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Posted on 3/5/26 at 8:59 am to RJSambola
quote:
Hopefully there is finally some decoupling
Interesting that NBIS and IREN are going in opposite directions, for now. Maybe we aren't being punished for their shenanigans.
Posted on 3/5/26 at 9:53 am to Jax-Tiger
I have 500 shares in IREN. Can we not punish anyone please?!
Posted on 3/5/26 at 10:14 am to Jax-Tiger
Worth anyone's time.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 3/6/26 at 6:50 am to bayoubengals88
NBIS is being added to the Bloomberg 500 Index next week. More demand inbound....
Posted on 3/6/26 at 8:18 am to Jax-Tiger
Hopefully Iran folds like a cheap umbrella over the weekend...
Posted on 3/6/26 at 2:21 pm to Jax-Tiger
I haven't been doing much in the options, but just bought some $95c contracts with an expiry in April for $5.76.
Posted on 3/6/26 at 2:27 pm to Jax-Tiger
Posted on 3/6/26 at 2:28 pm to bayoubengals88
Posted on 3/6/26 at 2:30 pm to bayoubengals88
Bottom line. I think Open AI is fricked, and so is Oracle.
I don't see why this is bad for Nebius, who has no deals with Open AI or Oracle.
I don't see why this is bad for Nebius, who has no deals with Open AI or Oracle.
Posted on 3/6/26 at 2:35 pm to bayoubengals88
Is NBIS involved in that?
So it's another indirect hit. If one AI company shats the bed, they all get dragged down...
Couldn't this become an opportunity for NBIS?
quote:
Why NBIS just plummeted:
So it's another indirect hit. If one AI company shats the bed, they all get dragged down...
Couldn't this become an opportunity for NBIS?
Posted on 3/6/26 at 2:37 pm to Jax-Tiger
Yes it could.
Market is driven by algos & possibly the initial reaction that “Oracle sees problems in DC demand thus slowing projects.”
If the latter, they’re wrong. Demand is over subscribed.
Market is driven by algos & possibly the initial reaction that “Oracle sees problems in DC demand thus slowing projects.”
If the latter, they’re wrong. Demand is over subscribed.
Posted on 3/6/26 at 2:38 pm to Jax-Tiger
quote:It would make sense.
Couldn't this become an opportunity for NBIS?
Posted on 3/6/26 at 2:41 pm to Jax-Tiger
Posted on 3/6/26 at 2:42 pm to Jax-Tiger
This is one of those, "Please make it make sense" times with the market. NBIS announces a 1.2GW project getting approved, and is added to the Bloomberg 500 index. Down 8 bucks a share.
It is announced that Coreweave is being investigated for fraud and investors who have substantial losses are urged to submit their losses for possible refunds. CRWV loses 2 bucks a share. Hell, CRWV was UP for most of the day until the Oracle/OpenAI news hit...
ETA: at least my April options are green...
It is announced that Coreweave is being investigated for fraud and investors who have substantial losses are urged to submit their losses for possible refunds. CRWV loses 2 bucks a share. Hell, CRWV was UP for most of the day until the Oracle/OpenAI news hit...
ETA: at least my April options are green...
This post was edited on 3/6/26 at 2:46 pm
Posted on 3/6/26 at 4:26 pm to Jax-Tiger
I'm seeing where CNBC is stating this was a fake rumor.
Someone needed to get out of some puts...
Wow. Criminal.
Someone needed to get out of some puts...
Wow. Criminal.
Posted on 3/8/26 at 1:59 pm to bayoubengals88
Should be illegal.
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 3/8/26 at 2:32 pm
Posted on 3/8/26 at 6:35 pm to Jax-Tiger
Guessing back to the 70s tomorrow
Posted on 3/8/26 at 6:54 pm to Craft
Stock generally performs opposite of how I think it will go.
Bought most of my shares in the high 20s/30s. The purchase in high 120s is what hurt my DCA Got too hyped but still in it for a long position .
Bought most of my shares in the high 20s/30s. The purchase in high 120s is what hurt my DCA Got too hyped but still in it for a long position .
Posted on 3/8/26 at 7:34 pm to Craft
Unfortunate futures opening. Won’t be pretty
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