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re: Nebius - NBIS - AI Infrastructure Company

Posted on 8/20/25 at 3:00 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/20/25 at 3:00 pm to
Ended positive lol

Here we gooooo
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 8/20/25 at 3:02 pm to
quote:

Down another 6% so far this morning.

Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 8/20/25 at 3:03 pm to
quote:

Ended positive lol

I traded shares for options this morning and finished the day up 5.16%
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/20/25 at 3:46 pm to
quote:

I traded shares for options this morning and finished the day up 5.16%


I did nothing today, just held my shite hoping for the turnaround. Need this sentimental sell off of AI to be over. I think CRWV and PLTR brought the whole damn thing down the past week or so.

Really hoping for some news coming out of the AGM tomorrow!!! Need this to 80 by mid-September.

Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 8/20/25 at 4:14 pm to
quote:

Really hoping for some news coming out of the AGM tomorrow!!!
That would be fantastic. I totally forgot about the AGM.

I've kind of been doing the same thing since March.
When stock goes down, sell shares, buy options.
When stock goes up go conservative. Sell options, buy shares.
Posted by Merica
'Merica
Member since Mar 2013
1157 posts
Posted on 8/20/25 at 7:03 pm to
Used the dip to pick up more shares today.

quote:

Down another 6% so far this morning.


Absolutely clutch reverse jinx Paul. TYFYS!
Posted by AuburnTigers
9x National Champion
Member since Aug 2013
17432 posts
Posted on 8/20/25 at 7:06 pm to
it was a great dip and rip pattern today. Next few days should be interesting
Posted by The Boat
Member since Oct 2008
177202 posts
Posted on 8/20/25 at 7:19 pm to
Pawl seems pretty butthurt about NBIS. Might have something to do with how on June 5th at 9:10 am he said he sold his shares. Then nary 30 minutes later at 9:35 am on June 5th he posted that NBIS was up 18% that day.
Posted by bayoubengals88
LA
Member since Sep 2007
24560 posts
Posted on 8/20/25 at 7:35 pm to
quote:

Might have something to do with how on June 5th at 9:10 am he said he sold his shares. Then nary 30 minutes later at 9:35 am on June 5th he posted that NBIS was up 18% that day
A damn shame too. I reiterated my conviction in this being a multi year play many times.

FWIW, I think next year could be the most exciting for this stock. The growth next year could be 3-4x this year.
Revenue anyway…
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
78304 posts
Posted on 8/20/25 at 8:30 pm to
Who is the punk?
Posted by OTIS2
NoLA
Member since Jul 2008
52515 posts
Posted on 8/20/25 at 8:32 pm to
Carry your arse, broke dick.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/21/25 at 2:44 pm to
Just bought 20 $70 calls exp next Friday for $1.52

Hoping for some great news premarket about the AGM and 20m share buyback from treasury hold

Risky, but I believe tomorrow will be a good day
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27791 posts
Posted on 8/21/25 at 3:54 pm to
quote:

Hoping for some great news premarket about the AGM and 20m share buyback from treasury hold


Meeting was today, no?
Posted by FLObserver
Jacksonville
Member since Nov 2005
16077 posts
Posted on 8/21/25 at 4:40 pm to
Still in but just gonna hold with Sept rolling in like it usually does. Looks like tech already starting to feel the pinch early. Will add with a little more dip which feels like is on the way.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/21/25 at 5:14 pm to
quote:

Meeting was today, no?


Yea, at HQ. Typically they will announce the votes the next day, which would be premarket tomorrow
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/21/25 at 5:17 pm to
quote:

Looks like tech already starting to feel the pinch early


Big reports came out last week about corporations not getting return on AI projects and some cutting their departments by X %. Bunch of short sellers made a shite ton on that and drove down all AI stocks the last week or so.

Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20001 posts
Posted on 8/21/25 at 6:18 pm to
There has been a lot of negative static. I think we continue to see this until NVDA earnings. If they meet or exceed that will give us wind. If they miss….


Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/21/25 at 7:36 pm to
quote:

There has been a lot of negative static. I think we continue to see this until NVDA earnings.


NVDA just builds the chips. The AI market is dependent on what happens in the ecosystem around the chips. Even if NVDA sells less chips, doesn’t mean organizations aren’t doing more with those chips and the software behind it.

This was a big move on people shorting thing crazy rise of AI stocks since January. Unfortunate timing for NBIS, but will be a leader moving forward with profitability and software on top of the infrastructure they provide
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27791 posts
Posted on 8/21/25 at 7:39 pm to
quote:

will be a leader moving forward with profitability and software on top of the infrastructure they provide


I'm holding for long term.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 8/21/25 at 8:19 pm to
quote:

I'm holding for long term.


If you want to double your money over the next 12-16 months, this stock will do that. Well ahead of all the market avgs

I’m playing this a much bigger play. Big risk, but huge reward on the way

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