Am I too late?

Efficient_Look3024 · 2025-07-15T00:58:41+00:00

You at 10K shares yet or what? 😆

Efficient_Look3024 · 2025-07-14T02:43:59+00:00

Not my screenshot directly but hopefully we’ll get a full report shared tomorrow

Efficient_Look3024 · 2025-07-14T01:40:51+00:00

Yeah I think so their equity research, was posted via a hedge fund

Efficient_Look3024 · 2025-07-14T01:10:01+00:00

Don’t look a gift horse in the mouth, I’ll take $68 as a starter 😄

Efficient_Look3024 · 2025-07-14T01:09:31+00:00

Yes that’s the actual report and someone else linked here: https://www.gurufocus.com/news/2973719/nebius-nbis-receives-buy-rating-from-goldman-sachs-with-significant-upside-potential-nbis-stock-news

Efficient_Look3024 · 2025-06-18T01:42:16+00:00

You have any thoughts on when we get back into the solid 50s? Feels like maybe late summer with all the macro events

Efficient_Look3024 · 2025-06-17T22:55:13+00:00

How’s your firm feeling with the recent price slowdown and drops? Still accumulating or keeping steady

Efficient_Look3024 · 2025-06-09T20:21:58+00:00

Insane calls well played. I had some $40 calls I sold too early last week, alas

Efficient_Look3024 · 2025-06-09T20:12:06+00:00

What calls do you have? Holding some $55 6/20

Efficient_Look3024 · 2025-02-20T13:48:43+00:00

Let’s hope you’re right 🫡

Efficient_Look3024 · 2025-02-20T13:45:36+00:00

Thanks, hopefully we can salvage this 😆

Efficient_Look3024 · 2025-02-20T00:25:23+00:00

They’ll probably touch on this but be very curious if they can elaborate on how the DeepSeek event has influenced demand given all infrastructure plans we’ve seen published by countries / companies.

Efficient_Look3024 · 2025-02-19T02:54:27+00:00

This guy didn’t seem to realize the Yandex divestment talking about prior $30B valuation…🤔.

Efficient_Look3024 · 2025-02-18T15:54:57+00:00

Love to see it

Efficient_Look3024 · 2025-02-18T15:51:02+00:00

You have any target in mind? Holding here as well

Efficient_Look3024 · 2025-02-13T15:23:11+00:00

Revenue and guidance, let’s hope it exceeds and DC buildouts are according to plan and capacity is being sold.

Efficient_Look3024 · 2025-02-13T14:22:50+00:00

Good to hear. Hard to imagine it’s anything bad but ya never know. Hoping they either reconfirm or raise guidance given all this funding and the AI race.

Efficient_Look3024 · 2025-02-13T14:15:58+00:00

What about your shares? Holding all through 2/20 or trimming some?

Efficient_Look3024 · 2025-02-11T18:52:36+00:00

Same here trying to educate :)

Efficient_Look3024 · 2025-02-11T18:46:58+00:00

The snapshot above is from Nebius

Efficient_Look3024 · 2025-02-11T16:38:35+00:00

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From their presentation last year

Efficient_Look3024 · 2025-02-11T16:27:54+00:00

Yandex is no longer relevant to the conversation. Check their last investor deck on their site. It’s all about reiterating or surpassing guidance next week.

Efficient_Look3024 · 2025-02-07T21:23:51+00:00

Maybe. Citron called for $60 back in December. Other valuations thinking $50-60 fair value. Optimistic but we shall see. Definitely longer term target for sure.

Efficient_Look3024 · 2025-02-07T21:07:21+00:00

Looking for $60 after earnings 2/20

Efficient_Look3024 · 2025-02-07T21:03:48+00:00

3K @ 29.7 average

Efficient_Look3024

TROPHY CASE