$1,000 follows their calls into $793
USCDNHAMMER@USCDNHammer$TSLA even a flying car can’t fight the selloff.
USCDNHAMMER@USCDNHammer$NBIS Silly valuation. Basically mkt cap is 5x end of year ARR. earnings will show. Throw on $15B for share of subsidiaries.
USCDNHAMMER@USCDNHammer$NBIS down over 11% on the day (mkt down around 2%). NBIS capital structure leaps and bounds cleaner than Coreweave. If you have any bullets it’s a buy here about $10 above the 200 dma.
USCDNHAMMER@USCDNHammer$NBIS I’m completely confident that all neo cloud revs will be off the charts. $APLD beat handily across the board.
USCDNHAMMER@USCDNHammerMy portfolio is now about 70% NBIS. I bought a Jan $170 call this morning when we were trading $165. I should have just held but it was up 45% at the close so I sold it.
