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FredsGotSlacks
| Favorite team: | LSU  |
| Location: | Baton Rouge |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 892 |
| Registered on: | 3/22/2008 |
| Online Status: | Not Online |
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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
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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
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 4:08 pm to bayoubengals88
quote:
Macro speaking, what is going on though? I haven't been paying attention.
Crypto liquidity is putting pressure on the overall market IMO and the high beta names are first out. No telling how many people are getting margin called.
Also we were stuck in a sideways churn around 6800-7000 on the SP and 25-26 on the Nasdaq so it needs a down cycle to refresh for the next leg up.
Zoom out on the daily charts and you’ll see we haven’t touched the 200 SMA on the Nasdaq since May, this was coming at some point and here it is. On the futures charts we are showing 125 points to go until we tap the 200 SMA so don’t be surprised if we get a dead cat bounce before we consolidate somewhere below for the next leg higher. The uptrend is still extremely strong for all the higher time frame charts so I’m not overly worried yet
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/5/26 at 3:58 pm to Craft
quote:
Iren earnings were absolutely horrible
re: TTWO
Posted by FredsGotSlacks on 2/4/26 at 1:37 pm to j1897
quote:
All the people who made GTA and RDR great are gone. I expect 6 to tank from woke nonsense when it finally releases next year.
I’ll disagree with you on that one based on what we’ve seen in the limited trailer. South Florida is one of the most ripe locations for parody, the game writes itself with the culture down there.
My son and all his buddies can’t wait for this game and based on GTA5 online data they are not alone.
TTWO
Posted by FredsGotSlacks on 2/4/26 at 1:20 pm
Who’s buying here? I’ve been waiting on a pullback on this one and man did we get one after a good earnings report last night. GTA6 will print money for them for 10 years at a minimum when it’s released and I would expect the stock to really run once they start marketing it this spring/summer.
Seems like one of those names caught up in the software sell off unfairly just because they have software in the company name.
Seems like one of those names caught up in the software sell off unfairly just because they have software in the company name.
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 2/4/26 at 1:13 pm to Hogwallop
Exited a few weeks back at 104, hopping back in here in the 70s. Had a feeling there was some carnage coming in the sector. Will be interesting to see the reaction to Iren after they report
re: Investing in rental properties vs s&p index fund
Posted by FredsGotSlacks on 1/21/26 at 8:26 am to b-rab2
quote:
Also once you get a few homes your ability to start an LLC is extremely beneficial huh?
Poor wording. You can obviously start an LLC anytime but the work and costs involved don’t make sense to me until you have more than 2 rentals
re: Investing in rental properties vs s&p index fund
Posted by FredsGotSlacks on 1/20/26 at 2:13 pm to Redstickbaw
Just getting into rentals and a mixture of both is a good idea JMO. Rentals won’t generate a huge return on the front end so a lot of people get frustrated and give up on it. If you can be disciplined and keep around 5-10 percent of your rental homes appraised value available in a savings account for vacancies and repairs and use your profit to pay down mortgage interest you’ll be sitting pretty in 5 years and really pretty in 10. Do that a few times and retire in style.
Also once you get a few homes your ability to start an LLC is extremely beneficial
Also once you get a few homes your ability to start an LLC is extremely beneficial
re: Indiana WR Omar Cooper says that 2025 Indiana would beat 2019 LSU 24-21
Posted by FredsGotSlacks on 1/17/26 at 6:57 pm to The Pirate King
Might have to put money on the canes. This is some strong rat poison
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:52 pm to MrWiseGuy
quote:
The Ole Miss Spirit Ho says he expects Umanmielen back for Ole Miss
I have absolutely no inside knowledge on this one but I can guarantee you that OM “insiders” have no clue either. They haven’t gotten a single thing right since I’ve been following the Kiffin saga
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:39 pm to Honkus
quote:
Feel like he'd easily command 2m+ on the open market for the right team. For that price, im out.
I wanted the Missouri kid but this seems like a better value IMO. Our ability to rotate DL will be something we haven’t had in a while, this kid is the cherry on top if we can grab him
re: Princewill update from Ole Miss poster Quicksilver
Posted by FredsGotSlacks on 1/17/26 at 6:27 pm to Bundick71
quote:
A buyout should only be triggered if he would actually try to sign elsewhere. It has nothing to do with him going in the portal. he doesn’t have to sign elsewhere just bc he goes into the portal.
A buyout is only triggered if he violates the terms of the revenue sharing agreement, which he would and we would pay out and be penalized for next year. OM must release him or else they risk NCAA scrutiny and action. The NCAA will side with the athlete in the foreseeable future, failure to do so would risk a lawsuit for pay-for-play and would open the door for unionization action across collegiate athletics. It’s only a matter of time before it happens but surely OM ain’t that stupid to open Pandora’s box, or maybe they are
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