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Jax-Tiger
| Favorite team: | LSU  |
| Location: | Vero Beach, FL |
| Biography: | Graduated from LSU in '86 |
| Interests: | LSU Football, Basketball, and Baseball |
| Occupation: | Technical Consultant |
| Number of Posts: | 27096 |
| Registered on: | 1/30/2005 |
| Online Status: | Not Online |
Recent Posts
Message
re: Spec Play - HGRAF
Posted by Jax-Tiger on 1/16/26 at 2:50 pm to FieldEngineer
quote:
Nice little end of day bump!
You were a little early, but wow, that was quite a bump - must have been a helluva purchase. Maybe somebody knows something...
1
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/16/26 at 1:23 pm to bayoubengals88
quote:
That would be a safe bet as we continue to back fill and move up.
Well, shite. You used to be more fun... :lol:
I don't believe the Clickhouse news has affected the market. CRWV and IREN are both up more than NBIS.
Question for you guys. What do you think is going to happen next week? Is the Clickhouse valuation going to kick in for a monster week? Or are we going to continue to go 3 steps forward, 2 steps back?
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/16/26 at 12:53 pm to bayoubengals88
quote:
But it may take 3 years of good trading to get back to where I was!!!
This is how I am playing it - I am going to keep the majority of my money in stocks, not options. If I make money on option calls, I will take 50% of my profit and invest in more stock.
I'm not gonna get rich in 2 months. It might take 2 years, instead. I won't recover what I lost on options, but I'm recovering the value of my stock - which I bought in the $30 range, so I am still much better off than I was when I bought in.
If I recover all my shares, and this stock goes to $250/share, it won't matter to me if it drops to $150 because the market crashes. I know that Arkady and company will have it back to $250/share in a few months.
One month ago, this stock was $75/share, and now it's pushing $110/share. If it gets to $200 this year and $300 by the end of n2027, I'm retiring. I just have to be patient and let the stock grow.
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/16/26 at 10:15 am to bayoubengals88
quote:
In total it was a 52.4% trade.
I'll take it.
I sold at $2. I set a stop loss while I was in a meeting. I heard the phone buzz and new what it was. I immediately picked up the Jan 23s...
quote:
You sure about Monday? Isn't market closed for MLK day? Being sarcastic.
Oh, shite. Now I'm totally screwed. There goes 20% of my profit days...
I think Monday is when we see a big jump...
Funny, IREN/CRWV are up much more, so this jump doesn't seem to be Clickhouse related...
Funny, IREN/CRWV are up much more, so this jump doesn't seem to be Clickhouse related...
quote:
That is why I'm sitting on my options until after lunch...
Sold at $2.
Bought 10 $110 contracts at $3.3 for next Friday.
Didn't wait for lunch...
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/16/26 at 9:28 am to bayoubengals88
That is why I'm sitting on my options until after lunch...
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/16/26 at 8:48 am to bayoubengals88
Yep. Gonna watch it for a bit...
Im only in for 700 bucks. I think it will go up and down. I'd like to see if it spikes this morning...
Im only in for 700 bucks. I think it will go up and down. I'd like to see if it spikes this morning...
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/16/26 at 8:44 am to bayoubengals88
quote:
What's your plan? 20-30% and leave?
I'd love that. Just playing it by ear...
I'd like to be out by noon...
Opening could have gone better.
Im not doing any options right now, but considering throwing a few bucks at 0DE 105s...
ETA: I did it. Bought 10 $105 contracts at $0.70/share.
Im not doing any options right now, but considering throwing a few bucks at 0DE 105s...
ETA: I did it. Bought 10 $105 contracts at $0.70/share.
6 US Attorney's resign after push to investigate Renee Good's wife...
Posted by Jax-Tiger on 1/15/26 at 5:30 pm
What are the chances that they are the same guys responsible for investigating and prosecuting fraud in the State of Minnesota?
What are the chances that this gives them a chance to resign with a shred of dignity before getting fired?
What are the chances that this gives them a chance to resign with a shred of dignity before getting fired?
quote:
I’m ready for this. LFG
I regret that I have but one upvote to give...
re: Spec Play - HGRAF
Posted by Jax-Tiger on 1/15/26 at 11:02 am to reds on reds on reds
Hopefully they have something to disclose other than they are still waiting for EPA approval...
re: Spec Play - HGRAF
Posted by Jax-Tiger on 1/15/26 at 7:59 am to Dock Holiday
quote:
I looked over the dates and it looks like HGRAF submitted both on the same day back in September of 2024, so we are basically 1.5 years into this.
There was a "Scoping or Focus Meeting" in June 2025.
The TSCA rules changed in June of 2025, with the Lautenberg Act, so that was probably a delay while they recalibrated everything. The government shutdown didn't help either.
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/15/26 at 7:54 am to bayoubengals88
This is a differentiator between NBIS and CRWV, IREN, etc.
Eventually, this will be common knowledge, but what is NBIS's share of Clickhouse worth? $15/share? $20/share? That's not baked in. Neither is their interest in Avride, Toloka, and Triple Ten.
Eventually, this will be common knowledge, but what is NBIS's share of Clickhouse worth? $15/share? $20/share? That's not baked in. Neither is their interest in Avride, Toloka, and Triple Ten.
quote:
Liberal white women are malfunctioning because they've misplaced where they direct their empathy.
They defend their bleeding heart causes like my wife defends our children.
re: Nebius - NBIS - AI Infrastructure Company
Posted by Jax-Tiger on 1/14/26 at 3:12 pm to NfamousPanda
We had a couple of off days. I've got a good feeling about tomorrow...
re: WR Turnover
Posted by Jax-Tiger on 1/14/26 at 3:11 pm to Broken Arrow
quote:
Who among those that left that were Tigers had much production last year?
Right. My point exactly. We ran everyone off the guys who didn't produce, but how much did we upgrade?
The positive is that Lane Kiffin always seems to be able to coach up his wide receivers. I guess we'll see.
We are set at RB, TE, and now QB on the offensive side of the ball. OL and WR are my concerns. We still have a chance to upgrade the OL a bit more.
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