- 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
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 8994 |
| Registered on: | 9/2/2016 |
| Online Status: | Online |
Recent Posts
Message
Sharing anecdotal thoughts-
The AI story isn’t over yet.
I’ve seen companies complain about AI expenses without initially seeing ROI, which is a very real concern. But companies are just now truly working to implement AI into their front and back office processes. It’s still new.
And consider the alternative choice at this time- you’re a CEO/CTO. You don’t see immediate ROI so you decide to abandon the efforts while knowing your competitors might continue pushing. Game theory would suggest that’s unlikely. Not at this stage.
So we’re in the beginning, maybe the middle of the implementation phase. But we haven’t seen the real euphoria, IMO.
Does that mean Nebius can’t go to $150? Absolutely not. Of course it can. But I don’t think we’ve seen the ATHs just yet. GS models Nebius putting up $13bn revenue in 2027 & $24bn in 2028. I’m would welcome $150-175 on this drawdown.
The AI story isn’t over yet.
I’ve seen companies complain about AI expenses without initially seeing ROI, which is a very real concern. But companies are just now truly working to implement AI into their front and back office processes. It’s still new.
And consider the alternative choice at this time- you’re a CEO/CTO. You don’t see immediate ROI so you decide to abandon the efforts while knowing your competitors might continue pushing. Game theory would suggest that’s unlikely. Not at this stage.
So we’re in the beginning, maybe the middle of the implementation phase. But we haven’t seen the real euphoria, IMO.
Does that mean Nebius can’t go to $150? Absolutely not. Of course it can. But I don’t think we’ve seen the ATHs just yet. GS models Nebius putting up $13bn revenue in 2027 & $24bn in 2028. I’m would welcome $150-175 on this drawdown.
1
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 7/3/26 at 11:54 am to bayoubengals88
Loading Twitter/X Embed...
If tweet fails to load, click here. This is what I have been referencing re: Alex Karp.
If anyone has even been listening, idk. :lol:
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 7/3/26 at 11:51 am to bayoubengals88
C’mon Apple!
Did you know?
GS increased target to $286 this Monday.
GS increased target to $286 this Monday.
re: Tracking AI Memory ETF | DRAM
Posted by LSUcam7 on 7/2/26 at 8:02 am to Paul Allen
quote:
Paul Allen
quote:
long term set and hold
NBIS
Re: Alex Karp interview
After watching this 3x and spending some time with GPT.
My take is Alex Karp’s comments are directly and indirectly bullish for Nebius. Enterprise customers want control and choice.
Nebius provides exactly this. Multiple layers of service to align with customer needs, model agnostic.. Nebius literally states they provide AI deployment on their customer’s terms.
After watching this 3x and spending some time with GPT.
My take is Alex Karp’s comments are directly and indirectly bullish for Nebius. Enterprise customers want control and choice.
Nebius provides exactly this. Multiple layers of service to align with customer needs, model agnostic.. Nebius literally states they provide AI deployment on their customer’s terms.
re: Microvision MVIS
Posted by LSUcam7 on 7/1/26 at 3:04 pm to white perch
On 2x average volume
TBH this is the type of name you shoot your shot on and then don’t ask questions until it goes to $0 or 5-10x.
TBH this is the type of name you shoot your shot on and then don’t ask questions until it goes to $0 or 5-10x.
I’m a bit confused as well. Confused is probably the wrong term. Uninformed is likely best.
I think he’s moreso targeting the frontier models and questioning their security as it relates to their customers’ IP.
But if all enterprises truly wanted full control of their own GPUs & AI stack then I would think that’s a threat to neoclouds. I just don’t agree with the premise.
I think he’s moreso targeting the frontier models and questioning their security as it relates to their customers’ IP.
But if all enterprises truly wanted full control of their own GPUs & AI stack then I would think that’s a threat to neoclouds. I just don’t agree with the premise.
From a Grok transcription in the X post-
Not suggesting he is right or that most companies could even feasibly own their full stack AI implementation.
ETA: I fully submit that I’m not a technologist and could be misunderstanding the privacy concerns.
quote:
- **What Customers Want**: Control over their full stack (compute, models, data) so they own their competitive advantage ("alpha"). Secure & sovereign AI over hype-driven approaches.
- He was passionate (even "angry"-sounding per anchors) about shifting from hype to practical, customer-controlled AI
Not suggesting he is right or that most companies could even feasibly own their full stack AI implementation.
ETA: I fully submit that I’m not a technologist and could be misunderstanding the privacy concerns.
Loading Twitter/X Embed...
If tweet fails to load, click here. I haven’t been able to parse out some of the quotes but I think this move today in the neocloud a has just as much to do with what Karp is saying.
re: Fed projects a rate increase in 2026
Posted by LSUcam7 on 6/17/26 at 5:17 pm to LSURussian
Announcing policy is one thing but the market places too much emphasis on Fed commentary.
I wouldn’t prefer a secretive Fed, but there’s a diminishing return to being overly transparent.
I wouldn’t prefer a secretive Fed, but there’s a diminishing return to being overly transparent.
re: Fed projects a rate increase in 2026
Posted by LSUcam7 on 6/17/26 at 4:35 pm to LSURussian
Disagree here. Bernanke needed to emphasize a more transparent Fed to help ease tensions as they implemented QE.
Less commentary from the Fed is less noise, IMO. The media places way too much weight on Fed commentary.
I like the approach.
Less commentary from the Fed is less noise, IMO. The media places way too much weight on Fed commentary.
I like the approach.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 6/15/26 at 6:55 pm to bayoubengals88
Were we all looking at the Jan 2027 calls today? :lol:
re: Microvision MVIS
Posted by LSUcam7 on 6/12/26 at 2:27 pm to Paul Allen
Wait you are excited about MVIS and simultaneously troll the company that just got added to the Nasdaq 100??
Your troll game is no longer relevant! :lol:
To OP: Keep us in the loop on any news here. You’ve got a few new stakeholders following.
Your troll game is no longer relevant! :lol:
To OP: Keep us in the loop on any news here. You’ve got a few new stakeholders following.
Loading Twitter/X Embed...
If tweet fails to load, click here. Serious drawdowns in IPOs are historically inevitable. Does it drop 30-50% from $135 or $235 or $335… no idea!
re: SPCX IPO
Posted by LSUcam7 on 6/12/26 at 10:21 am to UptownJoeBrown
America's $7 trillion cash stash isn't going anywhere
This was Reuters back in 2024.
Eta:
I think context is necessary here.
Question 1: Who owns the cash?
A huge portion is corporate payrolls, pension liabilities, cash for operations, bank assets for capital requirements, etc. This is structural, not tactical cash.
Question 2: Is there any dry powder for stocks?
Likely so. Market valuations, as high as they are, probably have conservative shops and retail investors sidelined. It surely could gwt deployed. I just think the $7T dry powder narrative is probably overstated by a significant amount of trillions. :lol:
This was Reuters back in 2024.
Eta:
I think context is necessary here.
Question 1: Who owns the cash?
A huge portion is corporate payrolls, pension liabilities, cash for operations, bank assets for capital requirements, etc. This is structural, not tactical cash.
Question 2: Is there any dry powder for stocks?
Likely so. Market valuations, as high as they are, probably have conservative shops and retail investors sidelined. It surely could gwt deployed. I just think the $7T dry powder narrative is probably overstated by a significant amount of trillions. :lol:
re: SPCX IPO
Posted by LSUcam7 on 6/12/26 at 10:05 am to UptownJoeBrown
The money market on the sidelines narrative has been around for a while.
Candidly I have no idea who’s got the bulk cash but I do know a majority of the money is not idly waiting to deploy into stocks.
It gives me confidence that any future economic problems will have some downside buffer. Corporations are reasonably well capitalized.
Candidly I have no idea who’s got the bulk cash but I do know a majority of the money is not idly waiting to deploy into stocks.
It gives me confidence that any future economic problems will have some downside buffer. Corporations are reasonably well capitalized.
I can’t justify buying any calls that already have pricey premiums, particularly after it’s up so significantly.
Momentum traders would say that’s how to play it, but that’s also how you get smoked when volatility hits.
It also feels too obvious to work lol.
Momentum traders would say that’s how to play it, but that’s also how you get smoked when volatility hits.
It also feels too obvious to work lol.
Popular
36
