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itsbigmikey
| Favorite team: | LSU  |
| Location: | NASHVILLE |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 496 |
| Registered on: | 8/23/2018 |
| Online Status: | Not Online |
Recent Posts
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re: OUST - Ouster LiDAR for Physical AI
Posted by itsbigmikey on 8/18/26 at 6:26 am to Neauxla
UUUU also has uranium exposure which I believe is still a good spot to park some money. Check out u308 long term contract price. At an 18 year high and still in a supply deficit. Uranium trade has been a slow burn but worth having exposure imo
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re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 8/12/26 at 6:40 am to Neauxla
Moving up premarket but can’t see anything released still
re: a thread for ZETA
Posted by itsbigmikey on 8/5/26 at 9:11 am to donRANDOMnumbers
Appreciate the thread cgrand. Watched that wealthmatica video on the palantir partnership and built a decent position afterwards. Bought 2 long calls last week that are already ITM as well. Feels like we have a solid runway as these entities get more entrenched. Good stuff
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/30/26 at 8:38 am to bayoubengals88
This market is so wild lol. If you trade this thing emotionally you’re losing the hell out of money
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/29/26 at 11:54 am to LB84
Agreed. Paul is one of us even if he doesn’t want to be
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/29/26 at 11:47 am to bayoubengals88
I was coming in here to say we haven’t bottomed until Paul speaks but he beat me to it!
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/20/26 at 7:49 am to bayoubengals88
I didn’t buy both of mine back either. My $185 put executed so added 100 more shares. Contemplating my next move lol
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 7:14 am to itsbigmikey
“ "An estimated $156 billion of data center projects were cancelled or delayed in 2025, and $130 billion in 1Q26. Community pushback against data center construction has accelerated in 2026 as new moratoriums have been introduced, with the majority of the change happening at the local level. This puts pressure on costs and timelines and could alter the geographic distribution of data centers. Sustained data center pushback could ultimately extend the cycle and reduce future supply by lowering capex and financing needs" - Morgan Stanley”
I trust nebius management and have little doubt that they will execute. Might dive into Bloom a little further. To me if bloom is truly legit, this is FUD and is the nebius buying opp I want to take advantage of. AI isn’t decelerating anytime soon imo unless there is a true bottleneck that squeezes it on the “supply” side
I trust nebius management and have little doubt that they will execute. Might dive into Bloom a little further. To me if bloom is truly legit, this is FUD and is the nebius buying opp I want to take advantage of. AI isn’t decelerating anytime soon imo unless there is a true bottleneck that squeezes it on the “supply” side
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 7:02 am to bayoubengals88
On fslr as well. Stock talk started a position a couple of weeks ago
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 6:45 am to Sabans straw hat
quote:
You copy and paste into the <> button
Thank you!
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 6:44 am to kaaj24
Agree long term and am bullish nuclear over the coming decade for this reason, but speaking more on short term price action and catalysts.
If power is going to constrain this sector for the remainder of the 2020’s let’s say, it will be prudent to understand how nebius will perform in that environment.
Pulled this info:
“ Nebius has major projects in New Jersey (up to 300 MW campus, phases ramping) and is planning a gigawatt-scale campus in Pennsylvania (targeting ~1.2 GW phased buildout starting ~2027). Both states sit squarely in PJM territory”
Again, I’m insanely bullish and nebius is my largest position and am looking for any bear case with legs to prevent me from freeing up powder to add more
If power is going to constrain this sector for the remainder of the 2020’s let’s say, it will be prudent to understand how nebius will perform in that environment.
Pulled this info:
“ Nebius has major projects in New Jersey (up to 300 MW campus, phases ramping) and is planning a gigawatt-scale campus in Pennsylvania (targeting ~1.2 GW phased buildout starting ~2027). Both states sit squarely in PJM territory”
Again, I’m insanely bullish and nebius is my largest position and am looking for any bear case with legs to prevent me from freeing up powder to add more
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 6:15 am to itsbigmikey
Zerohedge X post
Not sure how to embed the link so apologies there. But what are y’all’s thoughts on this? Trying to come up with reasons not to continue loading the boat at these prices.
Not sure how to embed the link so apologies there. But what are y’all’s thoughts on this? Trying to come up with reasons not to continue loading the boat at these prices.
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 6:15 am to itsbigmikey
(No Message)
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/15/26 at 6:11 am to ynlvr
(No Message)
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 7/2/26 at 9:07 am to Bayou_Tiger_225
Great spot to sell a put
re: Why does Baker struggle with Mobile QBs?
Posted by itsbigmikey on 7/2/26 at 7:38 am to cajuntiger1010
He needs to go back and watch how we beat Lamar, Manziel, etc. Don’t over pursue, ends keep contain, and just make them beat you with the arm.
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by itsbigmikey on 6/30/26 at 5:02 pm to DuckSausage
quote:
My question is with so much information available, how do you filter out the BS to find these diamonds in the rough.
A lot of nuance to it for me so it’s hard to explain it all. Don’t get me wrong, I’ve followed some bad plays, gotten lucky on gambles, sold too early, etc.
In the end, you’ve gotta find accounts that aren’t pumpers and follow their track record and try to suss out intentions. Also read comments and look for counterpoints to help build a legit thesis. Plug info into AI, try to understand sector tailwinds/headwinds, keep an eye on macro trends, etc. It’s a constant refining process and it’s nowhere near perfect
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 6/30/26 at 6:57 am to bayoubengals88
This one was from last year or something. Man some of these X wannabe’s piss me off. Blocking this guy
re: ON Semiconductor
Posted by itsbigmikey on 6/30/26 at 6:52 am to bayoubengals88
ST sold his position as well. Granted he was up bigly
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by itsbigmikey on 6/30/26 at 6:51 am to bayoubengals88
100%. The amount of alpha that retail investors have access to these days is unparalleled in history. Yes you have to filter out the bs, but there are diamonds in that rough worth looking for
re: VLN - 40% crash. Halted. Crazy options premium.
Posted by itsbigmikey on 6/6/26 at 6:43 am to bayoubengals88
He posted at 11:00 yesterday he fully closed VLN. Also RDCM, AMSC, AMRC
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