Domain: tiger-web1.srvr.media3.us Nebius - NBIS - AI Infrastructure Company | Page 18 | Money Talk
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re: Nebius - NBIS - AI Infrastructure Company

Posted on 2/18/25 at 9:39 am to
Posted by KamaCausey_LSU
Member since Apr 2013
17433 posts
Posted on 2/18/25 at 9:39 am to
Small fish but big gain for me.

Sold my 3/7 40c $1.15 -> $12.

Holding shares through earnings. Hoping that's when the analysts start throwing out some high $ projections.
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 9:42 am to
quote:

Sold my 3/7 40c $1.15 -> $12.

Posted by REG861
Ocelot, Iowa
Member since Oct 2011
37999 posts
Posted on 2/18/25 at 10:05 am to
quote:

bayoubengals88


I’m pretty sure we follow the same people on AH, but what is next on your radar?
Posted by JohnnyKilroy
Cajun Navy Vice Admiral
Member since Oct 2012
40660 posts
Posted on 2/18/25 at 10:14 am to
quote:

bayoubengals88



I'm naming my new boat after you, baw.
Posted by KamaCausey_LSU
Member since Apr 2013
17433 posts
Posted on 2/18/25 at 10:14 am to
Would have never bought in if not for this thread. Then the DeepSeek crash gave us a gift.

I still don't understand the overreaction to the DeepSeek news. I was very comfortable "betting" that the costs report from DeepSeek was heavily manipulated or an outright lie.

It is a very simplified view, but it seems like NBIS is a strong "shovels" play for the AI boom.
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 10:19 am to
quote:

I'm naming my new boat after you, baw.

Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 10:20 am to
quote:

I’m pretty sure we follow the same people on AH, but what is next on your radar?

Gosh, If only I knew.
I really like CLS. Wish I would have bought more at 90.

What do you like?
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 10:24 am to
quote:

Mockingbird2008

Here's your dip.

I went heavy on calls for a trade.
Posted by JohnnyKilroy
Cajun Navy Vice Admiral
Member since Oct 2012
40660 posts
Posted on 2/18/25 at 10:25 am to
quote:

I still don't understand the overreaction to the DeepSeek news. I was very comfortable "betting" that the costs report from DeepSeek was heavily manipulated or an outright lie.




That might have been the easiest dip to buy I've ever seen in my life.


Posted by Civildawg
Member since May 2012
10397 posts
Posted on 2/18/25 at 10:27 am to
Yep and I'm glad I did. Not for just this company but others
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 10:30 am to
quote:

I still don't understand the overreaction to the DeepSeek news.
Too many retail investors were in it for a trade, or retail who didn't know what they owned, panicked. Classic overreaction. Also, it was up A LOT just a day or two prior, hitting an all time high. It was the perfect storm.

I agree. It was the easiest buy ever. I still hold a 2026 call from that day. Don't plan on selling that one any time soon.
Posted by REG861
Ocelot, Iowa
Member since Oct 2011
37999 posts
Posted on 2/18/25 at 10:35 am to
quote:

What do you like?


Thoughts on TEM?
Posted by meeple
Carcassonne
Member since May 2011
10954 posts
Posted on 2/18/25 at 10:36 am to
I’m in heavier in my taxable 401k brokerage and lighter in my Roth brokerage. My position is lower in the 401k ($33). Is there any disadvantage to start adding more to my Roth and to let the 401k ride for the time being?
This post was edited on 2/18/25 at 10:37 am
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 10:57 am to
quote:

Is there any disadvantage to start adding more to my Roth and to let the 401k ride for the time being?
Not that I can tell
Posted by Mockingbird2008
Member since Jun 2022
139 posts
Posted on 2/18/25 at 11:16 am to
I got some additional at 47.23 at open.

Thanks for this thread. I seem to always miss the boat on these.
This post was edited on 2/18/25 at 11:17 am
Posted by ApexHunterNetcode
Member since Aug 2023
600 posts
Posted on 2/18/25 at 11:25 am to
quote:

I went heavy on calls for a trade.


Now are the days that my lack of practice with options hurts.
This post was edited on 2/18/25 at 3:59 pm
Posted by astonvilla
New Jersey
Member since Dec 2005
3486 posts
Posted on 2/18/25 at 3:04 pm to
overall successful day.

Thursday will be make or break kind of a day. lets hope for the best
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 3:21 pm to
quote:

Thoughts on TEM?

I'm burned out on anything related to healthcare. Research on TEM seems too involved for me at the moment. I can say the same for RXRX.
Posted by bayoubengals88
LA
Member since Sep 2007
23832 posts
Posted on 2/18/25 at 3:22 pm to
quote:

Thursday will be make or break kind of a day. lets hope for the best

I'll make sure to have plenty of cash ready.
Posted by LChama
Member since May 2020
3847 posts
Posted on 2/18/25 at 4:08 pm to
Do you have advice/strategies on buying vs not buying 2027 calls? ITM or OTM better?
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