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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/18/25 at 9:29 am to SquatchDawg
Posted on 8/18/25 at 9:29 am to SquatchDawg
So I'm officially terrified of how easily I grabbed 6.5% in an hour this morning on an option trade.
0
Posted on 8/18/25 at 9:30 am to bayoubengals88
While we're riding this low tide out, biding our time to see $75 again.
What's your and IT Dawg's opinion on buying a puts when hits above $75 again? Nothing aggressive, but something just below.
What's your and IT Dawg's opinion on buying a puts when hits above $75 again? Nothing aggressive, but something just below.
Posted on 8/18/25 at 12:43 pm to Nursie21
quote:Probably not a bad idea. It's all about risk management.
What's your and IT Dawg's opinion on buying a puts when hits above $75 again? Nothing aggressive, but something just below.
Posted on 8/18/25 at 2:01 pm to bayoubengals88
Yesterday, Nvidia bought another 6 1/2 million shares of CRWV and CRWV is STILL running negative today.
Posted on 8/18/25 at 2:14 pm to Jax-Tiger
hrmm... wonder if we should be following suit
Posted on 8/18/25 at 2:44 pm to donRANDOMnumbers
quote:
wonder if we should be following suit
No. I have to keep reminding myself that if I sell now, I will owe income tax on the proceeds. Nope. Not gonna do it...
Posted on 8/18/25 at 2:59 pm to Jax-Tiger
I think Nvidia was trying to cover for the activity that happened because of the IPO lockup period expiring.
I think CRWV is going to take off this week, actually. I may be wrong, but we'll see...
I think CRWV is going to take off this week, actually. I may be wrong, but we'll see...
Posted on 8/18/25 at 3:20 pm to Jax-Tiger
At this level it looks attractive because you know it’s going to get hyped….especially if NVDA beats. I’d want to be out before earnings again though.
Posted on 8/18/25 at 4:03 pm to Nursie21
quote:
What's your and IT Dawg's opinion on buying a puts when hits above $75 again? Nothing aggressive, but something just below.
I am riding my calls and shares....I think this thing is going to have another nice pop.
Today was interesting to say the least, especially since CRWV just kept going down
If CRWV gets into the 80s, I might make a play over there too
Posted on 8/18/25 at 4:16 pm to Jax-Tiger
quote:
Yesterday, Nvidia bought another 6 1/2 million shares of CRWV and CRWV is STILL running negative today.
I’m not sure where you’re seeing that. Nvidia bought 95,113 shares in Q2, and that 13F filing was released Thursday.
Nvidia wouldn’t release that they’ve bought shares the day after they do it. You won’t know about their activity this quarter until mid November.
Posted on 8/18/25 at 4:37 pm to slackster
It was released on Thursday.
Per Yahoo -
CRWV makes up 91% of NVDA's portfolio.
CRWV will not have any trouble getting any of the GPUs they want.
Per Yahoo -
quote:
Nvidia raised its stake to roughly 24.28 million shares of CoreWeave during the quarter -- up from 17.9 million shares at the time of CoreWeave's IPO prospectus at the end of March -- valued at $4.33 billion as of this writing.
CRWV makes up 91% of NVDA's portfolio.
CRWV will not have any trouble getting any of the GPUs they want.
Posted on 8/18/25 at 6:58 pm to Jax-Tiger
Yeah that’s misleading. They “only” added 95,000 shares in the quarter, and they were added from 4/1-6/30. They were announced Thursday as part of their quarterly 13-F filing.
They didn’t add 6 million shares Thursday, just to be clear.
They didn’t add 6 million shares Thursday, just to be clear.
Posted on 8/18/25 at 7:20 pm to bayoubengals88
quote:
bayoubengals88
Posted on 8/18/25 at 7:49 pm to jefforize
Did you waste Nebius GPU Compute on that?!Posted on 8/18/25 at 8:02 pm to bayoubengals88
nah, just a penny When I have my army of bots scraping the web to expand my AIs knowledge though… yes I probably will leverage nebius
Posted on 8/18/25 at 8:09 pm to jefforize
Get your army of bots to scour the web about NVDAs earnings call. With all of this chop and their hurdle being so high I’m starting to wonder.
Posted on 8/19/25 at 7:35 am to slackster
quote:
They didn’t add 6 million shares Thursday, just to be clear.
That is correct. I should have said that it was revealed that they purchased 6 million shares during the last quarter on Thursday.
My point is that NVDA seems to be trying to boost CRWV - protecting their investment.
Posted on 8/19/25 at 8:28 am to Jax-Tiger
I went against my own advice. I scraped together som change and bought some CRWV.
For those of you that already have some... I'm sorry...
For those of you that already have some... I'm sorry...
This post was edited on 8/19/25 at 8:37 am
Posted on 8/19/25 at 9:33 am to Jax-Tiger
I just added to my NBIS position at 68.30
Will get into CRWV if it gets down around 88
Will get into CRWV if it gets down around 88
Posted on 8/19/25 at 9:44 am to IT_Dawg
What's going on
Bout to move some money in
Bout to move some money in
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