- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 5/13/25 at 3:40 pm to LChama
Posted on 5/13/25 at 3:40 pm to LChama
Cunha just wrote 11,000 words on NBIS.
He's targeting $80.66 by year's end.
He's targeting $80.66 by year's end.
Loading Twitter/X Embed...
If tweet fails to load, click here.
1
Posted on 5/13/25 at 4:26 pm to bayoubengals88
LINK https://threadreaderapp.com/thread/1922387745294422135.html
Heres the link to his article. Thanks bayou
Heres the link to his article. Thanks bayou
This post was edited on 5/13/25 at 4:27 pm
Posted on 5/13/25 at 4:27 pm to LChama
Who knew?!Posted on 5/13/25 at 4:45 pm to bayoubengals88
quote:
Who knew?!
I dont subscribe to twitter so if the link was in your original post.. non twitter subscribers like me could not access.
Posted on 5/13/25 at 6:14 pm to LChama
Who is that guy?
Posted on 5/13/25 at 6:28 pm to sonoma8
Someone who’s making a name for himself. His picks speak for themselves, and his convictions are impressive.
Posted on 5/13/25 at 6:51 pm to sonoma8
I’ve got a lot of respect for the young fella. He stuck to his thesis on HIMS and NBIS after seeing 60% or more corrections in each stock.
But he never stopped investing and he never stopped sharing (very publicly) how great of an opportunity they both were.
He’s a DD machine.
But he never stopped investing and he never stopped sharing (very publicly) how great of an opportunity they both were.
He’s a DD machine.
This post was edited on 5/14/25 at 8:05 am
Posted on 5/13/25 at 6:52 pm to bayoubengals88
Closing HOD in afters is pretty bullish
Posted on 5/13/25 at 9:23 pm to The Egg
In regards to the Avride business...I've seen tons of the little last mile food delivery robots cruising around downtown Austin over the last few months. Today I saw an Avride Hyundai IONIQ 5 for the first time... pretty cool to see in action.
Posted on 5/14/25 at 7:04 am to Bearded_Chow25
They have been in the red for net income for three straight quarters. I noticed they have lots of operating expenses and maybe that will subside and go into the green this year. Is this a good buy?
Posted on 5/14/25 at 8:10 am to AUtigerNOLA
quote:Just getting started in earnest. Company just formed last fall. You pay for growth, yet this one is still undervalued. Of course I think it's a good buy (not investment advice).
They have been in the red for net income for three straight quarters. I noticed they have lots of operating expenses and maybe that will subside and go into the green this year. Is this a good buy?
They expect to bring in 750mm to 1bn in ARR this year.
And also, the whole time they've been in the red for net income, they've held a cash position of around 2-3 billion.
As of this quarter, the cash is being spent left and right (see data centers), but revenue will make up for it. That's the play anyway.
Read the guy's thread and make your own decision.
This post was edited on 5/14/25 at 8:39 am
Posted on 5/14/25 at 8:15 am to bayoubengals88
LINK https://x.com/mvcinvesting/status/1922584411062575149?s=46
Another great piece of news
Another great piece of news
This post was edited on 5/14/25 at 8:19 am
Posted on 5/14/25 at 8:32 am to LChama
Posted on 5/14/25 at 8:43 am to bayoubengals88
Dang I'm supposed to sell the news but I couldn't resist grabbing a few more shares
Posted on 5/14/25 at 8:58 am to MrBobDobalina
I bought more as well 
Posted on 5/14/25 at 9:10 am to bayoubengals88
Me too. Love that PT.. probably why we’re red 
This post was edited on 5/14/25 at 9:13 am
Posted on 5/14/25 at 10:34 am to LChama
Added 20 more in the red today.
Posted on 5/14/25 at 12:00 pm to bayoubengals88
Well bought some at the opening bell so I’m all in now.
Posted on 5/14/25 at 3:06 pm to LChama
Looking for any insights that we may gain from CRWV earnings, which is happening now...
(great close today btw)
(great close today btw)
Posted on 5/14/25 at 3:13 pm to bayoubengals88
Just jumped on this wagon at $36. More expensive than most of y’all, but hoping for a longer play.
Page 36 of 58
Popular
Back to top
Follow TigerDroppings for LSU Football News