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re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/5/26 at 10:31 am to bayoubengals88
Posted on 5/5/26 at 10:31 am to bayoubengals88
I hope you profit bigly from that move to the benefit of us both. I like OUST and MRLN both.
Tried to get in WLAC but always chasing, never caught it.
Tried to get in WLAC but always chasing, never caught it.
1
Posted on 5/5/26 at 10:33 am to ynlvr
I finally trimmed 20% of my NBIS position so I could spread out a bit into these other lines.
Posted on 5/5/26 at 10:43 am to ynlvr
Well done 
Posted on 5/5/26 at 2:19 pm to bayoubengals88
quote:
I’m now about 25% in OUST.
Do you have a good sense for company leadership?
For comparison's sake and for a scale - I'd grade NBIS an A and HGRAF a D.
Posted on 5/5/26 at 2:28 pm to ynlvr
I trimmed about 10% of my NBIS to make a bit more room in my portfolio for OUST. This is the first I've sold on any of my NBIS since the end of last summer.
Posted on 5/5/26 at 3:08 pm to HogPharmer
Not necessarily a beer worthy day, but the last few days have been worth a keg...
Cheers - beer is a Walking Tree IPA at Mulligans in Sebastian. Good spot to drink a beer, but their food is mediocre at best...
Cheers - beer is a Walking Tree IPA at Mulligans in Sebastian. Good spot to drink a beer, but their food is mediocre at best...
Posted on 5/5/26 at 4:49 pm to David_DJS
quote:
Do you have a good sense for company leadership?
Angus is not only CEO but founder. That’s a plus.
He’s legitimately a smart technologist where I’d say Arkady is legendary.
Angus is only 38, but I see no reason to hold that against him.
His mergers and acquisitions have been masterful in my opinion, and he’s is not one to overhype.
There are a lot of deals going on behind the scenes and NDAs prevent naming names. But I think summer will be catalyst rich.
Google is a Rev8 customer. Not sure if it’s for Waymo or what…
Posted on 5/5/26 at 5:20 pm to bayoubengals88
quote:
Angus is not only CEO but founder. That’s a plus.
He’s legitimately a smart technologist where I’d say Arkady is legendary.
Angus is only 38, but I see no reason to hold that against him.
His mergers and acquisitions have been masterful in my opinion, and he’s is not one to overhype.
There are a lot of deals going on behind the scenes and NDAs prevent naming names. But I think summer will be catalyst rich.
Google is a Rev8 customer. Not sure if it’s for Waymo or what…
Thanks for this.
I believe it was you that posted that OUST's market cap was ridiculously low. I'm beginning to see why you think this. Look at OUST v. HGRAF, not the best apples-to-apples comparison, for sure, but still -
HGRAF: Revenue $50K / Only Test Quantities Shipped / EBITDA -$7M / Market Cap $1.75B
OUST: Revenue $170M / Commercial Units Shipped 25K+ / EBITDA -$70M / Market Cap $1.8B
Posted on 5/6/26 at 9:57 am to David_DJS
Rumor on Stocktwits: Middle Eastern hedge fund just bought a ton of NBIS
Posted on 5/6/26 at 9:58 am to ynlvr
This thread seems like nbis at 187 is ho-hum. Everyone out getting beer or somethin?
Congrats Jax and BB!
Where the millionaires at?!!!
Congrats Jax and BB!
Where the millionaires at?!!!
This post was edited on 5/6/26 at 10:01 am
Posted on 5/6/26 at 10:10 am to LChama
quote:
Everyone out getting beer or somethin?
I literally shared a beer last night.
I'm not a NBIS millionaire, yet. I lost half my shares in the great November meltdown.
This stock is still way to volatile for me. I mean, we're up over $50 bucks a share just in the last week. Paul won't return my calls. I don't know what to do...
Posted on 5/6/26 at 10:26 am to LChama
quote:
This thread seems like nbis at 187 is ho-hum. Everyone out getting beer or somethin?
Still holding!
But to be honest I still have PTSD from last October.
Posted on 5/6/26 at 10:27 am to SquatchDawg
Me too. But like BB always said. Know what you have. We have a great one.
Poor Paul
Poor Paul
Posted on 5/6/26 at 10:35 am to LChama
What’s the short interest on NBIS? This is really spiking.
Posted on 5/6/26 at 10:36 am to SquatchDawg
quote:Same
But to be honest I still have PTSD from last October.
But then I also have PTSD for not dropping $60k on it when it was $87 in March
Posted on 5/6/26 at 10:36 am to SquatchDawg
To think I had 3k shares at one time 
cant win them all
cant win them allPosted on 5/6/26 at 10:36 am to LChama
I was hoping for $200 by the end of May but it might get there today lol
Posted on 5/6/26 at 10:37 am to sonoma8
quote:that would nice to have right now
To think I had 3k shares at one time cant win them all
Posted on 5/6/26 at 10:39 am to Neauxla
I had my 90% of my portfolio in it. When it took a nosedive, i got nervous and trimmed heavily. Still sitting on 300 that was from profits.
Posted on 5/6/26 at 10:44 am to sonoma8
quote:
To think I had 3k shares at one time cant win them all
I had 1753 before november. Had to trim. To 1375. What couldve been. But im pretty pumped nonetheless. Just sayin youre not the only one. Lets ride!
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