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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted on 11/20/25 at 8:56 pm to Paul Allen
Posted on 11/20/25 at 8:56 pm to Paul Allen
I'm staying put.
Look at it now.
Look at it 6 months from now.
DON'T Look at it in between.
Two weeks ago, we were in love with this stock. Then it broke our hearts. This morning, we were all back on the wagon, and it broke down again.
It's not just Nebius. Even Nvidia crashed today after a better earnings report than anybody could have expected. It's a crazy time for a game changing technology.
But we've known this for a while, and we also know this company is incredibly well run, despite the growing pains. I've been pointing for a while to the Clickhouse IPO as a point in time when people realize how financially sound this company is and stop lumping it in with CRWV and IREN.
There will be a time where this stock shoots up and I'll sell everything, but its going to be on a peak, not a valley.
Look at it now.
Look at it 6 months from now.
DON'T Look at it in between.
Two weeks ago, we were in love with this stock. Then it broke our hearts. This morning, we were all back on the wagon, and it broke down again.
It's not just Nebius. Even Nvidia crashed today after a better earnings report than anybody could have expected. It's a crazy time for a game changing technology.
But we've known this for a while, and we also know this company is incredibly well run, despite the growing pains. I've been pointing for a while to the Clickhouse IPO as a point in time when people realize how financially sound this company is and stop lumping it in with CRWV and IREN.
There will be a time where this stock shoots up and I'll sell everything, but its going to be on a peak, not a valley.
0
Posted on 11/20/25 at 8:58 pm to jefforize
Posted on 11/20/25 at 9:07 pm to Paul Allen
A roll eye emoji is fine. Where are you parking risk allocated capital for the next 6 months? I feel NBIS is worth the speculation . Do you have another ticker to suggest?
Posted on 11/20/25 at 9:12 pm to jefforize
Keep in mind you are larping a Microsoft founder before you reply 
Posted on 11/20/25 at 10:56 pm to jefforize
I sold my calls right at open. As soon as it started to drop hard I bought $90 puts for cheap and made bank.
I love NBIS as a company, but at this point, it’s more about playing the market.
I wish it wasn’t this way.
I love NBIS as a company, but at this point, it’s more about playing the market.
I wish it wasn’t this way.
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