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FredsGotSlacks
| Favorite team: | LSU |
| Location: | Baton Rouge |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 886 |
| Registered on: | 3/22/2008 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/6/26 at 10:04 am to Cajun75
quote:
It's up 3 1/2 % now.....
NBIS up 12. My point is I hope we are detaching from IREN and the upcoming earnings furthers the separation
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/6/26 at 9:29 am to Jax-Tiger
Iren is down 1 percent today and NBIS is up 8 percent, finally decoupling. $68 was the price before they announced the MSFT deal, just ridiculous price action yesterday after Iren earnings. If we get a good report and decent market momentum this thing will go to $120-130 very fast and I’ve been very bearish recently. I wish I had the balls that some of you guys do to go in bigger but I’m still cautious here
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 7:01 pm to igoringa
quote:
So if you do not like the msft deal that is fair enough but doesnt make sense to be a today issue. 'earnings' is irrelevant - it is all bitcoin that is effectively a disco op - least important thing about the Company.
I don’t know enough about the MSFT deal, that’s just what I’ve read from a few “analysts”. I do think their bitcoin exposure is absolutely crushing them. They were by far the largest holding in the WGMI etf (25 percent allocation) which is obviously seeing some pretty big outflows right now
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 4:39 pm to igoringa
quote:
Havent had a chance to listen yet - what was horrible? The legacy business is completely irrelevant (never understood why some were excited last quarter with it). The actually operating business if you buy in has really just started like this quarter and even then it is token.
A few analysts criticized their big deal with Microsoft and don't think it’ll be that profitable with all the capex on the front and backend. Now they are reporting much higher than expected losses despite growing revenues so that has to get investors a little antsy at a minimum
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 4:08 pm to bayoubengals88
quote:
Macro speaking, what is going on though? I haven't been paying attention.
Crypto liquidity is putting pressure on the overall market IMO and the high beta names are first out. No telling how many people are getting margin called.
Also we were stuck in a sideways churn around 6800-7000 on the SP and 25-26 on the Nasdaq so it needs a down cycle to refresh for the next leg up.
Zoom out on the daily charts and you’ll see we haven’t touched the 200 SMA on the Nasdaq since May, this was coming at some point and here it is. On the futures charts we are showing 125 points to go until we tap the 200 SMA so don’t be surprised if we get a dead cat bounce before we consolidate somewhere below for the next leg higher. The uptrend is still extremely strong for all the higher time frame charts so I’m not overly worried yet
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 3:58 pm to Craft
quote:
Iren earnings were absolutely horrible

re: TTWO
Posted by FredsGotSlacks on 2/4/26 at 1:37 pm to j1897
quote:
All the people who made GTA and RDR great are gone. I expect 6 to tank from woke nonsense when it finally releases next year.
I’ll disagree with you on that one based on what we’ve seen in the limited trailer. South Florida is one of the most ripe locations for parody, the game writes itself with the culture down there.
My son and all his buddies can’t wait for this game and based on GTA5 online data they are not alone.
TTWO
Posted by FredsGotSlacks on 2/4/26 at 1:20 pm
Who’s buying here? I’ve been waiting on a pullback on this one and man did we get one after a good earnings report last night. GTA6 will print money for them for 10 years at a minimum when it’s released and I would expect the stock to really run once they start marketing it this spring/summer.
Seems like one of those names caught up in the software sell off unfairly just because they have software in the company name.
Seems like one of those names caught up in the software sell off unfairly just because they have software in the company name.
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/4/26 at 1:13 pm to Hogwallop
Exited a few weeks back at 104, hopping back in here in the 70s. Had a feeling there was some carnage coming in the sector. Will be interesting to see the reaction to Iren after they report
re: Investing in rental properties vs s&p index fund
Posted by FredsGotSlacks on 1/21/26 at 8:26 am to b-rab2
quote:
Also once you get a few homes your ability to start an LLC is extremely beneficial huh?
Poor wording. You can obviously start an LLC anytime but the work and costs involved don’t make sense to me until you have more than 2 rentals
re: Investing in rental properties vs s&p index fund
Posted by FredsGotSlacks on 1/20/26 at 2:13 pm to Redstickbaw
Just getting into rentals and a mixture of both is a good idea JMO. Rentals won’t generate a huge return on the front end so a lot of people get frustrated and give up on it. If you can be disciplined and keep around 5-10 percent of your rental homes appraised value available in a savings account for vacancies and repairs and use your profit to pay down mortgage interest you’ll be sitting pretty in 5 years and really pretty in 10. Do that a few times and retire in style.
Also once you get a few homes your ability to start an LLC is extremely beneficial
Also once you get a few homes your ability to start an LLC is extremely beneficial
re: Indiana WR Omar Cooper says that 2025 Indiana would beat 2019 LSU 24-21
Posted by FredsGotSlacks on 1/17/26 at 6:57 pm to The Pirate King
Might have to put money on the canes. This is some strong rat poison
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:52 pm to MrWiseGuy
quote:
The Ole Miss Spirit Ho says he expects Umanmielen back for Ole Miss
I have absolutely no inside knowledge on this one but I can guarantee you that OM “insiders” have no clue either. They haven’t gotten a single thing right since I’ve been following the Kiffin saga
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:39 pm to Honkus
quote:
Feel like he'd easily command 2m+ on the open market for the right team. For that price, im out.
I wanted the Missouri kid but this seems like a better value IMO. Our ability to rotate DL will be something we haven’t had in a while, this kid is the cherry on top if we can grab him
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:27 pm to Bundick71
quote:
A buyout should only be triggered if he would actually try to sign elsewhere. It has nothing to do with him going in the portal. he doesn’t have to sign elsewhere just bc he goes into the portal.
A buyout is only triggered if he violates the terms of the revenue sharing agreement, which he would and we would pay out and be penalized for next year. OM must release him or else they risk NCAA scrutiny and action. The NCAA will side with the athlete in the foreseeable future, failure to do so would risk a lawsuit for pay-for-play and would open the door for unionization action across collegiate athletics. It’s only a matter of time before it happens but surely OM ain’t that stupid to open Pandora’s box, or maybe they are
re: LSU Fans: What finish in 2026 would make you ashamed for all the gloating this offseason?
Posted by FredsGotSlacks on 1/17/26 at 6:16 pm to DomesticatedBoar
We ended the BK era at the same exact spot that the ogre left us, with half a roster at the Texas bowl. Contending for Atlanta and the playoffs is what we expect and I think we will. If we can somehow manage to win 10+ I’ll be ecstatic considering the program trajectory 2 months ago but don’t expect it, just looking forward to finally being competitive again
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:10 pm to tigerskin
quote:
Ole Miss is waiting on the buyout to get paid before they do anything. He has a buyout and LSU has yet to agree to pay it. It can't come from a booster but has to come out of their rev share pool which may or may not be tied up in other contracts."
He is not an OM employee, he is a student and OM must submit his paperwork within 2 business days of his notice or else they risk NCAA action. They can sue him for breach of contract if he does not pay his previously agreed to terms, but we will buy him out and much more. This is just sad at this point, release the kid and let’s all move on
re: Housing market is in shambles
Posted by FredsGotSlacks on 1/13/26 at 10:06 am to Sterling Archer
quote:
Which part of Texas? This isn't the case in the Austin area
I’m in Houston. Rentals are sitting vacant for longer than normal and tons of inventory sitting
re: Housing market is in shambles
Posted by FredsGotSlacks on 1/13/26 at 9:11 am to Paul Allen
In Texas most of the issues are being attributed to immigration/deportations. If that’s the case I’m good with the temporary pain for the long term benefits
re: Landon Clark
Posted by FredsGotSlacks on 1/9/26 at 7:25 pm to Jest a game
He just posted a pic inside a lit-up tiger stadium on his story
re: Talk to me about buying gold and silver
Posted by FredsGotSlacks on 12/29/25 at 9:24 pm to L5ut1g3r
If you want to buy and store it yourself reputable sellers like APMEX and silvergoldbull offer everything but at high premiums. If you want to try to find deals buy through online coin shops on eBay live or whatnot, occasionally you can grab some steals and your purchases are fully backed.
Easiest way IMO to gain some exposure to the silver or gold market is to buy sprott ETFs, PSLV for silver and PHYS.
A popular saying in the PM community is if you can’t hold it you don’t own it but my recommendation is do what’s best for your individual situation
Easiest way IMO to gain some exposure to the silver or gold market is to buy sprott ETFs, PSLV for silver and PHYS.
A popular saying in the PM community is if you can’t hold it you don’t own it but my recommendation is do what’s best for your individual situation
re: Jim Beam Shutting Down……
Posted by FredsGotSlacks on 12/24/25 at 1:22 pm to GREENHEAD22
quote:
Can we please get eagle rare and Blanton back on the shelves. Also back at MSRP pricing please.
And some EH Taylor. If you want some good cheap bourbon grab some old granddad 114 instead of Jim beam, it’ll put some hair on your chest
re: Physical Silver question
Posted by FredsGotSlacks on 12/23/25 at 11:22 pm to thelawnwranglers
quote:
If I have rounds -American Eagles krugerands etc what price should I expect to get? Premium for eagles but they have to make money so more less spot?
I sold a couple of tubes last week at 70/ounce on FB marketplace when price was around 66. Someone will want them, just set the meet for a police station or another safe exchange zone
re: Question about selling scrap gold & silver?
Posted by FredsGotSlacks on 12/22/25 at 10:19 pm to dstone12
quote:
so then,....how do do it safely. How to avoid giving the internet your contact info. Safe place to do it. etc.
You can create an account on eBay if you’re not comfortable with in person meetups. Otherwise just create an anonymous Facebook profile and sell on marketplace and meet at the police station. I sell a ton of stuff on fb and have never had an issue
re: Question about selling scrap gold & silver?
Posted by FredsGotSlacks on 12/22/25 at 11:02 am to dstone12
quote:
1. Coin shop? 2. Fb marketplace? 3. Precious metal online retailers?
For me only number 2. Anyone that buys/sells commercially is going to fleece you on both ends so I usually try to buy/sell on eBay/FB
re: Question about selling scrap gold & silver?
Posted by FredsGotSlacks on 12/21/25 at 9:16 pm to Hangit
If you’re looking to sell go direct to buyers through Facebook marketplace, eBay, etc. I sold a couple tubes of silver at $70 earlier this week really quick. If you sell on FB just set the meetup for a safe exchange zone like a police station or something. Buyers save on premiums and you don’t get ripped off by a coin shop, win-win. Will sell a few more when it hits 80
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 12/16/25 at 3:00 pm to Jax-Tiger
Picked up a few shares this morning when it seemed like it was in free fall. Regretted not grabbing any last time we were in the 70s so wanted to make sure I got some here. Still have a large buy order at $70, hoping that never gets filled
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 12/11/25 at 8:36 am to Craft
I embedded the wrong clip, oops
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 12/11/25 at 8:29 am to LSUcam7

re: Oracle down 11% after hours
Posted by FredsGotSlacks on 12/10/25 at 9:01 pm to Hangit
quote:
Oracle's earnings report came in less than analyst wanted. they doubled YOY earnings, but those pesky projections. Still easing down.
The debt is the main concern, increased their spending another 15 billion
re: What’s your most undervalued stock heading into 2026?
Posted by FredsGotSlacks on 12/10/25 at 8:02 pm to tigerforever7
Probably Nike for me Or take your pick in home building/healthcare stocks. Also will be watching Costco’s earnings report tomorrow
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