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FredsGotSlacks
| Favorite team: | LSU  |
| Location: | Baton Rouge |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 903 |
| Registered on: | 3/22/2008 |
| Online Status: | Not Online |
Recent Posts
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re: Buying up Take-Two stock before GTA 6 releases in November?
Posted by FredsGotSlacks on 4/14/26 at 12:16 pm to JasonDBlaha
This game is going to print money. From an article detailing the recent TTWO hackers:
Leaked data suggests GTA Online makes $8.5 million in weekly bookings, totaling $5.083 billion in bookings from 2014 to early 2026. Weighing this against total franchise net revenues gives more context around Rockstar's mega-hit games.
The above does not include the 5 billion in game sales. I think GTA6 will exceed the 10 billion mark of GTAV within the first 5 years
Leaked data suggests GTA Online makes $8.5 million in weekly bookings, totaling $5.083 billion in bookings from 2014 to early 2026. Weighing this against total franchise net revenues gives more context around Rockstar's mega-hit games.
The above does not include the 5 billion in game sales. I think GTA6 will exceed the 10 billion mark of GTAV within the first 5 years
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re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 4/13/26 at 2:04 pm to AUtigerNOLA
quote:
Anyone doing some calls here? What’s the strategy? Covered
I sold a 4/17 $160 covered call this morning for $4.91. It’s currently at 5.20 but hopefully it stalls out here and decays like a MF’er tomorrow/wednesday
re: Buying up Take-Two stock before GTA 6 releases in November?
Posted by FredsGotSlacks on 4/13/26 at 7:07 am to JasonDBlaha
I’m in on it. Slowly amassing a large position in it. We’ve gotten a pullback because of the software sell off so it’s a good time to add IMO. The stock will pump as soon as the marketing campaign kicks off and the pre orders go live. This will shatter all entertainment industry records. Also don’t discount the fact that they are supposedly going to start making TV shows, I believe RDR is first.
re: GTA 6 to sell at 70 or 80$ confirms ceo
Posted by FredsGotSlacks on 4/11/26 at 8:41 am to shutterspeed
quote:
Only thing is, you best come correct at that price point, or the public blowback will be swift and brutal.
This will break all records regardless of price. The anticipation and expectations are incredible and rockstar has never delivered a dud. I’m buying up take two stock while it’s down, this thing will be printing money for the next 10-15 years
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 4/7/26 at 11:10 am to LB84
quote:
Jim Cramer shite talked NBIS for a year and now he's giving us the kiss of death.
He’s a Jensen disciple. As soon as Nvidia invested in NBIS and Jensen started hyping Nebius Cramer immediately flipped his stance
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 4/2/26 at 4:10 pm to astonvilla
Tech sector feels primed for a big rally after today’s turnaround. Some good technical indicators on Nasdaq have me full of hopium that nebius pushes through and sets a much higher new high in the very near future
re: MRLN - Merlin Labs (Autonomous Aviation Software)
Posted by FredsGotSlacks on 3/31/26 at 10:06 am to bayoubengals88
Alright I’ll dabble on this one here. As a pilot this is a decent hedge on my career being replaced
re: Verstappen considered retiring last year.
Posted by FredsGotSlacks on 3/30/26 at 8:20 am to fightin tigers
quote:
He complained about the car, the schedule, not being fun to drive, etc. Sounds like a typical champion when they don't have the best car. Now he is floating retirement talk.
If I remember correctly he was extremely vocal a few years ago about these changes and the potential negative impact. These cars are garbage, everyone except for Mercedes and Lewis (who is basically still
Mercedes) have said so. I think max is just trying to leverage his popularity to get the necessary changes that F1 needs because right now I am watching indycar nxt races more than F1
re: Stocks under $50 that pay a dividend
Posted by FredsGotSlacks on 3/20/26 at 10:32 am to tigers1956
Ford
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 3/16/26 at 7:05 pm to bayoubengals88
Congrats to those that have been patiently awaiting this move. Had some covered calls that will expire in the money now, good problem to have I guess and will look to cover and add on any weakness we get this week but I don’t expect it to happen. Thanks to those in here bringing us good info and helping me make some money
re: Traders will never be better than investors
Posted by FredsGotSlacks on 3/5/26 at 6:34 pm to Rankest
quote:
Gambling on options.
Options are a fantastic way to hedge if you know what you’re doing. “Derivatives” have an extremely negative connotation after the role they played in the 08 crash but they’re one of the most useful investment tools available to a retail investor
re: Thoughts on Civ 6 and 7
Posted by FredsGotSlacks on 2/27/26 at 2:07 pm to Roaad
quote:
I knew 7 was going to be a shitshow I had no idea it was going to be as bad as it is. Every civilization essentially resets with every age, all your work is for nothing The culture-change-with-era mechanic was stolen from the game "Humanity", which actually does it better 6 was pretty solid Go with 6
This. 7 changed the formula for some reason and it doesn’t make sense. The developers announced recently that they’re offering the “classic” version of gameplay in an upcoming update so I’d wait until that gets released before checking out 7
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/27/26 at 12:02 pm to Jax-Tiger
quote:The lowest it got recently was 68.12 on my chart and the high prior to the gap-up was low 70s so the gap was technically filled unless you go by closed candlesticks. I consider it filled
Did we ever fill that gap at $64?
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/27/26 at 11:54 am to HogPharmer
quote:
I haven't touched an option play on this stock since November. But they're starting to look appetizing today
Sold a 3/6 78 put, premium is great on days like this even if the price action pisses me off
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/20/26 at 12:57 pm to Craft
quote:
Turns out it’s fake news. Crwv financing went through
Cramer read a text from the CRWV CEO on-air this morning denying the rumor. Cramer may be a fool but the dude is connected in the tech world
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/20/26 at 9:02 am to Jax-Tiger
I bought a little when it was in the 70s and sold some 65 puts for good premium before earnings that expire today. Wish I would’ve bought more in the 70s
re: Most attractive opportunity in the market right now?
Posted by FredsGotSlacks on 2/12/26 at 3:10 pm to bayoubengals88
As a former Sofi customer I wouldn’t touch them. A lot of their clients have left due to policy changes they’ve made as they’ve grown
I bought Lemonade today so that’s my pick. Amazon and robinhood will be fine but HOOD might be scary with their crypto exposure. My own personal additions to the list would probably be Reddit, take-two software, Netflix, affirm and nebius as great opportunities
I bought Lemonade today so that’s my pick. Amazon and robinhood will be fine but HOOD might be scary with their crypto exposure. My own personal additions to the list would probably be Reddit, take-two software, Netflix, affirm and nebius as great opportunities
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/6/26 at 10:04 am to Cajun75
quote:
It's up 3 1/2 % now.....
NBIS up 12. My point is I hope we are detaching from IREN and the upcoming earnings furthers the separation
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/6/26 at 9:29 am to Jax-Tiger
Iren is down 1 percent today and NBIS is up 8 percent, finally decoupling. $68 was the price before they announced the MSFT deal, just ridiculous price action yesterday after Iren earnings. If we get a good report and decent market momentum this thing will go to $120-130 very fast and I’ve been very bearish recently. I wish I had the balls that some of you guys do to go in bigger but I’m still cautious here
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 7:01 pm to igoringa
quote:
So if you do not like the msft deal that is fair enough but doesnt make sense to be a today issue. 'earnings' is irrelevant - it is all bitcoin that is effectively a disco op - least important thing about the Company.
I don’t know enough about the MSFT deal, that’s just what I’ve read from a few “analysts”. I do think their bitcoin exposure is absolutely crushing them. They were by far the largest holding in the WGMI etf (25 percent allocation) which is obviously seeing some pretty big outflows right now
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 4:39 pm to igoringa
quote:
Havent had a chance to listen yet - what was horrible? The legacy business is completely irrelevant (never understood why some were excited last quarter with it). The actually operating business if you buy in has really just started like this quarter and even then it is token.
A few analysts criticized their big deal with Microsoft and don't think it’ll be that profitable with all the capex on the front and backend. Now they are reporting much higher than expected losses despite growing revenues so that has to get investors a little antsy at a minimum
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