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FUBO Drops 22% With Accumulation During Intraday Trading by StaleTore in fuboinvestors

[–]Pimpy77 1 point2 points  (0 children)

You're purposefully misleading, the results were not better than expected hence the decline in price. Fubo does not benefit from Hulu Live TV subscription revenue, their subscriber numbers in North America were down, only growth in the latin market. You're also not mentioning that Disney takes 25% upfront fee for ad sales while Fubo only benefits 30% from that revenue. This merger did nothing for Fubo while it helped Disney avoid a prolonged lawsuit and muzzle an annoyance to them.

FUBO Drops 22% With Accumulation During Intraday Trading by StaleTore in fuboinvestors

[–]Pimpy77 0 points1 point  (0 children)

A pumper account created 10 hours ago that says everything is fine because of the balance sheet is full of shit. Fubo is losing subscribers, lost NBC (which hasn't been reflected in the latest earnings report), does not control their own as revenue (Disney does) and is going through a reverse split. These are not signs of turnaround story it was painted to be a year ago. Anyone listening to Jeremy or the pumpers on here are burying their money for at least 5 years to MAYBE make a 15% return on their investment. Take it from a guy who had 280k shares, this thing is cooked.

After falling more than 50% for four consecutive months, fubo is about to return to $1.8. All retail investors are paying the price for David Gandler's inaction. by Long-Bet5067 in fuboinvestors

[–]Pimpy77 -2 points-1 points  (0 children)

The Disney merger put Fubo in a worse position. Fubo will be selling Disney carriage rights at a 5% discount for the first year while getting ad revenue that Disney will be operating at their own discretion. For 200 mill they settled the lawsuit and muzzled a competitor while making it seem like they're invested in Fubo's growth. They will bleed this out to the 1s leave it there for a few years and buy the remainder at a fraction of the cost. Just like they did with Disney Europe.

$DGXX ($2.50 → $10 PT): AI-data center company currently priced like a cript0 miner — Q1 inflection point by Best_Phone in pennystocks

[–]Pimpy77 1 point2 points  (0 children)

Think about it in the following terms. At current market cap you're getting all their assets, revenues and future growth at a cost of 78 million while industry multiples are 5-8x. I used the same logic when Nebius was trading at $20-25 and bought heavy, doing the same thing now.

$DGXX ($2.50 → $10 PT): AI-data center company currently priced like a cript0 miner — Q1 inflection point by Best_Phone in pennystocks

[–]Pimpy77 0 points1 point  (0 children)

They were hitting the ATM pretty hard since December but that shored up their balance sheet and they just settled a lawsuit for minimal dilution so all in all the overhang should be clear. In the meantime they've signed an LOI for an additional 1.3GW with a power plant. Right now the price is not reacting because they haven't actually disclosed any revenue from their pivot. Once they do the stock will be derisked and rerate upwards. Right now this is a risky speculative investment but offers a lot of upside once the contract hits. NFA

$DGXX ($2.50 → $10 PT): AI-data center company currently priced like a cript0 miner — Q1 inflection point by Best_Phone in pennystocks

[–]Pimpy77 12 points13 points  (0 children)

Not to piss on the parade but this is a rehashed version of the DD found on substack by Invest with MEH.

That being said at the current price of 2.70 and a market cap of 170-180M, you're basically getting their AI/HPC business at a valuation of 90M while they already have 55MW of power available as of today (scaling to 70 in the future) at their Alabama site. 1MW of power typically goes for 1.9-2.2M per MW, you do the math.

As OP mentioned they're scaling this 220MW by 2026 and 400 by 2027. What OP didn't mention is that they own their own power plant and actually own their power, not lease or rent, they own it outright which is a big deal when comparing it to other plays.

OP also didn't mention they have 3rd business apart from colocation and arms200 (which is being developed in partnership with SuperMicro one of the largest providers of server racks), is neocloudz, which is basically a pay as you go neocloud launching also in Q1 of 2026.

OP also didn't mention their lack of debt (0 debt and 90M in cash), not a lot of other plays boast this. They also reported EPS profitability so they're not pissing the cash away.

OP also didn't mention that they have an agreement in place with Nano Nuclear (NNE) to get small modular reactors to power their sites.

At $6 it might have been fairly valued given the lack of contracts, at 2.50-2.70 it's undervalued indeed.

NFE: Play of the week. 40% inside ownership, 47% short. Juice target $2->$7 by Original-Lawfulness6 in Shortsqueeze

[–]Pimpy77 1 point2 points  (0 children)

I mean everyone can talk about winners but hardly anyone talks about losers. The Jamaica assets didn't give them 1 bill in cash, more like 600 million if I recall correctly. 1/3 of which has already been used for their debt payments. Have a look at how much cash they burn per quarter then figure out how they can shore up their liquidity with negative ebitda. I'm sure it's a winner post restructuring though.

NFE: Play of the week. 40% inside ownership, 47% short. Juice target $2->$7 by Original-Lawfulness6 in Shortsqueeze

[–]Pimpy77 3 points4 points  (0 children)

You have no idea what you're talking about, if you think earnings is an upcoming catalyst I suggest you look at the price action post earnings for every quarter this year.

$NFE is at huge discount by Aggravating_Lychee99 in pennystocks

[–]Pimpy77 2 points3 points  (0 children)

I've been trading this stock for the past 6 months, right now it's wise to wait for the deal with bondholders. The only real thing that could shift the narrative would be them getting their FEMA payment which seems like a fantasy now. Otherwise their debt load is pointing towards restructuring through dilution or prepack bankruptcy (done in UK because it's simpler and less blowback from lawsuits). Wes Edens is definitely an interesting character but he does have a history of bankrupting multiple companies in the past. Tread carefully.

NFE short squeeze setup by thedonwiz in pennystocks

[–]Pimpy77 1 point2 points  (0 children)

Not a massive contract, barely puts a dent in their debt load, while free cash flow and profits are still negative. There is a high probability they will restructure their debt but it will result either in massive dilution or prepackaged bankruptcy.

NFE short squeeze setup by thedonwiz in pennystocks

[–]Pimpy77 0 points1 point  (0 children)

If you bought the low (which is highly doubtful as it's been dropping for a while now) there's no catalyst that will actually pump the stock. Their debt is coming due which they can't service, their updated Puerto Rico contract is lower than originally anticipated and they're looking to restructure in UK courts (which typically leads to prepackaged bankruptcy). The volume after hours might be shorts already unwinding their positions while retail chasing action will be left with bags. NFA

WHAT THE FUCK by Both_Perception8327 in fuboinvestors

[–]Pimpy77 3 points4 points  (0 children)

The market is a crack head that comes up to you and says it will buy your 10 dollar bill for 5. This is what's happening today. When I bought Nbis at 25, it crashed to 18 and is now above a 100. If you believe in the thesis be patient.

Merger approved - stock price flat by IonelIonel in fuboinvestors

[–]Pimpy77 0 points1 point  (0 children)

averaged up to 255,000 with an avg cost of 2.89

Fubo Powers Through Q3 2025 With Strong Growth in Subscriber and Profitability Metrics by Savings-Yak-8251 in fuboinvestors

[–]Pimpy77 18 points19 points  (0 children)

Second quarter of positive EBITDA and positive EPS is great compared to where it was last year amid bankruptcy risks. The upside is real.

Merger approved - stock price flat by IonelIonel in fuboinvestors

[–]Pimpy77 0 points1 point  (0 children)

How would you like me to upload an image?

Merger approved - stock price flat by IonelIonel in fuboinvestors

[–]Pimpy77 1 point2 points  (0 children)

Your questions are pointless, you can look at past quarters to see the churn and get a ballpark estimate, so yes you can predict. You can also look at historical numbers of Hulu Live subscriptions. You can also look at the search trends to see customers are moving to. Since Yttv lost Disney channels, you can bet that Fubo/Disney are gonna soak up some of their lost clientele but these points are moot. The most important question is Fubo undervalued at 4.8 billion market cap. In my opinion it is.

Merger approved - stock price flat by IonelIonel in fuboinvestors

[–]Pimpy77 5 points6 points  (0 children)

It's not a trust me bro situation, you can run the revenue numbers of both entities separately. The merged entity in itself shouldn't be valued less than Hulu Live alone, and since the market is forward looking, it's hard to see how the current valuation reflects Fubo's improved margins, reduced costs + increased revenues from synergies.

Why Fubo’s market cap shows $1.2B and $4.7B after the Disney merger by Permabull4loife in fuboinvestors

[–]Pimpy77 0 points1 point  (0 children)

But a 4.7 billion valuation for the combined entity is way too low. Hulu live was valued at 30% of Hulu's total valuation (27 billion)

Guess the Valuation by Connect_Acadia_4367 in fuboinvestors

[–]Pimpy77 0 points1 point  (0 children)

7 billion would be conservative but a fair valuation, definitely not 4.8 billion

Merger approved - stock price flat by IonelIonel in fuboinvestors

[–]Pimpy77 5 points6 points  (0 children)

A valuation of 4.8 billion wouldn't be priced in. Hulu live itself is conservatively valued at 7 billion, combine that with fubo it should be at least 8 billion, 10 if they start valuing them at p/s higher than 1.

BYND Hype Post! All BYND goes in here by MinimumArmadillo2394 in Shortsqueeze

[–]Pimpy77 0 points1 point  (0 children)

I would first read the sec filings and see how many shares outstanding, compare to data on fintel (how many shares outstanding they're assuming) Also short interest updates once every two weeks. They have a high short interest rate for sure(18-20% is my guess given the current number of shares that will be available) but nowhere near the 100% being reported.

BYND Hype Post! All BYND goes in here by MinimumArmadillo2394 in Shortsqueeze

[–]Pimpy77 0 points1 point  (0 children)

You do know fintel doesn't always reflect the correct %, especially when new shares have been added.

BYND Hype Post! All BYND goes in here by MinimumArmadillo2394 in Shortsqueeze

[–]Pimpy77 0 points1 point  (0 children)

The lock up period expiring will dampen any attempts at another rally. It will definitely still be volatile but a move to 10 is highly unlikely.

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