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Dozen_Charred1026
| Favorite team: | Montana |
| Location: | |
| Biography: | |
| Interests: | Shuckin |
| Occupation: | |
| Number of Posts: | 19 |
| Registered on: | 6/17/2026 |
| Online Status: | Not Online |
Recent Posts
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted by Dozen_Charred1026 on 11/5/26 at 1:39 pm to bayoubengals88
quote:
"neocloud"
"vaporware"
0
re: Is the bubble beginning to pop on anything A.I.Related??
Posted by Dozen_Charred1026 on 11/5/26 at 12:03 pm to FLObserver
Is this a real dip to buy or a falling knife?
re: SPCX IPO
Posted by Dozen_Charred1026 on 11/2/26 at 3:51 pm to Hitman67
quote:
I just don't think there are many opportunities in life like being a shareholder in this company
The stock will always be there to purchase. To think todays price is the best opportunity to open a position in the business is a trap I think many people are falling for. Space X is 4 businesses in 1, yet only one of them has turned a profit, and a small one at that. Space X has not even been a public stock long enough to see pullback, let alone a recession. I still think there will be a much better buying opportunity than at todays price
re: Buying Google Now
Posted by Dozen_Charred1026 on 10/30/26 at 2:08 pm to Tampa Ray
quote:
People have become complacent thinking that big daddy fed/government will always be there to rescue them
Will they not be there for rescue again though? Not that it was good then or ever has been good long term, but do you truly think they'd let things fall and risk deflation?
Is it not fair to assume that they will do whatever is in their power to save the system - even if it erodes real wealth from the bottom 99% over time?
re: AMZN & INTC earnings just announced. INTC down 22% & AMZN down 10% after hours
Posted by Dozen_Charred1026 on 10/29/26 at 4:52 pm to beaverfever
quote:
The print is coming sooner rather than later
Curious how the 10 year would react if capex slowdown causes printing, all while inflation is still running hot
re: Cybersecurity stocks
Posted by Dozen_Charred1026 on 10/23/26 at 3:08 pm to bayoubengals88
quote:
What is it that you find unbelievable?
NBIS and Coreweave just seem like middle men to me. From what I understand, they buy chips and rent them out, which seems unsustainable.
If there were to be a slowdown in the market due to rising interest rates, and demand for the ai buildout slows because of it, then I don't see what would keep these guys afloat.
An overbuild out or a credit forced slowdown would hurt nearly all tech names, but the giants will be able to recover much easier compared to some of these small infrastructure plays.
re: Cybersecurity stocks
Posted by Dozen_Charred1026 on 10/23/26 at 2:26 pm to bayoubengals88
quote:
all time five year CAGR record
If you are so certain on this, then why do you think Core Weaves yields are going berzerk, north of 15%?
It seems that the credit markets are certainty starting doubting the ai infrastructure narrative.
re: Cybersecurity stocks
Posted by Dozen_Charred1026 on 10/23/26 at 12:25 pm to bayoubengals88
quote:
ETF: CIBR
Will be loading up on this next dip
re: This Analyst explains what's happening regarding why the AI/Tech Bubble popped
Posted by Dozen_Charred1026 on 10/22/26 at 3:44 pm to Tampa Ray
quote:
I listened last night and he made a lot of sense so I loaded up on $SOXS this morning for a nice 10% gain today.
Not bad for a day when the Nasdaq is down 700.
Good trade.
However, most people on the board aren't particularly here to talk day trading. Especially when it comes to 3x leveraged inverse ETFs.
re: Nebius - NBIS - AI Infrastructure Company
Posted by Dozen_Charred1026 on 10/16/26 at 12:50 pm to Saintsisit
For those still invested in NBIS right now. What more could you ask for? Just count your winnings and get out. You have already won, do not get greedy. You have more downside risk than upside at this point
The forward projections for this stock are priced for perfection and now rely on billions of more capex from hyperscalers in a rising rate environment, all dependent upon AI companies having a product that delivers profit - which has yet to be seen.
The forward projections for this stock are priced for perfection and now rely on billions of more capex from hyperscalers in a rising rate environment, all dependent upon AI companies having a product that delivers profit - which has yet to be seen.
re: Federal Reserve raised interest rates (.25%) Wednesday for the first time in three years,
Posted by Dozen_Charred1026 on 9/19/26 at 10:27 pm to beaverfever
Delete
re: Federal Reserve raised interest rates (.25%) Wednesday for the first time in three years,
Posted by Dozen_Charred1026 on 9/18/26 at 9:24 am to Art Blakey
quote:
Keynesian Economics
Nearly every university in the US teaches strictly Keynesian economics nowadays.
Such a flawed view that is forced as the only view onto any students pursuing business degrees
re: Federal Reserve raised interest rates (.25%) Wednesday for the first time in three years,
Posted by Dozen_Charred1026 on 9/16/26 at 3:48 pm to Sterling Archer
Seems like stagflation is imminent, if not already here.
Not sure how Bessent expects US to "grow our way out of this," when rates are rising and AI leaders seems interested in destroying the world instead of focusing on sparking real economic growth
Not sure how Bessent expects US to "grow our way out of this," when rates are rising and AI leaders seems interested in destroying the world instead of focusing on sparking real economic growth
re: If the government can simply “print money” why does it need to borrow?
Posted by Dozen_Charred1026 on 8/31/26 at 8:55 am to backbone
quote:
1913
Federal Reserve Act and the establishment of a permanent Income Tax both in 1913.
4 years later and we joined the first global war
re: Money printing is back.
Posted by Dozen_Charred1026 on 8/19/26 at 3:43 pm to Upperdecker
quote:
currency debasement trade/narrative going mainstream
Once it's mainstream, it becomes a confidence crisis :violin:
re: 30-year Treasury yield tops 5.33%, new 19-year high on inflation, spending concerns
Posted by Dozen_Charred1026 on 8/18/26 at 9:14 am to lynxcat
Japan is about to crack
re: DOGE Cost is now an estimated 21B, Actual saved was 53.5 million
Posted by Dozen_Charred1026 on 8/7/26 at 8:50 am to BHTiger
If this was close to being true, it would be on every news channel 24/7.
Doge was one big Trojan horse to consolidate separate departmental data into one easily accessible database.
WSJ Article
Doge was one big Trojan horse to consolidate separate departmental data into one easily accessible database.
quote:
“ The report, released by the Government Accountability Project, an organization that represents whistleblowers, said in June DOGE’s access to the data “escalated in scope and gravity when DOGE personnel appeared to have given themselves authorization to create a copy of SSA’s entire set of data on the American public without any independent security or oversight mechanisms in place in violation of laws and creating enormous vulnerabilities.””
WSJ Article
re: Hyperscalers Off-Balance Sheet Debt is exploding. over 1.5T
Posted by Dozen_Charred1026 on 8/3/26 at 11:16 am to Suntiger
quote:
Is this more of a private equity bubble where institutional investors might be left holding the bag?
Blue Owl is a private credit firm. Lots of insurance funds and state pensions are invested heavily into private credit.
Some of them have upwards of 20% of their portfolio in these close ended funds
re: What will it take for us to deal with the national debt?
Posted by Dozen_Charred1026 on 7/31/26 at 4:12 pm to E Redcoat
quote:
What will it take for us to deal with the national debt?
A treasury market fail/default, then elect a strong man that says he'll "fix" it.
Nothing will be done until then.
Whoever is best at pointing the fingers to blame for what happen will win
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