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LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
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| Number of Posts: | 8854 |
| Registered on: | 9/2/2016 |
| Online Status: | Not Online |
Recent Posts
Message
1
Probably doing very well with those short calls
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 12/11/25 at 9:15 am to Paul Allen
Capacity Constraints
This is a very well understood headwind. I think it was not as well appreciated while the AI trade was running hot. But why is there constraint? Massive demand for compute. I take this as long term bullish, all else equal.
Increased Capital Expenditures
Similar to above. Every company in history that needed to grow had CAPEX. The question is how profitable that CAPEX will be. TBD.
Shareholder Dilution Concerns
This is real and something to monitor. Although I do think Nebius sits better than some, utilizing hyperscaler contacts to finance longer term initiatives in enterprise AI adoption and AI startups. There should be some equity dilution, some debt.. but if the revenues continue to scale up, the market will look through this.
I don’t see any of these bear cases as major long term problems. Proper execution and outsized revenue growth solves all of the above IMO.
This is a very well understood headwind. I think it was not as well appreciated while the AI trade was running hot. But why is there constraint? Massive demand for compute. I take this as long term bullish, all else equal.
Increased Capital Expenditures
Similar to above. Every company in history that needed to grow had CAPEX. The question is how profitable that CAPEX will be. TBD.
Shareholder Dilution Concerns
This is real and something to monitor. Although I do think Nebius sits better than some, utilizing hyperscaler contacts to finance longer term initiatives in enterprise AI adoption and AI startups. There should be some equity dilution, some debt.. but if the revenues continue to scale up, the market will look through this.
I don’t see any of these bear cases as major long term problems. Proper execution and outsized revenue growth solves all of the above IMO.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 12/11/25 at 8:11 am to reds on reds on reds
ORCL earnings call putting fear into the entire AI trade. Thanks Larry.
re: List of Potential QB Transfers
Posted by LSUcam7 on 12/8/25 at 8:59 pm to BayouBengal99
Finally watched some tape on Leavitt.
He is extremely good at football. Do want.
He is extremely good at football. Do want.
The way NBIS trades feels like consistent accumulation more than anything.
I’m not arguing with you. The economy seems to be generally humming at this level of rates.
But if they cut, it’ll be unemployment rate as part of the main justification.
But if they cut, it’ll be unemployment rate as part of the main justification.
This will be the justification for the 25bps cut this week.
I might lean on Stroud if he shows some progress tonight. Good matchup next week vs Arizona.
If he still looks off, I’d flip a coin on McCarthy & Darnold. Would lean McCarthy with the Dallas matchup.
If he still looks off, I’d flip a coin on McCarthy & Darnold. Would lean McCarthy with the Dallas matchup.
Game script is helping today but he’s been the clear #1 and Brissett continues to have to sling it 40 times a game.
Monster late season pick up
Monster late season pick up
Droppings Top 2 is a slug fest
re: Has Bama crossed the 50 today?
Posted by LSUcam7 on 12/6/25 at 5:21 pm to UnluckyTiger
quote:
It's hard to beat a good team twice
LSU has been telling you all this for 13 years
re: Austin Simmons future outlook
Posted by LSUcam7 on 12/6/25 at 4:45 pm to PP7 for heisman
re: List of Potential QB Transfers
Posted by LSUcam7 on 12/6/25 at 12:11 pm to Lester Earl
Makes sense.
Leavitt stats are ridiculous.
Leavitt stats are ridiculous.
re: List of Potential QB Transfers
Posted by LSUcam7 on 12/6/25 at 11:36 am to Lester Earl
What happened to Mestemaker?
re: Austin Simmons future outlook
Posted by LSUcam7 on 12/6/25 at 11:29 am to Chalkywhite84
His first starts as a college starter. He also threw for nearly 580 yards in those two games.
I’d throw out all the stats. TBD if he’s the real deal but he definitely passes the eye test.
I’d throw out all the stats. TBD if he’s the real deal but he definitely passes the eye test.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 12/6/25 at 11:23 am to SpeedyNacho
The IV on NBIS is ridiculous but the price movement has been pretty consistent during this consolation / accumulation.
I’d never risk more than 2% in a trad… gamble like that.
I’d never risk more than 2% in a trad… gamble like that.
Well they won’t if Kiffin doesn’t believe in his ability.
But if he recruits him a second time, who would any of us be to argue with his talent eval?
But if he recruits him a second time, who would any of us be to argue with his talent eval?
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