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LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 9043 |
| Registered on: | 9/2/2016 |
| Online Status: | Not Online |
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Investors hate being diluted.
But yes a necessary evil at this stage.
Wouldn’t mind owning some of these!
But yes a necessary evil at this stage.
Wouldn’t mind owning some of these!
2
re: TDFL 2026: Better late than never. Draft dates: 9/1 Droppings & 9/3 Tiger both at 7:30CST
Posted by LSUcam7 on 8/14/26 at 9:42 am to LSUAlum2001
Paid
My take is, per usual, a little under informed.
However Nebius leadership has earned the trust of the market and shareholders. Trust is easy to lose and hard to get back.
If there were serious issues right now I think they would have addressed it on earnings call.
However Nebius leadership has earned the trust of the market and shareholders. Trust is easy to lose and hard to get back.
If there were serious issues right now I think they would have addressed it on earnings call.
I’ve been on here for years. Wish Bennyandtheinkjets would make a regular visit back to this board. He had some really good macro takes back in the day.
But I was thinking about the collective Money Talk gains on Nebius since the OP. There have been some losses here and there but I wouldn’t be shocked if the net gains here are north of $15mn.
The timing of the OP + the intensity of the capex investment since. The bulletproof market we’ve had in result of the capex. These won’t come often. Not like this.
We might spend the next decade or more via this board trying to find the next Nebius.
But I was thinking about the collective Money Talk gains on Nebius since the OP. There have been some losses here and there but I wouldn’t be shocked if the net gains here are north of $15mn.
The timing of the OP + the intensity of the capex investment since. The bulletproof market we’ve had in result of the capex. These won’t come often. Not like this.
We might spend the next decade or more via this board trying to find the next Nebius.
NBIS flipped CRWV again this morning. Unbelievable.
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.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 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.
re: TDFL 2026: Better late than never. Draft dates: 9/1 Droppings & 9/3 Tiger both at 7:30CST
Posted by LSUcam7 on 8/7/26 at 12:04 pm to LSUAlum2001
I’m in. Thanks Alum!
re: OUST - Ouster LiDAR for Physical AI
Posted by LSUcam7 on 8/6/26 at 3:53 pm to bayoubengals88
INDI report was great
I’m not a believer in quantum yet but hey it’s revenue.
quote:
Secured radar design win with a leading Tier 1 supplier supporting Volvo
Key Physical AI design wins at Unitree and Agibot for our sensing products
Launched iND881, a next-generation Edge AI SoC for automotive and physical AI applications
Captured new iND880 vision processor design wins with leading OEMs in China
Achieved a record quarter for Quantum bookings, including new customer-funded programs
I’m not a believer in quantum yet but hey it’s revenue.
It’s the market data for me. How you integrate real time, accurate market data with AI agents would be a big opportunity.
And the data set needs to be broad for all kinds of investors and strategies.
The best way I’ve found to do this is via plug-ins & excel. I’m sure there is an even better way. Maybe I should ask my AI :lol:
And the data set needs to be broad for all kinds of investors and strategies.
The best way I’ve found to do this is via plug-ins & excel. I’m sure there is an even better way. Maybe I should ask my AI :lol:
Calls in size :smokin:
re: Who's account is hitting an all time high
Posted by LSUcam7 on 8/3/26 at 4:30 pm to go ta hell ole miss
DO YOU ALLOW LATE CHECK INS
CNBC reported he had to liquidate all stock holdings?! WTF.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 7/30/26 at 8:55 am to NorthShoreTiger44
There’s a non-zero chance we’re not completely out of the woods yet.
But frick did we need this or did we need this?
But frick did we need this or did we need this?
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 7/30/26 at 7:06 am to FLObserver
Nature is healing
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