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re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/4/26 at 2:51 pm to TxWadingFool
Posted on 5/4/26 at 2:51 pm to TxWadingFool
I’m just starting to scratch the surface on all of the bullish news.
Congrats everyone!!!
Congrats everyone!!!
2
Posted on 5/4/26 at 2:56 pm to bayoubengals88
You should be congratulating yourself, BB88
You led everyone to this and now I'm close to $100k profit in a year
You led everyone to this and now I'm close to $100k profit in a year
Posted on 5/4/26 at 3:20 pm to JetsetNuggs
Management was the key for me since day one.
I bought the comeback story of an exceptionally smart and hungry upper management team with a fleet of experienced engineers.
I bought the comeback story of an exceptionally smart and hungry upper management team with a fleet of experienced engineers.
This post was edited on 5/4/26 at 3:21 pm
Posted on 5/4/26 at 3:27 pm to MrBobDobalina
quote:
Congrats to all still playing NBIS and another round of applause to BB08. Him and Dawg were calling this price action when it was trading at $21.
This. Had never heard of NBIS before coming by this thread, have read it religiously and a lot of the support docs linked since, and have done exceedingly well.
Sincere thanks to BB08, Dawg and a handful of others that made this thread go.
Posted on 5/4/26 at 3:32 pm to bayoubengals88
quote:
Management was the key for me since day one
That's what did it for me too.
They seem so competent and confident that they're going to execute
This post was edited on 5/4/26 at 3:40 pm
Posted on 5/4/26 at 3:46 pm to JetsetNuggs
quote:
They seem so competent and confident that they're going to execute
Never even mentioned that MSFT paid 40% up front
It’s buried in an SEC filing.
They just quietly bring their lunch pail to work everyday.
What’s not to love…
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 5/4/26 at 3:47 pm
Posted on 5/4/26 at 3:50 pm to bayoubengals88
Thanks BB for putting us on this one.
Please let us know if you see others that you get a strong feeling.
Most of my portfolio is index funds. But like to put $5-$30K on some of these investments to keep life more interesting
Please let us know if you see others that you get a strong feeling.
Most of my portfolio is index funds. But like to put $5-$30K on some of these investments to keep life more interesting
Posted on 5/4/26 at 3:59 pm to bayoubengals88
does this have more legs ?
Posted on 5/4/26 at 4:31 pm to bayoubengals88
We should have a general AI infrastructure thread, as the super cycle is still early.
Posted on 5/4/26 at 4:43 pm to gatorsimz
Just looking at my phone today. We ridin
Posted on 5/4/26 at 5:31 pm to Civildawg
All aboard the $200 train
Posted on 5/4/26 at 5:45 pm to bayoubengals88
This stock has me felling like a stupid fool. In early March when it was in the mid 80's I bought another 100 shares bringing my total to 400 shares. On 3/10 I did a CC at 125 expiring 4/17. Now at 300 shares it keeps going up so I do a CC on 3/31 at 175, it goes down so on 4/6 I do a 155 CC, and on 4/20 a 220 CC all expiring 5/15. I may be out of shares on 5/15. I will use the proceeds to try to buy back with PUTS at a lower price but I did not expect this kind of runup but I have made a killing on this stock. Thanks BB88.
This post was edited on 5/4/26 at 5:48 pm
Posted on 5/4/26 at 11:27 pm to kaaj24
quote:I’m now about 25% in OUST.
Please let us know if you see others that you get a strong feeling.
Conviction is high and growing.
The thesis just got stronger yesterday.
Earnings are after the bell on Tuesday.
Watch carefully, but I think that sub 2bn is a ridiculously low valuation for this company.
This post was edited on 5/4/26 at 11:30 pm
Posted on 5/4/26 at 11:28 pm to astonvilla
quote:Absolutely. The breather it took to $130s really helped propel it to the next wave.
does this have more legs ?
I think we ride straight to $190-$210 in short order.
Just my opinion.
Posted on 5/4/26 at 11:33 pm to bayoubengals88
Posted on 5/5/26 at 2:54 am to bayoubengals88
Stocks like AMZN, MSFT, AAPL.. the top 50 S&P companies had plenty of drawdowns over time. But had you had one of these names in reasonable size, you set your retirement up in a single name.
Wayyyy too early to call but could Arkady & team set Nebius up to be the premier technology enabler in non-US markets as AI industry matures and Nebius expands?
This management executes like the ‘96 Bulls.
Wayyyy too early to call but could Arkady & team set Nebius up to be the premier technology enabler in non-US markets as AI industry matures and Nebius expands?
This management executes like the ‘96 Bulls.
Posted on 5/5/26 at 8:59 am to bayoubengals88
How long are you holding WLAC, long term?
Posted on 5/5/26 at 9:24 am to LChama
I'm up 40% on the shares I bought 2.5 weeks ago. I'm wondering what we expect once the merger happens.
Posted on 5/5/26 at 9:30 am to HogPharmer
Yeah im up decently. Small ball but just curious what the potential is. Or if this was about as good as what was hoped for
Posted on 5/5/26 at 10:11 am to LChama
quote:Traded it all in for OUST and MRLN.
How long are you holding WLAC, long term?
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