Jax-Tiger
| Favorite team: | LSU  |
| Location: | Port Saint Lucie, FL |
| Biography: | Graduated from LSU in '86 |
| Interests: | LSU Football, Basketball |
| Occupation: | Technical Consultant |
| Number of Posts: | 26762 |
| Registered on: | 1/30/2005 |
| Online Status: | Online |
Recent Posts
Message
quote:
7 days ago we were all predicting when it would cross $150
And we might be saying the same thing in 7 more days. More likely, we'll be doing that in early February.
I look at this, and from where I am right now, I dont see another stock that I think will double in 6 months.
Hell, I remember in early September, I was hoping for $85 by the end of the year. Well, we're there - not exactly how I imagined getting there, though...
1
quote:
Just trying to decide if I need to unload now.
I'm not an expert, but I think this stock is solid in the long run. I dont plan to unload. The key to me is the management team AND the revenue forecasts. They are still on a path to profitability. The revenue itself makes it worth way more than its stock price valuation. Throw in Clickhouse, Avride, Toyota, and Triple Ten, and its insanely under valued.
I think we had a conflating of the government shutdown, an AI bubble scare, tariffs, uncertainty about the economy, and the Michael Burry scare. Put all that together, and the market shite all over this particular sector.
I could be wrong, but I think it will be up over $100 in the near future.
quote:
Are we out? Whats the plan?
I'm still in. My guess is that most people are no longer loaded up on options on this stock, so there is no need to be hyper vigilant about the ups and downs every hour.
On the one hand, that is kind of a relief, actually.
On the other, the stock is down and a super bargain by most counts, so this is not the end of this ride, for me... I will be much more selective on my options, going forward.
The NASDAQ is down 400 points. The whole market is shitting the bed over this government shutdown and the release of economic indicators.
I think this will start turning around soon. All of my position is further out, right now (2026), and that has dropped my stress by a lot.
I think this will start turning around soon. All of my position is further out, right now (2026), and that has dropped my stress by a lot.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by Jax-Tiger on 11/13/25 at 9:56 am to itsbigmikey
quote:
Still long
Key point. I will be spending the next 6 months building up my shares again, and try to pay less attention to it.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by Jax-Tiger on 11/13/25 at 9:23 am to SquatchDawg
quote:
Hey. We’ll be back. It’s a marathon not a sprint. Thanks for all your work BB8!
Absolutely. Hey, it's hard to know what everyone is going through. It's easy to get caught up in this stuff and you have to step back a bit.
I have repositioned myself a bit after taking a bath. I look at it like this - I'm down half, but my account is still 3x higher than it was when I started this journey.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by Jax-Tiger on 11/13/25 at 9:03 am to bayoubengals88
quote:
Probably. I need to refocus.
I hope you check back in, occasionally. I think NBIS has bitten us all in the arse, but it WILL ride back up, eventually. I hope you're at least partially in for that ride and check back in occasionally. I'm still following it, but I've jumped back into shares and long term calls.
I'd like to hear how those LEAPS you bought are working out.
Thank you for all of your help. Take care...
PS - I figured it would end, but would like it to have been on a high note...
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by Jax-Tiger on 11/13/25 at 8:57 am to bayoubengals88
quote:
I'm signing off.
For good? Are you giving up on NBIS?
Say it ain't so...
quote:
Hopefully we drop another 20% today
In theory, this would produce some bargains, but you don't want that kind of negative momentum. We've already dropped over 40%. If we go down another 20%, then $90 bucks will start to look expensive and we won't be able to break that threshold. We don't want to become toxic, like UNH.
We just saw the annual earnings report. There is no additional information on the horizon to turn things around, that I'm aware of. If we drop too low, we could end up stuck for a long time. They are sold out of capacity - they don't have room for another MSFT type of deal to move the needle. We need the market to react on what we have right now.
quote:
I think that area is one of the most beautiful in the country it is ashamed that they let homeless drugheads damage the city so much.
That's part of the reason I left. The homeless is a symptom of the underlying problem, which is that the city is run by the worst kinds of liberals. The liberals that see the entire world through an oppressed vs oppressor lense and make all their decisions and base their policies on taking from the oppressors to give to the oppressed (who are homeless).
They don't help the homeless and the drug addicts, they enable them and make them feel good about themselves. It's rich people's fault.
re: Michael Burry appears to be shutting down Scion Asset Management
Posted by Jax-Tiger on 11/13/25 at 7:35 am to reds on reds on reds
What's the scuttlebutt?
Did he lose huge amounts of investor money with his latest short attempt?
Is he closing because he has some other, more diabolical takedown in mind?
Is his job being replaced by AI?
Inquiring minds want to know...
Did he lose huge amounts of investor money with his latest short attempt?
Is he closing because he has some other, more diabolical takedown in mind?
Is his job being replaced by AI?
Inquiring minds want to know...
quote:
Wiser but poorer.
Yep.
quote:
I think he is being sarcastic due to great news coming out and the AI stocks getting hammered.
It seems the scale is weighted in favor of bad news.
A small set back results in catastrophic losses. No news leads to steady declines. Good news equates to break even, and amazing news may cause prices to spike before pulling back.
I think that is going to change, soon. The government is opening again, Demand for AI is still growing (and in short supply), tariffs are settling, interest rates will be coming down again, and the negativity over dilution will fade..
Analysts universally say NBIS is way undervalued, more capacity will be announced, and the stock will get some momentum.
I think this may be a lost week, but i believe next week will start the recovery. Remember, this stock was over 40% higher, just 2 weeks ago, and the news cycle during that time has been 80% good.
I think we'll recover that 40% fairly rapidly and be back where we were, except being wiser for having gone through this experience.
I have worked for an Indian IT consulting company for 13 years. I am an outlier.
The abuse of the system is real. It takes time to get an H1B employee, so the pipeline is always running. When a position on a project opens up, they have someone ready to fill it. They have put money into recruiting, training, and preparing these employees. They arent going to waste the effort by hiring an American.
They get tremendous savings by hiring an Indian. Many of the Indians are very anxious to come here to work. Most employees at my level of experience are 2 pay grades lower than me. They dont have much leverage because the visa is sponsored by my company, and either they take the low pay, or stay at home. So I may make a salary that is market rate for my experience, but my H1B visa coworker makes market rate for a junior consultant - maybe $40-70k less. Needless to say, I am an exception.
The other thing that we dont talk about is how companies abuse their H1B employees. They earn less money and it is very difficult for them to get a job with another company because the visa is sponsored by their employer. If they can get a green card, they can legally look for another job and get real market wages. The problem is that they need help in the application process from their employer, who has no incentive to help them, so they slow walk all the paperwork to prevent them from getting a green card and the leverage that comes with it.
The system bucks and needs to be fixed. We have to set it up so that hiring foreign workers costs MORE, not less. Then the incentive will be to hire Americans first, and young Americans will be encouraged to go into IT.
The abuse of the system is real. It takes time to get an H1B employee, so the pipeline is always running. When a position on a project opens up, they have someone ready to fill it. They have put money into recruiting, training, and preparing these employees. They arent going to waste the effort by hiring an American.
They get tremendous savings by hiring an Indian. Many of the Indians are very anxious to come here to work. Most employees at my level of experience are 2 pay grades lower than me. They dont have much leverage because the visa is sponsored by my company, and either they take the low pay, or stay at home. So I may make a salary that is market rate for my experience, but my H1B visa coworker makes market rate for a junior consultant - maybe $40-70k less. Needless to say, I am an exception.
The other thing that we dont talk about is how companies abuse their H1B employees. They earn less money and it is very difficult for them to get a job with another company because the visa is sponsored by their employer. If they can get a green card, they can legally look for another job and get real market wages. The problem is that they need help in the application process from their employer, who has no incentive to help them, so they slow walk all the paperwork to prevent them from getting a green card and the leverage that comes with it.
The system bucks and needs to be fixed. We have to set it up so that hiring foreign workers costs MORE, not less. Then the incentive will be to hire Americans first, and young Americans will be encouraged to go into IT.
It's almost as if there is an AI revolt.
It will probably be something we already know about, that reaffirms that Nvidia, Meta, Google, Alphabet, Amazon, etc, are going to spend a bazillion dollars on data centers. I think a lot of people don't see AI as a useful expenditure and that it is just a "fad".
Another thing that could kickstart the data center movement is the Nvidia earnings report.
I don't think NBIS did a lot to separate itself from other neoclouds this week. Hopefully, they announce some big enterprise clients in the near future.
Another thing that could kickstart the data center movement is the Nvidia earnings report.
I don't think NBIS did a lot to separate itself from other neoclouds this week. Hopefully, they announce some big enterprise clients in the near future.
Today was not a good day...
Things can only go up from here. Right?
Things can only go up from here. Right?
quote:
2028 calls
2028?
Sucker move. 2030 is where it's at...
quote:
Definitely go to Hood River. Was a very cool side-trip.
pFriem has a great brewery right on the river (on the river side of the interstate, opposite the downtown area. Great food and better beer.
I always tell people to cross over into Washington State on The Bridge of the Gods when driving to Hood River. The view from the Washington State side of the Columbia is amazing, because you can see Mt Hood as the backdrop as you cross the bridge back to Hood River on the Oregon side. You can't see Mt Hood from the Oregon side because the foothills and trees get in the way. The view from across the river is absolutely spectacular. If the weather is clear...
quote:
Thanks Arkady for the dilution
They were going to have to do it, otherwise, the market would be hammering him for not being clear enough on where NBIS was going to get the money to build out 2.5+ GW of power.
Under ordinary circumstances, $7-9B of ARR should have been THE story and this stock should be going through the roof. Even with dilution and missing their target by 30%, this stock should be worth over $150/share.
Popular
20
