LB

No-Adeptness8801

Guys this biotech company LB PHARMACEUTICALS INC (LBRX) will soon do ipo for their phase 3 and I think they unto something. Their management team is quite legit and the results of phase 2 were really great.

mavreix

I like how weed stocks climbed until i bought a LB and the dealer immediately decided to screw me.  Probably free money on puts tbh as long as i hold this swag   

Parkingking33

Yeah the 6’5 200LB+ lean man is twinkish looking. This comment was brought to you by: https://preview.redd.it/75r2zn5kdsmf1.jpeg?width=226&format=pjpg&auto=webp&s=0c7eea510902b98da3307b6a213e2a81b2c00c2d

potato111a

Packers LB Micah Parsons has been dealing with an L4/L5 facet joint sprain - ESPN. Wait.. Did Jerry cooked?

creemeeseason

I also own OMAB, but I'm debating selling to add to CAAP. I think there's more upside potential on their airport properties. I own both for now. I'm also looking at LNG. The LNG export infrastructure is an amazing asset with lots of tailwinds. As long as natural gas is popular, LNG will do well. Then you have other irreplaceable assets. CHDN for example, which owns Churchill Downs race track. It's an institution, you can't build anything close to that because of the history. There's weird ones like MD which operates pediatric hospitals. Logistics networks are notoriously hard to compete against too. I love HWKN because it has a distribution network for water treatment chemicals. Their network gives them a scale advantage that it would be really stupid to try and compete against. There's also royalty plays like LB, TPL, or PSK.TO. There's tons out there. Meanwhile, some of the best tech companies can be taken out by a single innovation. What happens to ASML if anyone figures out EUV lithography?

Get_rch_or_try_dyin

Exactly! When you do a service for them, don’t expect to get paid for 6+ months . And expect for them to have an excuse why they don’t owe you the full ticket amount . Usually the companies that pay their bills really slow will get the “asshole tax” .. it’s where the service companies tack on every extra fee they can because you never know if you’ll get paid or not . There’s way better companies like diamondback , Validus , landbridge , kolibri global energy. If I was going to pick an energy company to invest more in, I would do KGEI or LB … (both of them are current customers)

CemreT

$CRWV and $LB highly recommended.

creemeeseason

LB earnings: Revenues of $47.5 million, up 83% year-over-year and 8% quarter-over-quarter Net income of $18.5 million(1) Net income margin of 39%(1) Adjusted EBITDA(2) of $42.5 million, up 81% year-over-year and 9% quarter-over-quarter Adjusted EBITDA Margin(2) of 89% Cash flows from operating activities of $37.3 million Free Cash Flow(2) of $36.1 million Operating cash flow margin of 79%

Get_rch_or_try_dyin

KGEI - kolibri global energy - is a better oil and gas company and they are already profitable . Prairie operating used to be one of our customers when they did some work in Colorado and Oklahoma . I personally wouldn’t invest with them. But that’s just my opinion LB - Landbridge KGEI - kolibri global energy These are my only 2 oil and gas plays . Both are current customers of ours . I’ve been in oil and gas for 17 years . Personally, it might not be the best time to buy oil stocks if OPEC is going to allow more oil to hit the market in September. It will lower oil prices . Of course there’s no way to know for sure , but this is just my opinion. Good luck on your picks !

Get_rch_or_try_dyin

If you want a good one with some value , check out LB - land bridge , or KGEI - Kolibri global energy (both are our customers). And both are growing consistently

Get_rch_or_try_dyin

We use their equipment to fly down our pipelines and wellhead areas with Ldar and check for leaks once per week . They can see heat signatures and gas leaks and stuff , that we otherwise wouldn’t see. They can scan it in like 20 minutes, where it would take someone a few hours to walk along it . They also do the same thing for some other large midstream companies that own pipelines and gathering centers , like Landbridge (LB) , and summit midstream. Their weekly inspections are automatically sent to our system, and forwarded to the state for compliance requirements. Their employees are great! Their equipment works exactly how they told us it would , and it’s been a pleasure to work with them. We tried some other companies like ageagle , dragonfly, sperry, and one other . But the other companies had complicated equipment that didn’t streamline our jobs , and the employees were unhappy to work there. In my opinion, you can almost always tell a great company by the employees it has working for them. I no longer deal with that side of the business, but they still do the inspections for us. Ever since we started using them, and talked to some of their employees about all the different things ONDAS is working on in different industries, I started to invest regularly.! Their headquarters is close to a lot of the government agencies headquarters offices . They work in oil / gas , medical , rail , agriculture, defense, robotics , telecommunications, etc… They have partnerships with great companies . They have patents. They have an awesome leadership team. Revenue is up like 500% YOY. They shouldn’t have to dilute now . In my opinion, this is a great company to invest in before they get really big . I like to tell people about ONDAS, but if you do your own research, you can see all the achievements yourself . ONDAS is basically the only company that I actively tell people about for stock picks , because I truly believe in them

SinceSevenTenEleven

Property management near DC (CHCI) West Texas land (LB)

Simple-Conference270

Sold 1 put on LB, own 100 shares in addition

MillionBEAR_

Have you guys seen the “LB” section of the drivers licenses that were leaked from that whore app?

creemeeseason

Short report on TPL and LB apparently couldn't even move them. Also, releasing a short report when a stock is already down a lot seems like bad timing.

OopsUsedMyName


Working-Math-9610

If y'all can just rotate yo "yoppen" money into RK-LB, that'll be great. Thank you 👍

Peanutbutterpondue

Have been eyeing ARIS and LB. Energy will come back.

creemeeseason

Energy, specifically the Permian plays, getting absolutely fashnuckered today. LB broke the $55 support and ARIS is selling off nicely as well. I think there's some opportunities there, but patience will be required. Also, watching LNG for a potential selloff.

Working-Math-9610

What's the deal with RK-LB? 😢

xtoxicxk23

Added LB to my watchlist a few months ago when I saw some Permian Basin DD posted on here. Haven't looked at it again until today. It's near a major support level on the daily chart of RSI is at 22. What do ya'll know about this company? If I recall, there was some controversy about it being some scam Chinese company or something but I don't remember.

creemeeseason

LB trading at a price of about $13,000/acre right now. Murray Stahl thinks they can generate $44,000/acre in annual revenue eventually. 🤔

Get_rch_or_try_dyin

ONDAS holdings - ONDS Possibly Robinhood - HOOD Land bridge Company - LB What is everyone’s thoughts on webull ? The stock price action is moving somewhat like HOOD did its first year.

Peanutbutterpondue

Price action’s not great. I’m thinking of grabbing LB around $50. I’m personally betting that the water theme makes a comeback in a few years. Long-term play.

creemeeseason

I haven't seen any official news, but I follow both names. Here's my hypothesis: 1) they became data center plays which hasn't yet panned out. 2) they are both big in the Permian basin and since the FANG shareholder letter the narrative has been that the Permian has peaked. 3) they both got really expensive and needed a pullback. I doubt any one of these is solely to blame for the pullback, however a number of Permian adjacent names have been pretty weak of late. ARIS is way down too. With current oil prices it's very likely that Permian production will decline as were below break even for most wells in that basin. That's definitely a negative for TPL/LB.

scroto_gaggins

Anyone know what’s been going on with TPL/LB in the past couple months? I know TPL fluctuates a lot more based on oil prices. LB revenue is mainly from water royalties. Both are currently lower than April prices and I haven’t seen any major news for the drop. I’ve been long on LB since IPO so might add to my position here. I haven’t owned TPL but it’s tempting

EntertainmentFast767

LB

hepukesyoudie

RK moth fuckin LB bitches

EntertainmentFast767

LB is down 18.64% in the past 6 months and has a 11248% operating cash yield. What is causing this discrepany?

scroto_gaggins

A lot of people mention the nuclear stocks like CEG, GEV, VST. I’m personally in VST and it’s done very well over the last year. Keep in mind- building nuclear plants takes a while and companies need this energy now. Not to say investing in these companies is a bad idea, but as of today, I don’t think that’s the best approach. I really like LB as a way to get exposure to water, energy, and data centers all in one. They’re literally a company that owns land and collects money from surface rights. Very low CAPEX. FIX (comfort systems) is an interesting name in the HVAC space. Increased energy consumption increases the need for cooling right? I also like VG, which is a natural gas play.

Conscious-Daikon-308

Careful many Sps from LB have been reimburse at 60% I think. More recently all SPs from Credit Suisse Issuer have been taken in UBS books. Yes there is an issuer Risk.

A_Crazy_Hooligan

I live in LB and drive through the LA port everyday for work. I have never seen it so empty. It’s been that way for a while, like at least last 6 weeks. I wouldn’t be surprised if there’s some creative number interpretation to keep the illusion going. 

According-Refuse9128

You can ignore it if you want but the LA/LB port is the largest in the nation, once our work dies the economy dies. 

volckerwasright

Now Nebraska: “LB 316 would prohibit raw hemp above 0.3 percent tetrahydrocannabinol (THC) of any concentration and for processed hemp the lesser of 0.3 percent THC on a total weight basis or 10 milligrams per package, effective January 1. The mature stalks of Cannabis sativa and its fiber, oil, cake and any other naturally derived products would not be considered hemp, leaving a narrow legal path for some products such as fibers and textiles.“ We are right around 1/4 of states with partial or full restrictions on psychoactive hemp products, split between prohibitionist red states and protectionist blue states with recreational sales

GotiaCardori

LB is ~30% of my PF (my second largest position) Despite being clearly bullish on the company, I leave you with some topics to keep an eye on. 1- Data centers - the 8M that came in last year is a pre-agreement that gives DC 2 years to choose the construction site. Although it is a good sign, there is no guarantee that it will be built or that it will appear more. 2- Management - in my opinion the company's biggest risk. Obviously they know what they are doing, the execution has been brilliant. Cont However, the management has Waterbridge and Fivepoint, there is some conflict of interest and I don't know to what extent they have to respect fiduciary duties. Mainly the way LB was put on the stock exchange. 3- Debt and dividends - Although the dividend is low, it is consuming a lot of FCF that would bring more value to pay off debt or to inject into the acquisition of more land.This also shows that management will use LB as a cash cow. 4- Lb is not tpl - despite the same geographic location and having similar segments, tpl has a higher net profit per Ha. But this is more conditioned by the price of oil. Although in my opinion it has one of the best business models I know, I recommend management supervision.

berrschkob

Opposite take: if they gave even LB AAA how badly do you have to mess up for them to downgrade you.

setyourfacestofun174

Considering we’re seeing the same thing right now, it must’ve been a winning strategy with LB and BS. They must be swimming in cash right now.

According-Refuse9128

The work at the LA/LB ports seems to be sputtering out, it’s been up and down the last few weeks but has yet to completely stall out. We should be looking at a rough 3-4 week stretch cause of trumps delay in getting a China deal, and then we’ll have to see how 30% impacts the cargo flow. 

scroto_gaggins

Yeah I agree with you but it’s also pretty volatile. I usually wait for pullbacks to add more to my position anyways. The TPL comp is interesting to me since O&G revenues are more significant for TPL. Meanwhile for LB, it’s more about water. To me, I’m bullish on a lot with LB in the long run. Things really start to get interesting if they sign more data center deals. But even without that, the land they own is valuable and they’ll make money regardless.

thelastsubject123

The price will most likely always stay high, multiple wise. They have incredible latitude given their fixed fee contracts + variable production royalties that require no capex on their end. TPL is essentially LB’s future, with 80% EBIT margins and every cent going towards shareholders

touchmyfoodidareyou

you ever heard of something like ST und LB

Yomomschesthair_

Theres 18 boats docked at the La/LB terminals right now there’s another 5 coming this week.

According-Refuse9128

Yeah, I was gonna make a post but I’m gonna wait until the job count for tomorrow night hits to get a better idea of how bad things are, but LA/LB ports are finally getting hit.  Talking about a drop in the 5-800 job range, out of a total 2000 plus jobs, it’s a big hit, we’ll see how much worse it gets. 

Critical-Holiday15

LA/LB were specifically mentioned and is are the busiest in the nation and accounts for 2/3s of the imports from China. To understand the impact the decline in volume at the LA/LB complex needs to be examined.

Drdirt2045

I work in the port of LA/LB we’re still working. Supposedly down 58% decrease next week 🤷🏻‍♂️

scroto_gaggins

LB dropped ~10% after earnings. I didn’t think the report was bad but saw FCF decreased this quarter and no data center news could’ve been related. Maybe just a case where the market was expecting more growth to justify its value. They’re still acquiring land which is great. O&G revenue is a small for them as well. I don’t really have any O&G names but follow SOC which has a decent community on X. Also, TMDX killed earnings. Wish I bought more on the dip last year.

Nota-downer

In 2019, \*6 yrs ago!!!\*, the LB/LA ports brought in collectively over $360b+ of trade value to the US. This does not include surrounding area businesses that obviously benefit from that. Now that area is very quiet with no movement. But we now bigly cheer for the deal with the UK because we potentially gain $5b/yr selling beef and corn to them??? WTF??

Nota-downer

Yes and no. Yes, by signing up deals with China‘s neighbors (in essence ushering them into our sphere of influence), we \*potentially\* have more leverage over China to come to the table and strike a deal with us. But no those countries, individually, don’t affect us as much as China itself. In 2019, the ports in LB/LA collectively brought in some $380ish billion of trade value to the US. That’s only two ports (there are more in CA and WA). Those ships are overly represented by the Chinese. Of course, I’m not minimizing the importance of India or Japan because they are our allies and can assist us in easing off our dependence on China to where, one day, we no longer depend on China. But that takes time and heavy financial investment, something we don’t immediately have. So, we have to get China to the negotiating table asap because at the end of the day, the Chinese can “eat bitterness” but your average American can’t. Heres an interesting factoid: in 2015, President Obama had to intervene due to a longshoreman strike in both ports because the US was losing billions of dollars a day.

creemeeseason

LB earnings: Revenues of $44.0 million, up 131% year-over-year and 20% quarter-over-quarter Net income of $15.5 million(1) Net income margin of 35%(1) Adjusted EBITDA(2) of $38.8 million, up 129% year-over-year and 22% quarter-over-quarter Adjusted EBITDA Margin(2) of 88% Cash flows from operating activities of $15.9 million Free Cash Flow(2) of $15.8 million Operating cash flow margin of 36%

creemeeseason

ARIS getting killed because the Permian is slowing. LB/TPL up because....the Permian is slowing? I need more royalty plays.

According-Refuse9128

Keep in mind the work at the ports of a LA/LB still hasn’t felt the impact. These are numbers that are talking about future shipping. There’s more work tomorrow than there was a year ago at the same time so the supply chain is still being kept afloat currently.  Ill make a post once I see the jobs start to decrease.

creemeeseason

With all the "peak Permian" talk brought on by the FANG letter, it's impressive how well TPL and LB are holding up.

Nota-downer

We’re already on the 37th day into the 90 day pause and not even 1 out of 200 (potential) deals are signed. Not one. As I type this, there are some empty shelves in grocery stores I frequent and I literally live within 30 miles of the LA/LB ports. I can’t imagine what the shelves look like in the midwest, south, and east coast next week. Don’t be mislead when you see stacked containers in those ports. Some are just sitting and have been sitting because their owners haven’t claimed them as they’re gambling on lower tariffs that are magically going to happen soon.

According-Refuse9128

The bottom hasn’t hit yet.  Port work at LA/LB is still at normal-ish levels. Slightly low but nothing like what is coming. We’re just hearing about the cancelled ships now, even though they’ve been announced for weeks so it should hit soon.

SolidLikeIraq

Legit my butcher - who only uses local meat from local farms in NY, is cheaper for a fresh burger and fries than a McD double quarter meal. Let that sink in. My butcher, who sells ribeye steaks at $34 a LB, is cheaper for a burger and fries than fucking McDonalds.

Cute-War-4115

Yeah. That was the 1 I said was incoming. To LB. The busiest cargo port in North America. Thanks for proving my point. While trying to move the goalposts to LA.

NotAHost

The dude is off, nearly 30% of ships going into LB and >90% of ships going into LA are from china. They don't know what they're talking about and are trolling.

NotAHost

6 of next 18 ships going to LB are from China, per your link. Per the link I sent earlier: https://www.vesselfinder.com/vessels/details/9244130 American flag, coming from China. Per my link, even more of the next 20 ships coming to LA are from china. https://www.vesselfinder.com/ports/USLAX001 You're so far off from only 1 ship incoming, it's hilarious.

Cute-War-4115

So, that’s a no on LB, which is a *much* larger port than LA. Mr Goalposts

Cute-War-4115

I appreciate you trying to find clarity. But *I* think it’s worse than the estimates. Scroll down on this page for Long Beach, select China for the inbound flag, and see how many actual Chinese ships are expected into LB in the next week. https://www.vesselfinder.com/ports/USLGB001 It’s zero.

According-Refuse9128

His tariffs still haven’t hit yet, some ports are empty but the LA/LB ports still haven’t felt the impact yet. I wouldn’t make any predictions until work slows at the port and supply chain issues really start.

Longlostspacecraft

Totally anecdotal, but I don’t think I’ve seen this many empty container ships parked outside the LB port since the pandemic.

BillyBeeGone

>I don’t know why it’s being reported that LA/LB ports are being hit, but we just haven’t felt the impact of tariffs yet Because companies stocked up in anticipation of tariffs. It also explains the lack of new orders from China And now they resuming shipping so no real supply shock https://www.google.com/amp/s/amp.scmp.com/economy/china-economy/article/3308290/walmart-has-told-some-chinese-suppliers-resume-shipments-sources

According-Refuse9128

As much as it’s being reported, the tariffs still haven’t hit the LA/LB ports. We’re still in the delay between ships from China hitting the US. So that part of the bottom still hasn’t hit.  I don’t know why it’s being reported that LA/LB ports are being hit, but we just haven’t felt the impact of tariffs yet. I just checked the work from this time last year and we’re only a few hundred jobs off of what we were doing then.  The markets obviously aren’t going to react to a drop in Longshore jobs but once it hits the ports the economy will soon take a shit. Basically the bottom isn’t here yet.

According-Refuse9128

Yeah, I don’t get all the reports of low work at the LA/LB ports. As a trump hater I thought they would have hit by now but they haven’t yet.

According-Refuse9128

I’m waiting for tomorrow’s job numbers to come out to see when the tariffs hit the LA/LB ports. There’s been a slight drop in the last few days but they tend to bounce back on Tuesdays, if they’re low for tomorrow then the tariffs really have hit the ports.

Loki9191


dragonilly

Crazy hearing people talk about the port of LA/LB that live on the East Coast, calling folks regarded for thinking shipping volumes are down. Meanwhile I run the beach path and physically see the lack of containers on container ships. But yea, everything is fine and good

Freedom-Of-Trades

Aldi raw black beans. About 1.70 for a LB. It makes a huge pot, just add some spices. You'll be able to freeze lots of portions and it's awsome. Trader joes 1lb pasta is one dollar. Saute some crushed garlic and 🍅 paste/sauce. Cheap and awesome. Aldi frozen peas are a buck. Mix it with that 1.00 pasta and some shake parm. And don't forget Ramen lol.

dragonilly

I live near the port of LB and man, the ships look like ships but not like container ships.

AustinAtLast

Yes. I think this is it. Probably not much is air-freighted over quickly. What is was likely halted. What I’ve got to wonder is if containers can be refused or abandoned at the port of entry (eg LA, LB). That should be interesting. A possible clog to the system. Ports will be Jockeying for what ships are carrying low-tariff goods.

Nota-downer

From what I’ve heard, the ports in LB/LA are filled with cargo that is just sitting because their owners haven’t paid the tariffs. My guess is that they’re gambling on Trump lowering the tariffs and they would pay less, like way less.

Routine_Slice_4194

<insert quote from LB Johnson>

Complex-Air9572

Wasn’t LB also rated at AAA the day before?

guardian190522

Yes I will. I haven't lived a privileged enough life to think that mistakes carry no consequences, especially if one is unwilling to learn from them. I can, will, and do harshly judge those who make stupid life-changing mistakes without a thought, whilst demanding sympathy and learning nothing from your colossal screw-ups. If LB learnt her lesson and decided that she would advocate for sex education and fight to expand education funding, I'd have respect for her. No, but she actively votes against these things. Proving that she has learnt nothing.

tswicked

Better ride that 6/10 face while you still got it LB.

TheJackedBaker

This is fake. LB is dumb but let's focus on the real, dumb things she says.

Cooperman411

I’m in Long Beach, CA and live near the ports of LB & LA. Combined it’s the largest port in North America. Within the next couple of weeks, it will come to a standstill. Local experts are predicting it will be much worse than during Covid. These two ports employ about 186,000 people in the area. And about 2.6 million people nationwide.

ItCouldBeSpam

When is the super ripped and stable 6'4 224LB 🥭 genius speaking, this elevator music before the live is driving me crazy. 

theduderino38

And here we have Meatball using Medicare settlement funds from Centene fraud to fund the anti A3 movement - https://www.tampabay.com/news/florida-politics/2025/04/11/desantis-charity-hope-florida-casey-uthmeier-legislature/?fbclid=IwZXh0bgNhZW0CMTEAAR4x-KH5LB6OumouLOxbKBhoy2_A1K3RzWBw9iz3YKKx8E1Q9iFczhc2JDuy2w_aem_K2rckuGVvzZNAnE66KM1uw

Throwaccountaway219

ASSOCIATED PRESS BREAKING NEWS: 6'3, 225LB, 10% bodyfat President Mango expected to announce returning to college at OSU to pursue a degree in economics while taking over the starting QB role for the Buckeyes. When asked for comment on Mango's football IQ, Coach Ryan Day stated his cognitive marks were "of the highest score" and that he's "never seen anything like this before." Phones reportedly ringing off the hook at OSU, as athletics department fields transfer interests from multiple FSB schools. 

MattPatriciasFUPA

r/conservative really watching this and looking at this guy and proudly beaming that he's a 6'4" 225 LB genius that's playing 4D chess lmao

GhostsinGlass

2007 LB7 Duramax.

boboman911

Yeah but you live in LB tho that’s like a super concentrated bubble of leftists

BrobaFett_1

Very interesting! Thanks for sharing. I was looking to get back into some natural gas tech stocks like APD and KGS. But if gas prices are going up due to a supply crunch, then I presume those stocks wouldn't be a good option since they'd actually benefit from increased supply? I'm new to this area so it's not clear to me... Is a midstream provider like EPD a better option? I'm not sure about land-owners/exploration companies like VTS, GRNT, LB, etc.

monochrome_f3ar

Nothing but a bunch of LB stans shooting their loads in each other's mouths. Fuck that sub. 

landon0605

I have googled this. Incomes for the lowest earners have actually increased more than the median. https://fred.stlouisfed.org/series/CXUINCAFTTXLB0102M https://fred.stlouisfed.org/series/CXU900000LB0104M

OrdinaryMix4013

#just ordered a 5LB bag of coffee to last me thru the Tariffs War of 2025 ama

L0ial

LB held up well through this dip

BrobaFett_1

I left yesterday. I've been burned by holding through deepseek and then all of Trump's shenanigans. It's all this tariff talk that really brought this down and moved focus away from the growth areas. Luckily though, I bought these names early enough that I had some smaller gains left. If things get worse, these names are just going to keep falling. With that said, I'm still holding a couple names in this space: IESC, STRL, LB. I've decide to hold these for the long term and add on further weakness.

Matt2_ASC

The list is here. Sort by YTD% and you'll see VGK is the best performer. [Vanguard ETF List | All ETF Funds | Vanguard Advisors](https://advisors.vanguard.com/investments/etfs?cmpgn=FAS:PS:XX:LF:20250101:GG:DM:LB~FAS_VN~GG_KC~BD_PR~LF_UN~ETFNP_MT~Exact_AT~None_EX~None:None:NONE:NONE:KW:ETFGeneral&gad_source=1&gclid=Cj0KCQiA2oW-BhC2ARIsADSIAWpUIEgzO3UBwhyW-68nDZKos5KrYCjgtK3ePKGuhGvOcM7swBM6ESMaAjQiEALw_wcB&gclsrc=aw.ds) VGK 9.8% YTD VOO 0% YTD

lyagusha

I'm not so sure about LB, waiting to see where the AI decline ends up with respect to datacenter need. Or LNG

Barry_Mekokinher

Landbridge llc (LB) -source: my ass

sirdeionsandals

LAND,FPI, LB (not a reit), St Joe (forget the ticker)

Charming-Charge-596

Yes - BUT. I have 4 accounts. My 2 largest accounts I don't touch (except once to rebalance over a decade) and are ETFs only. In the other 2 I have a basic core that I keep and don't sell unless they are obviously going bankrupt or something which is unlikely. Right now that's AMZN, NVDA, WMT, ABBV, GOOG and LB in larger positions. I try to have a mix but those consumer stocks and VCR are doing great right now. Lots of tech exposure already in the 2 big untouchable accts.

HDauthentic

Converting VOO price to SPY price is my personal KG to LB

scroto_gaggins

LB at a great discount imo.. data centers are just an added bonus for this company’s future

scroto_gaggins

The drop on $LB seems like an overreaction. It went up a lot on data center hype but there’s a lot more to the business than just data centers. It’s a land and water company first. Also in the case demand slows for data center construction, it’s not like these deals will stop entirely. I’m definitely buying the dip there. More interested to see how much $VST dropped. Pretty healthy correction as I never expected it to go up this much. Also keeping an eye on AMD and ASML. Hard to pass up those opportunities but not sure how much more they’ll go down

Most_Replacement7532

A 15% drop on $LB seems like a massive overreaction. The main business model is centered around land and water. It’s not like the construction of data centers is going to stop entirely. Even if demand slows because of recent news, LB will be fine. Then again, I also got hit pretty hard on VST (which seems like even more of an overreaction) so this seems to be more energy related. Buying dips there for sure Also keeping an eye on AMD and ASML. Both pretty attractive at this price

creemeeseason

It's pretty amazing to watch some of the tangential to AI names that have run up lately. Many of them ran on the idea that data centers would be everywhere. LB: -15% HNRG: -28% IESC: -21% NBIS: -37% ARIS: -10% POWL: -18% The market clearly doesn't think data center expansion will continue as previously implied.