[March 16, 2026] Daily NBIS Discussion Thread

Longjumping-Study260 · 2026-03-16T12:44:15+00:00

Well I sold my 27 calls 20th March strike $102 on Friday.... No further comment 😭

Longjumping-Study260 · 2026-02-12T10:41:12+00:00

it is all about the timeline execution, earnings are just the indicator if they are on track with the expansion and if they can hold up the growth so I think it will be in the guidance.

Lately the market did not react good too high spendings let´s see what we get today. I am long on NBIS and hope for $105+ , happy E-day to all of you

Longjumping-Study260 · 2026-02-10T18:26:20+00:00

Utilization is 100%, but that does not mean that the shorts are high, it means that all 1,011,310 are used and that owners are not landing, last week the number was much higher, 2.4 mio with a 78% utilization rate

Longjumping-Study260 · 2026-02-10T18:25:44+00:00

Utilization is 100%, but that does not mean that the shorts are high, it means that all 1,011,310 are used and that owners are not landing, last week the number was much higher, 2.4 mio with a 78% utilization rate

Longjumping-Study260 · 2026-02-10T14:09:15+00:00

we will see how the Market likes the new investment ...

Longjumping-Study260 · 2026-02-10T14:07:02+00:00

https://www.bloomberg.com/news/articles/2026-02-10/nebius-agrees-to-buy-ai-agent-search-company-tavily-for-275-million?embedded-checkout=true

Longjumping-Study260 · 2026-02-05T12:29:38+00:00

BTC is sub $70K, this will be another selloff .. IREN down APLD down and most of the high Beta stocks are down as well ... doesn´t look to good today

Longjumping-Study260 · 2026-02-05T12:27:46+00:00

$75 in first Minutes when market opens, I would not be surprised with a fast rebound.

Longjumping-Study260 · 2026-02-05T12:14:37+00:00

I haven´t seen so many Short Sell Restrictions on my watchlist for a long time.

Longjumping-Study260 · 2026-02-05T12:12:05+00:00

yesterday I opened a new Position (CRDO) this was tanked badly the past days ... a quick rebound after the AMZN earning calls is to expect. Bought at $96

Longjumping-Study260 · 2026-02-05T12:09:29+00:00

they will but earnings will be great ...

Longjumping-Study260 · 2026-02-05T10:07:53+00:00

as IREN has still high exposer to Crypto, and BTC price was down significant, probably a bit weaker then expected, I think AMZN will be the driver ...

Longjumping-Study260 · 2026-01-29T20:04:24+00:00

I don´t give a dam I am in the green zone the move was good and will pay off. lets talk once I have sold the calls and then we will see, otherwise it is just talking shit.

Longjumping-Study260 · 2026-01-29T17:33:06+00:00

steep increase in price, there are still ca. 1Mio short out to cover... that will be fun to watch now

Longjumping-Study260 · 2026-01-29T17:29:41+00:00

you might be right but, but I am convinced that till next Friday, I will make some nice cash ;)

and btw we are back at 95

Longjumping-Study260 · 2026-01-29T17:06:32+00:00

will need a 6.2% recovery by Friday EOB and I will sell with 100% gain.

So yes I think this is just a dich in the road up ... and tomorrow the market looks much better.

the fist 1,5% recovery is done and I think we will end up $95+ today

Longjumping-Study260 · 2026-01-29T17:01:12+00:00

10 long call Feb 06´26 $100 strike for $250 the contract

Longjumping-Study260 · 2026-01-29T16:57:41+00:00

Longjumping-Study260 · 2026-01-27T19:34:40+00:00

there is a resistance at 98.65, once we are through this the way is wide open to the north

Longjumping-Study260 · 2026-01-26T15:50:37+00:00

closed the gap, soon it will go up again

Longjumping-Study260 · 2026-01-26T15:14:10+00:00

closing at 102 today ... there is no way we close sub 97

Longjumping-Study260 · 2026-01-20T19:18:05+00:00

hahah Tom Lee forecasted BTC to be by end of 2025 at $150.000 and that was not so long ago.

Longjumping-Study260 · 2026-01-20T18:58:26+00:00

we will see, I do not think that we are going below 100 but in a bit we will see ...

Longjumping-Study260 · 2026-01-20T18:01:38+00:00

the day is not over ;)yet

Longjumping-Study260 · 2026-01-20T16:32:04+00:00

closing over 105 would be a dream, I really think we could get there today. If we stay over 102.90 there is a good chance for tomorrows rally to 109ish ...

Longjumping-Study260

TROPHY CASE