NBIS
Nebius Group N.V. Class A
stock NASDAQ

I sold NBIS at $78, NFLX at $77, MSFT at $400, AMZN at $202, AAPL at $205.

So wouldn’t the fix for the neoclouds to either expand into grid independent niche energy supply tech (albeit hyperscalers are already doing this) or lock in contracts with grid independent energy providers? Isn’t NBIS already doing that?

NBIS

Data center stocks all pulled back in unison today to the 1mo trend line, clear bull flags. APLD, NBIS, IREN are all rocket ships this month, outpacing MAG7 which are all crushing as well.
I own 500 shares of APLD at cost basis of just under $30.

!banbet NBIS 166 4d

ARXS and NXPI are my current under the radar plays. Still in on NBIS and AMPX, I’m a huge believer, but trimmed positions by almost 50% each. NFA I get things wrong too

NBIS

NBIS

Very good call, mate I’ve sold as well.
Sitting on £78k, ready to deploy.
People don’t realise how severe the consequences will be for the US stock market if Iran keeps the Strait of Hormuz closed. It will take 3-5 months to effect the market as the data is collected.
On top of that we have Powell getting fired, bad US jobs data, inflation rising and midterm elections.
This will be a painful lesson for those who are buying now hoping for neverending bull market run.
Are you following any interesing stocks?
I think it is worth to watch NBIS when it drops back to $120-110s I have kept full port NBIS since last April, decided to sell and take the profits.

NBIS

Valuing Nike higher than NBIS and ONDS tells me this is not going to work. Is the score ST or LT?

How can i be so retarded, i lose a lot of money every day, i am an absolute rock bottom regards.. time to full port NBIS to not use funds for stupid trades

90% of their revenue is still BTC. They are a Bitcoin miner currently. 
Agreed though if you do believe they'll successfully switch to AI cloud company there could be a lot of potential there. Giving them a PE to match NBIS would be something around 100% upside.

NBIS is a fuckin weirdo

Predictions for NBIS earnings??

Wow ok. So I hold keel & nbis, really like both. Knew keel had locked in cheap power but didn’t realise it was that much cheaper. NBIS I prefer over iren just down to the neocloud/software edge. Space just hold lunr, asts, will look into rdw. Plug I’m not sure on. I have Linde right now but am unsure on hydrogen taking off so felt like the safer bet.
For the power play I’ve got oklo, ismr, rr.
Oklo I got at a good price & has decent deals already in place, ismr is a value idea.. it hinged off china using molten salt reactors. Rr is starting to make deals with European countries for reactors & is a less pure power play

Thanks mate, my other big bets are IREN they have 2 nuclear reactors worth of renewable energy coming online, already landed massive 10b contract with MSFT. Just need another hyperscaler to announce contract with them for massive reprice. I could see $150-$250 in coming years. RDW if AI goes to space, they're pick and shovels play for space which is expected to reach 100k satellites from like 15k currently in space. PLUG if hydrogen finally takes off, they're actually getting government contracts now and announcing 20b revenue for 2030 huge asymmetric bet. KEEL which is another bitcoin miner to AI cloud computing but cheaper than all the rest selling it's power for pennies on the dollar $.40m per mw compared to IREN $4m per mw and $16m per mw for NBIS (might be wrong with the numbers there but it's rough estimate).

True it’s not underrated. But should be in everyone’s portfolio. Also not a bag holder. Have been invested in RKLB since $30’s and NBIS since $100’s. So cheers!

made trading NBIS and IREN sound professional

BTO 100 NBIS at 144.99; STO 1 NBIS May 1 $132 call at $16.16, 78.9Δ; credit $1,615.94; 2.46% return if assigned.