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igoringa
| Favorite team: | LSU  |
| Location: | South Mississippi |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 12369 |
| Registered on: | 6/29/2007 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by igoringa on 4/17/26 at 8:12 am to bayoubengals88
wlacw are trying over $5. and remember with spa warrants 30 days after the D spec if the stock price is above 18 bucks, they can be redeemed for nothing. - are you'd be forced to exercise. They technically have a term to 2030 or 2031 I believe but don't look at it that way.
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re: Nebius - NBIS - AI Infrastructure Company
Posted by igoringa on 4/16/26 at 6:55 pm to bayoubengals88
Need to do the WLAC homework - bought what was available after hours at 13.50 (300 or so shares) while I do that
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It's going to hit $250 by January. Especially since I sold some covered calls at $230.
One of us! One of us!
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Didn't want to be alone in my angst.
So I bit on that - good find. $30 flat on Jan '27 230 strike. About a third of my position so still have 1K in shares not subject to call.
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The premium on Jan 27 $230 calls is at $30... 60% return if it gets called...
now why did you have to do that to me lol
i am still holding material position in CCJ, URNM, and URA - staying on uranium side although i can see nuclear there will be some biggies - i just am playing it safe so
to speak with a little exposure through URA.
Still early in this game and massive deficit in the future keeps getting more and more bleak (or great lol)
to speak with a little exposure through URA.
Still early in this game and massive deficit in the future keeps getting more and more bleak (or great lol)
re: Spec Play - HGRAF
Posted by igoringa on 4/14/26 at 9:44 am to FieldEngineer
quote:
I really don't think it is. Everyone knew this was coming. It's important news that things didn't fall through or get seriously delayed with HQ, but it was expected.
I get your point here - but a lot has been expected over the past 9 months and has not happenned. Not trying to suggest there should be a signfiicant low bar but any actual concrete movement towards the objectives set is a positive.
Recall one of the primary short pushers a few months ago was standing outside that location arguing that the condition it was in was evidence it was not real. Again low bar I know but we need confirmation of these pedestrian steps
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CEO said large scale facility can do up to 350 tons in the artilcle? Seems low.
Yeah that needs to be initial plan I would assume because that is only 15 or so hyperions - I have to assume the new Houston site has capacity well beyond that given the 40 Sq ft footprint of these things
i did a small amount of the april 115s when Jax did - took the double last week - which is good but lol left this on table
Any price is on the table until they communicate concrete movement. "very soon' on NASDAQ, facility, sales etc has been the mantra since October. I still believe in it but they have not meet their verbal reps back then and until they do I think there will be downward risk.
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We hope that the Meta deal is only $12B. If that's the case, then NBIS has sold out its capacity without help from Meta.
Genius move, actually, as Meta is prepaying for part of the data center which helps NBIS build the data center with less borrow.
I was going to say the meta deal/rate is officially the floor. Everything should be north of here.
And I honestly believe we see the economics as the year moves on - each deal will get better and better. That is why I am in no rush with my other data center play (Iren). The speed I care about is do they have every GPU on hand deployed and the answer is yes with a 150K increase in year one. The 2027 deals are going to be better than the 2025 deals - the rental rates suggest it, the capacity constraint suggests it.
Right now there is a massive shortage of power, and that is even with the several GWs of fake power so many companies are arguing they have. Someone work up in Texas and realized there is more contracts than capacity and they are tiering them. If not tier 0 (guaranteed existing) - dont hold your breath on capacity. That is when the shortage becomes ridiculously clear.
Edit: Which back to NBIS plays right into their hands as they tend to be able to do more with less (power) given their software advantage.
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You're gonna need to dumb this down for me even more bc I'm kinda dumb
It means there is a massive shortage of compute available right now. Insatiable demand. And NBIS is about the most premium product available which gives signiificant market power.
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I bought some 4/17 $115 calls...
limping in with you
re: Spec Play - HGRAF
Posted by igoringa on 3/26/26 at 2:14 pm to FieldEngineer
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Volume eventually picked up.
Still looking like we are going to be well below the 90 day average.
Like barely 10K a share every 5 minute pace right now
Anemic volume - the two big drops today were less than 50K share sales.
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LINK
So latest Bambrough video - half way through it so far- standard cheerleading but this is when he is at his best (and not being a carnival barker). Plenty of hopium but more polished than he can sometimes be.
re: Spec Play - HGRAF
Posted by igoringa on 3/25/26 at 2:54 pm to NaturalBeam
quote:
Again, I didn't hear the quote - but this would be the biggest news of anything, I believe.
Everything she said was a re-iteration of what she previously has said.
She had no ability to change any previously disclosed information or add any new information given the nature of the event.
Now visually she seemed eager to share soon but who knows - been in that plane for awhile
As I thought we are not going to be told anything I do not think
I stuggled to but was using meeting ID and not password. Make sure you are using the password.
Have not missed anything yet
Have not missed anything yet
re: Spec Play - HGRAF
Posted by igoringa on 3/25/26 at 9:49 am to Dock Holiday
I am not sure how much of a meeting it will be.
The address of the meeting is their law firms (Miller Thomson)
The address of the meeting is their law firms (Miller Thomson)
re: Spec Play - HGRAF
Posted by igoringa on 3/24/26 at 6:58 pm to supermiller
quote:
In the beginning i loved this thread for it's positiv information. It was the best in the west, But something has changed. Some are getting nervous.
We are still lovable lol.
Yes some (me to a degree) have some nerves - natural when the numbers become material to net worth and the deadlines seem to move. As I mentioned, when I started this thread the CEO reps were October for everything. Yes I thought that was optimistic but this is definitely taken its time... so I think nerves are natural
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