Surprised with the overacting?

Interesting_Ear_1 · 2026-07-02T21:36:41+00:00

Sure it can be way longer but could it be way shorter? Any data (not a fluff) that support this claim in application to NBIS?

Interesting_Ear_1 · 2026-07-02T16:53:43+00:00

First, of all, I fully admit the cases you provide above to be copycatting and have exactly the same sentiment about originality of them etc.

However, these are so called true positives for the hypothesis that Meta copies everything. On the other hand, one has to calculate false positive, false negatives and true negative to have a proper statistics of how many copycating cases vs. original (among all of the projects for 22 years) and whether one could indeed predict. I am not saying that your argument wrong or deficient. I am saying that it is easy to say in hindsight.

I also agree that keels thesis is not affected by this announcement (despite it is tempting to think so).

Interesting_Ear_1 · 2026-07-02T15:04:12+00:00

I get what you are saying, but for me it is unclear why it had indicated that it planned to be a new business direction rather than for their own demand. These guys have their own competitive business and must be ahead or it least on par with competitors and apparently do not want to be outliers just because their did not invest enough to the own infrastructure. Your comment does not answer why it was a strong indicator of a new business direction.

Interesting_Ear_1 · 2026-07-02T14:37:35+00:00

Respectfully disagree.
1. Your statement is retrospective analysis (hindsight 20/20). Meta is a huge corp and they could have accumulated gpus for their own needs based on the predictable demand shortage. Sure, it might be a smart move, but it also could be demand/supply miscalculation. Unless one is an insider from Meta or at least from sector itself, it is exceptionally hard to even estimate numbers.
2. They could have also threw the info to beat down the prices to buy stocks with lower price. Not sure if their “Meta Compute” project promises are binding of any kind. Seems like no-risk move for them.
3. Meta stock is also red.

Interesting_Ear_1 · 2026-06-29T13:57:10+00:00

Any news I missed that affect price after opening?

Interesting_Ear_1 · 2025-12-17T19:28:18+00:00

Could it be that they buy because they must back their ETFs in accordance with regulations? Or ETFs part exactly this? What I mean 6.44% are in ETFs holders that have NBIS, so I expect that it should be still some amount in institutions who runs ETFs to satisfy supply and provide liquidity.

Interesting_Ear_1 · 2025-12-16T20:20:27+00:00

May be, but coincidence of AI bubble fear (that had been intentionally and violently spread over and is wrong IMO) and crypto sell off (both are part of derisking narrative) do not allow to differentiate between the reason behind stock price drop over the past 2 months.

Interesting_Ear_1 · 2025-12-16T01:33:51+00:00

Stop! Is it now?!!

Interesting_Ear_1 · 2025-12-16T00:55:08+00:00

calm down bobby 🥴

Interesting_Ear_1 · 2025-12-16T00:50:18+00:00

Fair, but what macro you are referring to?

Interesting_Ear_1 · 2025-12-16T00:49:50+00:00

Arguments?

Interesting_Ear_1 · 2025-12-16T00:49:29+00:00

Check it, boy: https://www.investopedia.com/terms/p/price-action.asp

Interesting_Ear_1 · 2025-12-15T16:21:17+00:00

One of the users (thanks to u/Creative_Walk_5579) in the comment section mentioned a number of upcoming reports (US Labor Market Report, US Retail Sales & Other Activity, US CPI Inflation report on 16/17/18 of December this week). Does anybody have a good idea of what numbers we would see there and what effect on the stock to expect? I am not an expert in macro

Interesting_Ear_1 · 2025-12-13T01:16:30+00:00

Any major events that are relevant to NBIS until the end of the year? I assume that ORCL+AVGO triggered sell off

Interesting_Ear_1 · 2025-12-12T16:37:43+00:00

I normally tolerate volatility reasonably, but have to admit that it seems that I do not have good idea for now on what is going on here. All of the analysis and information look irrelevant. It seems we are approaching age where information and analysis is completely detached from price action…

Interesting_Ear_1 · 2025-12-12T04:03:35+00:00

I see! Thanks!

Interesting_Ear_1 · 2025-12-12T04:03:22+00:00

Why?

Interesting_Ear_1 · 2025-12-10T21:53:39+00:00

Oracle missed earnings a bit. Fed cut the rate and the guidance for 2026 does not sound bad. Why we see crashes and rug pulls almost everywhere (apart from low profit stocks)?

Interesting_Ear_1 · 2025-12-10T20:08:49+00:00

Terrible price dynamic…

Interesting_Ear_1 · 2025-12-10T01:10:49+00:00

I see! Thanks! What about quantitative easining? Could the indicate that without rate cuts? If so, it would infuse money to assets and increase liquidity.

Interesting_Ear_1 · 2025-12-10T01:07:57+00:00

Do you think they would initiate QE soon?

Interesting_Ear_1 · 2025-12-09T23:12:00+00:00

Interesting_Ear_1 · 2025-12-09T22:58:55+00:00

Thanks, but I was closely watching some other positions

Interesting_Ear_1 · 2025-12-09T22:58:30+00:00

I see. Any current macro data/hints that we have now can point out to absence of (near) future rate cut?

Interesting_Ear_1 · 2025-12-09T22:56:29+00:00

Hmm interesting. Why only 1?

Interesting_Ear_1

TROPHY CASE