
SquatchDawg
| Favorite team: | Georgia |
| Location: | Cohutta Wilderness |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 18835 |
| Registered on: | 9/21/2012 |
| Online Status: | Not Online |
Recent Posts
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re: Makes no cents. Last US Penny being struck today
Posted by SquatchDawg on 11/12/25 at 12:17 pm to Spankum
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?
You think your local convenience store is going to price where everything rounds out to 5 cents?
re: What is the first major news event you recall watching?
Posted by SquatchDawg on 11/12/25 at 11:38 am to rpg37
Reagan attempted assignation and then Challenger explosion.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/12/25 at 9:30 am to Jax-Tiger
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.
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.
re: What Did Men Do to Deserve This? (Another take on the so-called man/boy crisis)
Posted by SquatchDawg on 11/11/25 at 7:45 pm to 4cubbies
Identity politics require victimhood status. They’ll fight to never give up this ground.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 9:34 am to CheesyF
I have time so don’t want to knee jerk today but am going to transition leverage to shares when the timing is right.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 8:27 am to igoringa
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.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 8:10 am to tigerfoot
Interesting how CRWV gets all the attention while NBIS just keeps chugging away.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 8:09 am to Jax-Tiger
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.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 8:02 am to IT_Dawg
In a fair world you would see some rotation from CRWV to NBIS after that call. Better business model and strategy from my perspective.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 8:00 am to Jax-Tiger
Good call. They had great things to say and big things coming.
So…now we wait.
So…now we wait.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 7:52 am to IT_Dawg
These guys definitely have their act together. Already sold out Q4 and pre selling 2026.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/11/25 at 7:02 am to IT_Dawg
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.
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.
re: Ben Shapiro joins CNN to cry and beg for Tucker to be
Posted by SquatchDawg on 11/10/25 at 9:35 pm to Zgeo
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?
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 8:45 pm to bayoubengals88
Zero hedge has an article about the future revenue being revised down due to delays bringing capacity online.
Zerohedge
Zerohedge
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 4:32 pm to Craft
They’re both going to be winners long.
I’m just looking at the next month :lol:
I’m just looking at the next month :lol:
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 3:24 pm to Jax-Tiger
From X too so take with a grain of salt but looks like they expanded Meta and OpenAI deals?
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 3:17 pm to IT_Dawg
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?
$55B backlog?
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 3:12 pm to IT_Dawg
Looks like EPS loss half of expected?
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 12:29 pm to bayoubengals88
Damn. That’s impressive. Thank you BB8….err Grock
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by SquatchDawg on 11/10/25 at 12:05 pm to LChama
No kidding.
Any thoughts on why expected EPS is lower than Q2? Increased cost of operations?
Any thoughts on why expected EPS is lower than Q2? Increased cost of operations?
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