Favorite team:LSU 
Location:Vero Beach, FL
Biography:Graduated from LSU in '86
Interests:LSU Football, Basketball, and Baseball
Occupation:Technical Consultant
Number of Posts:28198
Registered on:1/30/2005
Online Status:Not Online

Recent Posts

Message
quote:

Damn unexpected home repairs have been killing me and forcing me to liquidate.


I have a home equity line of credit at the bank. I'd rather pay a little interest on a home equity loan than liquidate my investments.

re: NBIS vs OUST

Posted by Jax-Tiger on 8/13/26 at 11:27 am to
quote:

NBIS is growth NOW.


NBIS has no demand constraints. They are building out as fast as they possibly can.

OUST doesn't have the luxury of building it and then someone will buy it. They need to wait on the demand and hope the demand chooses them.

re: NBIS vs OUST

Posted by Jax-Tiger on 8/13/26 at 8:45 am to
I like staying in both, and think that moving towards a 50/50 balance is a good strategy. It will stabilize your account a little so you don't have such dramatic ups and downs.

Over the long run, they can offset each other to some extent. Who knows which one will be up more a year from now?

You can try to play the market and sell one after a big run up (like NBIS had yesterday) to buy the other, but that is iffy, and you will have tax implications every time you buy low and sell high.

Another strategy is that once you get a mix you like, just sit on them for at least a year and let them become eligible for long term capital gains assets. Put any additional money into tinkering with your ratio of stocks.

Putting all your money in one stock can be a roller coaster ride. Look at what Nebius has done. Up 200% and then down 50%, in the course of a few months. OUST was in the $60's and went down to the low $30's recently.

re: Spec Play - HGRAF

Posted by Jax-Tiger on 8/12/26 at 5:11 pm to
quote:

My wife is gonna get her new house AND a minivan.


Don't forget the new vacuum cleaner...
Had a nice day. NBIS did okay, and I sold my CRWV calls at a good time. HGRAF was a dog, but after last week, I can live with it...

Now I need to look at another short term play, as I'm leaving my long term stuff alone.
quote:

Yea, but -.08% AH. Dog of a stock


Don't tell Paul...
I sold my CRWV 6/27 $90 calls when CRWV was up $19.

Kinda regretting it, but I'll look for another opportunity...
If you want to move regardless, then put your home up for sale. Once you sell it, then make an offer on another house.

A seller might consider a contingency if you already have an offer on your house. Otherwise, I would move out and then buy another house. You can live in a furnished Airbnb for a couple of months (with your household belongings in a POD) while looking for another house. Who knows, the house you just offered on might still be on the market.
Another computer segment coming up. It may be more related to Nebius.
Mornings with Maria had a very positive segment on Neoclouds at the end of . Coreweave was the main subject, but Nebius was mentioned.
I bought 5 CRWV 6/27 $90c last work at a little under $28. Gonna be tough not to sell tomorrow.

What do y'all think? These are the only options I own right now. That $640 million in interest payments has me a bit spooked. I'm leaning towards selling and looking for an opportunity to buy back in later, if the market beats them down...

re: Spec Play - HGRAF

Posted by Jax-Tiger on 8/11/26 at 12:16 pm to
quote:

Their prerogative to play it close to the vest on the delays, but does not mean some of us investors can't be disappointed in the situation.


I think their are factors playing into the decision that we are not privvy to, but I suspect part of it is that they are timing it so that they can synchronize their announcements for maximum effect.

I think that if they want to avoid being an acquisition target, or to maximize the price if they are open to being acquired, getting that stock price up as high as they can could be a strategy.

I have always thought that they might be acquired. It's not ideal, but I'd much rather they be acquired at $40/share vs $15/share.

In the meantime, they are staying under the radar...
and yet Ilhan Omar, AOC, Don Lemon, etc, all have spouses who are white men? Just curious...

re: Revenue generating idea

Posted by Jax-Tiger on 8/11/26 at 8:50 am to
quote:

quote:
Sally Struthers


Crap. I didn't even realize she was still alive. I figured we could use an AI generated Sally. I guess we won't be actually showing her on the screen...

re: Revenue generating idea

Posted by Jax-Tiger on 8/11/26 at 7:55 am to
quote:

I have never heard, in my lifetime, a proponent of higher taxes actually volunteering to pay more than the IRS says they owe.


Yeah, but liberals are all about feelings, and Sally Struthers can really lay it on and make them feel guilty. Then when liberals talk about paying your fair share, you can just ask them how much they contributed. It gives us a way to deflect it back on them.

"What, you don't care about Trans people or the homeless? Shame on you..."

re: Spec Play - HGRAF

Posted by Jax-Tiger on 8/11/26 at 7:52 am to
John Carter is the local Congressman in the district just north of Austin. I figured it would be Texas Congressmen, and was interested to see if anyone from outside the state came in to look. Obviously, John Carter wants HGRAF to become a trillion dollar company. I'm surprised that Loyd Dogget didn't show up, as it is his district.

Carter is on the appropriate committees for defense spending, so that is a big plus, as he has some influence there.

re: Spec Play - HGRAF

Posted by Jax-Tiger on 8/11/26 at 7:45 am to
quote:

Are you aiming toward the Continental GT?


Yes. I would drive it whenever my wife lets me...

Revenue generating idea

Posted by Jax-Tiger on 8/11/26 at 7:41 am
Let's start running commercials to promote donating money to the federal government for social programs.

We can have Sally Struthers narrate while showing a montage of pictures of homeless people scrounging for needles, distressed illegal aliens, and transgender people getting turned away from life-saving surgery.

We'll see if the liberals will put their money where their mouths are, and contribute to these worthy causes.
quote:

What determines how long they hold out is how long they are willing to allow their people to suffer.


"They" won't necessarily determine how long the hold out will last. The IRGC is effectively down to isolated pockets of hard liners. The leadership is effectively dead or out of country. The Iranian's abilities are down to being able to lob a missile in the general direction of the regional targets where they think US personnel might be.

The people have to decide when it is best for them to root out what is left of the military and IRGC.

re: Operation “Economic Fury,”

Posted by Jax-Tiger on 8/10/26 at 1:13 pm to
quote:

-Iran's currency falling to record lows
-Inflation surging
-Iran's access to foreign revenue being restricted
-Treasury identifying and pursuing Iranian assets around the world
-The U.S. seizing approximately $1 billion in Iranian cryptocurrency assets as of May 29.


All of this is true. At this point, we just let Iran bleed out until they can't pay anybody to fight for them, the military dissolves and the people throw out the current regime.

I have it on good authority that the Muslim leadership has already fled the country and their money source has been cut off. They are hypocrites and won't use the money they have left that they stole from the Iranian people to fund a losing war against the US. They are seeking asylum.

What's left of leadership in Iran is fractured and the people that we are negotiating with don't have control of the people who are still fighting. So more bombs probably won't help much. Economic stranglehold will probably be more effective. It just depends on how much political will we have.

My understanding is that the deal that Trump settled for was not very good. They need to replace the regime, have inspectors on the ground, and open the Strait of Hormuz.