igoringa
| Favorite team: | LSU  |
| Location: | South Mississippi |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 12432 |
| Registered on: | 6/29/2007 |
| Online Status: | Not Online |
Recent Posts
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted by igoringa on 7/1/26 at 1:15 pm to bayoubengals88
As these tweets point out, I cannot see this simply as meta establishing in case of emergency optionality in the future if there are temporary timing differences.
They are as aggressive as anyone trying to procure compute. I do not think that changes. This is a Spacex like short term plan B insurance policy.
They are as aggressive as anyone trying to procure compute. I do not think that changes. This is a Spacex like short term plan B insurance policy.
1
Anyone in Santa Clara for this? With my daughter - trying to decide whether to go to AO think and march or to fan zone and fox set up at 3. March is actually after coverage starts
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by igoringa on 6/29/26 at 3:01 pm to bayoubengals88
Trimmed - sold the 7 options I had and 750 shares. 50-70% on those.
Still hold 2,300 - will add on any major dip
Still hold 2,300 - will add on any major dip
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by igoringa on 6/29/26 at 8:39 am to bayoubengals88
So sold out - had 2.5k shares and 3K warrants and make over 10K in about 5 days.
May buy back in later but wanted to take the easy profit - I still have a lot of risk in my portfolio
May buy back in later but wanted to take the easy profit - I still have a lot of risk in my portfolio
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by igoringa on 6/28/26 at 9:10 pm to bayoubengals88
quote:
I want the warrants to be worth $25 soon
I am with you - remember when the time comes on SPAC warrants - they can call them for $0.01 if it trades over$18 for 20 of 30 days beginning one month after the deal - so the optionality gets truncated .
That being said, this may be one where it runs hard pre De spac giving us an easy profit take
quote:
Not selling until it plays out, because the story is still the same, even if the timeline isn't what I had hoped for.
Same - I am violating a lot of personal rules in doing so, but same. lol
my point was the old (now current) CFO is not a real
CFO - he is a rented bookeeper. he is not an employee - spends a few hours doing books.
It is not like they concluded he is good or not CFO - he is one in name only.
Although i agree it will be the consultants who do the lifting - i can't imagine
they uplist without a real cfo so i hope
that is imminent.
CFO - he is a rented bookeeper. he is not an employee - spends a few hours doing books.
It is not like they concluded he is good or not CFO - he is one in name only.
Although i agree it will be the consultants who do the lifting - i can't imagine
they uplist without a real cfo so i hope
that is imminent.
quote:
They have several new employees, including a new CFO - ostensibly because the old CFO was not moving the redomicile along quickly enough.
I would feel a lot better if they truly had a new CFO. The current CFO is the old rental CFO they had which is basically nothing but a second accountant type position. It is not a functional CFO. - which is why a CFO higher was so critical.
now is critical as it is it needs to be the right person, but the currency of does not and will not have the experience to do the upliat - they don't have a new CFO they will need consultants
re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT
Posted by igoringa on 6/25/26 at 10:06 am to SuperSaint
Limping in 2k shares, and 3k warrants if it fills
re: Spec Play - HGRAF
Posted by igoringa on 6/24/26 at 8:34 am to SidewalkTiger
The bottom falling out was becoming inevitable with a lack of news and how long everything's taken I'm not selling a share, but this is disappointing management
Anyone think the current pricing will hold?
Posted by igoringa on 6/20/26 at 9:32 pm
From round of 32 on, the US games are all north of $3K a ticket for the cheapest seat in the house.
No idea if FIFA has held some back or what.
No idea if FIFA has held some back or what.
Fidelity
I see a whopping 85 shares in one of my IRA accounts. Asked for 500 in each of 3 accounts
150 million a year - 5,000 GPUs? $30k a GPU a year - on the fairway - i was out in mid 20's - congrats to those who held!
quote:
Man, Im glad I bought back my $230 covered calls. I was going back and forth on how to handle it...
I bet you are! Still holding mine with paralysis. Trying to keep in mind I bought them to force disclipline. I will still have 1K in shares when these are pulled from me
re: Nebius - NBIS - AI Infrastructure Company
Posted by igoringa on 5/25/26 at 11:20 am to bayoubengals88
on the road this week but will try to look
And I do not say HLIT isnt a good play - I do not know - but those tweets have way too many absolute statements for the radar not to go off for me.
Cox Chooses Vecima for vCMTS
Liberty Global chooses Commsource for vCMTS
What am I missing or confusing here? All these posts talk about some monopoly yet so many of the big providers are using others?
These posts are what get me worried about bubbles and existing companies come out of nowhere with what seems too good to be true stories. Again maybe I am confusing things here - but she seems like there are alternatives
Liberty Global chooses Commsource for vCMTS
What am I missing or confusing here? All these posts talk about some monopoly yet so many of the big providers are using others?
These posts are what get me worried about bubbles and existing companies come out of nowhere with what seems too good to be true stories. Again maybe I am confusing things here - but she seems like there are alternatives
Robot counterpoint - I have not looked into this myself enough to take a position:
The “monopoly” framing is the weakest part. Harmonic had ~98% vCMTS share in 2023 because Comcast was effectively the only deployment at scale. That’s a first-mover lead, not a moat. The reality:
• Vecima already won Cox in April 2025 as its first vCMTS customer and acquired Casa Systems’ cable assets
• CommScope launched vCore and is “increasingly aggressive”
• Charter has publicly said it wants multiple vCMTS vendors, leaving the door open for Vecima
• Dell’Oro’s own analyst calls the market “wide open”
The “monopoly” framing is the weakest part. Harmonic had ~98% vCMTS share in 2023 because Comcast was effectively the only deployment at scale. That’s a first-mover lead, not a moat. The reality:
• Vecima already won Cox in April 2025 as its first vCMTS customer and acquired Casa Systems’ cable assets
• CommScope launched vCore and is “increasingly aggressive”
• Charter has publicly said it wants multiple vCMTS vendors, leaving the door open for Vecima
• Dell’Oro’s own analyst calls the market “wide open”
re: New to Individual Stocks
Posted by igoringa on 5/23/26 at 3:07 pm to LSUSports247
The NBIS thread is great psychology reading. plenty of lessons to learn there. A lot of money made - a lot of money lost.
I think at one point a quarter of us were up in the millions if you combined it all - i was up 600k on nbis/iren alone before the collapse. I managed to pull off about 200K and enjoyed the lower entry point thereafter, but plenty of lessons learned
Edit: Trust I am up an easy six figures again in this last run but not near the leverage that was being deployed in the fall. It was maniacal back then.
I think at one point a quarter of us were up in the millions if you combined it all - i was up 600k on nbis/iren alone before the collapse. I managed to pull off about 200K and enjoyed the lower entry point thereafter, but plenty of lessons learned
Edit: Trust I am up an easy six figures again in this last run but not near the leverage that was being deployed in the fall. It was maniacal back then.
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by igoringa on 5/22/26 at 12:02 pm to HogPharmer
quote:
Jan 2027 $35c
Up 100% on 17 of these - kicking myself not going in heavier - usually sell after a double as I do not like too much in the money. Not sure yet on this whether I am going to push out the exercise price of subsidize shares - I do not want to decrease exposure.
Popular
13
