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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/16/26 at 10:55 am to bayoubengals88
Posted on 2/16/26 at 10:55 am to bayoubengals88
quote:
I believe we are about to quickly accelerate to $150
1-2 months
I have been saying that we should see that by the May earnings. It just feels like this earnings report was a wait and see benchmark on whether Nebius was executing per plan.
0
Posted on 2/16/26 at 12:29 pm to bayoubengals88
quote:
BlackRock
I believe a good chunk of this is through index & index-like ETFs. NBIS was added to the MSCI indices in Q3/Q4 so they had to rebalance in.
Not a bad thing! Just also wasn’t some fund manager making a huge discretionary bet.
Posted on 2/16/26 at 12:33 pm to LSUcam7
Goldman:
This is a great signal. NBIS doesn’t want to rely on hyperscalers. They wants the startup & enterprise business to be the core. Hyperscalers deals were and will be only a funding mechanism.
quote:
The company reiterated its confidence in achieving its year-end target of $7-9bn ARR and introduced new guidance of $3-3.4bn of FY26 revenue, highlighting that this guide is not dependent on securing new mega hyperscaler deals, but rather the current deep go-to-market pipeline alongside AI-native/enterprise strength (implying at least 50% of ARR will be AI startups and enterprise)
This is a great signal. NBIS doesn’t want to rely on hyperscalers. They wants the startup & enterprise business to be the core. Hyperscalers deals were and will be only a funding mechanism.
Posted on 2/17/26 at 4:37 pm to LSUcam7
Posted on 2/17/26 at 4:42 pm to LSUcam7
Ingenious post. Saw that a few minutes ago.
Posted on 2/18/26 at 9:21 am to bayoubengals88
back above a hundo 
Posted on 2/18/26 at 10:25 am to bayoubengals88
quote:
bayoubengals88
Those 3/20 $110c are looking profitable. What are you going to do with them?
Posted on 2/19/26 at 9:33 am to bayoubengals88
Wonder if we get another run like mid-September to mid-October.
Posted on 2/19/26 at 9:53 am to Jax-Tiger
quote:Might sell one today. I only have two.
Those 3/20 $110c are looking profitable. What are you going to do with them?
I may use the money for a 0DTE tomorrow.
Would go short on a huge spike or go long on a huge dip.
Posted on 2/19/26 at 9:55 am to LB84
quote:I think it's happening.
Wonder if we get another run like mid-September to mid-October.
I bought a $100 2028 for 45.60 that I expect to be worth 100-150 in a year.
That was one hell of an earnings call, and the market is starting to really appreciate all the things that NBIS is executing on.
Posted on 2/19/26 at 10:01 am to LB84
quote:
Wonder if we get another run like mid-September to mid-October.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 2/19/26 at 10:01 am to LB84
Posted on 2/19/26 at 10:03 am to bayoubengals88
quote:
Might sell one today. I only have two.
I may use the money for a 0DTE tomorrow.
Would go short on a huge spike or go long on a huge dip.
I had a $10 limit on them yesterday. My order expired. It hit $10 today, while I wasn't looking. I'll probably put a $12 limit order in today and wait. I don't think I want to leave this over the weekend, though.
After I sell, I will do like you say - watch for a dip or spike and get back in accordingly.
Posted on 2/19/26 at 10:38 am to Jax-Tiger
Wake up! 
IREN, CRWV slightly down
NBIS up 5%
These things just take time. It means you were early.
IREN, CRWV slightly down
NBIS up 5%
These things just take time. It means you were early.
Posted on 2/19/26 at 7:36 pm to LChama
quote:Five trading days later and up 21.5 percent
All green except…..nbis. I hate earnings days. Last 3 times ive been rugpulled. At least i hedged a little this time. Hoping for a turnaround today bros.
Posted on 2/19/26 at 7:41 pm to bayoubengals88
quote:
Five trading days later and up 21.5 percent
Made $75 on my puts on earnings day.
Got out of em early.. the movement just felt different
Posted on 2/20/26 at 8:49 am to LChama
quote:
Got out of em early.. the movement just felt different
I sold my 2/30 110s for $10.22, for a nice 100% profit.
Now waiting for a point to jump back in. If the stock goes down enough, I might just buy them back...
Posted on 2/20/26 at 9:02 am to Jax-Tiger
I bought a little when it was in the 70s and sold some 65 puts for good premium before earnings that expire today. Wish I would’ve bought more in the 70s
Posted on 2/20/26 at 10:53 am to FredsGotSlacks
And we already lost everything we gained from yesterday 
Posted on 2/20/26 at 11:06 am to Neauxla
This Iran situation is going to cap our upside in the short term, I fear
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