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Started By
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3
Posted on 8/12/26 at 11:03 am to The Boat
Agreed. I’m kicking myself for not pulling the trigger when it was below 190 yesterday. Could’ve DCA and had bigger returns today
Posted on 8/12/26 at 11:11 am to NorthShoreTiger44
quote:I was trying to scrounge up capital when we were 150 the other day but couldn't
Agreed. I’m kicking myself for not pulling the trigger when it was below 190 yesterday. Could’ve DCA and had bigger returns today
Posted on 8/12/26 at 11:18 am to The Boat
quote:This is my position. I have a few hundred shares and will just ride it out v playing options or timing dips. If this thing performs as the revenue numbers are projected, we are still in the early days.
Selling and hoping for a dip is crazy. This is the catalyst that starts another run
I do expect another AI hiccup/sell off at some point and wilh try to be ready to add to my position by another 100 shares or so. After that I have a price target of 400 to sell and sink the proceeds into QQQ.
Posted on 8/12/26 at 11:34 am to tigerfoot
NBIS flipped CRWV again this morning. Unbelievable.
Posted on 8/12/26 at 11:55 am to The Boat
quote:I think the takeaway from this week of earnings across the board is that this is an accelerating pricing environment for AI native cloud services. Stock prices could likewise accelerate in that environment.
This is the catalyst that starts another run.
CRWV and NBIS (and the hyperscalers) are playing catch up to demand which is completely insane. We are in the buildout phase and things are getting interesting. The long term outlook is increasingly that AI cloud computing is eyeing full scale adoption everywhere
We’ve not seen anything like this before
Posted on 8/12/26 at 12:06 pm to cgrand
How high do we think this thing is going to go? With a 28% increase so far today, I’m up about $20 total on my 5 shares.
Posted on 8/12/26 at 12:22 pm to Sabans straw hat
quote:
Poor poor Michael Burry
Does he ever go back and eat crow over this kind of thing or just leave it to the assumption he was right at some point over a vague timeline?
Posted on 8/12/26 at 12:49 pm to Upperdecker
quote:
Added some NBIS at 183 yesterday. Inverse head n shoulders pattern forming the last shoulder
Great call
Posted on 8/12/26 at 1:27 pm to Merica
I unfortunately sold 10 shares last week at $190. Did buy some SPCX for around $110, so didn’t too bad. I wish I had more shares than what I have now though.
Posted on 8/12/26 at 1:34 pm to TheDrunkenTigah
Wonder how much of this price action is short covering?
Posted on 8/12/26 at 1:55 pm to bigjoe1
I don’t know but this does seem a bit extreme. Maybe people piling in to stick it to Burry?
Posted on 8/12/26 at 1:58 pm to SquatchDawg
How much of a pullback do we expect tomorrow? Or does the run up continue
Posted on 8/12/26 at 2:32 pm to TheDrunkenTigah
No, he doubles down.
He used to delete his old tweets, not sure if he still does that.
Loading Twitter/X Embed...
If tweet fails to load, click here. He used to delete his old tweets, not sure if he still does that.
Posted on 8/12/26 at 2:38 pm to SquatchDawg
quote:This is the definiton of a short squeeze.
I don’t know but this does seem a bit extreme. Maybe people piling in to stick it to Burry?
Plus, what bear case is left?
Coreweave is stretching GPUs out to nine years now.
Nebius is selling short term contracts at auctions for 3-4x pricing.
I think we'll be making new all time highs soon.
igoringa: Please correct me where I'm wrong. I haven't had any time to look into much today.
This post was edited on 8/12/26 at 3:09 pm
Posted on 8/12/26 at 2:39 pm to NorthShoreTiger44
quote:
How much of a pullback do we expect tomorrow? Or does the run up continue
I don't know, but I never sell when this happens. The moment I do, it'll run to an ATH and never look back.
But only after the bell today, I expect there will be many others on here that come on and say they sold at today's high.
Posted on 8/12/26 at 2:59 pm to meeple
Ramping into the close! Lol
35% in one day. WTF.
35% in one day. WTF.
This post was edited on 8/12/26 at 3:00 pm
Posted on 8/12/26 at 3:01 pm to SquatchDawg
Well they totally spiked the football there at the end of the run !
Posted on 8/12/26 at 3:01 pm to SquatchDawg
Yea, but -.08% AH. Dog of a stock
Posted on 8/12/26 at 3:02 pm to auisssa
I knew it, I should have sold!
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