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LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 8921 |
| Registered on: | 9/2/2016 |
| Online Status: | Not Online |
Recent Posts
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re: OWLT Baby products.
Posted by LSUcam7 on 4/16/26 at 11:01 am to bayoubengals88
I’ve been in and out of OWLT before. It’s many of the same financial issues it had back then before FDA approvals.
Honestly I had no idea the founder wasn’t CEO anymore. But to hear Workman is back.. it’s an interesting dice roll.
Honestly I had no idea the founder wasn’t CEO anymore. But to hear Workman is back.. it’s an interesting dice roll.
0
re: OWLT Baby products.
Posted by LSUcam7 on 4/16/26 at 10:40 am to ATLsuTiger
It’s cheap on the revenue expectations but what’s your take on profitability?
Seems like it’s fits and starts there.
Seems like it’s fits and starts there.
CoreWeave Announces Intention to Offer $1,000 million of 9.750% Senior Notes
9.75%! Nebius has a much cleaner balance sheet right now.
9.75%! Nebius has a much cleaner balance sheet right now.
quote:
We no longer have a real Republican party
From a fiscal standpoint we haven’t had one since Eisenhower. Reagan had a great economy but no balanced budgets for Republican presidents since 1960s. Crazy fact.
Biden admin was the worst financial admin in history and it isn’t close. Trump’s admin clearly has zero desire to run a surplus. Kicking the can.
You can’t spend at these levels of GDP forever, keep taxes low & just hope productivity goes nuts to cover the future bills and deliver outsized growth.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/15/26 at 8:50 pm to bayoubengals88
Nah I went to the local brewery tonight :lol:
I have zero perspective in the neocloud, or tech community, for that matter.
All I know is training/inference compute needs are fully sold out & management executes extremely well, so far. Nebius is my largest of a few rotating AI infra plays and has felt as good as guaranteed particularly when near the pre-MSFT valuations.
I have zero perspective in the neocloud, or tech community, for that matter.
All I know is training/inference compute needs are fully sold out & management executes extremely well, so far. Nebius is my largest of a few rotating AI infra plays and has felt as good as guaranteed particularly when near the pre-MSFT valuations.
quote:
You'll still be $10 ahead based on your $30 premium
Until it goes to $100B
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/15/26 at 12:43 pm to bayoubengals88
If I had a real technical understanding, I’d share. But a lot of this is over my head.
Essentially Kubernetes is a better system to manage AI workloads. Slurm is the old school workload manager, which most AI researchers are used to. Nebius found a way to merge both, not forcing anyone to choose.
My point in the research was to try and understand better the software differentiation of Nebius beyond the hardware / compute.
It’s like learning a new language.
Nebius.com
Essentially Kubernetes is a better system to manage AI workloads. Slurm is the old school workload manager, which most AI researchers are used to. Nebius found a way to merge both, not forcing anyone to choose.
My point in the research was to try and understand better the software differentiation of Nebius beyond the hardware / compute.
It’s like learning a new language.
Nebius.com
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/15/26 at 12:27 pm to bayoubengals88
That post took me down a Kubernates & Slurm research rabbit hole last night
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/15/26 at 9:57 am to bayoubengals88
Would really like to write some longer dated calls way out of the money around $230-260.
If I get called out there, so be it.
If I get called out there, so be it.
re: Uranium>Silver
Posted by LSUcam7 on 4/14/26 at 10:21 am to itsbigmikey
I think the administration will wake up to the fact that China is ahead of us on nuclear frameworks.
It’s a real competitive advantage they have and hopefully POTUS gets his head out of Israel’s arse to see it.
Do we have any expectations of commercial viability for SMR? Companies like BWXT are driving the industry with it.
It’s a real competitive advantage they have and hopefully POTUS gets his head out of Israel’s arse to see it.
Do we have any expectations of commercial viability for SMR? Companies like BWXT are driving the industry with it.
Paul this month
re: Uranium>Silver
Posted by LSUcam7 on 4/13/26 at 9:51 pm to itsbigmikey
Surprised this thread hasn’t gotten the bump
Took profits on all my uranium / nuclear last year. Some have sold off, some hanging in there.
Small modular in particular seems to have sold off the most when the market realized it was a bit ahead of itself. But I do think nuclear will continue to be an exciting theme in energy through next 5-10 years.
Took profits on all my uranium / nuclear last year. Some have sold off, some hanging in there.
Small modular in particular seems to have sold off the most when the market realized it was a bit ahead of itself. But I do think nuclear will continue to be an exciting theme in energy through next 5-10 years.
BB this week
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/13/26 at 9:00 am to bayoubengals88
Modeling to price target is not easy. Banking on multiples staying the same rarely works.
See NVDA for example. Models had revenue going up to these levels but the multiples investors are now willing to pay have compressed.
The result is the stock has traded flat for roughly 8 months while revenue and earnings have been nothing short of fantastic.
With that said, GS estimating +$10B revenue for 2027 with a slight profit and an inflection for 2028 at +$15B rev and $2B of net income. A lot can change.
See NVDA for example. Models had revenue going up to these levels but the multiples investors are now willing to pay have compressed.
The result is the stock has traded flat for roughly 8 months while revenue and earnings have been nothing short of fantastic.
With that said, GS estimating +$10B revenue for 2027 with a slight profit and an inflection for 2028 at +$15B rev and $2B of net income. A lot can change.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/13/26 at 8:47 am to astonvilla
quote:
Goldman upgrades
quote:
Freedom downgrades
I’ll bet on the Goldman horse.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/10/26 at 4:22 pm to tigerbacon
quote:
tigerbacon
That’s how you trade a stock. Well done.
I am not shocked at all if we see $115 again nor am I shocked at $215. Just riding the wave..
re: Software Stocks Plunge
Posted by LSUcam7 on 4/10/26 at 12:34 pm to bayoubengals88
Love the idea.
Patience and some heavy stones might be needed for a quarter or so but software is getting close to max fear.
Patience and some heavy stones might be needed for a quarter or so but software is getting close to max fear.
This is high quality bourbon territory.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/10/26 at 9:37 am to HogPharmer
I’ve had the trade up to cover all my shares with a $165 contract. I just can’t seem to press submit!
But remember well the last 6 months.
Don’t get carried away here after the run.
If you weren’t making aggressive moves at $80 back in Feb, why the hell would you do that when it’s nearing double that price?
But remember well the last 6 months.
Don’t get carried away here after the run.
If you weren’t making aggressive moves at $80 back in Feb, why the hell would you do that when it’s nearing double that price?
I don’t believe reactionary. To my understanding there are several key players from AI21 on Nebius’ advisory board.
Then NVDA who was purported to buy AI21 Labs backs out & makes a $2B investment into NBIS, the low end of the expected purchase price.
I think this was orchestrated over the past 4-5 months.
Then NVDA who was purported to buy AI21 Labs backs out & makes a $2B investment into NBIS, the low end of the expected purchase price.
I think this was orchestrated over the past 4-5 months.
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