- 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
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
bayoubengals88
| Favorite team: | |
| Location: | LA |
| Biography: | Formerly a fan of this website |
| Interests: | Conifers |
| Occupation: | |
| Number of Posts: | 23475 |
| Registered on: | 9/10/2007 |
| Online Status: | Not Online |
Recent Posts
Message
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/12/25 at 9:56 am to sonoma8
quote:We either just hit it for a double bottom or it will be ~86 dating back to mid September.
Wheres the next support line?
1
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/12/25 at 8:28 am to bayoubengals88
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 6:38 pm to LSUcam7
Here’s hoping some $165 price targets move the needle.
We’ve invested all we reasonably can in shares.
We’ve invested all we reasonably can in shares.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 6:29 pm to LSUcam7
Means a lot coming from you.
If only I had converted to shares last Monday :wah:
If only I had converted to shares last Monday :wah:
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 4:25 pm to Covingtontiger77
quote:Yup. I like Mark.
Good write up on X
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 4:11 pm to bayoubengals88
Analyst upgrade estimates from Grok.
To be read as 60% chance of bullish upgrades:
Bullish Upgrade (60%):
PT rises 15–25% to $180–195; Meta’s $3B deal and $7–9B ARR guidance by 2026 overshadow Q3 revenue miss, reinforcing Nebius as a top AI infrastructure play.
Hold/Neutral (30%):
PT stays flat ±5%; heavy $5B capex guidance raises execution risks, balancing explosive growth with cash burn and potential dilution concerns.
Downgrade (10%):
PT drops 10% to $140; Q3 revenue miss (6% below consensus) amplifies fears over scaling costs and new ATM share issuance risks.
To be read as 60% chance of bullish upgrades:
Bullish Upgrade (60%):
PT rises 15–25% to $180–195; Meta’s $3B deal and $7–9B ARR guidance by 2026 overshadow Q3 revenue miss, reinforcing Nebius as a top AI infrastructure play.
Hold/Neutral (30%):
PT stays flat ±5%; heavy $5B capex guidance raises execution risks, balancing explosive growth with cash burn and potential dilution concerns.
Downgrade (10%):
PT drops 10% to $140; Q3 revenue miss (6% below consensus) amplifies fears over scaling costs and new ATM share issuance risks.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 3:58 pm to bayoubengals88
Daaaaam...
Same firm slapped a $150 on NBIS
Same firm slapped a $150 on NBIS
Loading Twitter/X Embed...
If tweet fails to load, click here.re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 3:55 pm to reds on reds on reds
quote:Check it out.
$150 is feeling more and more like a pipe dream that’s going to take years to reach.
Loading Twitter/X Embed...
If tweet fails to load, click here.re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 3:53 pm to reds on reds on reds
quote:In April, $50 truly felt like it was beyond a pipe dream :dunno:
$150 is feeling more and more like a pipe dream that’s going to take years to reach.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 3:50 pm to PlanoPrivateer
All I need is 150-170 and I'm golden!!
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 12:49 pm to Jax-Tiger
quote:Someone fricking up Michael Burry.
What does getting out of this pattern look like?
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 12:46 pm to IT_Dawg
quote:I'm seeing $143. We'll take every dollar.
CICC (China International Capital Corporation ) initiated coverages with Outperform, sets $140 PT
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 12:43 pm to Jax-Tiger
quote:Forming a short term double bottom at $102 and then ultimately breaking out above $135.
What does getting out of this pattern look like?
But first on the list is holding $115
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 12:15 pm to Jax-Tiger
I think it's a bit more orchestrated than that.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 11:51 am to IT_Dawg
They let it run and now they're holding it back for more shares.
All good in time.
All good in time.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 11:31 am to IT_Dawg
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 11:14 am to IT_Dawg
Yup! It'll even out in time.
I just need a dose of patience.
I just need a dose of patience.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 11:09 am to IT_Dawg
Are you feeling a little IV crush? My calls are lagging a bit.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by bayoubengals88 on 11/11/25 at 10:24 am to chadau79
I'll take a replay of what happened in February for Q4 2024 earnings.
Revenue was a miss, guidance was raised, and we saw this...all in one day:
Revenue was a miss, guidance was raised, and we saw this...all in one day:
Popular
81
