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Posted on 12/1/25 at 3:59 pm to Craft
quote:
Iren with another offering, just tanking their stock.
How bad will this get for them? Wonder what a good re-entry price will be
Posted on 12/1/25 at 4:05 pm to LChama
I’m reading it’s bullish for them long term blah blah but I’ve never seen one of these bring the stock up short term. I’m sure it’s good for the long term with the rapid expansion but the timing is suspect.
Posted on 12/2/25 at 7:03 am to Craft
https://www.yahoo.com/tech/ai/gemini/articles/google-ceo-sundar-pichai-says-182511960.html
I thought this was an interesting read on the future of the sector.
I thought this was an interesting read on the future of the sector.
quote:
CEO Sundar Pichai said in a Fox News interview on Sunday that Google will soon begin construction of AI data centers in space. The tech giant announced Project Suncatcher earlier this month, with the goal of finding more efficient ways to power energy-guzzling centers, in this case with solar power.
Posted on 12/2/25 at 7:21 am to Craft
What are some good calls to pick this week?
Posted on 12/2/25 at 7:29 am to Craft
I think we will see a Datacenter on/under the ocean Looooong before we see them in space. You can use hydro, wave and wind power for one on the ocean, along with liquid cooling the servers.
Posted on 12/2/25 at 9:14 am to The Boat
Just waiting on IT to eat his show. 85 before earnings.
Posted on 12/2/25 at 12:00 pm to SpeedyNacho
Going big on 3DTE $105c. Just sold my puts and now going $105c @$1.25-$1.30
Gonna bounce of $98.25 here
Gonna bounce of $98.25 here
This post was edited on 12/2/25 at 12:01 pm
Posted on 12/2/25 at 2:01 pm to IT_Dawg
and now time to start the last hour rise to green. This thing is like clockwork 
Posted on 12/2/25 at 3:06 pm to IT_Dawg
IREN & CIFR got smoked today.
CRWV & NBIS to a much lesser degree.
Maybe related to Amazon chip news? IREN’s convertible offering?
CRWV & NBIS to a much lesser degree.
Maybe related to Amazon chip news? IREN’s convertible offering?
Posted on 12/2/25 at 3:11 pm to IT_Dawg
quote:
time to start the last hour rise to green
I hope we see something after hours. What happened?
Posted on 12/2/25 at 3:15 pm to Jax-Tiger
Posted on 12/2/25 at 4:00 pm to Jax-Tiger
Shorts doing their shorts thing. Always carry some puts right now!
Good buying opportunity again tomorrow morning. Same thing
Good buying opportunity again tomorrow morning. Same thing
Posted on 12/3/25 at 10:07 am to IT_Dawg
Damn, sold my puts this morning but didnt buy calls cause I was in a meeting.
Huge overreaction to the MSFT news. Going to be green today. Getting in now.
Huge overreaction to the MSFT news. Going to be green today. Getting in now.
This post was edited on 12/3/25 at 10:08 am
Posted on 12/3/25 at 10:17 am to IT_Dawg
MSFT is denying the reports that they are lowering quotas.
Posted on 12/3/25 at 10:31 am to Jax-Tiger
quote:
MSFT is denying the reports that they are lowering quotas.
Thats why it rebounded and will likely continue.
Supposedly it was some people in their Azure group.
Also, ironically, Pure Storage is taking a MASSIVE beating today after reporting earnings that beat estimates and raised guidance.....because they also announced they would be moving investments away of hyperscaler sales and product and move revenue into R&D....Guess the market doesnt think the bubble is real
Got a lot of colleagues that work for them. I've sold a shitload of it back in the day when it was hot. Sucks
This post was edited on 12/3/25 at 10:32 am
Posted on 12/3/25 at 11:08 am to IT_Dawg
Damned if you do. Damned if you don't...
Posted on 12/3/25 at 11:15 am to Jax-Tiger
What is going to move the needle on this to get back to where it was?
Is it going to be an announcement on Indiana or Alabama data centers? I'm almost afraid the market will punish them for increased capex.
Is it going to be a Clickhouse IPO? We don't know if or when that's going to happen.
Will it be another hyperscaler deal? They don't seem to have the capacity to do another one.
Is it just going to be a turnaround on the AI sentiment?
The market just seems so fickle, these days...
Is it going to be an announcement on Indiana or Alabama data centers? I'm almost afraid the market will punish them for increased capex.
Is it going to be a Clickhouse IPO? We don't know if or when that's going to happen.
Will it be another hyperscaler deal? They don't seem to have the capacity to do another one.
Is it just going to be a turnaround on the AI sentiment?
The market just seems so fickle, these days...
This post was edited on 12/3/25 at 11:16 am
Posted on 12/3/25 at 11:17 am to Jax-Tiger
quote:
What is going to move the needle on this to get back to where it was?
Honestly, an announcement of capacity and how it is being funded through cash we have and the shares we already diluted would be huge...
quote:
Is it just going to be a turnaround on the AI sentiment?
100% this. We are just teetering on the line of "bubble talk." When it dies down, NBIS will certainly walk its way back up. Hopefully similar to the initial walkup for 36 to 75, so I can be about where I was last time it was at $140. I want to trade this sucker up to that level
Posted on 12/3/25 at 1:05 pm to IT_Dawg
I would be happy if it worked itself slowly into the $110s by year-end. I think January is when the AI sentiment will change...
Maybe by then, they will have announcements on Indiana and Alabama, along with financing details.
Arkady has some stock options to excercise by the end of February. He needs this stock to bust a nut between now and then...
Maybe by then, they will have announcements on Indiana and Alabama, along with financing details.
Arkady has some stock options to excercise by the end of February. He needs this stock to bust a nut between now and then...
This post was edited on 12/3/25 at 1:08 pm
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