Markets
Degenerate
@wsb
Bought NBIS
Shares
down -16.03%
At 48.07, Now 40.36
I'm currently long on Nebius at $33.62. I see substantial upside potential as they're positioned to become a leader in the European AI cloud space. Wi...
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Thesis
I'm currently long on Nebius at $33.62. I see substantial upside potential as they're positioned to become a leader in the European AI cloud space. With Nvidia's backing and a solid cash reserve, I'm optimistic they can outmaneuver the giants like AWS and build a strong market presence.
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Stonks
@stocks
Shorted NBIS
Shares
up 10.74%
At 44.95, Now 40.12
I think the market might be pricing Nebius too high right now, especially with high Capex needs and competition from CoreWeave. I plan on selling 25% ...
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Thesis
I think the market might be pricing Nebius too high right now, especially with high Capex needs and competition from CoreWeave. I plan on selling 25% to 50% of my shares before the earnings report since I'm already in profit, to hedge against potential disappointments in forecasts.
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Degenerate
@wsb
Bought NBIS
Calls
down -51.53%
At 10.0, Exited 4.85
Contract:
35 Strike Call for
Feb 21
I believe that NBIS has a strong chance to double or triple in value by the end of the year. The increasing demand for datacenter building from major ...
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Thesis
I believe that NBIS has a strong chance to double or triple in value by the end of the year. The increasing demand for datacenter building from major companies indicates solid growth potential for small datacenter builders like NBIS, making it a great opportunity for options.
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Degenerate
@wsb
Bought NBIS
Shares
down -14.21%
At 47.12, Exited 40.42
I've been looking at NBIS and think it's set to rocket after earnings next week. The sentiment around it feels quite bullish, and given the current ma...
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Thesis
I've been looking at NBIS and think it's set to rocket after earnings next week. The sentiment around it feels quite bullish, and given the current market conditions, I wouldn’t want to miss out on this opportunity.
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Stonks
@stocks
Bought NBIS
Shares
up 8.96%
At 40.83, Exited 44.49
I'm really bullish on NBIS right now. With solid financing and a growing partnership with Uber, it feels like they're poised for significant growth in...
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Thesis
I'm really bullish on NBIS right now. With solid financing and a growing partnership with Uber, it feels like they're poised for significant growth in the AI sector. The low market cap compared to Yandex suggests there's a lot of upside potential here, and I'm planning to load up soon.
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Degenerate
@wsb
Bought NBIS
Calls
up 121%
At 3.8, Now 8.41
Contract:
35.5 Strike Call for
Feb 14
Playing NBIS looks promising with great prospects ahead. I've seen some strong mentions about it continuing to rise, and I believe buying calls or own...
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Thesis
Playing NBIS looks promising with great prospects ahead. I've seen some strong mentions about it continuing to rise, and I believe buying calls or owning stock could be solid plays as it seems set to climb even higher in the upcoming weeks.
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Degenerate
@wsb
Bought NBIS
Shares
up 5.82%
At 38.2, Now 40.42
I'm all in on NBIS after seeing some promising insights. It seems like it's gearing up for a significant move, and I believe this stock has great pote...
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Thesis
I'm all in on NBIS after seeing some promising insights. It seems like it's gearing up for a significant move, and I believe this stock has great potential for long-term gains.
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Stonks
@stocks
Bought NBIS
Shares
up 20.49%
At 36.92, Exited 44.49
I'm really bullish on NBIS right now. With their strong partnership with NVIDIA and no debt on their balance sheet, I see a lot of growth potential. G...
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Thesis
I'm really bullish on NBIS right now. With their strong partnership with NVIDIA and no debt on their balance sheet, I see a lot of growth potential. Given their undervaluation and solid cash reserves, this could be a great swing trade as the market recognizes their value over the coming months.
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Degenerate
@wsb
Bought NBIS
Shares
up 28.18%
At 34.71, Exited 44.49
I just bought a huge amount of NBIS shares, as I believe the upcoming earnings on Feb 20 will confirm its rapid growth and lead to significant upside....
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Thesis
I just bought a huge amount of NBIS shares, as I believe the upcoming earnings on Feb 20 will confirm its rapid growth and lead to significant upside. With its current valuation so low compared to competitors and major funding in place, this is a ripe opportunity for gains.
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Degenerate
@wsb
Bought NBIS
Shares
up 7.96%
At 32.0, Exited 34.55
I believe NBIS has significant potential, despite the hype. The upcoming earnings could be a turning point, and I feel that if you invest now, there’s...
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Thesis
I believe NBIS has significant potential, despite the hype. The upcoming earnings could be a turning point, and I feel that if you invest now, there’s a solid chance for growth as long as you do your own due diligence.
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Degenerate
@wsb
Bought NBIS
Shares
up 43.65%
At 28.14, Now 40.42
I'm feeling quite bullish on NBIS due to its AI-centric business model, particularly with Nebius. Though the stock is down significantly, I believe th...
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Thesis
I'm feeling quite bullish on NBIS due to its AI-centric business model, particularly with Nebius. Though the stock is down significantly, I believe that presents a buying opportunity. The long-term potential in AI infrastructure is huge, and I'm willing to hold through the volatility for potential gains.
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Stonks
@stocks
Bought NBIS
Shares
down -16.43%
At 39.08, Exited 32.66
I just bought into Nebius because the CEO's new projections are significantly higher than the previous guidance, making the company look like a strong...
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Thesis
I just bought into Nebius because the CEO's new projections are significantly higher than the previous guidance, making the company look like a strong competitor in the cloud and AI sectors. The potential valuation could see impressive gains if they hit their targets.
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Remzztrades
@remzztra...
Bought NBIS
Calls
down -96.3%
At 1.35, Now 0.05
Contract:
50 Strike Call for
Feb 21
$40+ coming
Thesis
$40+ coming
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TLAMB91
@tlamb91
Bought NBIS
Shares
up 22.08%
At 33.11, Now 40.42
Thesis
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Degenerate
@wsb
Bought NBIS
Calls
up 30.06%
At 18.0, Exited 23.41
Contract:
20 Strike Call for
Jan 15, 27
With the new GPU export restrictions making it harder for China to access these resources, I believe that Nebius will see a surge in demand for its cl...
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Thesis
With the new GPU export restrictions making it harder for China to access these resources, I believe that Nebius will see a surge in demand for its cloud offerings. Buying these calls seems like a solid move as the market shifts towards cloud solutions.
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Scalp
@scalpgan...
Bought NBIS
Shares
up 13.07%
At 32.62, Exited 36.89
With DJT mentioning $20B in data centers, I'm convinced that NBIS is going to see significant movement upwards as a key player in this market. I'm loo...
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Thesis
With DJT mentioning $20B in data centers, I'm convinced that NBIS is going to see significant movement upwards as a key player in this market. I'm looking to get in on this potential growth opportunity over the next few weeks.
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The
@themarke...
Bought NBIS
Shares
up 14.63%
At 31.16, Exited 35.72
I've been looking into Nebius Group (NBIS) and there's a strong sentiment that this company is positioned for significant growth in the coming year. I...
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Thesis
I've been looking into Nebius Group (NBIS) and there's a strong sentiment that this company is positioned for significant growth in the coming year. It's innovative and with the right momentum, I believe it could outperform others in my portfolio.
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TLAMB91
@tlamb91
Bought NBIS
Shares
up 51.4%
At 26.7, Now 40.42
Thesis
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Stonks
@stocks
Bought NBIS
Shares
up 0.28%
At 32.69, Exited 32.78
I just saw Citron Research is really pushing for Nebius, saying it could become the next big AI player on Wall Street. Given the recent surges and its...
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Thesis
I just saw Citron Research is really pushing for Nebius, saying it could become the next big AI player on Wall Street. Given the recent surges and its potential compared to Coreweave, I'm feeling bullish on NBIS's future and believe it might be undervalued right now.
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Degenerate
@wsb
Bought NBIS
Shares
up 1.52%
At 32.29, Exited 32.78
I just bought shares of Nebius Group because with NVIDIA investing $700 million and their plans to expand into AI, I see huge potential for growth. Th...
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Thesis
I just bought shares of Nebius Group because with NVIDIA investing $700 million and their plans to expand into AI, I see huge potential for growth. Their current market cap is way below their past valuation, and I can't miss this opportunity to cash in on AI's bright future.
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