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Happy Thanksgiving Nebs! Never take a day off i guess.
Can anyone give a synopsis of the base and bear cases as it relates to the possible dillution? Bullish signals everywhere with this stock and now talk of s&p 8000 in 2026 (i know we are nq). But ive been a bagholder too many times so want to be able to answer this acceptably to myself. Is the only real safety net owning puts at all times?
I read an iot post that there are max nbis shares shorted right now. so either we’re set up for a massive squeeze or the opposite. @ITdawg or Lsucam7
Can anyone give a synopsis of the base and bear cases as it relates to the possible dillution? Bullish signals everywhere with this stock and now talk of s&p 8000 in 2026 (i know we are nq). But ive been a bagholder too many times so want to be able to answer this acceptably to myself. Is the only real safety net owning puts at all times?
I read an iot post that there are max nbis shares shorted right now. so either we’re set up for a massive squeeze or the opposite. @ITdawg or Lsucam7
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Just heard about this one from a texas friend, Did you find anything else out? In for a small amount
Yeah credibility is diminished because its a vid from a gold company
This is from robinhood. Not sure how accurate. -.54 on zacks also.
Why is there such a dropoff in expected earnings next quarter for both nbis and iren?
LINKhttps://youtu.be/m6SUpIPYdEM
Has this been shared yet? From Sun evening. Compelling info on nbis
Like the info on finland/meta. Only a blip on Kansas..actually only noted on a map. Good info on toloka. Birmingham possible US headquarters? Indiana 1200 acre site? One piece of info left before industry changing announcement by data one?
Has this been shared yet? From Sun evening. Compelling info on nbis
Like the info on finland/meta. Only a blip on Kansas..actually only noted on a map. Good info on toloka. Birmingham possible US headquarters? Indiana 1200 acre site? One piece of info left before industry changing announcement by data one?
Whats the timeframe for this effecting US
re: Retail predictions
Posted by LChama on 11/25/25 at 7:31 am to Upperdecker
Wives and daughters dont care :rotflmao:
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by LChama on 11/24/25 at 6:22 pm to jevins_slickin
Anyone know what happened with the Indiana data center? Was that misinformation and it was actually Meta?
Google MacDoogle.. up $8 AH.. is this the berkshire hathaway effect?
Posted by LChama on 11/24/25 at 6:11 pm
Up $18.70 today and now still running, Any thoughts on how high this goes if the market stabilizes? Apparently the next in line in the Ai race. Is this another nvda opportunity?
You a buyer of AMD here? Sorry if ive asked before.
MSCI inclusion today.
Has there been anymmore info on the birminghm, AL data center?
Rumors abound of a frankfort, IN datacemter on 1200 acres.
Has there been anymmore info on the birminghm, AL data center?
Rumors abound of a frankfort, IN datacemter on 1200 acres.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by LChama on 11/23/25 at 10:57 am to Mockingbird2008
Lame edit
Retail predictions
Posted by LChama on 11/23/25 at 9:19 am
Do you think or feel based on current personal and overall economic conditions that the end of year Christmas/Thanksgiving retail purchases will be in sharp decline compared to previous years? I just dont feel inclined to do much buying
Peers of Aligned listed as..
vantage data centers
Equinix
Digital realty trust
Cyrus one
Peers of nbis listed as
Nvda
Msft
Cloudflare
American noble gas
Roblox
DDog
Zscaler
EA
Baidu
Veeva
Not what i have considered peers.
I dont see crwv or iren listed as peers which would be more inline with reality.
Looks like vantage, digital realty trust, cyrus one etc would/could be logical potential suitors.
vantage data centers
Equinix
Digital realty trust
Cyrus one
Peers of nbis listed as
Nvda
Msft
Cloudflare
American noble gas
Roblox
DDog
Zscaler
EA
Baidu
Veeva
Not what i have considered peers.
I dont see crwv or iren listed as peers which would be more inline with reality.
Looks like vantage, digital realty trust, cyrus one etc would/could be logical potential suitors.
Also .. news is from 10/15/2025. Why post today?
Thats how i see it. Positive for us, iren, cifr etc. Positive in that.. it aint goin away by any means.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by LChama on 11/20/25 at 8:19 pm to Tedorgeron
quote:
F this thing. Should have never bought back in.
Wish i had never clicked on this thread
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