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R500今日第 466 名
$3.34
-6.18% 今日 · +13.22% 1W
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Weekend Discussion Thread for the Weekend of October 31-November 1
"the growth" isn't outpacing their borrowing. growth isn't a return of investment. both businesses models are different. I am just drawing example between the two companies, not their actual business model. My point is that a speculative bet like NBIS will end up the same fate as RDDT in the short term.
lmao isn't NBIS supposed to have a run rate of about 7-9B by end of year? thats like twice that of RDDT and the growth wont stop there.
Best F'ng buying opportunity in a while
SNDK and NBIS best candidates for this thesis.
2 天前
What Are Your Moves Tomorrow, October 30, 2026
The biggest top indicator in october was every "trader" on social media saying that we were about to "trap and squeeze all the bears to death" even though we were like -.5% off indices ATHs. Then you looked at their portfolios and they were all max long shit like IREN and NBIS.
For AI bulls and WSB regards, apology forms are here
His bad ideas: Longing LULU from $190. Longing FOUR from $65. Shorting PLTR at $183. … I follow some boomer finance guys. Highly recommend George Noble.
It's not a crash. It's a correction
It's just panic a couple of months back MSFT was trending at 380 and NVDA below 200 but no one was shitting their pants at that time because NBIS and micron were printing. Now MSFT is at 500+.
Weekend Discussion Thread for the Weekend of October 31-November 1
stuck holding GOOG and NBIS bags. too broke for Red Robin lunch.
4 天前
Genuinely feels rigged against me
You can't just pick names at random and hope for the best. … Investors dealing with big losses are really struggling right now.
Guess it's my turn
As someone who just invests in LETFs, only go in when an upswing is practically guaranteed in the short to mid term after a hard drawback. Seems you bet the farm on NBIS just after the peak. MSFT and GOOG on the other hand were free money a while back.
I think I'm done.
Rn just stupid tech shit 180-250 days out ITM or maybe just OTM. AMD, NBIS, MU, ASTS, classic idiot stuff.
Three of the four biggest AI spenders now report negative free cash flow
Everything will crash to varying degrees. GOOGL, AMZN, MSFT may go down 30% while CRWV, NBIS, ORCL may go down 60%. The AI meltdown will spare no one in tech.
6 天前
The AI bubble is probably in the neoclouds
Elon just got 40b funding to buy GPUs and promised 13 GW of compute by the end of 2027. … If it's such a bad business then why is he investing that hard on it.
What Are Your Moves Tomorrow, October 26, 2026
I've seen this same playbook in July 2026. Buy NBIS and MU calls 3 months out and get rich.
I mean it really only matters for CRWV.. they have like 50 billion in debt and bookings bad by comparison. IREN, NBIS both much more reasonable levels of debt.
Elon is Manipulating the Neocloud Market
Short it! I'm shorting to and have covered calls on my NBIS shares to soften the way down. … But make no mistake this is massive fud and my baby NBIS will be a diamond you wish you bought.