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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/4/26 at 11:04 am to Paul Allen
Posted on 2/4/26 at 11:04 am to Paul Allen
Imagine how much money you'd have if you didn't sell in the 30's... 
2
Posted on 2/4/26 at 11:12 am to LB84
quote:
Wow, sub 80
Buying opportunity
Posted on 2/4/26 at 12:49 pm to Craft
quote:
frick and I thought I was getting a discount at $92
It was a discount. It just wasn't the biggest discount...
NASDAQ getting clobbered again...
Posted on 2/4/26 at 1:02 pm to HogPharmer
This post was edited on 2/4/26 at 1:03 pm
Posted on 2/4/26 at 1:13 pm to Hogwallop
Exited a few weeks back at 104, hopping back in here in the 70s. Had a feeling there was some carnage coming in the sector. Will be interesting to see the reaction to Iren after they report
Posted on 2/4/26 at 1:19 pm to HogPharmer
Haunts me everyday
Posted on 2/5/26 at 8:03 am to GEAUX4
Do we know what arkady sold his 2 million shares at (sic)?
Posted on 2/5/26 at 9:17 am to bayoubengals88
So it’s just free falling now
Posted on 2/5/26 at 9:18 am to LB84
It’s everything remotely related to the sector. This isn’t unique to NBIS.
Posted on 2/5/26 at 9:21 am to LB84
Yep. Itll rebound now. Just sold a batch
Posted on 2/5/26 at 10:04 am to LChama
I am in deep deep water right now.
Posted on 2/5/26 at 10:08 am to The Boat
quote:
It’s everything remotely related to the sector. This isn’t unique to NBIS.
Right now, the stock is worth more than you can justify, based on it's earnings from the Q3 report, but much less than it would be if based on future earnings.
We would all like for it to be worth what the projected earnings are, based on the estimated ARR for the end of 2026. That's not happening right now, especially given the tech sector climate right now.
By the end of 2026, it's stock values should reflect a valuation based off it's earnings at that time, and the projected ARR for the end of 2027. Right now, the assumption is that the earnings for the end of next year will be in line with the $7-$9B figure NBIS has projected.
Whatever it is, it's gonna be a lot higher than what it is now.
Posted on 2/5/26 at 11:18 am to Jax-Tiger
Rally beer. Haven't done one of these in a while.
Posted on 2/5/26 at 11:45 am to Jax-Tiger
I think you're gonna need a better beer to jumpstart the rally. 
Posted on 2/5/26 at 12:14 pm to Neauxla
quote:
I think you're gonna need a better beer to jumpstart the rally.
That is a Sailfish Sunrise City IPA in a Miller Lite glass. It is a good beer, but not putting much of a dent in this...
Posted on 2/5/26 at 12:18 pm to Jax-Tiger
I blame the glass. 
Posted on 2/5/26 at 12:44 pm to Jax-Tiger
I need one of them, gonna be hiding this one from the wife for awhile. Oh I own cccx too to top it off.
Posted on 2/5/26 at 1:39 pm to Craft
quote:
Oh I own cccx too to top it off.
Don’t feel like the Lone Ranger….ouch!
Posted on 2/5/26 at 1:53 pm to AUTimbo
NBIS and IREN are my two big losers the last month. Still up overall on NBIS. Capturing back some of the unrealized loss in premium has kept me afloat.
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