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Started By
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1
Posted on 8/7/26 at 6:12 pm to bayoubengals88
I think he does a great job. Wish he’d cover all of my positions.
Posted on 8/7/26 at 6:14 pm to LSUcam7
Other than INDI, whatcha got?
Posted on 8/7/26 at 6:42 pm to LChama
Apparently GS increased their stake in Nbis by quite a bit… boom!
From 7.2% to 10.5% to 15.9 million shares.
From 7.2% to 10.5% to 15.9 million shares.
This post was edited on 8/7/26 at 7:05 pm
Posted on 8/7/26 at 7:04 pm to igoringa
quote:I’m chicken shite. Sold for $150 gain.
you are braver than I am - I've added some calls over this downturn but out to January 27.
Bought some ELVA for the print.
Posted on 8/7/26 at 9:43 pm to LChama
quote:
Apparently GS increased their stake in Nbis by quite a bit… boom! From 7.2% to 10.5% to 15.9 million shares.
I think that makes -
GS + Nvidia + BlackRock own 21% of NBIS.
Posted on 8/8/26 at 6:18 am to David_DJS
Add Arkady’s stake and it’s a fairly low tradable float for a large cap company.
Add that it’s 30% short…
Yeah, it’s a wild ride.
This will be the most exciting ER yet.
Add that it’s 30% short…
Yeah, it’s a wild ride.
This will be the most exciting ER yet.
Posted on 8/8/26 at 7:57 am to bayoubengals88
Explain the 30% short statement for me. Thx
Posted on 8/8/26 at 8:11 am to OTIS2
approx 61MM shares of NBIS are sold short, 27% of float with 3.5 days to cover. 27% is a lot.
Fair value for NBIS is complicated and subject to opinion. Lots of people think it’s currently overvalued, and remember a short position is no different from a long position, it’s speculative
Fair value for NBIS is complicated and subject to opinion. Lots of people think it’s currently overvalued, and remember a short position is no different from a long position, it’s speculative
Posted on 8/8/26 at 8:14 am to cgrand
Added some NBIS at 183 yesterday. Inverse head n shoulders pattern forming the last shoulder
Posted on 8/9/26 at 2:43 pm to Upperdecker
Hows everyone feeling about earnings?
Posted on 8/9/26 at 3:42 pm to LChama
Cautiously optimistic and voting with my wallet. Bigly!
Posted on 8/10/26 at 9:12 am to ynlvr
Nice head fake to start the day.
Posted on 8/10/26 at 9:16 am to LChama
I went ahead and sold an 8/14 $210 covered call for $8. That should ensure it jumps above $250.
Posted on 8/10/26 at 9:29 am to T-Jon
Options in this one have gotten to expensive for me at any duration I feel comfortable with. Plus I don’t want to sell shares to buy them as it’s just to volatile.
May start looking at leverage on ONDS and OUST
May start looking at leverage on ONDS and OUST
Posted on 8/10/26 at 11:48 am to SquatchDawg
quote:
May start looking at leverage on ONDS and OUST
I bought some CRWV contracts last week - June '27 $90. So far, I'm up a decent amount. I think they are a good value, right now, in that at some point in the next couple of months, the price should spike into the mid $100's.
Posted on 8/11/26 at 3:30 pm to Jax-Tiger
$CRWV
Q2 EARNINGS
• Revenue: $2.58B vs. Est. $2.56B
• EPS: ($1.14) vs. Est. ($1.20)
• Operating Income: $128M vs. Est. $67M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.5 GW
• Backlog: $104B (excluding $25B of new customer commitments added in early Q3)
CoreWeave is also being added to the Nasdaq-100 Index.
Q2 EARNINGS
• Revenue: $2.58B vs. Est. $2.56B
• EPS: ($1.14) vs. Est. ($1.20)
• Operating Income: $128M vs. Est. $67M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.5 GW
• Backlog: $104B (excluding $25B of new customer commitments added in early Q3)
CoreWeave is also being added to the Nasdaq-100 Index.
Posted on 8/11/26 at 4:12 pm to cgrand
Up bigly after hours so we’ll see what carries into the morning.
Posted on 8/11/26 at 4:15 pm to SquatchDawg
I bought 100 shares this morning and sold a $250 covered call for 9/18.
That's my NBIS earnings play in addition to current shares held.
I wish my play was more exciting now, but you never know...
That's my NBIS earnings play in addition to current shares held.
I wish my play was more exciting now, but you never know...
Posted on 8/11/26 at 5:42 pm to cgrand
CRVW active power is very impressive.
CRWV flipped NBIS in market cap this week and I think it’s deserved. Even considering Nebius subsidiary companies, CRWV seems to have a lead on the infra buildout, for the moment.
CRWV flipped NBIS in market cap this week and I think it’s deserved. Even considering Nebius subsidiary companies, CRWV seems to have a lead on the infra buildout, for the moment.
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