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LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 8952 |
| Registered on: | 9/2/2016 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/15/26 at 5:20 pm to astonvilla
I don’t put too much weight into targets. They aren’t predictions as much as they are reactions.
0
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/15/26 at 3:30 pm to HogPharmer
Goldman raises 12mo target to $234 (from $205)
re: Is this the next dotcom bubble?
Posted by LSUcam7 on 5/15/26 at 8:40 am to TorchtheFlyingTiger
quote:
dividend stock what do you expect
An income taxed 4% annualized return for 40 years is gross.
You would have been 2x better off buying a new issue 30YR treasury. WHR and some other old economy stocks have just been disasters.
A drawdown / sell off doesn’t mean bubble.
A recession doesn’t mean bubble. I don’t think we see one of those in the near term either.
The problem with the term is there’s no clear definition. I define bubble as an unreasonable, irrational move in prices beyond what can be justified. For now, we’ve got record corporate earnings while margins are expanding.
A recession doesn’t mean bubble. I don’t think we see one of those in the near term either.
The problem with the term is there’s no clear definition. I define bubble as an unreasonable, irrational move in prices beyond what can be justified. For now, we’ve got record corporate earnings while margins are expanding.
quote:
Cisco hit $82 on March 1st 2000
So wild.
Thread hijack.. but check out Whirlpool since its inception back in the mid 80s. 12% or so all time price return.
For 99.9% of us it’ll never be the train that we see coming that hits us.
Too much awareness of tech bubble talk for this to get out of hand, IMO.
99’ had hundreds of companies with $0 revenue going 10x in a month. There are some overvalued stories now, but not rampant bullshite like the late 90’s. At least yet.
Too much awareness of tech bubble talk for this to get out of hand, IMO.
99’ had hundreds of companies with $0 revenue going 10x in a month. There are some overvalued stories now, but not rampant bullshite like the late 90’s. At least yet.
quote:
GEMI
Post marked a local bottom
$4.11 (3/27) to $6.15 (AH price).. up about 50%
Winklevoss twins just pumped in $100mm investment marked at $14/sh. Not the best company, to say it lightly. But negativity was maxed out.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/14/26 at 12:54 pm to bayoubengals88
I wrote some far OTM calls for June
If it gets to $300 in the next 30 days then so fricking be it :lol:
If it gets to $300 in the next 30 days then so fricking be it :lol:
I’ve been pricing far OMT calls for 30 minutes.
I’d buy puts but the premiums are just nuts. I’d rather be a premium seller.
I just don’t want these called away.
I’d buy puts but the premiums are just nuts. I’d rather be a premium seller.
I just don’t want these called away.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/14/26 at 10:07 am to bayoubengals88
We need a Nebius board
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/13/26 at 10:36 am to SquatchDawg
Exited March with $1.92bn ARR. Dec ‘25 ARR was $1.25bn.
Targeted to have >4GW of contracted power by the end of this year. Previous guide was >3GW.
Execution.
Targeted to have >4GW of contracted power by the end of this year. Previous guide was >3GW.
Execution.
I think market related more than anything. Indices weak after the inflation prints.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/13/26 at 8:18 am to bayoubengals88
Loading Twitter/X Embed...
If tweet fails to load, click here. If I had to make a decision between my NBIS shares and first born son the decision would be harder than it should.
quote:
Today, CRWV market cap is only 35% higher.
Today, CRWV market cap is only 13% higher.
Nebius hasn’t tapped the ATM new equity yet
Clipped $214
Arkady seems chipper today.
Arkady seems chipper today.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/13/26 at 6:46 am to SquatchDawg
We’ve made a huge move since the start of April. Essentially doubled the market cap from $21B to now $44B.
I’m not shocked at all if we settle down and sell off a bit. Valuation still matters.
I’m not shocked at all if we settle down and sell off a bit. Valuation still matters.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 5/5/26 at 2:54 am to bayoubengals88
Stocks like AMZN, MSFT, AAPL.. the top 50 S&P companies had plenty of drawdowns over time. But had you had one of these names in reasonable size, you set your retirement up in a single name.
Wayyyy too early to call but could Arkady & team set Nebius up to be the premier technology enabler in non-US markets as AI industry matures and Nebius expands?
This management executes like the ‘96 Bulls.
Wayyyy too early to call but could Arkady & team set Nebius up to be the premier technology enabler in non-US markets as AI industry matures and Nebius expands?
This management executes like the ‘96 Bulls.
It’s such a great story.
re: Kiffin’s troll game appreciation thread
Posted by LSUcam7 on 4/25/26 at 4:01 pm to RemouladeSawce
I wouldn’t be shocked if he is pay a marketing / consultant firm to help maintain his social media troll presence.
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