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Started By
Message
1
Posted on 5/19/26 at 1:41 pm to Jax-Tiger
Wish I would have got back into a full position in NBIL today.
Bought calls on ENPH and AMRC instead, and got back into VELO too.
Bought calls on ENPH and AMRC instead, and got back into VELO too.
Posted on 5/19/26 at 3:23 pm to bayoubengals88
Posted on 5/19/26 at 5:44 pm to bayoubengals88
Does Google (with Blackstone) interest you as an additional investment complimemtary to NBiS?
Will they have a lot of catching up to do to compete with NBiS?
OR.. as i suspect, no worries because there’s plenty of business to go around?
Will they have a lot of catching up to do to compete with NBiS?
OR.. as i suspect, no worries because there’s plenty of business to go around?
Posted on 5/19/26 at 6:48 pm to LChama
It’s supposed to be a separate company?
No, it doesn’t worry me.
They are targeting about 1/5th of NBIS capacity by 2028.
No, it doesn’t worry me.
They are targeting about 1/5th of NBIS capacity by 2028.
Posted on 5/19/26 at 7:09 pm to bayoubengals88
and the amazing part about that Google that is, it has simply just begun - the amount of compute that will be needed over the next couple years is absolutely ridiculous and will constrain
Posted on 5/20/26 at 12:19 pm to igoringa
NBIS Bloom Energy
Curious as to the others take on this.
To me I like NBIS being proactive and procuring power of any form, but (1) It leads me to wonder of the permitting issues at Vineland are more real than we thik; and (2) once again reiterates the thesis that power is the game - and so many of these announced MWs are just not going to actually happen
Curious as to the others take on this.
To me I like NBIS being proactive and procuring power of any form, but (1) It leads me to wonder of the permitting issues at Vineland are more real than we thik; and (2) once again reiterates the thesis that power is the game - and so many of these announced MWs are just not going to actually happen
Posted on 5/20/26 at 12:43 pm to igoringa
Ahh… back to like it was in the good old days when everything else is up while Nbis is red.
Posted on 5/20/26 at 12:59 pm to meeple
quote:
Ahh… back to like it was in the good old days when everything else is up while Nbis is red.
Most of mine are red. I should offer a reverse lchama fund
Posted on 5/20/26 at 1:24 pm to LChama
quote:
Most of mine are red. I should offer a reverse lchama fund
Interested. So basically, every time you sell something, we'll buy it, and every time you buy something, we would sell it?
What are you going to name your ETF? Or you could just create an app, like the one that tracks Pelosi's trades...
Posted on 5/20/26 at 1:32 pm to Jax-Tiger
I shouldnt complain. My balancee is 8x what it was a year ago. Just frustrating on days like this.
Maybe could call it the LCHML ETF.
Seriously though in regards to the power question above. Anyone looking at TEMA VOLT (Power)fund?
Maybe could call it the LCHML ETF.
Seriously though in regards to the power question above. Anyone looking at TEMA VOLT (Power)fund?
Posted on 5/20/26 at 1:51 pm to meeple
quote:
while Nbis is red.
I really think it could be the Bloom Energy deal - although it may be a smart decision to lock in that power - I cannot imagine that was Plan A. The more I look into it the more I think the Vineland smoke was real - which again shows people can through around GW this and MW that - actually building and procuring in this environment is not easy.
Posted on 5/20/26 at 2:17 pm to igoringa
Sorry, I bought back in this morning when it started to go green….turned red shorty after
Posted on 5/21/26 at 6:30 am to LSUSports247
Looks like Nvidia's earnings made NBIS look good.
Posted on 5/21/26 at 7:54 am to LB84
Nice little pop PM 
Posted on 5/21/26 at 8:56 am to DawgCountry
Nice little 15% start, regained everything we gave up past few days
Posted on 5/21/26 at 9:16 am to igoringa
quote:
igoringa
Have you figured out what you are going to do with your covered calls?
When the price got down into the $180's, I bought mine back... My net loss on the move was $12K, but I didn't want that hanging over me. I thought it was a bad move for a few days, but geez, this thing can spike like crazy.
First time I've ever sold covered calls so far out, and I will never do that with NBIS, again...
Posted on 5/21/26 at 9:46 am to Jax-Tiger
quote:
Have you figured out what you are going to do with your covered calls?
I have 3 that I'm going to cry over buying back. Would have been nice to be a Monday spike after they expired lol
I said awhile back when it was $150 I'd be happy if it ever was in the money. Would have been happier if my boss didn't call yesterday and sidetrack me when I was about to close out
Posted on 5/21/26 at 9:58 am to GenesChin
Overall, my profits dwarf the lost $12K, so Im happy with that...
Posted on 5/21/26 at 10:13 am to Jax-Tiger
quote:
Overall, my profits dwarf the lost $12K, so Im happy with that...
I rolled it forward a week while increasing the strike from 210 to 220 at a cost of only $100 for the 3 contracts.
Plan on buying out if it tanks again
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