“So it’s pulled back to 217 from the high of like 280. You know, it’s like holding support… But yeah, I mean, I still really like it.”
- Since the call
- −30.3%
- At the call
- $317.94
- Now
- $221.61
Pullback on a preferred offering is less dilutive than equity, the stock is holding the earnings gap, and a hyperscaler deal could be a catalyst.
- Support$217.00
● The callPrices by IndeixFull NBIS chart
More NBIS calls
Everything on NBISSep 2927:17Long“Nvidia, Nebbius and Micron are kind of like my three horsemen in the AI trade for right now that, you know, I’m just I have long term calls”$244.85−9.5%
“Nvidia, Nebbius and Micron are kind of like my three horsemen in the AI trade for right now that, you know, I’m just I have long term calls”
Nebius is one of the host's three core AI holdings, held through long-term calls expected to rerate higher.
Sep 221:14:36Long“NBIS, also, like, this is my very technical reverse head and shoulders, right?… we break down that trend line above 260 should start going higher.”$236.51−6.3%
“NBIS, also, like, this is my very technical reverse head and shoulders, right?… we break down that trend line above 260 should start going higher.”
Technical view of a reverse head and shoulders pattern with a breakout above the 260 trendline pointing higher.
Sep 1026:30Long“I still you know, like I still I’m still long it right.… I drew I think on this chart, the reverse head and shoulders that’s still like forming.”$228.51−3.0%
“I still you know, like I still I’m still long it right.… I drew I think on this chart, the reverse head and shoulders that’s still like forming.”
Still long Nebius after a small pullback, since the chart shows a forming reverse head and shoulders.
Sep 810:50Long“My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”$249.15−11.1%
“My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds Nebius as a longer-term AI trade, hoping it is higher in six to nine months.
Aug 278:19Long“You know, again, I have this nebius. I think Micron was up this morning”$215.30+2.9%
“You know, again, I have this nebius. I think Micron was up this morning”
Mentions holding Nebius as part of the AI trade, which he says stays intact after the NVIDIA print.
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice. How the calls work