bayoubengals88
| Favorite team: | |
| Location: | LA |
| Biography: | Formerly a fan of this website |
| Interests: | Conifers |
| Occupation: | |
| Number of Posts: | 23758 |
| Registered on: | 9/10/2007 |
| Online Status: | Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/13/26 at 12:12 pm to Jax-Tiger
If we haven't learned by now, have a short dated hedge (put) on for earnings, say 20% of your total NBIS position. And go long and big on any earnings dip.
If the hedge didn't work, no harm given you're mostly long going in.
Ideally you'll profit handsomely on both the put and the call.
If the hedge didn't work, no harm given you're mostly long going in.
Ideally you'll profit handsomely on both the put and the call.
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re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/13/26 at 10:30 am to Jax-Tiger
volume and price action indicates a follow through next week IMO.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/13/26 at 10:20 am to Jax-Tiger
quote:
The only options I have left are 3/20 $110c.
Same! But I only have two and currently down 49%
However, I think I can get $10-15 for these in time.
re: Pre-emergent in South Louisiana
Posted by bayoubengals88 on 2/13/26 at 9:49 am to urtoosmall
quote:The only downside would be activation.
Or better yet can I mix them all together and spray in one pass or would that be a mistake?
You need rain for the pre emergent, but you don't want rain for the cocktail.
Pre emergent needs to go into soil
post emergent needs to sit on the grass and be absorbed.
That's where you run into the slight problem if it'll rain too soon.
If you live near LA/TX/MS you're probably getting rain soon.
You can put down the pre now and spray the cocktail when you can expect 2-3 days of sun.
I may be being dramatic, but I wouldn't wait another day on the pre emergent given the temps we've had and will continue to have.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/13/26 at 9:36 am to bayoubengals88
$100 :wah:
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/13/26 at 9:24 am to Jax-Tiger
quote:Yep :wah: :lol:
Sold too soon, but like you said, no need to get greedy.
I realized nearly 5k but have left about 1,300 on the table so far.
You just never know with this thing, and I'm thinking four day weekend so I'm not holding much....
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/13/26 at 8:53 am to SpeedyNacho
I took 130% gains on 3/20 $100 calls that I bought yesterday.
No need to be greedy.
Bought them when the stock was trading around $81
No need to be greedy.
Bought them when the stock was trading around $81
re: Is there a way to find out how much a property sold for?
Posted by bayoubengals88 on 2/13/26 at 8:14 am to tiger91
quote:This is for EBR. Look for transfers.
I’ll look again!
Not sure if you aren't in EBR...
re: Help with tree selection for front yard
Posted by bayoubengals88 on 2/12/26 at 9:06 pm to Crescent Connection
People cut down trees to have a lawn like yours.
re: Is there a way to find out how much a property sold for?
Posted by bayoubengals88 on 2/12/26 at 8:26 pm to tiger91
Tax accessor website. Always.
Look harder?!
Look harder?!
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 4:05 pm to LSUcam7
quote:I want to use this comment to explain how big of an understatement this is...
1) Nebius has a ton of revenue coming relative to 2024 & 2025. Everyone sees the path for tremendous rev growth.
If NBIS meets mid range 2026 revenue of 3.2 bn they will have done what what only three comanies have EVER done.
And they will be the only company that can sustain that kind of CAGR.
The others were Moderna, BioNTech, and Groupon.
This is how AI phrased it:
quote:
You are asking about a Compound Annual Growth Rate (CAGR) of approximately 491%.
To be clear on the math: growing from $91.5M to $3.2B in two years (2024 to 2026) is a 35x increase in revenue. Sustaining that speed from a meaningful base (nearly $100M) is statistically impossible for almost any "normal" business.
In the last 25 years (2000–2025), only three major public companies have clearly exceeded or matched this trajectory. All of them required a global "black swan" event (like a pandemic) or a viral consumer frenzy to achieve it.
Not that you haven't been knowing all of this for a long time :lol:
re: Most attractive opportunity in the market right now?
Posted by bayoubengals88 on 2/12/26 at 3:09 pm to Snoopy04
If AI were smarter it would have told you about AMKR at the time.
But well done! :cheers:
But well done! :cheers:
re: $14,000 to Invest in a Roth (x2)
Posted by bayoubengals88 on 2/12/26 at 3:08 pm to deeprig9
I'm not sure how you can pass on AMZN at $198.
AMZN
PLTR
HOOD
AMZN
PLTR
HOOD
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 3:04 pm to LSUcam7
Yes! Who on earth would have had us moving just over 1% today (in either direction)?!
I'd say it's quite strong given the market.
And 25mm shares traded isn't too shabby.
Market dipped end of day and NBIS did the inverse!
I'd say it's quite strong given the market.
And 25mm shares traded isn't too shabby.
Market dipped end of day and NBIS did the inverse!
Most attractive opportunity in the market right now?
Posted by bayoubengals88 on 2/12/26 at 2:38 pm
HOOD
ALAB
PGY
SOFI
PLTR
LEU
LMND
GILT
AMZN
???
Adding COIN, LYFT, and SPOT
ALAB
PGY
SOFI
PLTR
LEU
LMND
GILT
AMZN
???
Adding COIN, LYFT, and SPOT
re: Green Grass Again
Posted by bayoubengals88 on 2/12/26 at 2:13 pm to ValZacs
And I'm already fully booked for March gondola tours down Hurricane and Ward's Creek.
Ah, spring is in the air!!
Ah, spring is in the air!!
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 12:06 pm to LSUcam7
quote:Makes no sense. Was that prior to META and the enormous leap to build out 3GW?
I just don’t understand how they’re getting to only a 10 billion mark for 2028.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 10:27 am to LSUcam7
quote:Goldman is right to assume that 3GW equates to 30b, IF operational.
How does Goldman view 3GW equating to $30B revenue, NBIS stating 3GW of revenue by end of 2026 while Goldman modeling 2028 FY revenue of $10B.
What you're missing is that NBIS will have 3GW Contracted .
Not connected, and not operational, but contracted.
Example, Microsoft is contracted for about 4bn per year, but NBIS only has maybe 1bn of that operational at the moment.
Just an example, not sure on the numbers, but I heard them say that they should realize all of MSFT contracted revenue in 2027.
So they'll be spending the rest of this year to get fully connected and online. That's why 2026 ARR is 7-9bn between MSFT, META, and others as they get connected and operational.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 9:07 am to Jax-Tiger
They run the business extremely conservatively.
But sooner than later, 30bn in actual revenue will be impossible to ignore.
But sooner than later, 30bn in actual revenue will be impossible to ignore.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 8:55 am to LSUSports247
highlighting a shift from ~6% EBITA margins to targeting ~40% at scale is HUGE.
That’s not a small improvement — it’s a full business model transformation.
At 6% margins: valued like a low-margin services company. At ~40% margins: valued like a high-margin AI/platform company.
Same revenue at 40% EBITA = ~7x more operating profit vs 6%.
Margin expansion is paramount for long-term bull metric because it drives valuation multiples, cash flow, and scalability.
Bullish
LINK
That’s not a small improvement — it’s a full business model transformation.
At 6% margins: valued like a low-margin services company. At ~40% margins: valued like a high-margin AI/platform company.
Same revenue at 40% EBITA = ~7x more operating profit vs 6%.
Margin expansion is paramount for long-term bull metric because it drives valuation multiples, cash flow, and scalability.
Bullish
LINK
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 2/12/26 at 8:06 am to Jax-Tiger
quote:I think it's a valid question, but what's the bad metric?
What do you think of the strategy of playing it close to the vest until earnings? They seem to want to bundle all these nuggets of positive information into a single announcement, and then one bad metric negates all of them.
A year end revenue number that was squarely within upper range guidance? And was 479% YOY?? :rotflmao:
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