BCreed1
| Favorite team: | Alabama  |
| Location: | Alabama |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 6241 |
| Registered on: | 1/18/2024 |
| Online Status: | Not Online |
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He's always combative. Nobody asked him to care. You just made the board aware because we all knew what he was doing.
We care because his actions cost people here money.
We care because his actions cost people here money.
0
The point is going right over your head.
He's a market manipulator.
He made comments without knowing jack shite just to win. It had nothing to do with him being right or wrong. It was him trying to manipulate the market.
He spent millions to short NVDA and PLTR. When the prices did not drop, he started going to the media to knock them down.
He's a POS that just lost a lot of people's money.
He made comments without knowing jack shite just to win. It had nothing to do with him being right or wrong. It was him trying to manipulate the market.
He spent millions to short NVDA and PLTR. When the prices did not drop, he started going to the media to knock them down.
He's a POS that just lost a lot of people's money.
Burry tried hard to spook the markets and it looks like we now know why. He's closing up his company with this bad move on puts.
I think he is being sarcastic due to great news coming out and the AI stocks getting hammered.
quote:
It's almost as if there is an AI revolt.
All the numbers are false man.. LOL
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by BCreed1 on 11/12/25 at 9:37 am to AuBeerStud
I'm have set my out. Will leave with profit and wait until next year to look again.
SYM to report Nov 24th, up 176% YTD
Posted by BCreed1 on 11/12/25 at 8:31 am
$22.4B backlog (10+ years of revenue visibility) and accelerating deployments (46 systems in progress vs. 25 operational at FY2024 end).
Growth drivers include AI robotics adoption in a $35B+ market (projected to $63B by 2030 at 15-16% CAGR), recurring software revenue (65% margins, expected $32M in FY2025), and partnerships like the recent Nyobolt power tech deal for faster bots.
GROK:
My Projection: $150 Per Share by Sep 2030 (~130% Upside from Today)
Base Case (60% Probability): Revenue hits $5B at 18% CAGR, EPS $2.20, valued at 60x (tapering from 100x+ today as growth matures; peers like UiPath at 8x sales). Implies $132, rounded to $150 with 10% premium for backlog/moat. Aligns with CoinCodex ($176 avg.) and Exla ($141 end-2030).
Bull Case (25% Probability): 25% CAGR to $6.5B revenue (faster Walmart rollouts + international), EPS $3.00, 70x multiple = $210+. If quantum-adjacent AI integrations (e.g., via partnerships) boost margins to 30%.
Bear Case (15% Probability): 12% CAGR to $3.8B (delays, recession hits retail capex), EPS $1.00, 40x = $40. Matches Zacks lows if class-action suits or client churn materializes.
Symbotic Inc. (NASDAQ: SYM) is a leader in AI-powered warehouse automation, deploying end-to-end robotic systems for retailers like Walmart and Target.
Growth drivers include AI robotics adoption in a $35B+ market (projected to $63B by 2030 at 15-16% CAGR), recurring software revenue (65% margins, expected $32M in FY2025), and partnerships like the recent Nyobolt power tech deal for faster bots.
GROK:
My Projection: $150 Per Share by Sep 2030 (~130% Upside from Today)
Base Case (60% Probability): Revenue hits $5B at 18% CAGR, EPS $2.20, valued at 60x (tapering from 100x+ today as growth matures; peers like UiPath at 8x sales). Implies $132, rounded to $150 with 10% premium for backlog/moat. Aligns with CoinCodex ($176 avg.) and Exla ($141 end-2030).
Bull Case (25% Probability): 25% CAGR to $6.5B revenue (faster Walmart rollouts + international), EPS $3.00, 70x multiple = $210+. If quantum-adjacent AI integrations (e.g., via partnerships) boost margins to 30%.
Bear Case (15% Probability): 12% CAGR to $3.8B (delays, recession hits retail capex), EPS $1.00, 40x = $40. Matches Zacks lows if class-action suits or client churn materializes.
Symbotic Inc. (NASDAQ: SYM) is a leader in AI-powered warehouse automation, deploying end-to-end robotic systems for retailers like Walmart and Target.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by BCreed1 on 11/12/25 at 8:27 am to bayoubengals88
Guys, I mentioned this stock, SYM, when it was $20. I would like your opinion on it for future.
$22.4B backlog (10+ years of revenue visibility) and accelerating deployments (46 systems in progress vs. 25 operational at FY2024 end).
Not going to derail this thread, I'll start one on it for your replies.
[link=(Link to new thread)]LINK[/link]
$22.4B backlog (10+ years of revenue visibility) and accelerating deployments (46 systems in progress vs. 25 operational at FY2024 end).
Not going to derail this thread, I'll start one on it for your replies.
[link=(Link to new thread)]LINK[/link]
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by BCreed1 on 11/11/25 at 2:06 pm to bayoubengals88
quote:
AMD’s Lisa Su sees 35% annual sales growth driven by ‘insatiable’ AI demand
LINK
AMD
shares swung on Tuesday after CEO Lisa Su said the company’s overall revenue growth would expand to about 35% per year over the next three to five years, driven by “insatiable” demand for artificial intelligence chips.
Su said that much of that would be captured by the company’s AI data center business, which it expects to grow at about 80% per year over the same time period, on track to hit tens of billions of dollars of sales by 2027.
No he isn't. He's short on all of this by BILLIONS and has launched a campaign to force the prices lower.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by BCreed1 on 11/11/25 at 8:44 am to HogPharmer
He's a little bitch
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnin
Posted by BCreed1 on 11/11/25 at 8:40 am
LINK
He's such a little bitch...
He's such a little bitch...
quote:
Michael Burry, the investor made famous by “The Big Short” who recently roiled the market with a tech short bet, is accusing some of America’s largest technology companies of using aggressive accounting to pad their profits from the artificial intelligence boom.
In a post on X Monday, the Scion Asset Management founder alleged that “hyperscalers” — the major cloud and AI infrastructure providers — are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic.
quote:
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
Today's headline
LINK
quote:
Michael Burry, the investor made famous by “The Big Short” who recently roiled the market with a tech short bet, is accusing some of America’s largest technology companies of using aggressive accounting to pad their profits from the artificial intelligence boom.
In a post on X Monday, the Scion Asset Management founder alleged that “hyperscalers” — the major cloud and AI infrastructure providers — are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by BCreed1 on 11/11/25 at 8:10 am to bayoubengals88
But the question is CRWV a buy on this news.
re: What IF....the majority of people that leave NYC are RED?
Posted by BCreed1 on 11/7/25 at 1:54 pm to SmogkDeizKnutz
What the GOP and the voters of the GOP do is sometimes not think things through.
For example, people are laughing saying that what ever happens the people that voted Mamdani in will get what they deserve.
That's so short sighted.
Here is what is going to happen:
- Money and GOP voters move out.
- That leaves the trash there.
- That means the rest of NY will have to help NYC survive.
- That means Federal dollars will be given to them, and that means more taxes if the dems win.
- This creates a vacuum. They will control the message and will take in a massive amount of illegal and legal immigration people.
- With that comes like minds that agree with Mamdani. And NYC is lost for good...
- The message of those in NYC will grow. And this is going to be come the norm in every major US city and trickle into the state houses.
THIS IS NOT THE GIFT that posters here think it is. Just like when posters loved and laughed at AOC becoming the face of the party. NOW look at the power she has.
Time to wake up and face the reality. We are in a war and the Republic is more than at stake.
For example, people are laughing saying that what ever happens the people that voted Mamdani in will get what they deserve.
That's so short sighted.
Here is what is going to happen:
- Money and GOP voters move out.
- That leaves the trash there.
- That means the rest of NY will have to help NYC survive.
- That means Federal dollars will be given to them, and that means more taxes if the dems win.
- This creates a vacuum. They will control the message and will take in a massive amount of illegal and legal immigration people.
- With that comes like minds that agree with Mamdani. And NYC is lost for good...
- The message of those in NYC will grow. And this is going to be come the norm in every major US city and trickle into the state houses.
THIS IS NOT THE GIFT that posters here think it is. Just like when posters loved and laughed at AOC becoming the face of the party. NOW look at the power she has.
Time to wake up and face the reality. We are in a war and the Republic is more than at stake.
I went green.
Should the shutdown come to an end this weekend, we may have a massive rally next week.
Should the shutdown come to an end this weekend, we may have a massive rally next week.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by BCreed1 on 11/7/25 at 1:31 pm to bayoubengals88
Like I said in another thread. It makes no sense. There is no logic to what I am seeing.
Example, I own a stock that has not missed in 8 quarters, beating expectations. Yet as of today, it's down over 30% for the past month. The last report (this week) they expected .29 and it was .52.
Nothing wrong with guidance either.
Example, I own a stock that has not missed in 8 quarters, beating expectations. Yet as of today, it's down over 30% for the past month. The last report (this week) they expected .29 and it was .52.
Nothing wrong with guidance either.
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