Favorite team:
Location:LA
Biography:Formerly a fan of this website
Interests:Conifers
Occupation:
Number of Posts:26391
Registered on:9/10/2007
Online Status:Not Online

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I wore Chelsea boots while driving my Forester today :dunno:
VRT, ONTO, AGX, LEU should be on everyone’s watchlist.

I made small trades on ONTO and DOCN.
I do not deny using X and Claude as a source of information for potential investments (I enjoy it). Anyone can get more information quicker than ever through these mediums.

Oh, while we're at it, I bought NBIS originally due to a Motley Fool article. I don't want to leave them out.

I have a feeling you may be "NotStupid", but I appreciate the well wishes regardless. :cheers:
He said a small position in one.

Why don't you take this shite elsewhere? You can create your own thread to disparage everyone at once. After that, we'll all know exactly how smart you are.

Is that the validation you need?
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You don't even know what that means

Seems unnecessary??
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careful. Backlog is not revenue until it is realized and recognized. And the SMA has an “M” in it for a reason

You know as well as anyone that if NBIS doesn't realize its backlog then the economy as we know it is likely done for.

The S&P would be down 40% like it was in 2008.
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You're only saying this because you bought $300 Nov calls lol

Yeah, I think I made $50 on that one. :catfight:
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this is a very dangerous way of thinking

It's also logical to think that NBIS should not trade below the value of its backlog, which is where it was this morning.

It's also logical to buy when it's at the 200 day moving average, which is $170s.

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What are you looking at? I'll follow you to the depths BB

If you think AI fears will blow over, the only place I'd be looking is NBIS and ONTO.
Gonna be rough. We may see near total value destruction in some these shite cos.
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Stock hasn’t hit that price since then

It won't be allowed to until the macro environment changes.

Enjoy buying this cycle and selling the next. And it may take years. Who knows:dunno:
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can i get some cliffs on what happened?

Nothing more or less than what Jax said.
Every couple of months people create stories in their head about AI fears.

This wild rild of a stock is a wild ride of a stock.
Often times, nothing actually happens.

But, if you want to know specifically why NBIS is getting hit hard today, it's because of Debtweave and posts like this:

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OTHER THAN THAT, have you seen 10yr yields, inflation, and oil/gas prices? Markets are cyclical for these reasons. It's a risk off market today.
Things will change.

Add it all up, and Nebby goes from 250 to 180.
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But if you bought the $30 call for $24, and the stock moves to $70, you’d still have made less than if you’d just owned the shares outright.

Depends on the timing.
If it happens 24-30 months later then yes, you end up with a $40 option that you paid $24 for, which is worse than the stock going from $35 to $70.

re: Micron discussion

Posted by bayoubengals88 on 10/13/26 at 6:44 pm to
Nothing but talk if ai fears and ai bubbles.

I’d imagine that it’s likelier to be $1200 than $600 by end of year.
One of the longest value plays in my estimation.
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i'm starting to think that the real possibility of the GOP losing the house and senate will cause concern for 2027 funding of the missile defense budgets is weighing on this. thats literally all of their current revenue
Thats a good thought. Which politician bought? D or R?
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What are your thoughts on it long term? I made a bad buy in the high 4's.
Paging LSUCam7
If we go below $35 I’m buying another ITM 2029 leap