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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 1/15/26 at 7:54 am to bayoubengals88
Posted on 1/15/26 at 7:54 am to bayoubengals88
This is a differentiator between NBIS and CRWV, IREN, etc.
Eventually, this will be common knowledge, but what is NBIS's share of Clickhouse worth? $15/share? $20/share? That's not baked in. Neither is their interest in Avride, Toloka, and Triple Ten.
Eventually, this will be common knowledge, but what is NBIS's share of Clickhouse worth? $15/share? $20/share? That's not baked in. Neither is their interest in Avride, Toloka, and Triple Ten.
1
Posted on 1/15/26 at 8:03 am to Jax-Tiger
quote:BIG TIME.
This is a differentiator between NBIS and CRWV, IREN, etc.
Posted on 1/15/26 at 11:41 am to bayoubengals88
Here we go again. It is time. Lot of big sentiment for AI early in 2026. I’m ready for this. LFG
Posted on 1/15/26 at 11:46 am to IT_Dawg
quote:
I’m ready for this. LFG
I regret that I have but one upvote to give...
Posted on 1/16/26 at 6:23 am to Jax-Tiger
its humming pre market
Posted on 1/16/26 at 8:12 am to astonvilla
Today is a long anticipated options expiry day.
I'd imagine that the 1/16/2026 has been one of the highest held contracts ever for NBIS.
As a result, I'd expect an absolutey wild day. Like touching both 110 and 100 at some point. Where it lands, I have no idea.
I'd imagine that the 1/16/2026 has been one of the highest held contracts ever for NBIS.
As a result, I'd expect an absolutey wild day. Like touching both 110 and 100 at some point. Where it lands, I have no idea.
This post was edited on 1/16/26 at 8:13 am
Posted on 1/16/26 at 8:18 am to bayoubengals88
Yep, I definitely lost some $ on Jan 16 140’s
Posted on 1/16/26 at 8:38 am to LSUDMD
Opening could have gone better.
Im not doing any options right now, but considering throwing a few bucks at 0DE 105s...
ETA: I did it. Bought 10 $105 contracts at $0.70/share.
Im not doing any options right now, but considering throwing a few bucks at 0DE 105s...
ETA: I did it. Bought 10 $105 contracts at $0.70/share.
This post was edited on 1/16/26 at 8:43 am
Posted on 1/16/26 at 8:43 am to Jax-Tiger
quote:What's your plan? 20-30% and leave?
I did it. Bought 10 $105 contracts at $0.70/share.
Posted on 1/16/26 at 8:43 am to Jax-Tiger
I wanted 102s for cheap. Too cheap. So that may not happen :(
Posted on 1/16/26 at 8:44 am to bayoubengals88
quote:
What's your plan? 20-30% and leave?
I'd love that. Just playing it by ear...
I'd like to be out by noon...
Posted on 1/16/26 at 8:46 am to Jax-Tiger
You've already exceeded far beyond 30%...... 
Posted on 1/16/26 at 8:48 am to bayoubengals88
Yep. Gonna watch it for a bit...
Im only in for 700 bucks. I think it will go up and down. I'd like to see if it spikes this morning...
Im only in for 700 bucks. I think it will go up and down. I'd like to see if it spikes this morning...
This post was edited on 1/16/26 at 8:50 am
Posted on 1/16/26 at 9:17 am to Jax-Tiger
If Nebius participated in the latest funding round for Clickhouse (as they did previously), then NBIS stake is now worth 4.2bn, up from 1.4bn ~9 months ago.
The share price should go up about 11% to reflect this update.
In other words, the updated Clickhouse valuation represents an increase of about $10/share for Nebius.
As it stands, a 4.2bn dollar stake is worth about $16.36 per share of NBIS stock.
I would expect this to happen within the next week.
Last time, it was almost immediate.
This post was edited on 1/16/26 at 9:21 am
Posted on 1/16/26 at 9:28 am to bayoubengals88
That is why I'm sitting on my options until after lunch...
Posted on 1/16/26 at 10:01 am to Jax-Tiger
Today was my best win in a long time as I bought 0DTE $102 calls for 1.36
Sold most for 40% gains but just let one go for 200% and still holding one.
Sold most for 40% gains but just let one go for 200% and still holding one.
Posted on 1/16/26 at 10:02 am to Jax-Tiger
quote:
That is why I'm sitting on my options until after lunch...
Sold at $2.
Bought 10 $110 contracts at $3.3 for next Friday.
Didn't wait for lunch...
This post was edited on 1/16/26 at 10:03 am
Posted on 1/16/26 at 10:04 am to Jax-Tiger
I think Monday is when we see a big jump...
Funny, IREN/CRWV are up much more, so this jump doesn't seem to be Clickhouse related...
Funny, IREN/CRWV are up much more, so this jump doesn't seem to be Clickhouse related...
This post was edited on 1/16/26 at 10:06 am
Posted on 1/16/26 at 10:05 am to Jax-Tiger
Sold last one for 4.80 or +$344
Not a bad hours work.
253%
---
In total it was a 52.4% trade.
I'll take it.
Not a bad hours work.
253%
---
In total it was a 52.4% trade.
I'll take it.
This post was edited on 1/16/26 at 10:08 am
Posted on 1/16/26 at 10:06 am to Jax-Tiger
You sure about Monday? Isn't market closed for MLK day? Being sarcastic.
This post was edited on 1/16/26 at 10:07 am
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