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bayoubengals88
| Favorite team: | |
| Location: | LA |
| Biography: | Formerly a fan of this website |
| Interests: | Conifers |
| Occupation: | |
| Number of Posts: | 24447 |
| Registered on: | 9/10/2007 |
| Online Status: | Online |
Recent Posts
Message
re: MRLN - Merlin Labs (Autonomous Aviation Software)
Posted by bayoubengals88 on 4/22/26 at 9:18 am to Wraytex
quote:Good info.
If it helps you decide, Schwab upped my lending rate on MRLN to 30%
I figure this is a good place to quietly load.
No one cares about it when it's 11-13. Everyone's talking about it above $15.
I'm just looking for support to form above $10.
0
re: Iran says the Strait is OPEN for business
Posted by bayoubengals88 on 4/21/26 at 3:12 pm to Sus-Scrofa
quote:Cease fire extended. Needed to cool off a bit anyway.
Well, rough end to the day
Still way above 9 and 20 EMA
re: Anyone willing to share the top picks from Seeking Alpha for 2025?! (PICKS INCLUDED NOW)
Posted by bayoubengals88 on 4/21/26 at 10:53 am to wahoocs
quote:
How did the 2025 picks finish the year?
78.85% Cumulative return
2026 so far:
30.39%
re: VELO - Low Float turnaround opportunity
Posted by bayoubengals88 on 4/21/26 at 10:15 am to The Egg
Yeah man. They freaking crushed it with the Andretti sponsorship/partnership.
The chart is now one massive breakout with no ceiling in sight.
I own 0 shares.
Financial Times
The chart is now one massive breakout with no ceiling in sight.
I own 0 shares.
Financial Times
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by bayoubengals88 on 4/21/26 at 9:42 am to Neauxla
$24 --> $29
21% :nana:
21% :nana:
re: Software Stocks Plunge
Posted by bayoubengals88 on 4/21/26 at 9:38 am to LSUSports247
Yep, and I think I may hold through the print.
I've since added a good bit more in the $90s as I've seen the turnaround gaining momentum.
NOW is now a significant holding.
Let's hope the AI acquisition gets them back to $150+ :dude:
I've since added a good bit more in the $90s as I've seen the turnaround gaining momentum.
NOW is now a significant holding.
Let's hope the AI acquisition gets them back to $150+ :dude:
re: Memes are back on the menu
Posted by bayoubengals88 on 4/21/26 at 7:09 am to Upperdecker
I almost went big on BULL in the $4s.
It’s a value play.
Cash to price blew my mind.
It’s a value play.
Cash to price blew my mind.
re: MRLN - Merlin Labs (Autonomous Aviation Software)
Posted by bayoubengals88 on 4/20/26 at 10:03 pm to auisssa
The S-1 cleared well before we thought it would.
I actually picked up 75 more shares around 11.60-11.70 today.
200 in brokerage, 5 long dated calls in Roth.
I actually picked up 75 more shares around 11.60-11.70 today.
200 in brokerage, 5 long dated calls in Roth.
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re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 4/20/26 at 9:07 pm to LChama
BTW, I learned yet another tidbit about Nebius/Avride today when researching OUST, a LiDAR company.
Having learned that Hyundai uses LiDAR on their robo taxis I thought that Avride might be using Ouster sensors.
NOPE! Leave it to a Nebius subsidiary to produce in house LiDAR solutions for autonomous vehicles. Duh!
Having learned that Hyundai uses LiDAR on their robo taxis I thought that Avride might be using Ouster sensors.
NOPE! Leave it to a Nebius subsidiary to produce in house LiDAR solutions for autonomous vehicles. Duh!
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 4/20/26 at 9:03 pm to LChama
Great summary :lol:
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 4/20/26 at 9:02 pm to MarkInTable
I’ll sell out of NBIS when AI compute is no longer in demand.
I didn’t get shaken out from $140 to $70 so I don’t foresee myself selling any time soon.
I’d think $200 is likelier than $100 in the short term.
Still watching BRUN/WLAC, but I find NOW and OUST more immediately compelling (and MRLN).
I didn’t get shaken out from $140 to $70 so I don’t foresee myself selling any time soon.
I’d think $200 is likelier than $100 in the short term.
Still watching BRUN/WLAC, but I find NOW and OUST more immediately compelling (and MRLN).
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 4/20/26 at 3:22 pm to igoringa
quote:The way I see it, if it were something to worry about, we'd be at $120.
So is the NJ data center delay talk just made up crap or is it legitimately being delayed again?
I don't know what to make of it.
Honestly, I'm chilling with NBIS.
Mostly focused on OUST, NOW, and to a lesser extent MRLN.
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by bayoubengals88 on 4/20/26 at 3:15 pm to el Gaucho
:lol:
No pennies for me right now.
No pennies for me right now.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 4/20/26 at 3:14 pm to Jax-Tiger
Earnings are in about 30 days (estimate), and I'll be surprised if we don't touch 175 over the next few weeks as this consolidation has been textbook.
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by bayoubengals88 on 4/20/26 at 3:09 pm to el Gaucho
quote:Compelling thesis! :cool:
I got 2 more plays baw
I think it’s computers or something
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by bayoubengals88 on 4/20/26 at 3:05 pm to Neauxla
That's a break out.
Let's see if the 200 day can turn into support at 25.22
Let's see if the 200 day can turn into support at 25.22
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by bayoubengals88 on 4/20/26 at 11:00 am to bayoubengals88
Here's a six year old thread on Lidar stocks from this board. ATL has been on this theme for a long time.
Since 2020, many Lidar companies have went under and OUST has emerged as the clear leader in the Western world.
They've even acquired one of their earlier competitors, Velodyne.
I highly recommend this thread to understand the current reach of Ouster's technology. And again, this is a market that can expand exponentially.
Since 2020, many Lidar companies have went under and OUST has emerged as the clear leader in the Western world.
They've even acquired one of their earlier competitors, Velodyne.
I highly recommend this thread to understand the current reach of Ouster's technology. And again, this is a market that can expand exponentially.
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Posted by bayoubengals88 on 4/20/26 at 10:42 am to bayoubengals88
I'm fully loaded here for now.
While conviction isn't NBIS level, it's fairly strong.
I'm just not seeing much of a bear case.
Crossed $27 just now. Up 11% today
Reclaiming the 200 day ($25.22) with authority.
The TAM here is just unreal.
This one won't be under the radar for much longer.
X is catching on to this name quickly.
While conviction isn't NBIS level, it's fairly strong.
I'm just not seeing much of a bear case.
Crossed $27 just now. Up 11% today
Reclaiming the 200 day ($25.22) with authority.
The TAM here is just unreal.
This one won't be under the radar for much longer.
X is catching on to this name quickly.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 4/20/26 at 9:15 am to Swamp puppy
quote:I bought NBIS as a hedge on life as we know it.
I straight up admit that I'm concerned about the effects of data centers, and AI.
Life can suck worse due to AI and we have no money
Or, Life can suck due to AI and we at least have some money.
re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted by bayoubengals88 on 4/20/26 at 8:54 am to bayoubengals88
The X community caught on over the weekend.
I hope you did too.
Up 7.5%
I hope you did too.
Up 7.5%
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