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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 1/20/26 at 5:39 am to bayoubengals88
Posted on 1/20/26 at 5:39 am to bayoubengals88
quote:
just sold a $113 call for next Friday for $300. Will buy back for $125
Will buy under $1 ($100) this morning and sell another one at $110 strike (1/23).
2
Posted on 1/20/26 at 6:33 am to bayoubengals88
I should have sold my 1/23 $110s on Friday....
Now I will be white knuckling it a bit...
Gonna sit tight, for now...
Now I will be white knuckling it a bit...
Gonna sit tight, for now...
Posted on 1/20/26 at 7:18 am to Jax-Tiger
Saw the CEO of Bloom Energy on Morning Futures, and he was talking about on site energy from natural gas being the key to these massive data centers. Who else besides Nebius doing this?
Posted on 1/20/26 at 7:59 am to Jax-Tiger
quote:
Saw the CEO of Bloom Energy on Morning Futures, and he was talking about on site energy from natural gas being the key to these massive data centers. Who else besides Nebius doing this?
I forget who they are supplying it for(wanna say microsoft) but my wife's uncle works for Williams gas. They have a contract with someone in Columbus that they feed natural gas to for their data center.
EDIT: It's Meta https://www.datacenterdynamics.com/en/news/ohio-regulators-approve-construction-of-200mw-gas-power-plant-to-serve-meta-data-center-in-new-albany-ohio/
This post was edited on 1/20/26 at 8:00 am
Posted on 1/20/26 at 8:10 am to LB84
It looks like Nebius is not paying for the power source in Independence, but negotiating with a power company to come in and build a NG power plant specifically for the data center. Nebius will buy their power from that plant, which will be totally separate from the local grid, which means it won't affect local electricity rates.
I know protesters here in Florida are raising hell because they are worried about rising rates if they approve the 1 GW facility they are building 15 miles south of me, in Fort Pierce. The environmentalists are bitching about the water usage and environmental impact. Seems like NG power plants with close looped water cooling systems mitigate their concerns and can get these projects approved quicker.
I know protesters here in Florida are raising hell because they are worried about rising rates if they approve the 1 GW facility they are building 15 miles south of me, in Fort Pierce. The environmentalists are bitching about the water usage and environmental impact. Seems like NG power plants with close looped water cooling systems mitigate their concerns and can get these projects approved quicker.
Posted on 1/20/26 at 8:15 am to Jax-Tiger
Lots of activity in the tri-state area of WV, Ohio, and PA. This area has always been in the mix for industry due to the abundance of fossil fuels. This area also gets a good amount of rainfall. What's sad is we're using some prime farm land for data centers. Wish we could put them in no man's land out west.
Posted on 1/20/26 at 8:51 am to LB84
Bought back my 1/23 covered call for 63.3% gains.
Added two more 3/20 $120s at 9.50
Added two 3/20 $110s at 12.60
Bought 100 NBIL at 12.88
Trying to sell a 1/23 $110 CC at $2.2
Added two more 3/20 $120s at 9.50
Added two 3/20 $110s at 12.60
Bought 100 NBIL at 12.88
Trying to sell a 1/23 $110 CC at $2.2
This post was edited on 1/20/26 at 8:52 am
Posted on 1/20/26 at 9:37 am to bayoubengals88
Doing the lords work.
Been hedging with SLV calls instead.
105 weekly for 2.80. tight SL so I bet I get stopped.
Been hedging with SLV calls instead.
105 weekly for 2.80. tight SL so I bet I get stopped.
Posted on 1/20/26 at 9:42 am to bayoubengals88
I’m too chicken to sell CCs on Nebius.
Posted on 1/20/26 at 2:14 pm to ynlvr
Every damn time it looks like it’s going to break out again THIS happens.
Posted on 1/20/26 at 2:56 pm to SquatchDawg
vote
Posted on 1/21/26 at 6:41 pm to j1897
Let's get this moving tomorrow
Posted on 1/22/26 at 8:33 am to bayoubengals88
Made $190 on the covered call earlier this week.
Just sold a $106 expiring tomorrow for $120.
Might exit today if the opportunity is there.
It all adds up!
Just sold a $106 expiring tomorrow for $120.
Might exit today if the opportunity is there.
It all adds up!
Posted on 1/22/26 at 11:29 am to bayoubengals88
Little by little.
1 step forward 10 steps back it seems. This thing gets abused daily
1 step forward 10 steps back it seems. This thing gets abused daily
Posted on 1/22/26 at 12:30 pm to LChama
Selling covered calls is the only way owning this stock has been enjoyable for me 
Posted on 1/23/26 at 10:54 am to bayoubengals88
quote:Bought back for .05 so made $115 on that one.
Just sold a $106 expiring tomorrow for $120.
That's $305 this week from covered calls.
Took the cash and went long calls that expire today.
.78 for a $97 - closed at 1.24
.40 for a $89 - closed at .84
That's another $90
Posted on 1/23/26 at 2:29 pm to LChama
quote:
1 step forward 10 steps back it seems. This thing gets abused daily
At least until you get that 50 steps forward kind of week...
I don't think earnings are going to go the same way they did in October. It was great news then, but the stock had gone up so much because of the MSFT deal, that the anti-AI sentiment torpedoed the stock. I believe a lot of people thought the call for $7-$9B ARR was total fantasy and was not going to happen,
Going into this earnings call, the stock is undervalued (based on analyst price targets) and, NBIS has a chance to confirm the ARR projections. The chip depreciation worries seem to have been put to rest, too. If nothing bad happens, the stock will go up.
This is going to be a chance for NBIS to separate themselves from IREN and CRWV. More growth with less debt. Clickhouse IPO possible. Building datacenters with off the grid power, AND, ready for the next generation of data center customers (Enterprise).
Posted on 1/23/26 at 4:29 pm to Jax-Tiger
Not the week i was expecting
Posted on 1/24/26 at 6:17 pm to LChama
A lot of churn from tariffs.
Im holding. AI sentiment is changing slowly and NBIS is establishing itself as a top player.
Im holding. AI sentiment is changing slowly and NBIS is establishing itself as a top player.
Posted on 1/24/26 at 8:38 pm to Jax-Tiger
Holding 110 shares. I agree
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