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bayoubengals88
| Favorite team: | |
| Location: | LA |
| Biography: | Formerly a fan of this website |
| Interests: | Conifers |
| Occupation: | |
| Number of Posts: | 24005 |
| Registered on: | 9/10/2007 |
| Online Status: | Online |
Recent Posts
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 4:00 pm to miramon
That’s tough man.
What are you leaning toward?
What are you leaning toward?
0
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 2:11 pm to bayoubengals88
JENSON SAYS 1 TRILLION OF SPEND THROUGH 2027 IS TOO LOW!!!
AND THE Q's ARE GOING NUTS!!!!
AND THE Q's ARE GOING NUTS!!!!
re: i bought LMND today
Posted by bayoubengals88 on 3/16/26 at 12:44 pm to cgrand
Did you re enter?
Growth is outstanding.
- IFP just keeps increasing. 9 consecutive quarters now.
- The potential for cross selling is massive
- Ads are working
- Management is on the verge of nailing their profitability estimate from 5 years ago. They've been extremely consistent on the timeline.
Still just a 5bn dollar company. Could easily be a 5-10x if given time.
Growth is outstanding.
- IFP just keeps increasing. 9 consecutive quarters now.
- The potential for cross selling is massive
- Ads are working
- Management is on the verge of nailing their profitability estimate from 5 years ago. They've been extremely consistent on the timeline.
Still just a 5bn dollar company. Could easily be a 5-10x if given time.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 11:47 am to Neauxla
quote:Ha. Nothing has clicked and slapped me as a no brainer quite like NBIS.
ok BB88 give us your next winner.
I do believe that KLAR is worth a trade, and I will be following their next earnings report closely.
I do think that LWLG could be a home run based on theme alone (before they even have to prove themselves). Photonics is that hot right now.
And I do have a feeling that LMND will be a 10x in time, so I've got about 2,000 in equity and 2,000 in 2028 calls on that one.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 11:41 am to donRANDOMnumbers
Davidson just raised PT
$150 --> $200
$150 --> $200
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 10:44 am to WG_Dawg
quote:
with the trajectory it's on do you think it's even worth buying one here and one there but ultimately only having just a dozen (or less) total to my name? Or if I'm only going to be that small time, is it even worth it opposed to just continuing to do boring S&P500 stuff?
On 4 March, day of the fireside chat, I texted a group of friends this:
"I firmly believe that just 10 shares of NBIS will be worth 10-15k in 2031."
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 10:09 am to HogPharmer
This is so bullish:
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 9:56 am to WG_Dawg
quote::cheers:
I am kicking myself for not reading and listening to this thread before I did, which was only like 2 weeks ago. I've at least got my foot in the door though with a couple shares and will plan to keep adding as a very long term hold. Exciting times!
This investment gave me that jittery feeling 14 months ago now, and everything has played out beyond expectations.
This has happened for two reasons:
Elite management
Thematic relevance.
I'm as bullish as I've ever been. We could 10-15x from here in 3-4 years.
re: Best weed and feed applicant
Posted by bayoubengals88 on 3/16/26 at 9:53 am to Sleepy_Tiger
quote:I'll elaborate on timing.
i was getting ready to this weeking. Why?
It's mid march. Most people who did not apply a fall pre emergent are totally overrun with at least 2-4 types of winter weeds.
Those sons a bitches are mature by now and will be hanging around longer than you'd think.
You know what's tough to do?
Killing a mature weed...
You what's harder than that?
Doing it with a small dose of granular trimec (Scott's Weed and Feed).
Weed and Feed MAY work on winter weeds if used in early February, but to the point above, you don't want to FEED in early February.
That's way too early. It's sleeting this morning...
And it's impossible not to feed with weed and feed, because a whopping 28-0-3 NPK ratio is also in the bag. That's a lot of nitrogen.
ALTERNATIVE
Spray your weeds with a trimec in February, and feed your grass in late March or early April.
LAST,
Most people think that putting down one app of Weed & Feed is all that they need to do.
In reality, Weed and Feed (if it happens to work), will only kill what's visible. Winter weeds...
It will do nothing to prevent summer weeds, which you'll start seeing a lot more of May through August.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 9:38 am to The Boat
quote:I read the other day where he said it's too exhausting picking winners and losers. Even though I handed him an obvious winner, he only saw a roller coaster and didn't want to understand anything beyond that.
If only he didn’t sell when it was $30
It's still a winner Paul, even from $130.
Our 2010s Amazon type run is just getting started.
re: i bought LMND today
Posted by bayoubengals88 on 3/16/26 at 9:30 am to cgrand
LMND looking to break out here after spending a good while consolidating in the low $50s
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 9:28 am to The Boat
quote:Nebius is up 14% today :lol:
Paul Allen in tMud
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 8:56 am to IT_Dawg
quote::wah:
But if this announcement was 6 months ago, it would’ve been a $500k day, maybe more
We will recover. Emotionally. In time. :wah:
re: Lightwave Logic LWLG
Posted by bayoubengals88 on 3/16/26 at 8:52 am to ATLsuTiger
quote:You're DD is pretty good.
$TSM will be the next foundry to get announced and this will send us back to double digits. Wait for it…
I've got 200 shares and 3 calls.
frickery happens, but it's all noise.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 8:46 am to RJSambola
quote:Insane!!
Just closed my 3/20 90s at 39. Maybe it's early, but I've been holding them in the red for a while.
all I've got is a Jan 2028 $100
Up 57% on investment.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 7:16 am to bayoubengals88
Interesting note here.
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Posted by bayoubengals88 on 3/16/26 at 7:14 am to LB84
quote:Always. But we are about 1/10 of the way up the mountain.
Been a good ride. Wish I would have put in more at this time last year.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/16/26 at 7:00 am to Jax-Tiger
quote:Won’t be long. 2027 ARR will be high enough to support it.
I'll be happy with a $100B+ market cap.
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