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Started By
Message
re: Stock for 2025
Posted on 1/9/25 at 8:39 pm to bayoubengals88
Posted on 1/9/25 at 8:39 pm to bayoubengals88
1
Posted on 1/9/25 at 8:53 pm to bayoubengals88
Posted on 1/9/25 at 9:00 pm to bayoubengals88
Are these respected investors? Thanks for sharing
Posted on 1/9/25 at 9:01 pm to bayoubengals88
From Russia with Cash
NBIS write up
NBIS write up
quote:
If Nebius succeeds in becoming a leading AI cloud provider with a valuation on par with CoreWeave, an investor today gets that 4x+ option at a 45%-65% discount to peers. If only Avride succeeds and is valued at one-third of Waymo’s $45 billion (with the AI cloud business worthless as GPU capacity goes into oversupply), Nebius still has a 2x option for which an investor pays next to nothing. In fact, in a worst-case scenario, the liquidation value of Nebius’s asset base is estimated at roughly $26.50/share, or only ~15% downside. Given the assets and optionality of the event path for its two main businesses, we believe there is asymmetry in the risk/reward ranging from that 15% downside to 400% or greater upside.
quote:
As of December 5, 2024, Nebius is trading at ~$31/share. With a blended valuation of $100/share, we believe there is conservatively ~95% upside. Should the company scale similarly to CoreWeave we believe a Bull Case of $179.50/share, or ~475% upside is possible. Additionally, the potential increase in per-share value from the company's plans for Avride ranges from $9/share to potentially exceeding Nebius's current share price.
This post was edited on 1/9/25 at 9:23 pm
Posted on 1/23/25 at 11:19 am to astonvilla
Governor Dunleavy mentioned Pebble specifically yesterday. Watch this one!
Copper mining play that was denied permit by EPA veto back in 2020.
$NAK
Copper mining play that was denied permit by EPA veto back in 2020.
$NAK
Posted on 1/23/25 at 11:49 am to ATLsuTiger
It was denied in 2020 ..: by Trump at the behest of Don Jr. don’t get your hopes up, this thing is never happening. Which of course doesn’t mean you can’t profit off the hype.
This post was edited on 1/23/25 at 11:50 am
Posted on 1/23/25 at 1:02 pm to kaaj24
I could see coinbase doing well in 2025
This post was edited on 1/23/25 at 1:03 pm
Posted on 1/23/25 at 1:30 pm to kaaj24
I would recommend a growth fund like SCHG until you learn more rather than coming here for advice
Posted on 1/23/25 at 7:38 pm to kaaj24
BRPHF to the moon
Posted on 1/24/25 at 1:23 pm to MSTiger33
quote:
BRPHF
Been holding this forever!
Posted on 1/24/25 at 1:40 pm to MSTiger33
quote:Why is this OTC?
BRPHF to the moon
Posted on 1/24/25 at 2:52 pm to MSTiger33
quote:
BRPHF
Is this the same as LadyBoy Airlines?
This post was edited on 1/24/25 at 2:53 pm
Posted on 1/26/25 at 12:19 am to sonoma8
I’m interested in a new one. DAKT
big screen electronics…sports venues, concerts, advertising, etc.
big screen electronics…sports venues, concerts, advertising, etc.
Posted on 1/26/25 at 1:52 am to kaaj24
LoanDepot is where I would stick it all.
Posted on 1/26/25 at 7:40 am to MrLSU
What are yall thinking on SOFI? Earnings report tomorrow.
Posted on 1/26/25 at 8:15 am to AmIDonut
quote:One of my largest holdings.
What are yall thinking on SOFI?
I have a call and three covered calls.
Hoping for $20
Posted on 1/26/25 at 9:34 pm to bayoubengals88
Also looking at $FMST for tomomorrow
Posted on 1/27/25 at 8:02 am to AmIDonut
quote:
FMST
Green in a sea of red.
Posted on 1/27/25 at 9:45 am to meeple
Picked up some more SOFI at $15.40. Up to $16.50 already. I think it will recover fine
Posted on 2/1/25 at 2:51 pm to AmIDonut
What do yall think of Deckers outdoor? Dropped 20% after earnings report.
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