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buying more shares of NBIS
That is a very small part of the picture. NBIS financials much better and they are significant owners of avride and click house. If I’m putting my money anywhere today for a growth perspective it’s nbis every time
Alright, someone get Jensen on the phone with NBIS
I just got into TGEN on Friday and it's up 6% today. NBIS has also been printing money since crushing their earnings. MRVL is primed for a comeback. NVO and UNH are also going to pop some more (as they are grossly under value). Lots of opps
not full living but I aim to pay one bill at a time by selling puts for high iv or high flying stocks, some months are good and I can get upto half the mortgage payment but when shit goes south and stocks are assigned, I become long term investor :) $HOOD, $NBIS, $TEM, $DELL are some of my favorites to collect premiums
How many of you meatheads own NBIS?
AYTR phase 3 trial ends in Sept and all signs are good could go from $5 to $17 plus NBIS no debt !
How? $CRWV Revenue $1.21B vs $NBIS Revenue $105.1M
Which would you think is the most promising out of; ASTS, RKLB, NBIS
Has anyone else noticed how RDDT has pumped every day this week at market open? Anyone else going on RDTL at open? Other picks are SOFX, RKLX, and buying NVO, BULL, NBIS, and maybe OPEN
I’ve seen NBIS mentioned multiple times here. I know they’re an AI-adjacent play (AI infrastructure is what I understand from their website), but what is the exact thesis here? Why is NBIS better than any other of these AI infrastructure plays?
one toxic aspect of this of our beloved sub is the hate for late-comers with imperfect timing "you're adding $HOOD/$RDDT/$NBIS/$ASTS now when they're up 80% in three months?!" like maybe they're up because they're fucking good? there's plenty of money to be made buying good stuff at imperfect prices
That and NBIS are my top 2.
Nebius Group, NBIS. 5x is expected by 2030 Not holding a bag on that one, either!
10x is tough to predict, particularly on more than a 1-2 year timeline, this would probably require a lot of hype/over-valuation at some point for any given stock That said, my bets that could potentially 3-4x in 1-2 years from now are NBIS, ONDS, AMD, and AMPX (listed in the order of more to less likely)
NBIS shorts trying to spread fud, pathetic.
NBIS $60 40dte looks like the play for me.
NBIS is my largest holding and I’m not selling any until 2028 you have no idea what’s coming along here and quickly their AAR will be insane with their MW expansion and the stack blows the balls off CoreWeave who literally just rent rackspace
I dislike neocloud business model but NBIS is better than Crwv
I full port into NBIS tomorrow
My YTD has nothing to do with NBIS.
It gives me alot of peace of mind that people on this sub don't like NBIS
NBIS is a shit company?
all these companies (CRWV, NBIS, etc) have huge capex expenditures and rates are still too high
i have the service and i find the filters extremely helpful. His program is valuable and the "power gauge" is nice. I don't usually follow the analysts though. however i started to look into their recommendations based on some of their filters. they recommend 10. lowest being 4.1% gain over the last year. highest being 327% gain. the 10 stocks in that filtered range in price from the lowest being 15.50 and highest being 307. So long story short i think his program is helpful- especially when bouncing off WSB- to see when i want to invest in RKLB, NBIS, SMR, PLTR, etc. Chaikin has other "no name" companies that you can learn about to.
Per Q2 filings, Two Seas Capital opened a large position. They’ve had a stake in Coreweave for a while (maybe even >5%?) and have positions in a few adjacencies like CEG TLN VST (though reduced the latter two) and NBIS, maybe as a hedge. They’ve got a good track record of anticipating regulatory developments that move the needle not just on price but on companies’ futures; like a couple other funds I’ve reviewed, they anticipated some positive (or less negative than expected) changes in solar guidance from the govt in Q2 and did well on that. With their pharma holdings, and post-bankruptcy stuff like WOLF, it’s easier to infer what the regulatory/legal catalyst is, compared to APLD (or, CLMT or GLNG.) However, my guess is their position and influence at Coreweave - very vocal about recent deals in press - give them more insight, and they seem to be good at predicting legal and regulatory stuff across industries.
Buy OTM and wait for them to swing ITM, then start selling PMCC's. I've used this strategy successfully for NVDA, GOOG, NBIS, and now NVO. It's a great play for businesses that have a strong growth trajectory
Take a look at NBIS. Solid. 1.68 billion in cash. No debt. It has made me a lot of money and has a lot of room to run
by EoY: $GLXY to 50 $IREN to 35 $APLD to 25 $HOOD to 150 $NBIS to 100 $RDDT to 300 $SPY to 700
NBIS has been moving. I think your wheel will get broken pretty quick - price action will move significantly above/below your cost basis. I don’t mean you shouldn’t sell options there - I’d just suggest to keep your expectations tempered with wheel initiation. If bullish i’d just sell puts or buy stock.
I am going to buy some NBIS this week too!
Not buying NBIS at ath.
Go whole hog. ATM Puts on PLTR, AMD, NVDA, APLD, CRWV, and NBIS. November expiry. If they're not green at the end of August, double down with another set of ATM puts.
How does that work when it has a higher market cap. Nebius can beat CRWV but right now CRWV is more valuable than NBIS.
Oh I lost 12% of my portfolio due to call options in a single hour. I wanted to revenge trade everything but forced myself to not touch my brokerage account for a week. Never touched options again even though I got tempted many times due to the simple fact that I hang around copy trading discord communities and streams. Didn’t do it. Haven’t touched options since then. I have recovered 40% of my loses slow and steady by only going long on the dips of the same 5 companies I’ve been winning on. Only reading the news and analyst takes about these specific 5 companies, only having these same 5 charts on my screen. The tickers are NBIS, HIMS, BBAI, SOFI, OSCR. The companies don’t matter, what matters is having faith that after a dip these stock will go back up. Even the f they don’t anytime soon you should have faith in the company as a long term hold. I believe in all these 5 companies so I don’t mind holding them as bags for months or years. At least this is what works for me. Hope it helps.
Look at how much stuff pumped yesterday lol. NBIS +4%, NVO +10%, LLY+3%, LULU +3%, INTC+3%, UNH +12%. Next week we are going to ATH
NBIS stock / maybe some longer dated calls if you want
I'll repeat my musing of the other day: wonder which will be higher at year's end, NBIS or CRWV ? (I put my chips on the Nebbishy one)
Literally just buy NBIS, HOOD, RDDT, maybe sprinkle in ALAB, RKLB, PGY, TEM as a treat.
Oklo I wish I got in earlier but don’t hold. I’ll prob buy in soon. Biggest shares right now are in ASTS, NBIS, ACHR, and TESLA, got in fairly early on all of them except Tesla but that’s my smaller one. Besides that mostly have bitcoin ETH from a while back and a few smaller amounts in other stocks
I wasn't aware of Amazon doing the same thing. Does this have the same negative affect on NBIS?
They didn't miss big on earnings. They missed by 11 cents a share... on a $100+ stock. At the same time they beat by $130M on revenue of $1.21B, so more than a 10% beat. revenue was 300% higher than a year ago. The problem was their gigantic $266M interest expense on their huge debt (for their current size), plus the IPO lockup that expired yesterday. And: "CoreWeave reported $1.21 billion in revenue for the second quarter of 2025. They also ended the second quarter with a contracted backlog of $30.1 billion, representing multi-year commitments from clients. This backlog increased by $4 billion from the previous quarter." That's quite a backlog for such lower current revenue. The company appears to have a great future but what the share price should be now is the question. I only have it in one ETF now, and if I had to choose one I'd choose NBIS instead, but CRWV certainly is an interesting one to keep an eye on.
# $NBIS Dont forget
NBIS and UNH are my only two green stonks today
If not for my NBIS calls i'd be swimming in a sea of red.
$SHOP and $NBIS are plays for the day
Forever gonna hate CRWV for prematurely ending NBIS’ run
This is a stock that I follow and it’s in the AI market which is one of the hottest sectors. I closely watch though I haven’t invested in it. However I am heavily invested in NBIS to which is much smaller but operates their business model much smarter.
With these stocks, there is first mover advantage due to the lead-times to come online. While there may be competition, the timelines are now set, the race is on. The differentiator with $NBIS is the vertical integration and their diverse holdings allowing multiple streams of capital. Agree on risk, but also the reward is there. If they continue to increase their ARR, I see this being above $100 through next earnings. They have backing from big players.
They’re stronger than CoreWeave but this business model is super risky. So much competition, no competitive advantage for neoclouds, and you need tons and tons of cash. They all need to dilute shareholders to raise money. NBIS has $1B in convertible bonds. Expenses still exceed revenue. Be careful.
$NBIS is a sleeper. Loading anything below $68...
I am sure you could have made 3mill more if you bought NBIS some time back. That would be a real flex
He should do it to NBIS
POS cooked my NBIS calls.
That pos cooked my NBIS calls
So what happened to the calls you bought and then didn't sell for a profit because you were afraid of being tagged as a pattern day trader? I hope the answer is you sold them the next morning. Sure, there's hope NBIS will go up tomorrow, but no fucking way it's going up enough to get you out of the red, so you're going to eat some losses. Why are you trading real money two weeks into options trading? You don't like having money?
NBIS always fades after good news, just buy more
$HOOD $UNH $SOFI $NBIS in that order. Lets get rich.
Fuck coreweave man, now I gotta bag hold NBIS because the market wants to sell off a good company bc a shit company is tanking
Wondering which will have the higher price per share by eoy, CRWV or NBIS. It might be a close race.
cut your losses and buy NBIS
NBIS is a bullshit fraudulent stock
$RDDT and $NBIS all you want these days
CRWV can’t drag NBIS down now 😤
Bought the NBIS dip
Not financial advice but WULF was $8 when 🌽 was around 60K last year. Now after Core42 deal, today’s deal, 🌽 over 120K and first earnings beat it’s guaranteed to pop imo. Some of you may have missed NBIS, don’t miss WULF.
Sell 100k and split it between PLTR, NBIS, OKLO, RKLB, ASTS, RDDT and watch your portfolio grow far quicker
NBIS much better than Coreweave
For me I am stocking up on NBIS, the fact that Nvidia invested on them is all the news you need. They have only invested in a handful of companies. That said, I am going to stock more on crwv. It will recover.
$NBIS - its coming....
100% NBIS as far as future growth potential. CRWV is already expensive but it'll probably do just fine in this market.
NBIS has always been better than CRWV literall CRWV is all hype NBIS is about to skyricket past CRWV in the next 6 months. GET IN!!!!!
More growth potential in NBIS too
You better believe I bought up that NBIS dip
Bought more NBIS today because it was on sale, hopefully I don’t get a further rugging tomorrow
From a financial perspective, NBIS and its not even close. CoreWeave uses creative accounting to make themselves look good. NBIS doesn’t have debt and raised guidance.
+9k BLSH, -8k NBIS. I'll take it, I guess
That means NBIS will drop too..?
!banbet $NBIS +5% 1w
!banbet $NBIS +5% 1w
Thinking to buy everything before close even CRWV and NBIS
Gobbled up GEV ANET NBIS INTC and MSFT calls today.