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Registered on:9/21/2012
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Of course not…that would require forethought and math.

You think your local convenience store is going to price where everything rounds out to 5 cents?
Reagan attempted assignation and then Challenger explosion.
Since we’re all sitting here scratching our heads let’s talk market manipulation.

Anything in general that is know to be “practice”?

Seeking common stop loss points?
Cleaning out near expiry options?
Lending to shorts to grab cheap shares in the back end?
All of the above? bullshite?

I honestly don’t know…just asking.
Identity politics require victimhood status. They’ll fight to never give up this ground.
I have time so don’t want to knee jerk today but am going to transition leverage to shares when the timing is right.
To be safe I believe owning NBIS, CRWV and IREN for the long term is smart but we may be past the point of seeing big short term spikes barring MAJOR news or a change in sentiment.
Interesting how CRWV gets all the attention while NBIS just keeps chugging away.
quote:

a fair world, NBIS would be $200+ and CRWV would be $150.


That’s the question isn’t it? Even with all of this NbIS valuation is very high currently. It all depends on how much the market is willing to pay for future earnings.
In a fair world you would see some rotation from CRWV to NBIS after that call. Better business model and strategy from my perspective.
Good call. They had great things to say and big things coming.

So…now we wait.
These guys definitely have their act together. Already sold out Q4 and pre selling 2026.
Let’s hope they boost it on the call.

I think we’re dealing simply with valuation. These companies have huge growth potential but the PEs aren’t small and the hype has turned in the last month.
quote:

TBH Tucker’s hatred of Jews is weird


He doesn’t hate Jews…that’s bullshite.

He’s just questioning why America is compelled to send billions to Israel and get pulled into their conflicts all while we have plenty of shite to worry about here.

Also, aren’t you the least concerned that AIPAC is paying everyone off?
Zero hedge has an article about the future revenue being revised down due to delays bringing capacity online.

Zerohedge

They’re both going to be winners long.

I’m just looking at the next month :lol:
From X too so take with a grain of salt but looks like they expanded Meta and OpenAI deals?
We delivered an exceptional third quarter, setting new records for revenue and almost doubling our revenue backlog to more than $55 billion,” said Michael Intrator, Co-Founder, Chairman of the Board and Chief Executive Officer, CoreWeave. “Our performance reflects disciplined execution across every part of our business, from scaling infrastructure and expanding capacity to deepening customer relationships and advancing our software and services. CoreWeave’s position as the essential cloud for AI has never been stronger as we drive growth through focus and innovation to power the next generation of AI.”

$55B backlog?
Damn. That’s impressive. Thank you BB8….err Grock
No kidding.

Any thoughts on why expected EPS is lower than Q2? Increased cost of operations?