- 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
Posted on 4/13/26 at 9:00 am to bayoubengals88
Modeling to price target is not easy. Banking on multiples staying the same rarely works.
See NVDA for example. Models had revenue going up to these levels but the multiples investors are now willing to pay have compressed.
The result is the stock has traded flat for roughly 8 months while revenue and earnings have been nothing short of fantastic.
With that said, GS estimating +$10B revenue for 2027 with a slight profit and an inflection for 2028 at +$15B rev and $2B of net income. A lot can change.
See NVDA for example. Models had revenue going up to these levels but the multiples investors are now willing to pay have compressed.
The result is the stock has traded flat for roughly 8 months while revenue and earnings have been nothing short of fantastic.
With that said, GS estimating +$10B revenue for 2027 with a slight profit and an inflection for 2028 at +$15B rev and $2B of net income. A lot can change.
Posted on 4/13/26 at 9:40 am to j1897
quote:
I closed today, will look to get back in on a pullback.
BALLS!
Posted on 4/13/26 at 9:57 am to j1897
just a reminder, never listen to me.. Im an idiot.
Posted on 4/13/26 at 10:01 am to SpeedyNacho
I like days like this
Edit: Friendly reminder this stock has 5x since Paul Allen gave his kiss of death
Edit: Friendly reminder this stock has 5x since Paul Allen gave his kiss of death
This post was edited on 4/13/26 at 10:03 am
Posted on 4/13/26 at 11:24 am to YungBuck
Anyone doing some calls here? What’s the strategy? Covered call?
Posted on 4/13/26 at 11:42 am to YungBuck
quote:
I like days like this
Especially when i was sure we were gonna be red today
Posted on 4/13/26 at 12:48 pm to Civildawg
I'm sitting on about $250k in cash right now (less than 5 percent of my overall portfolio so not a lot) and I'd like to deploy $100k in some equities. I hold NBIS but not a huge position - about 30 shares. Who among you would be adding at these levels? What else should I consider right now? Would like to hear some suggestions. Thanks.
This post was edited on 4/13/26 at 1:55 pm
Posted on 4/13/26 at 1:47 pm to StreamsOfWhiskey
If I had 5 mil in my portfolio, I would be on the beach, not on TD lol
Posted on 4/13/26 at 1:54 pm to Merica
I'm planning on pulling the trigger next June...
My comment was not meant as a subtle brag, but more just trying to head off lectures about how I shouldn't be sitting in cash and that I should stay invested over the long term. Facts are, I keep a decent amount in cash for rainy day things like car repairs, new roof, emergencies, etc.
My comment was not meant as a subtle brag, but more just trying to head off lectures about how I shouldn't be sitting in cash and that I should stay invested over the long term. Facts are, I keep a decent amount in cash for rainy day things like car repairs, new roof, emergencies, etc.
This post was edited on 4/13/26 at 1:58 pm
Posted on 4/13/26 at 2:04 pm to AUtigerNOLA
quote:
Anyone doing some calls here? What’s the strategy? Covered
I sold a 4/17 $160 covered call this morning for $4.91. It’s currently at 5.20 but hopefully it stalls out here and decays like a MF’er tomorrow/wednesday
This post was edited on 4/13/26 at 2:05 pm
Posted on 4/13/26 at 2:46 pm to StreamsOfWhiskey
$250K.
5% of portfolio.
30 shares.
Something does not add up...
If that's 5% of your portfolio, you can put all $250K on NBIS. JMO. NBIS is not a huge risk long term - and it should pay off handsomely.
5% is not a huge risk, anyway. Long term, it is not a risk, but it's volatile as hell. Put some skin in the game and then sit back and enjoy the ride...
5% of portfolio.
30 shares.
Something does not add up...
If that's 5% of your portfolio, you can put all $250K on NBIS. JMO. NBIS is not a huge risk long term - and it should pay off handsomely.
5% is not a huge risk, anyway. Long term, it is not a risk, but it's volatile as hell. Put some skin in the game and then sit back and enjoy the ride...
Posted on 4/13/26 at 3:48 pm to Jax-Tiger
Thank you for the response. I'll continue to keep about $150k on the side for rainy day issues, but $100k I'm willing to put into the market. I like to hold for at least 3-5 years. Good to see the confidence some of you have in this stock.
Posted on 4/13/26 at 3:53 pm to StreamsOfWhiskey
quote:Interesting, b/c you could have just asked:
My comment was not meant as a subtle brag, but more just trying to head off lectures
quote:without any of the commentary, and completely avoided any lectures...
Who among you would be adding at these levels?
Posted on 4/13/26 at 4:10 pm to NaturalBeam
What a ride, +168% currently. 
This post was edited on 4/13/26 at 4:11 pm
Posted on 4/13/26 at 4:25 pm to TxWadingFool
I kick myself every day for not investing more sooner. I'd have so much more $$$ if I had. ETA: but glad I still got what I got! 
This post was edited on 4/13/26 at 4:28 pm
Posted on 4/13/26 at 6:04 pm to Neauxla
quote:
I kick myself every day for not investing more sooner. I'd have so much more $$$ if I had. ETA: but glad I still got what I got!
Same. 300 shares with an average cost of $60. Initial buy in was in the $30’s. Should have loaded the boat but I was hesitant because of AUPH (sorry Bayou lol). Had planned to buy a little to just keep it on my radar. I bought NVDA, NBIS, and CLS at the same time. CLS has been the winner but I went more heavy in NBIS. Pleased with both.
This post was edited on 4/13/26 at 6:09 pm
Posted on 4/13/26 at 6:13 pm to GAFF
I was busy and didn’t look at all. Morning vibes felt like today would be bad. Nice surprise
Popular
Back to top


0






