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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/12/25 at 7:00 pm to
Posted by Nursie21
Member since Nov 2018
219 posts
Posted on 8/12/25 at 7:00 pm to
More questions on your options strategies.

I get that you plan on closing most on the pop tomorrow. Is there an advantage to holding the longer ones?

Or just grab the cash and use it on the midday dip?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/12/25 at 7:35 pm to
quote:

I get that you plan on closing most on the pop tomorrow.
Is there an advantage to holding the longer ones? Or just grab the cash and use it on the midday dip?


I use my my shares and long term calls to make consistent growth. I use short term to make big money, sell, and add to long term with stocks I think have big growth potential.

I don’t play nearly the option game with NVDA as I do with NBIS. I’m a big gambler, so this is not some long term strategy, it’s quick pops and add to my longer positions. My goal has always been to grab a $600-$1000 a day with options as a trader, I’ve now shifted with NBIS to be a very big day trader to make huge % each day. That will change in the future, but I truly believe this stock is $120-$160 in 13 months…lot of money to be made on the ride up
This post was edited on 8/12/25 at 7:36 pm
Posted by jefforize
Member since Feb 2008
45891 posts
Posted on 8/12/25 at 7:39 pm to

This post was edited on 8/12/25 at 9:04 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/12/25 at 8:40 pm to
quote:

Jefforize is on board and uses the product. I want to hear what he has to say. I don't care what he posted 6 months ago.
I think he was just presenting a bear case that he found online, and I will always welcome a diverse viewpoint.
When I reposted that today, I was just noting that Jefforize has always been balanced, but mainly I was laughing at the content of that reddit post and how I’m glad I thought it was ridiculous even back then.

It’s all good. We’re all making money here
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/12/25 at 8:46 pm to
Thanks for the lesson jefforize.
That really brings it home
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/12/25 at 9:16 pm to
quote:

My goal has always been to grab a $600-$1000 a day with options as a trader, I’ve now shifted with NBIS to be a very big day trader to make huge % each day. That will change in the future, but I truly believe this stock is $120-$160 in 13 months…lot of money to be made on the ride up


It has been the craziest few days since Thursday, and I find myself totally agreeing with you.
I’ve nearly lost my identity!
This post was edited on 8/12/25 at 9:20 pm
Posted by jefforize
Member since Feb 2008
45891 posts
Posted on 8/12/25 at 9:33 pm to
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I didn’t know NBIS was involved in this type of stuff. Pretty cool.
Posted by Yeti_Chaser
Member since Nov 2017
12876 posts
Posted on 8/13/25 at 6:32 am to
What do you do? I'm trying to find ways to apply this to my career - project management. My initial idea is that I should be able to create construction schedules and then convert those into videos as a business development tool.
Posted by LChama
Member since May 2020
4019 posts
Posted on 8/13/25 at 8:07 am to
quote:

That will change in the future, but I truly believe this stock is $120-$160 in 13 months…lot of money to be made on the ride up


IT_Dawg.. i see this $120-$160 and i believe bayoubengals had said $417/share is within reach and reasonable valuation in the near future. Long term, once we hit those benchmarks do u see it leveling off and taking a breather or continuing its meteoric rise even after $160-$400? I know there are a lot of unknowns but in your opinion, what is NBiS long term position in the Ai world (since you are in the biz)?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/13/25 at 8:26 am to
quote:

Long term, once we hit those benchmarks do u see it leveling off and taking a breather or continuing its meteoric rise even after $160-$400?


I believe it will level off, it will be much more sin curve graph for a while. $400 is not out of the question, but I think that is a few years off.

quote:

what is NBiS long term position in the Ai world (since you are in the biz)?


I think they are in a great place. They provide essential compute power, that is ever becoming more and more scarce, especially for what is needed to do the types of computations needed with AI/ML/LLM/etc They also bring a lot of value around the compute with their software offerings that really separate them from the likes of CRWV. If they can continue to develop those tools and provide them cost effectively, while scaling to 3,4,5 GW - then you will see $400 or more

They will also continue to add to their partnerships and I would imagine, provide their software to other organizations at a good cost model
This post was edited on 8/13/25 at 8:28 am
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/13/25 at 8:28 am to
Opening bell moments away.....LFG NBIS - do your thing!

I have a gut feeling this will spike as investors move into NBIS and away from CRWV, now that they can in open trading
This post was edited on 8/13/25 at 8:29 am
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/13/25 at 8:48 am to
The mania is over for now.
But you never know, there could be an influx of buyers at any time.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27792 posts
Posted on 8/13/25 at 8:55 am to
quote:

you never know, there could be an influx of buyers at any time.


I'd like to think they are trying to figure out what to do with all the CRWV cash they just dumped. Half will throw it back into CRWV, hoping for the rebound, while the other half will think, "Say, Nebius is looking pretty good over there!".
Posted by Nursie21
Member since Nov 2018
219 posts
Posted on 8/13/25 at 9:21 am to
I heard IT whispering in my ear... buy more calls!

So I did.
This post was edited on 8/13/25 at 9:26 am
Posted by KamaCausey_LSU
Member since Apr 2013
17637 posts
Posted on 8/13/25 at 9:31 am to
Someone seems to be trying very hard to keep it below that $75 strike price.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20005 posts
Posted on 8/13/25 at 9:33 am to
NBIS is catching strays from CRWVs performance today.
Posted by TxWadingFool
Middle Coast
Member since Sep 2014
5628 posts
Posted on 8/13/25 at 9:54 am to
Added more at $71 which brought my price per up to $51, I'm probably maxed out on what I'm willing risk at this point.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26686 posts
Posted on 8/13/25 at 10:14 am to
I’m still holding all my calls that I got yesterday, since they are all September and November exp.

Took a big hit today so far, but still very confident this is a blip and we will be back soon…

I think CRWV earnings miss is not concerning to NBIS as CRWV blew out revenue and also announced an $30B backlog….

Nebius is poised for growth and all the sellers of CRWV will clear their funds and move over here IMO
Posted by jefforize
Member since Feb 2008
45891 posts
Posted on 8/13/25 at 10:39 am to
quote:

What do you do? I'm trying to find ways to apply this to my career - project management. My initial idea is that I should be able to create construction schedules and then convert those into videos as a business development tool.


IT and entrepreneurship.

i am not familiar enough with construction schedules to be able to comment on the viability of that idea.
Posted by bayoubengals88
LA
Member since Sep 2007
24562 posts
Posted on 8/13/25 at 10:39 am to
Today's price action is getting a bit silly. Can't imagine what the RSI is on the daily.
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