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Looks like they just said something about cloud computing. Rip NBIS gains of the day
Great sign for NBIS and RDDT
Holy shit META just smoked that ER - they should be up $100 on this report. NBIS is going to be the real winner here, too.
Closed today TP: - Calls: SIMO • NBIS - Puts: DQ • JKS • ENPH Opened today - Calls: MSFT • VIAV - Puts: PI • CHKP Disclaimer: not any kind of advice. Don't do anything I would do...
NBIS puts or calls for tomorrow's earning?
Just wondering when we get the data center bounce. That NBIS dip just kept dipping :(
Funny, I have a majority "AI portfolio" (but with some conservative hedges) too, but we only overlap in GOOG (biggest position, almost tripled my money), INTC, MU and a small bit of NBIS. All massively up. I'm looking into GEV though, looks like it's pulling back a bit. Lots of the names that you have are just too speculative for me. Godspeed!
NBIS but i think APLD and Dell are both better plays
NBIS or CRWV which one to play anticipating MEGA cap earnings this evening??
Will $NBIS fuck me today. Probably.
You’re going to lose $5k before you hit a 10x on $150 OTM call options, particularly on a ticker like Google. NBIS premiums are expensive, but IV will drop Some and they’ll come down a bit. The thing is, it is a stock that can run $10-15 overnight. And they are going to be over $200 this yr unless macro fucks up The market. Not FA, nothing is guaranteed. This is a casino. Buy $15 or $150 worth of lottos on your favorite mag7 tickers every month, but big tech like Goog doesn’t swing $150 overnight. Maybe I’ll be wrong this ER and it’ll get fully repriced at $450 bc of their stake in anthropic space x, etc lol. Doubt it tho bun. TSLA and Meta can move $50 in a few days, so I guess that may have a better chance, but you need to understand volatility crush as well. And IV spikes leading up to earnings, which increases premiums on options. Once the earnings event ends, if it doesn’t move in your direction, or you’re positioned 50% out of the money on a 10% move in the direction you needed, volatility will drop by morning and will suck 8% of those gains right back out. I’m makng up numbers right now but hoping this is teaching you something. A stock that is primed for a new leg up and is volatile - APLD. Most APLD investors believe it should be $40-45 right now, with a 45-60$ price target at current guidance and revenue. It just pulled back and had very good news drop last week. Primed for new ath (which was 42-43? I believe). Good luck out there, I hope you hit you’re 100x 🫡 ✌️
But the premiums on high betas are so high. NBIS for Aug is $15.35 for $180. Are these actually worth the risk if it doesn't get close to the strike? I am still a noob in options lol
Don’t buy $.05 lotto tickets on $150 OTM calls pre earnings. You’ll get theta crushed. Buy a high beta stock that can rip and run like NBIS when it drops to $120-130. 4-6mo out $170-200 strike. May need IV to dump some too. Or the space tickers that can swing - ASTS RKLB, you need high beta to hit lotto imo. Or, buy ram/memory. Sndk, mu, STX, wdc, etc. lotto tickets on goog aren’t the way, and I love the stock. It’ll be above $380 this year if they don’t fuck up.
Yeah earnings could go either way. It could also go higher; no one knows. I was looking at NBIS for next year's expiry as I follow the stock & it has pulled back now but premiums are still so high being so volatile. Hard to find good ops other than small & mid caps rn, but they are risky
GOOGL/META/MSFT + AMZN/QCOM/NBIS amongst those we all hold
Haven’t touched my account in a month thinking of taking a position or adding to current position for Visa, Salesforce, Google, and NBIS (if it drops again) tmrw
Hello! Had AMD, NBIS and ASML at almost the same price points! All sold before the pump of course
$RUM / $RUMBW — interesting pivot story. Rumble is trying to move from a video platform into AI/data center infrastructure via its proposed Northern Data deal. That would bring ~20k+ high-end GPUs and ~250MW of capacity, shifting the narrative toward AI compute. The structure is unique. Tether has invested ~$775M+ into Rumble and is also tied to Northern Data, and is expected to be both a major shareholder and customer (buying GPU compute). That creates a vertically integrated setup (capital + infra + demand), but also adds complexity. Compared to peers, scale is smaller. CoreWeave (~250k GPUs) and others like NBIS/IREN operate at larger or more established levels. Rumble would likely be more of a mid-tier AI infra player if execution goes well. There’s also a political/media layer — Rumble has ties to the alt-tech ecosystem and has supported platforms like Truth Social, which may influence investor perception and headline risk. Overall, this is a very unconventional setup: part AI infra play, part capital structure story. Upside depends on an AI re-rating; risks include dilution and execution. Not financial advice. This is an odd story — what are your thoughts?
I lost out on so much money paper handing positions, it is actually insane. Had AMD at 166, ASML at 650, NBIS at 70, BESI at 80, only to sell when red came along. I want to fucking punch myself in my guts
You need to look into the economics of this. CapEx, land, power, depreciation schedules, etc. My belief is CRWV is worth 0. NBIS is worth pennies on the dollar. IREN is worth a nickel or dime on the dollar. The problem with the compute is that the chips become much more power efficient over time. So the GPUs today are going to be worth nothing in 3-4 years as the new chips by then will be 3x more efficient with electricity and companies will need to remove all the GPUs and replace them with new ones. Gonna be crazy writedowns and CapEx and all that.
$NBIS another -10% guaranteed no matter what $HOOD depends on earnings and rates
Im full ported in ASTS, RKLB, and NBIS. Im not having a good time right now.
NBIS earnings confirmed for tmr before open
Hi, it's me, from the future. NBIS is now down 20%+ as completely obvious and expected. Don't add to your bags yet, there's at least another 10% down to go.
Which dip is the best one to buy? NBIS? RDDT? IREN?
check out $NBIS player. 7/8 is rookie shit
RKLB vs ASTS? APLD vs NBIS?
Today a generation of NBIS bag holders is born
bought some NBIS on the dip
My RDDT NBIS port is not doing good today 😞
Yesss NBIS CRWV damp itttt, me buy
Hoping for NBIS to go down sub 117
Ah NBIS doing NBIS things. Still, nowhere near as bad as the pullback from $138->$75. Fucking horrendous
Good, fuck NBIS. Piece of shit stock
NBIS call will work for earnings????
Purchase NBIS before or after earnings?
🥭 obviously don’t like Irans deal. No comment mean no imo. I also don’t think rates are getting cut this year with inflation ect. Selling all $ONDS and $NBIS today. Going all in either $SOXS or $SQQQ short term soon
Might sell all my $NBIS and $ONDS and go all in on $SOXS
I checked whats most hyped on reddit , and yeah, to late or risk or follow the crowd ?1. RKLB — Rocket Lab 🚀 Reddit’s #1 pick. Stock up 360% in 2024, +174% in 2025. $1.1B backlog, $977M cash, 95% YoY launch revenue growth. Neutron rocket upcoming as major catalyst. Risk: not yet profitable, high valuation. 2. ASTS — AST SpaceMobile 🛰️ WallStreetBets conviction play. Building satellite broadband direct to your phone — no cell towers needed. $70.9M revenue in 2025, guiding $150–200M for 2026, $1.2B in contracted commitments. Risk: recent satellite failure, SpaceX/Amazon competition heating up. 3. IONQ — IonQ ⚛️ Top pure-play quantum computing stock. Revenue grew from $2M (2021) to $130M (2025). Analysts expect 67% CAGR through 2028 ($600M target). Holds world record for quantum accuracy (99.99% fidelity). Risk: unprofitable, ~23% of float shorted, highly speculative. 4. LUNR — Intuitive Machines 🌕 NASA-contracted lunar lander company. Part of Reddit’s space economy basket (alongside RKLB, ASTS, PL) seen as a trillion-dollar industry in the making. Government contracts provide a backstop. Risk: tiny company, high execution risk, NASA-dependent. 5. NBIS / AI Infrastructure 🤖 The “picks and shovels” play on AI. Companies supplying power and physical infrastructure as AI energy demand explodes. Also watch: IREN, APLD. Risk: sector still early, profitability timelines uncertain.
might be time to get some NBIS, and ofc it will dump after I enter
Where the hell is NBIS in your list?
No ORCL (their data center RPO), NBIS, or CRWV. Why?
I sold NBIS at $78, NFLX at $77, MSFT at $400, AMZN at $202, AAPL at $205.
Data center stocks all pulled back in unison today to the 1mo trend line, clear bull flags. APLD, NBIS, IREN are all rocket ships this month, outpacing MAG7 which are all crushing as well. I own 500 shares of APLD at cost basis of just under $30.
How can i be so retarded, i lose a lot of money every day, i am an absolute rock bottom regards.. time to full port NBIS to not use funds for stupid trades
90% of their revenue is still BTC. They are a Bitcoin miner currently. Agreed though if you do believe they'll successfully switch to AI cloud company there could be a lot of potential there. Giving them a PE to match NBIS would be something around 100% upside.
Predictions for NBIS earnings??
Estimated US will need like 330+ small nuclear reactors to power the country, we're going back to nuclear so Uranium like UUUU is seeing huge repricing, Westinghouse is getting the contracts to build out on old coal mining sites. If Oklo can partake could see massive growth but it's a far shot I've thought about buying in for a while though. NBIS is old Yandex split, the NVDA of Europe am told it's just one of those companies too chicken to buy but they have 46b in backlog and market cap is 37b, wish bought in $30s. I like IREN cause it's in Texas and backed by MSFT. ASTS another massive runner 3b users if it completes its constellation with all the contracts it has, those who bought at $3 will have made millions by then I remember when WSB was calling it out but I was clueless in those days just barley beginning to learn. Haven't heard of ISMR will look it up. Used to be in Linde and made good money with RR buying at like .60c and selling at $4, it's like hearing of an old best friend these days lol. These days, my focus is GPIQ. It runs like QQQ but pays a 10% dividend. I want to use safe amount of margin, keep DCA'ing and dripping and create generating income each month so can retire early instead of focusing entirely on growth. It's the one am going deep on most to escape the rat race.
Wow ok. So I hold keel & nbis, really like both. Knew keel had locked in cheap power but didn’t realise it was that much cheaper. NBIS I prefer over iren just down to the neocloud/software edge. Space just hold lunr, asts, will look into rdw. Plug I’m not sure on. I have Linde right now but am unsure on hydrogen taking off so felt like the safer bet. For the power play I’ve got oklo, ismr, rr. Oklo I got at a good price & has decent deals already in place, ismr is a value idea.. it hinged off china using molten salt reactors. Rr is starting to make deals with European countries for reactors & is a less pure power play
Thanks mate, my other big bets are IREN they have 2 nuclear reactors worth of renewable energy coming online, already landed massive 10b contract with MSFT. Just need another hyperscaler to announce contract with them for massive reprice. I could see $150-$250 in coming years. RDW if AI goes to space, they're pick and shovels play for space which is expected to reach 100k satellites from like 15k currently in space. PLUG if hydrogen finally takes off, they're actually getting government contracts now and announcing 20b revenue for 2030 huge asymmetric bet. KEEL which is another bitcoin miner to AI cloud computing but cheaper than all the rest selling it's power for pennies on the dollar $.40m per mw compared to IREN $4m per mw and $16m per mw for NBIS (might be wrong with the numbers there but it's rough estimate).
A 3000% increase doesn’t make it expensive. It meant it rerated to reflect more reasonable growth multiples. Comfort systems (FIX) is the same. The backlog is massive. I think NBIS will be next
Sniped a NBIS 5/1 put at $165 last Thursday. Up tremendous should i let it ride through earnings?
I love that NBIS regularly moves 10%+ up or down on zero news or information that concerns the stock directly. One of the most retarded things I've ever had the displeasure to be involved in. It's probably high time I fucking bail while I'm still green on it.
I'm in ASTS also. Check MRLN for a sleeper pick. [Insights | Crossroads Capital](https://www.crossroadscap.io/insights) They talk about ASTS very early and also they found NBIS under $30
why is NBIS collapsing?
mag 7 stocks are the new POET and NBIS.
NBIS calls 160c or 170c this week off hyperscaler capex and down a Lil off ath
ENSI. Next up and I know this is a long standing Meme stock but I got in sub $1 so CLOV. its already hit 5x for me before but I think it will be a 10x eventually. NBIS which is already performing incredibly. ANIC
NBIS about to have a monster week
sent my wife to Stagecoach so I could party with the kids. best weekend of my post-retirement life. $NBIS $RKLB $HOOD
NBIS can really become a 400bn market cap company. Stock would probably 7x though due to dilution. $1,036/share by 2031 isn’t absurd. TRT can 10x this year from $16
No, I love CoreWeave and Nebius. I bought 50k of both CoreWeave and NBIS 2x daily leverage ETF single stock options expiring end of year. That’s about as stupid/bullish you can be for single equity’s
People knew about, or suspected the war kicking off months beforehand. Which isn’t surprising, all the signs were there. Take a look at SPY, VXUS, BTC, and NBIS (then Yandex) charts in the months before Russia Invaded Ukraine (again) in 2022. Money got cautious like a quarter out.
chocolate Muscle Milk absolute GOAT. my kids drink so fucking much of it though so $RKLB 100 $NBIS 200 plz
Don't feel bad bro its what its I sold META at $98 I sold GOOG at $165 I sold NBIS at $30 and I sold NVDA in 2022..... still crying about this one
TLDR to my response. Mag7 id go Goog, AMZ, Meta, MSFT (I tend to not pick MSFT but it’s MSFT and unless it’s at $450-500 it’s probably undervalued). APLD, POET, NBIS, MRVL, AVGO or any strong photonics, data center, or cloud computing ticker. Not FA - gotta pick what you believe in or you won’t hold through drawdowns and bear cycles.
Cerebras MOAT is much more valuable than NBIS moat
Indeed. I mean this is WSB - I respect it. But 2m in rklb just sounds nuts unless you’ve got 10m in brokerage accts. Literally split a million across some other high risk/beta stocks and blue choose and you’re going to hit lambo land without it all tied up in rklb. NBIS, Goog, Meta, MRVL, and then a photonics pick or more semi’s. Hell, apparently even INTC is a lower risk-high reward play lol
I’d drop PLTR for any blue chip tech/mag7 ticker. Goog, amz, msft, etc… or a higher risk/higher reward pick like NBIS.
When will NBIS run to $350 😔
I had long CC on Intel and NBIS. Had to sell NBIS at 120 and Intel at 47 this week. I feel ya.
I bought NVDA in early 2022, and i sold when i was 100% UP, still crying at night I also sold NBIS at 30
1m GOOG calls, 150k AMZN calls, 150k in AI company shares (NVDA > MU > IREN > NBIS > CRWV), META calls, MSFT calls, \~200k in other stuff (corp bonds, US bonds, GLD puts, random shit). wow typing it out makes me realize how regarded I am
> Curious how everyone else is doing are you guys making money in this market or getting hit like this too? I’m up 70k this month with NVDA, BDT, NBIS, CRWV, AVGO, MSFT. Idk why you’d be bearish right now on semis of all things
to every fucking retard ingrate piece of subhuman dog shit who sold a single share of $NBIS or $RKLB today: fuck you