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Posted on 10/3/25 at 2:17 pm to HogPharmer
This battle at $130 is fun as shite to watch…
Posted on 10/3/25 at 2:31 pm to IT_Dawg
Just cracked my first celebratory beer of the day (Busch light, like a true degenerate). Cheers to another great week fellas!
This post was edited on 10/3/25 at 2:39 pm
Posted on 10/3/25 at 2:44 pm to jefforize
quote:
NBIS doesn’t even have an analyst rating in my merril lynch acct.
Same with Fidelity.
This post was edited on 10/3/25 at 2:46 pm
Posted on 10/3/25 at 3:05 pm to Jax-Tiger
Oh well. UP a year's salary for the week isn't too bad.
Posted on 10/3/25 at 3:10 pm to bayoubengals88
Hell yea! I remember being down $20k on this stock in April. It’s crazy how things have changed.
Posted on 10/3/25 at 3:15 pm to bayoubengals88
quote:
Oh well. UP a year's salary for the week isn't too bad.
Everyone have a wonderful weekend!! Let’s get some coverage and initiations next week to run up prior to earnings. LFG NBI$$$$$
Posted on 10/3/25 at 3:18 pm to bayoubengals88
quote:
UP a year's salary for the week isn't too bad.
I thought you were up more than $36,000...
Oh, you meant YOUR salary. Sorry...
Posted on 10/3/25 at 5:15 pm to jefforize
quote:
NBIS doesn’t even have an analyst rating in my merril lynch acct.
Still a lot of anti-international stock and anti-Russian spinoff sentiment with NBIS from the big wigs. But NBIS has been making them look like fools.
Posted on 10/3/25 at 5:41 pm to The Boat
watching CNBC, they constantly talking about upcoming AI bubble. hope this rally lasts longer
Posted on 10/3/25 at 6:18 pm to astonvilla
quote:
watching CNBC, they constantly talking about upcoming AI bubble. hope this rally lasts longer
I’m sick of their shite too.
FUD is their income.
However, many people ignore that shite nowadays and listen to their favorite follows on YouTube and X.
Regarding a “bubble”, some equities are frothy AF. I’m looking at Quantum and bull shite unproven AI companies.
Nebius certainly has staying power and I’d think would survive the harshest of crashes.
If that were to occur, don’t panic.
Put everything you’ve got into it (my advice to myself).
Any other thought on a potential “bubble”. I largely think it’s a talking point. Low hanging fruit for CNBC hosts.
This post was edited on 10/3/25 at 6:30 pm
Posted on 10/3/25 at 6:40 pm to astonvilla
quote:
watching CNBC, they constantly talking about upcoming AI bubble. hope this rally lasts longer
Ditto to what BB88 said. I would add, that a lot of the “AI bubble” refers to the software and development companies that pop-up with a creation or tool that has promise but not prove. And already being done by bigger organizations or in their development pipeline.
Where Nebius fits into AI, is they are hosting the infrastructure for large companies that have massive AI programs and need to expand their compute…that isn’t going anywhere. Just like existing IaaS companies aren’t going anywhere because companies need infrastructure to run their business….
Posted on 10/3/25 at 6:57 pm to bayoubengals88
Thanks. Feel like AI has at least couple of years of rally still remaining.
Posted on 10/3/25 at 8:13 pm to astonvilla
Napkin status achieved!
Posted on 10/3/25 at 9:02 pm to AuBeerStud
Enjoy the profits
Posted on 10/3/25 at 9:03 pm to IT_Dawg
Posted on 10/3/25 at 10:28 pm to bayoubengals88
quote:
Speaking of the “bubble”
that's the rub with the bubble talk to me - I get it that not all the hyper sales are gonna be winners and not all software providers are gonna do winners so in that case I get it. But as long as they all try, which they obviously are the map of data center power makes it really the exact opposite of a bubble - we have a shortage of compute and a shortage of capacity to provide the compute. There is no access in the data center space.
The other key point right now that you guys hammered on today correctly is this company still is just not covered by major banks - I don't wanna say a stop that's up 300 or 400% has been stealth - but it really has compared to a coreweave. so loving this play.
But I'm also enamored with iren and potentially cifr..... just given the megawatts they have under control. They don't have the ability to get the top dollar for megawatt that nbis does due to nbis being the total package but I truly believe we have such a power deficiency they will be able to print.
Posted on 10/4/25 at 9:08 am to igoringa
I agree, but I also think a lot of the "bubble" talk comes from these hyper scale companies embedded in different neoclouds (NBIS, CRWV, etc.) creating an investment circle.
Nvidia/CRWV Investment
Take this for example, headline reads as a $6B investment into CRWV but in reality, it is Nvidia buying back leftover capacity that CRWV doesn't sell, creating this perpetual motion machine of investment, or, a "bubble".
I'm heavily invested in the AI push and hope it isn't a bubble, but I think a lot of the current numbers are grossly overstated.
Nvidia/CRWV Investment
Take this for example, headline reads as a $6B investment into CRWV but in reality, it is Nvidia buying back leftover capacity that CRWV doesn't sell, creating this perpetual motion machine of investment, or, a "bubble".
I'm heavily invested in the AI push and hope it isn't a bubble, but I think a lot of the current numbers are grossly overstated.
Posted on 10/4/25 at 9:37 am to cropduster1348
Once was at a sales meeting of McKesson. This was 10 or so years ago. The CIO presented that data storage was their biggest challenge.
The visual was that if a terabyte was a grain of sand, they had enough sand to build another Golden Gate Bridge.
I know this is apples and oranges, but I found that mind boggling.
The visual was that if a terabyte was a grain of sand, they had enough sand to build another Golden Gate Bridge.
I know this is apples and oranges, but I found that mind boggling.
Posted on 10/4/25 at 10:23 am to igoringa
quote:
Speaking of the “bubble”
I began buying NBIS and NVDA in January. Both have done so well that individually they represent about 10% of my brokerage account. I've done something I rarely do and that is put in trailing stop loss orders on both short term holds. I usually only use stop loss on stocks I've held long term. I have to do some end of year income tax estimations and big, short-term gains can give me headaches. But I had to do it to somewhat protect the huge runup these two have had.
Thanks to the MT folks for bringing these two (and some others) to my attention. I'll enjoy a Black and Tan this afternoon at my grandson's soccer game.
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