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Started By
Message
2
Posted on 9/18/25 at 6:30 am to bayoubengals88
you know I was first not sure about this tie up. but can you explain how it helps NBIS?
Posted on 9/18/25 at 6:38 am to bayoubengals88
Absolutely insane. Never saw that coming
Posted on 9/18/25 at 6:39 am to astonvilla
Just saying that we gained immediately on the news.
But if NVDA is co producing chips with INTC then I could see us gaining another partner. Quicker production, more availability, more compute, more revenue.
Just my first thought.
But if NVDA is co producing chips with INTC then I could see us gaining another partner. Quicker production, more availability, more compute, more revenue.
Just my first thought.
Posted on 9/18/25 at 6:39 am to astonvilla
$172 end of year
Posted on 9/18/25 at 6:40 am to IT_Dawg
I may have to fight the temptation to sell calls. That may be my best bet right now.
Posted on 9/18/25 at 6:44 am to IT_Dawg
lets geauxxxxx. that sounds awesome
Posted on 9/18/25 at 6:45 am to bayoubengals88
i got worried for a sec because in the release it says jointly execute AI infrastructure and was not sure if that bleeds into NBIS book of work but thanks for clarification.
Posted on 9/18/25 at 6:51 am to astonvilla
NBIS and CRWV taking a little hit on the news. Mostly because they are both solid NVDA hosts and this could potentially add competition in the future, as other datacenters that provide traditional compute, could have an easier entry into the AI infrastructure market
Hopefully this is just a knee-jerk reaction to the big news of the day. In reality, that competition would be a long time off and they would have to change their business model, power and cooling needs.
ETA: honestly think a lot of investors don’t realize the true partnership NBIS has with NVDA either
Hopefully this is just a knee-jerk reaction to the big news of the day. In reality, that competition would be a long time off and they would have to change their business model, power and cooling needs.
ETA: honestly think a lot of investors don’t realize the true partnership NBIS has with NVDA either
This post was edited on 9/18/25 at 6:54 am
Posted on 9/18/25 at 6:58 am to IT_Dawg
quote:
$172 end of year
Do you really think that is likely? You definitely know your stuff and I value your opinion, but $170 in 3 months is beyond my wildest expectations.
I pray you’re right and hopefully you will be at the bar when it opens every day for the rest the of the year.
Posted on 9/18/25 at 7:00 am to supadave3
See CRWV a few months ago.
It’s possible.
It’s possible.
Posted on 9/18/25 at 7:09 am to bayoubengals88
quote:
See CRWV a few months ago. It’s possible.
I am heavily invested in my 401k and just dabble here in the market, about 2% of my income.
I still have a bit of $$ in Chainlink that hasn’t moved in moved and I’m probably going to sell and add more NBIS. May as well be all in.
Posted on 9/18/25 at 7:18 am to IT_Dawg
Thanks for the info. I truly hope we are in the second inning
Posted on 9/18/25 at 8:58 am to LChama
Good back filling happening.
Nearly bought more calls around lower 92s
Damn.
Nearly bought more calls around lower 92s
Damn.
Posted on 9/18/25 at 9:03 am to astonvilla
Ill go 167
Posted on 9/18/25 at 9:06 am to bayoubengals88
quote:
Nearly bought more calls around lower 92s
Yeah was in the car for that moment and missed it.... would have jumped
Posted on 9/18/25 at 9:13 am to bayoubengals88
I think im gonna nibble on some IREN here
Posted on 9/18/25 at 9:14 am to igoringa
Got in at 92.50 for another 100 after daytrading the same 100 for. $500 gain yesterday. .
That GS $120 PT!
That GS $120 PT!
Posted on 9/18/25 at 9:15 am to bayoubengals88
I bought 3 more calls on the dip. Thanks for the intel on this stock.
Posted on 9/18/25 at 9:42 am to bayoubengals88
Another beautiful day ruined by some BS news. This should’ve been at $99 today. Now, I have no idea what to expect throughout the day. All the doubters hopefully sell off and we bust through the $95 resistance
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