- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
NotStupid
| Favorite team: | |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 7 |
| Registered on: | 7/29/2026 |
| Online Status: | Not Online |
Recent Posts
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted by NotStupid on 7/31/26 at 4:33 pm to bayoubengals88
100% retard money in this thread.
There’s been a $20 to $290 move in roughy 15 months. That’s the move. If you bought this, and sold it during that run. Congrats. Excellent trading,
If you are buying now, after the move is over, and the Forward PE is still 220. You are an idiot. Going to get absolutely buried buying the top of a peak that will never come again.
There’s been a $20 to $290 move in roughy 15 months. That’s the move. If you bought this, and sold it during that run. Congrats. Excellent trading,
If you are buying now, after the move is over, and the Forward PE is still 220. You are an idiot. Going to get absolutely buried buying the top of a peak that will never come again.
7
re: A.I. investment fund forced to unwind all public stock holdings
Posted by NotStupid on 7/31/26 at 1:52 am to bayoubengals88
quote:
I don’t think that sounds like too much of a reach. Am I insane for thinking that way?
Citadel ain’t buying any of this junk on the way down.
And 3 people on the Fed did vote to raise. And Kalshi had odds pre meeting of a 40% raise.
It was not a conspiracy for you or any other retarded investors to lever up AFTER a 600% run to end up losing your money.
NBIS has gone $15 to $290 in liks 2 years. If you think buying the top of that range is good practice then againn, you deserve to lose your money. And if you were scared out of your calls when the market dropped that’s on you. You clearly are lost.
I have read all your posts. You got no clue what you are doing. It is entertaining tho
re: Which crash will be bigger? The .com Crash or the AI Crash?
Posted by NotStupid on 7/30/26 at 5:10 pm to TIGERSby10
quote:
Good thing that's not happening.
Kalshi has the odds of Dems winning House at 83% as of today.
re: Which crash will be bigger? The .com Crash or the AI Crash?
Posted by NotStupid on 7/29/26 at 8:50 pm to whodatigahbait
quote:
You site Oracle; however, that is a pretty good example of a company that has other lines of busines and isn't solely tied to AI.
If Oracle was well capitalized then Moody’s wouldn’t have downgraded them to a level above junk.
The AI crash will be worse bc there’s far more concentration at the top this time around. Oracle going into near junk bond status will be the Lehman of this cycle. The SPCX IPO will also mark the top.
Ed Zitron will be the Michael Burry. He’s figured it out. When you dump all your free cash flow into something that has little marginal return, and you are using accounting tricks and circular financing in the short term to prop up the spend (one company books $5 billion revenue immediately, while the company that pays the $5 billion only shows it as 1/5 of a depreciating expense), it will massively overinflate near term earnings. But there’s nothing here to monetize it. It’s a race to the bottom.
Trump is out in 2028 and Dems winning in 2026 will also not be good either. And yeah Social Security will run out of funding in 2032. The debt is way worse now than in 2000. Housing market still frozen.
The Buffet Indicator and Schiller PE have never not mean reverted over a 130 year market cycle.
Ed Zitron will be the Michael Burry. He’s figured it out. When you dump all your free cash flow into something that has little marginal return, and you are using accounting tricks and circular financing in the short term to prop up the spend (one company books $5 billion revenue immediately, while the company that pays the $5 billion only shows it as 1/5 of a depreciating expense), it will massively overinflate near term earnings. But there’s nothing here to monetize it. It’s a race to the bottom.
Trump is out in 2028 and Dems winning in 2026 will also not be good either. And yeah Social Security will run out of funding in 2032. The debt is way worse now than in 2000. Housing market still frozen.
The Buffet Indicator and Schiller PE have never not mean reverted over a 130 year market cycle.
re: I’m selling everything tomorrow Friday June 12 2026
Posted by NotStupid on 7/29/26 at 8:11 pm to bayoubengals88
quote:
Will be $1,500 at some point in the next 6 months.
Kid, you’re completely lost. Go home. You spam this board nonstop finding stocks that have already went up 400%, and when you find them then trying to push more in instead of taking profits.
I scanned this board for the last 8 pages and this thread is the only one that makes sense. That and the Ed Zitron article that got 4 responses.
Lot of dumb money on here. Chasing absolute nonsense.
quote:
Micron is a good stock to own at $60. It’s an unbelievable stock to sell at $1,000. Semis will never stop being cyclical. Chips are a commodity. Supply/Demand. There’s no marginal value here. And when you understand it’s been the SOXX driving up the entire market- a cyclical commodity - you’d have to be insane to not sell. Go look at a chart of Moderna to see how when one product is scarce and in great demand, earnings/price of the company making that product go sky high. When more supply comes on and demand weakens, it crashes. The Covid vaccine stocks were the same euphoric bubble that Semis are in now. It never lasts. It can’t. Look at the margin compression of SMCI too. Same thing is gonna happen to MU, WDC. Sandisk. Keeping you money invested in these tells me you are only looking 1 day in advance,not 2 years. I look 2 years
Hat tip on this call. Time it near perfection.
Popular
18
