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Started By
Message
1
Posted on 4/22/26 at 1:20 pm to bayoubengals88
quote:
If NOW takes off after earnings I may re enter.
How are you playing it?
Posted on 4/22/26 at 1:33 pm to igoringa
quote:Holding shares.
How are you playing it?
Holding 3 $140 2027 calls.
Put on a small hedge that has appreciated significantly throughout the day.
Two 4/24 $95 puts (1.65)
Even if things go well for them I suspect a quick shakeout in the morning where I would sell the puts.
If that doesn't work then the upside will more than make up for the small loss.
This post was edited on 4/22/26 at 1:43 pm
Posted on 4/22/26 at 2:25 pm to LChama
Trying to follow this. In the stock we’re talking about WLAC or NOW?
Posted on 4/22/26 at 2:30 pm to meeple
quote:
Trying to follow this. In the stock we’re talking about WLAC or NOW?
We are talking about WLAC (same sector as NBIS).
BB88 has money invested in NOW that he may shift to WLAC if NOW nails its earnings and he makes good money off it.
Correct me if I'm wrong, BB88.
Posted on 4/22/26 at 2:32 pm to Jax-Tiger
quote:Perfect! Sorry for the confusion.
We are talking about WLAC (same sector as NBIS).
BB88 has money invested in NOW that he may shift to WLAC if NOW nails its earnings and he makes good money off it.
Posted on 4/22/26 at 2:36 pm to bayoubengals88
Thx guys!
Posted on 4/22/26 at 3:18 pm to bayoubengals88
quote:
BB88 has money invested in NOW that he may shift to WLAC if NOW nails its earnings and he makes good money off it.
This certainly isn’t happening NOW
Posted on 4/22/26 at 3:27 pm to Tounces
Posted on 4/22/26 at 3:30 pm to Tounces
quote:I don't mind the setup. My protective PUTS may be up 300% and Once people realize that software subscription is actually good, I could see this being $110 in a few weeks.
This certainly isn’t happening NOW
Margin revenue is down, not subscription.
People were looking for a reason to sell, and I think that this will prove to be an overreaction.
Posted on 4/23/26 at 9:43 am to bayoubengals88
any idea why the spike in NBIS? did i miss any news
Posted on 4/23/26 at 9:47 am to astonvilla
Carrying the team today
Posted on 4/23/26 at 9:58 am to meeple
quote:100%
Carrying the team today
However, I'm ready to finally break through $165!!
Posted on 4/23/26 at 10:07 am to meeple
quote:
Carrying the team today
not trying to Point out Anyone in particULar who whines, but I Am going to aLLudE to the fact that NBIS has been the most stable investment that I have over the last few weeks.
This post was edited on 4/23/26 at 10:09 am
Posted on 4/23/26 at 10:08 am to Jax-Tiger
quote:
not trying to Point out Anyone in particULar who whines, but I Am going to aLLudE to the the poiNt that NBIS has been the most stable investment that I have over the last few weeks.
I'll drink to that!
Posted on 4/23/26 at 10:57 am to Jax-Tiger
Posted on 4/24/26 at 7:59 am to DawgCountry
Is this going to run off of Intel earnings?
Looks like overall good news expected with regards to AI opening expected this week.
The market may be warming up to AI again. Just saw a piece on Ford and how they are integrating AI into their plants, and using AI to do over 1000 different QC inspections that they couldn't do with humans.
What are some of the AI applications that will be most visible to the average Joe that will be coming down the pike?
To me, I think the traffic control and coordination will be something I'd like to see. It will provide jobs for a decade, for one, and just having the traffic lights coordinated based on actual traffic will save tons of time. I live in a relatively small town, so the main traffic problem I have is stopping at a light even though there are no cars coming the other way. Would love to see that light turn green knowing that I'm the only car approaching an intersection...
I think the most impactful changes will be in the medical field, but we may not notice that as much.
Looks like overall good news expected with regards to AI opening expected this week.
The market may be warming up to AI again. Just saw a piece on Ford and how they are integrating AI into their plants, and using AI to do over 1000 different QC inspections that they couldn't do with humans.
What are some of the AI applications that will be most visible to the average Joe that will be coming down the pike?
To me, I think the traffic control and coordination will be something I'd like to see. It will provide jobs for a decade, for one, and just having the traffic lights coordinated based on actual traffic will save tons of time. I live in a relatively small town, so the main traffic problem I have is stopping at a light even though there are no cars coming the other way. Would love to see that light turn green knowing that I'm the only car approaching an intersection...
I think the most impactful changes will be in the medical field, but we may not notice that as much.
This post was edited on 4/24/26 at 8:04 am
Posted on 4/24/26 at 8:00 am to Jax-Tiger
quote:
AI to do over 1000 different QC inspections that they couldn't do with humans.
Marketing bs.
QC is a binary operation, you don't need AI for it.
Posted on 4/24/26 at 8:06 am to Jax-Tiger
quote:And OUST will very likely be a part of that. They already are!
To me, I think the traffic control and coordination will be something I'd like to see. It will provide jobs for a decade, for one, and just having the traffic lights coordinated based on actual traffic will save tons of time. I live in a relatively small town, so the main traffic problem I have is stopping at a light even though there are no cars coming the other way. Would love to see that light turn green knowing that I'm the only car approaching an intersection...
Posted on 4/24/26 at 9:52 am to Jax-Tiger
We probably need to recover the 9 EMA by close in order to extend the rally to 170 and beyond...
152.91 is the level
152.91 is the level
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