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Started By
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1
Posted on 11/12/25 at 2:50 pm to Jax-Tiger
Today was not a good day...
Things can only go up from here. Right?
Things can only go up from here. Right?
Posted on 11/12/25 at 4:18 pm to Jax-Tiger
Won longest drive, team shot like shite around me. NBIS bombed, cracked my screen. This was a horrible fricking day. Good thing I’m now just on shares and 2/26 $150 calls….although, we sold out capacity so not sure what can be said to move the needle 
Posted on 11/12/25 at 4:42 pm to IT_Dawg
It will probably be something we already know about, that reaffirms that Nvidia, Meta, Google, Alphabet, Amazon, etc, are going to spend a bazillion dollars on data centers. I think a lot of people don't see AI as a useful expenditure and that it is just a "fad".
Another thing that could kickstart the data center movement is the Nvidia earnings report.
I don't think NBIS did a lot to separate itself from other neoclouds this week. Hopefully, they announce some big enterprise clients in the near future.
Another thing that could kickstart the data center movement is the Nvidia earnings report.
I don't think NBIS did a lot to separate itself from other neoclouds this week. Hopefully, they announce some big enterprise clients in the near future.
Posted on 11/12/25 at 5:45 pm to Jax-Tiger
We are going to drop tomorrow due to this positive news.
..
..
quote:
Cisco’s stock jumps on earnings beat, strong guidance and $1.3 billion in AI orders
Posted on 11/12/25 at 6:03 pm to Jjdoc
It's almost as if there is an AI revolt.
Posted on 11/12/25 at 7:46 pm to Jax-Tiger
Not even a bump on government news wow. Are we serious about Cisco news bringing us down, hard to tell these days.
Posted on 11/12/25 at 8:29 pm to Jax-Tiger
quote:
It's almost as if there is an AI revolt.
All the numbers are false man.. LOL
Posted on 11/12/25 at 8:29 pm to Craft
I think he is being sarcastic due to great news coming out and the AI stocks getting hammered.
Posted on 11/13/25 at 5:34 am to BCreed1
quote:
I think he is being sarcastic due to great news coming out and the AI stocks getting hammered.
It seems the scale is weighted in favor of bad news.
A small set back results in catastrophic losses. No news leads to steady declines. Good news equates to break even, and amazing news may cause prices to spike before pulling back.
I think that is going to change, soon. The government is opening again, Demand for AI is still growing (and in short supply), tariffs are settling, interest rates will be coming down again, and the negativity over dilution will fade..
Analysts universally say NBIS is way undervalued, more capacity will be announced, and the stock will get some momentum.
I think this may be a lost week, but i believe next week will start the recovery. Remember, this stock was over 40% higher, just 2 weeks ago, and the news cycle during that time has been 80% good.
I think we'll recover that 40% fairly rapidly and be back where we were, except being wiser for having gone through this experience.
This post was edited on 11/13/25 at 5:52 am
Posted on 11/13/25 at 6:30 am to Jax-Tiger
Agree. Wiser but poorer.
Posted on 11/13/25 at 6:43 am to jerryc436
quote:
Wiser but poorer.
Yep.
Posted on 11/13/25 at 8:03 am to Jax-Tiger
Hopefully we drop another 20% today
Posted on 11/13/25 at 8:05 am to sonoma8
This is the lowest it has been since the Microsoft deal was announced on September 9th.
Went from $64 on September 8th to $95 on September 9th.
Went from $64 on September 8th to $95 on September 9th.
Posted on 11/13/25 at 8:06 am to Jax-Tiger
Burry tried hard to spook the markets and it looks like we now know why. He's closing up his company with this bad move on puts.
Posted on 11/13/25 at 8:26 am to sonoma8
quote:
Hopefully we drop another 20% today
In theory, this would produce some bargains, but you don't want that kind of negative momentum. We've already dropped over 40%. If we go down another 20%, then $90 bucks will start to look expensive and we won't be able to break that threshold. We don't want to become toxic, like UNH.
We just saw the annual earnings report. There is no additional information on the horizon to turn things around, that I'm aware of. If we drop too low, we could end up stuck for a long time. They are sold out of capacity - they don't have room for another MSFT type of deal to move the needle. We need the market to react on what we have right now.
This post was edited on 11/13/25 at 8:32 am
Posted on 11/13/25 at 8:31 am to Jax-Tiger
Yup, they have to show meaningful progress over the next 6-9-12 months to get credit
Posted on 11/13/25 at 8:31 am to sonoma8
Mentally prepared for this to drop into the mid 80s. I think 50/50 on that occurring. Hopefully finding a floor right here to get the sellers out of control, which is the other 50%.
To completely fill the gap prior to the Microsoft news seems a little extreme but the market really do be like that sometimes.
Focusing on the business. Buying the stock price cheaper.
To completely fill the gap prior to the Microsoft news seems a little extreme but the market really do be like that sometimes.
Focusing on the business. Buying the stock price cheaper.
Posted on 11/13/25 at 8:31 am to sonoma8
(no message)
This post was edited on 11/13/25 at 8:32 am
Posted on 11/13/25 at 8:40 am to LSUcam7
well looking like im a lifetime bagholder in all these ai stocks
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