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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 1/29/26 at 2:21 pm to Paul Allen
Posted on 1/29/26 at 2:21 pm to Paul Allen
quote:Only if you sell.
Not a great day for NBIS…
Or worse yet, if you sold in the $30s...
1
Posted on 1/30/26 at 9:03 am to NaturalBeam
This is starting to lose it's luster
Posted on 1/30/26 at 9:17 am to LB84
Anyone still here?
Posted on 1/30/26 at 9:21 am to meeple
yossr.
tempted to pick up some $100 2/6's at this price....
tempted to pick up some $100 2/6's at this price....
Posted on 1/30/26 at 9:29 am to MrBobDobalina
I'm here. Still holding.
The thing that is going to derail this is if AI spending suddenly drops off the map, which realistically isn't going to happen.
The thing that is going to derail this is if AI spending suddenly drops off the map, which realistically isn't going to happen.
Posted on 1/30/26 at 9:44 am to Jax-Tiger
bought 1 for $1.09 just to feel something again. if we get some action I'll close it for 20%. Otherwise Monday will tell all
Posted on 1/30/26 at 10:04 am to MrBobDobalina
I am looking grabbing a pile of 91 1/30 at like .17 cents just to roll the dice. Not based on anything other than a hope.
Posted on 1/30/26 at 10:09 am to MrBobDobalina
quote:
bought 1 for $1.09 just to feel something again. if we get some action I'll close it for 20%. Otherwise Monday will tell all
I bought some for $95 2/6s for $1.75. If they are profitable this afternoon, I'll probably dump them.
Posted on 1/30/26 at 12:25 pm to Jax-Tiger
I ended up getting em at .11, shoulda just set my 111.00 on fire.
Posted on 2/1/26 at 4:00 pm to tigerfoot
Posted on 2/2/26 at 3:48 pm to Jax-Tiger
I don’t think I’ve ever seen this bumped off of the first page until now. Has this thing run its course?
Posted on 2/2/26 at 4:05 pm to meeple
quote:
Has this thing run its course?
Not yet. It is likely to double by the end of the year, unless AI collapses. It is positioned to profit once the enterprise clients start spending money.
Posted on 2/3/26 at 8:38 am to Jax-Tiger
Been pretty beaten up lately and mid 80’s seems to have resistance. Earnings pending - can’t decide to just hold or possibly get burned again.
Posted on 2/3/26 at 8:57 am to SquatchDawg
quote:
Been pretty beaten up lately and mid 80’s seems to have resistance. Earnings pending - can’t decide to just hold or possibly get burned again.
Yeah, the question is, do you think it's going to break out of this?
Can a stock go from $1B to $8B in revenue in a responsible manner and go down in price?
So far, that's what's happening, because AI sentiment is down, and I think investors are waiting for affirmation that the numbers from the last earnings call are realistic.
Posted on 2/3/26 at 2:21 pm to Jax-Tiger
Glad I fought off that urge.
Posted on 2/3/26 at 3:29 pm to SquatchDawg
quote:
Glad I fought off that urge.
What a day. Im just waiting to see what happens over the next few months before I do anything. I just want to get from the point that it is underpriced at $1B ARR to where people are saying its over valued at $8B ARR.
Posted on 2/4/26 at 10:33 am to Jax-Tiger
This stock continues to show its volatility. Down 10% so far in trading today.
Posted on 2/4/26 at 10:51 am to LB84
I just bought more. I can't see it going below $76 (could always be wrong) and I think it breaks out after earnings.
Posted on 2/4/26 at 10:55 am to chadau79
frick and I thought I was getting a discount at $92
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