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bayoubengals88
| Favorite team: | |
| Location: | LA |
| Biography: | Formerly a fan of this website |
| Interests: | Conifers |
| Occupation: | |
| Number of Posts: | 23891 |
| Registered on: | 9/10/2007 |
| Online Status: | Not Online |
Recent Posts
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/6/26 at 4:26 pm to Jax-Tiger
I'm seeing where CNBC is stating this was a fake rumor.
Someone needed to get out of some puts...
Wow. Criminal.
Someone needed to get out of some puts...
Wow. Criminal.
0
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/6/26 at 2:41 pm to Jax-Tiger
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/6/26 at 2:38 pm to Jax-Tiger
quote:It would make sense.
Couldn't this become an opportunity for NBIS?
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/6/26 at 2:30 pm to bayoubengals88
Bottom line. I think Open AI is fricked, and so is Oracle.
I don't see why this is bad for Nebius, who has no deals with Open AI or Oracle.
I don't see why this is bad for Nebius, who has no deals with Open AI or Oracle.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/6/26 at 2:27 pm to Jax-Tiger
re: Alone time. How much do you get and do you enjoy it?
Posted by bayoubengals88 on 3/6/26 at 10:47 am to FLBooGoTigs1
Only true alone time is yard work, gym, driving.
5:30 to 7:00 AM
5:30 to 7:00 AM
re: Backyard renovation: Zoysia + Centipede or Bermuda?
Posted by bayoubengals88 on 3/5/26 at 2:35 pm to CapitalTiger
Just get rid of the Centipede while you're doing the work.
re: Traders will never be better than investors
Posted by bayoubengals88 on 3/5/26 at 11:05 am to TigahsOnTop
Y'all settle this shite! :lol:
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/5/26 at 10:14 am to Jax-Tiger
Worth anyone's time.
Loading Twitter/X Embed...
If tweet fails to load, click here.re: NVDA earnings are out
Posted by bayoubengals88 on 3/5/26 at 9:46 am to KWL85
quote:It's one of the most reasonably priced companies in the US Stock market.
It is up 55% for the past year. While this doesn't match the gains that made it the largest market cap in the world, this is still a banner stock. I will likely hold it it many more years, but reevaluate it annually. It is very likely to be a great choice for the next couple of years at a minimum. They consistently report impressive revenue, and even more impressive earnings on that revenue. Their financials are almost too good. Hard to find an argument to sell until these numbers change significantly.
re: Talstar
Posted by bayoubengals88 on 3/5/26 at 8:19 am to Koolazzkat
quote:That's no joke there. May get a bottle to mix things up.
Mavrik perimeter
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/5/26 at 5:45 am to SidewalkTiger
quote:I could absolutely see it happening. It may take another year for the street to understand Nebius.
Anyone see NBIS dropping tomorrow as well?
But NBIS untouched ATM is currently capped at 10% dilution.
I think they are wanting to grow market cap before using it.
Could be the difference in 1.5bn raised is they waited until $150
re: When is first lawn cut and how low should I scalp palisades zoysia
Posted by bayoubengals88 on 3/5/26 at 5:38 am to TopWaterTiger
Yes, the leveling should wait until about May regardless.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/4/26 at 9:02 pm to Neauxla
Who the hell knows!
$39 is my guess.
$39 is my guess.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/4/26 at 8:22 pm to igoringa
Came out on the same day they announced more GPU purchases.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/4/26 at 5:49 pm to Jax-Tiger
This would be like NBIS raising 10bn at upper $70s/share :ahh:
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/4/26 at 4:59 pm to Jax-Tiger
Is this a typo?!??
Or fake?
UP to 6bn dollar ATM for IREN
LINK
Signals 40% dilution while shares are nearly 50% down from ATH :ahh:
Or fake?
UP to 6bn dollar ATM for IREN
LINK
Signals 40% dilution while shares are nearly 50% down from ATH :ahh:
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 3/4/26 at 2:02 pm to Jax-Tiger
quote:What's the higher liklihood in your mind?
Jax-Tiger
It's summer of 2031 and NBIS is on its way to realizing 16bn in net income based on 40% margins from 40bn total revenue. Trading at a reasonable tech P/E of 45, the market cap is 720 billion. Due to a nearly 100% dilution from today's share count, the share price is $1,440
HGRAF is on their way to realizing 1.875 billion in net income based on 75% profit margins. They're selling 10,000 tonnes at 250k per ton to get there. Materials P/E is quite reasonable at 30 so their market cap is 56.25 billion with 510 million shares outstanding or 50% dilution from today.
Share price of $110.
re: Spec Play - HGRAF
Posted by bayoubengals88 on 3/4/26 at 12:49 pm to LChama
quote:It's a different set of issues. HGRAF is a pure play on the future of graphene adoption. That's the entire thesis.
Not saying its a pump and dump. Asking what the level of concern for that is without reading 500 pages. I think my concern however small it may be.. is that the same hopefullness was there with SLi.. they got approval and had a great plan and we were gonna be millionaires and then …. It went a different direction.
Execution has been quantified and controlled. To me, execution isn't so much of a risk. It has been derisked by the genius of the KSU professor.
The question is, do you believe Graphene demand will actually materialize?
re: Spec Play - HGRAF
Posted by bayoubengals88 on 3/4/26 at 11:03 am to NaturalBeam
My only hope here is to try to get at least 500 or so shares after Nasdaq listing. Hoping below $20.
Then when it's $1,000/share I won't have to beat the shite out of myself quite as hard.
Then when it's $1,000/share I won't have to beat the shite out of myself quite as hard.
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