- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/6/25 at 4:05 pm to astonvilla
Posted on 2/6/25 at 4:05 pm to astonvilla
quote:NVDA not enough
I hope they announce some partnership soon
1
Posted on 2/6/25 at 4:08 pm to jefforize
quote:That was nuts.
looked market wide rug to seek call holder stop losses and farm fresh bearish premium, to then reverse into a gigantic pump
Posted on 2/6/25 at 4:24 pm to bayoubengals88
Posted on 2/6/25 at 4:45 pm to bayoubengals88
thats good enough
was hoping was some announcements from the autonomous side.
was hoping was some announcements from the autonomous side.
Posted on 2/6/25 at 4:54 pm to astonvilla
Id like to see that kind of news come during or after 2/20 earnings.
Let it build on its own merit until then.
Let it build on its own merit until then.
Posted on 2/6/25 at 4:57 pm to bayoubengals88
This has had some wild swings the last 2 trading days. No way i’ll try to swing trade this mofo. Glad i stayed in. Good move on the calls!
Posted on 2/6/25 at 5:45 pm to LChama
quote:no kidding!
No way i’ll try to swing trade this mofo
That’s why I play calls that I think are conservative enough to hold a bit.
Posted on 2/6/25 at 5:50 pm to bayoubengals88
Is this more silmilar to LUMN or TSSI or none of the above.
Posted on 2/6/25 at 6:38 pm to LChama
In what way? I don’t know TSSI at all.
Posted on 2/6/25 at 7:07 pm to LChama
Closer to TSS.
Although tss is hardware focused and nebius is software focused, with lumn being networking focused.
Although tss is hardware focused and nebius is software focused, with lumn being networking focused.
This post was edited on 2/6/25 at 7:12 pm
Posted on 2/6/25 at 7:20 pm to jefforize
quote:
Closer to TSS. Although tss is hardware focused and nebius is software focused, with lumn being networking focused.
Ok thanks. Dont want to derail.. just seeing if im too heavy in the same area with these three
Posted on 2/6/25 at 7:36 pm to LChama
They all could fall under “speculative AI” plays, but, those 3 handle entirely different things.
If I am understanding everything correct,
NBIs is AI software development (GPUS creating images and video, cars learning how to drive, for example)
TSS would provide and build out hardware to create and maintain the data centers to house all the data AI learns on
And LUMN connects the data centers to the “AI brain” via fiber optics
If I am understanding everything correct,
NBIs is AI software development (GPUS creating images and video, cars learning how to drive, for example)
TSS would provide and build out hardware to create and maintain the data centers to house all the data AI learns on
And LUMN connects the data centers to the “AI brain” via fiber optics
Posted on 2/6/25 at 8:07 pm to jefforize
So TSSI is similar to CLS…
And LMNR is like ANET or CRDO…
Roughly?
And LMNR is like ANET or CRDO…
Roughly?
Posted on 2/6/25 at 8:20 pm to bayoubengals88
I’ll have to dive in further to paint a better picture when I get time, but I think lumn is similar to anet, minus the horrible debt lumn is in.
CLS looks to be wayyyy more robust than TSS. A ton more offerings. CLS could provide what tss does, tss couldn’t dream of what CLS does.
CLS looks to be wayyyy more robust than TSS. A ton more offerings. CLS could provide what tss does, tss couldn’t dream of what CLS does.
Posted on 2/6/25 at 9:07 pm to jefforize
I just realized that the significant spike near the end of the day may have been solely due to the 45 seconds of CNBC coverage.
Can you imagine what major Wall Street analysts covering this stock would do
Can you imagine what major Wall Street analysts covering this stock would do
Posted on 2/6/25 at 9:21 pm to bayoubengals88
Interesting.
I pay for level two order book through webull (cash account trading broker) to see bid/asks and to determine where to place liquidity on lower volume plays, but I couldn’t find the order block information that sent NBIS up so high so quick.
Was trying to determine if it was one giant order, or a series of lower volume orders. Seems I need book viewer through Nasdaq at an additional fee for such data.
May have been a dark pool order that cheddarflow alerted to their sub base that caused the spike. Or good ole CNBC shilling it to retail, but I have my doubts. That was gigantic shrek candle that I didn’t observe elsewhere, I suspect a gigantic order from big money came through at “the dip” and others tailed the momentum
I pay for level two order book through webull (cash account trading broker) to see bid/asks and to determine where to place liquidity on lower volume plays, but I couldn’t find the order block information that sent NBIS up so high so quick.
Was trying to determine if it was one giant order, or a series of lower volume orders. Seems I need book viewer through Nasdaq at an additional fee for such data.
May have been a dark pool order that cheddarflow alerted to their sub base that caused the spike. Or good ole CNBC shilling it to retail, but I have my doubts. That was gigantic shrek candle that I didn’t observe elsewhere, I suspect a gigantic order from big money came through at “the dip” and others tailed the momentum
Posted on 2/7/25 at 5:19 am to jefforize
this thing is slowly inching up in pre-market. looking good so far
Posted on 2/7/25 at 8:17 am to astonvilla
quote:
this thing is slowly inching up in pre-market. looking good so far
I've got some $36.5 Calls I sold that expire today. Hope it doesn't inch up too much today
Posted on 2/7/25 at 8:40 am to HYDRebs
the lets wait till next week for this rocketship
Page 9 of 343
Popular
Back to top
Follow TigerDroppings for LSU Football News