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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/27/25 at 2:40 pm to Jax-Tiger
Posted on 8/27/25 at 2:40 pm to Jax-Tiger
quote:
I think the market is kinda waiting on NVDA, but CRWV is priced low, whether NVDA does well or not. If NVDA does well, CRWV and NBIS are going to take off.
I think it really comes down to guidance NBIS. NBIS isn’t affected as directly on NVDA vs earnings so to speak. It’s about the guidance going forward on the AI and processing requirements going forward
0
Posted on 8/27/25 at 2:41 pm to bayoubengals88
quote:
IV seems way down...
I’m certain that’s what kept it down all day. A lot of people holding on, which could be a reeeeally good thing with positive guidance by NVDA. It’s why I’m holding everything too. Ugh, I hate this. Especially if it’s bad news and I gotta sit on my shite for 18 hours before I can do anything
Posted on 8/27/25 at 3:22 pm to IT_Dawg
Damn. Gonna crush NBIS
Waiting on guidance but right now it’s ugly
Beat on Overall Revenue, but Data Center rev missed by .2B
Guidance for Q3 beats estimates tho
I think it’s over reaction right now. People need to digest the numbers and the guidance. I could actually see NVDA and NBIS green tomorrow.
Same thing happened with RKLB
Waiting on guidance but right now it’s ugly
Beat on Overall Revenue, but Data Center rev missed by .2B
Guidance for Q3 beats estimates tho
I think it’s over reaction right now. People need to digest the numbers and the guidance. I could actually see NVDA and NBIS green tomorrow.
Same thing happened with RKLB
This post was edited on 8/27/25 at 3:28 pm
Posted on 8/27/25 at 3:29 pm to IT_Dawg
It’ll take a while for everyone to digest this. Not a bad report at all.
This post was edited on 8/27/25 at 3:31 pm
Posted on 8/27/25 at 3:30 pm to IT_Dawg
quote:
Beat on Overall Revenue, but Data Center rev missed by .2B
Guidance for Q3 beats estimates tho
Not fantastic, but not horrible. We knew they lost money on the Chinese sales.
It all depends on if the market reaction - were they sold on a home run.
Posted on 8/27/25 at 4:15 pm to Jax-Tiger
You can't listen to this call and not be insanely bullish on NBIS.
Posted on 8/27/25 at 4:18 pm to bayoubengals88
Dude, NBIS is going to crush it. Honestly, the guidance was huge. This initial reaction will go away.
I’m calling NVDA and NBIS green tomorrow. People just panic trading right now after hours where volume is stupid low.
Guidance was key and we got it
I’m calling NVDA and NBIS green tomorrow. People just panic trading right now after hours where volume is stupid low.
Guidance was key and we got it
Posted on 8/27/25 at 4:19 pm to IT_Dawg
Posted on 8/27/25 at 7:40 pm to bayoubengals88
This will be a perfect setup for retail to load as retail bails in the morning thinking they are following the trend.
I’m thinking a dip and rip.
67 to 72 on 15-20 million volume.
I’m thinking a dip and rip.
67 to 72 on 15-20 million volume.
Posted on 8/27/25 at 11:08 pm to bayoubengals88
Is anyone buying into other AI infrastructure names?
I’m building into an NBIS position.. but also looking at CRDO/ALAB. Smaller names in the data center space like Nebius, but upstream, specifically in data center connectivity.
No big rationale of these names over NBIS. Just something I’ve considered pairing with it in the same theme.
I’m building into an NBIS position.. but also looking at CRDO/ALAB. Smaller names in the data center space like Nebius, but upstream, specifically in data center connectivity.
No big rationale of these names over NBIS. Just something I’ve considered pairing with it in the same theme.
Posted on 8/28/25 at 5:52 am to LSUcam7
They’re good names to be in, but I’d rather not diversify.
I’ve lauded CLS on here before. It’s a great company.
I’ve lauded CLS on here before. It’s a great company.
Posted on 8/28/25 at 6:11 am to bayoubengals88
Man, just very upset NBIS didn’t behave like CRWV. They are up again this morning.
Like I said yesterday, I think the market will respond well to the NVDA guidance and NBIS will be green today
Imagine, $600B market in 2026, Blackwell chip has extraordinary demand and we have a company that is now profitable, building out to 1GW next year AND the only provider in Europe.
NBIS fuse has been lit fellas. $100 by end of year
Like I said yesterday, I think the market will respond well to the NVDA guidance and NBIS will be green today
Imagine, $600B market in 2026, Blackwell chip has extraordinary demand and we have a company that is now profitable, building out to 1GW next year AND the only provider in Europe.
NBIS fuse has been lit fellas. $100 by end of year
Posted on 8/28/25 at 7:43 am to IT_Dawg
Green in pre
Posted on 8/28/25 at 8:18 am to meeple
Posted on 8/28/25 at 8:55 am to Jax-Tiger
quote:
only occasionally dabble in options calls, but I have 5 sept 12th calls with a strike price of $105 that absolutely need a good report from NVDA. It's CRWV, and I should have known better. I bought them when the stock was mid-90's and it's been sinking ever since.
Looks like it might pay off. Nice day for you!
Posted on 8/28/25 at 9:42 am to IT_Dawg
I’m back long with a couple of late Sept $75s. Seems like a no brainer right?
Posted on 8/28/25 at 9:56 am to SquatchDawg
Let it ride. Gonna be a good day today and tomorrow
Posted on 8/28/25 at 1:51 pm to IT_Dawg
Lot of people raising target at NVDA to 230 up to 250. NBIS is going to be fun the next 12 months
Posted on 8/28/25 at 1:56 pm to IT_Dawg
quote:
Looks like it might pay off. Nice day for you!
I sold 5 $2.70 calls for $6. I'm good with that.
Posted on 8/28/25 at 1:58 pm to Jax-Tiger
quote:
I sold 5 $2.70 calls for $6. I'm good with that.
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