25 at 9:36 am
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20006 posts
Posted on 8/11/25 at 9:42 am to
I took a half position in NBIS after the tariff tantrum with a couple of adds since and now it’s in the top 3 of my holdings within just a few months
Posted by AuburnTigers
9x National Champion
Member since Aug 2013
17432 posts
Posted on 8/11/25 at 9:57 am to
NBIS and MP have been printing money
Posted by LChama
Member since May 2020
4020 posts
Posted on 8/11/25 at 10:31 am to
quote:

NBIS and MP have been printing money

Can start a separate thread but man that MP looks great
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/11/25 at 10:40 am to
Gonna get some options here shortly
Posted by HogPharmer
Member since Jun 2022
3731 posts
Posted on 8/11/25 at 10:42 am to
Bought a 70 Put an hour and a half ago and just sold for 25% profit
Posted by SkiUtah420
Member since Jul 2023
1139 posts
Posted on 8/11/25 at 10:47 am to
quote:



I am betting on a small pull back so I can reload my options

Unloaded all my options except the 30 $70 Nov expiring


What a great fricking day!!!! Unreal. I’m going to the bar at 11:00 again….while hoping for a pullback


For the options Neophytes..whats the play ?
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