re: Nebius - NBIS - AI Infrastructure Company

Here comes the recovery after reviewing the numbers and the guidance….

Con call shortly will send CRWV up some and NBIS will go big tomm


Imagine a company boasting about the future, with client future revenues coming in the 10s of billions, who are losing money with investments…how can a smaller organization that just turned profitable ahead of schedule and big pipeline not be the play….

I’m betting on NBIS hitting 80 this week…you still waiting for the dip back to $45? Let’s hear your number now, so we can revisit it again for the bump in Nov

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ive been in since february and you think i missed this somehow?

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Nice!! Yet you shite on it earlier leading all to believe you sold off and didn’t believe in it at $45. If I felt like you did at $45, I can’t imagine not selling.


Also like you and Auburn and others that come in during big wins and claim you stayed or bought more on dips without saying anything

I hope you make millions in the market, but the way you all post gloom and then somehow win big is funny

Good Luck with your shares, they will be worth a lot more come 12 months for now

Wish you would post your positions today…cause I’m calling for a big day tomorrow despite the dip AH today….cause that was an irrational movement of CRWV earnings and sector investors hitting their sells AH.

79-80 tomorrow is my call

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i simply posted Nebius DD in a Nebius thread 6 months ago. there was not a lot of nebius DD at that time.

i never come in here talking about dips and selling?

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Fair

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60 shares

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Gotcha, well your shares will be worth $5400 tomorrow

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Schwab shut me down saying my account isn't cleared for those types of trades...

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Like others might have said, you need to get approved for options and types of options....

You could accidentally lose your arse on shorting options and they dont want that. Like, majorly lose your arse, not just buying calls and they go to 0, but selling calls without shares or selling puts.

That is why people need to educate themselves on options and not just take advice from some idiot IT dude on the internet web page about a sports team he actively roots against

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shares will be worth $5400 tomorrow

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Your prediction is that NBIS will hit $90 tomorrow? That would be insane.

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Oh shut up

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You want to talk shite, go right ahead.

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Confused on what I should do here

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How about you just enjoy your profits

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I definitely am

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stop with the petty bs

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Petty is shitting on a stock and

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I hold a small position in this stock

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Either way, Im ignoring these types of posts in here.

Will continue to share my positions and trades. No shame on the good or bad days. I’m not hiding anything around here. That’s not petty


Anyways, LFG opening tomorrow - $80, here we come

I bought at low 30’s sold at mid 40’s, realized my mistake thanks to you all and rebought at 53 and put my pride to the side. Now up big and holding long term thanks to all of you. Sucks I lost out on 10ish bucks a share but that like I got in at the mid 40’s not horrible

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Will continue to share my positions and trades. No shame on the good or bad days. I’m not hiding anything around here. That’s not petty

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Good. Now keep my name out of your mouth and we'll be fine

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Jax-Tiger

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Thanks, things have definitely worked out well for us so far

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sonoma8

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Sure, no problem.

First, i want to point out where i am perceiving value: Here is a google search for "nvda blackwell h200" and their prices:


Pretty expensive! Dont think ill be buying a 8 GPU H200 GPU Cluster anytime soon....

...but wait! Nebius to the rescue:



Ok, so thats a bit more budget friendly. Instead of a ridiculous CAPEX toward a 300k server, i can just rent it hourly for $28.14!

So now ive got a nebius virtual machine for an hour at $30.. the most powerful computer any of us have likely ever been on. What to do?



Comfy, Jupyter, vLLM already in a container. i can now make AI Slop videos in seconds!



this is a COmfyUI workflow. Every text or image to video generator on the internet right now likely uses a node based approach like above.

"So ok jeffo, youve spend $30 and shown me a picture with some chinese shite on it. Why does this matter when i can make my own AI Slop on grok now?"

Correct, this type of shite isnt meant to replace Grok. This is for more custom stuff. For example, if i go to grok and ask "make me a picture of jefforize on tigerdroppings" it will have no clue what the frick any of that means.

But with a nebius GPU Cluster and enough data, i can "Train AI" on what i want it to think "jefforize from tigerdroppings" is. So i upload all my jefforize data to nebius, run some commands, and now i can make custom videos of jefforize.

extrapolate this basic workflow out to any company, system, dataset... with using nebius i get state of the art technology at a budget friendly price to process any data i want to turn it into meaningful information , captivating video, etc

And thats JUST renting the GPU. I could set up a kubernetes instance and host an app (website) , call it JefforAIze Video generator, and direct people to visit my own video generator if they dont like grok.

there are endless possibilities im only beginning to wrap my head around. hence my post a few weeks ago that Jax is referencing.

if anyone wants to see anything else, let me know