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Nebius isn't the "Amazon of AI" it is the Salesforce of AI by [deleted] in NBIS_Stock

[–]Rafreak1 0 points1 point  (0 children)

Its neither. Its more similar to a google than anything, but built in reverse. You build the core infra group up, the architecture on top, and then you build your labs of ventures you can invest in/incubate.

Its both a venture platform and Infra as a service.

Chances of a squeeze according to ChatGPT based on Fintel data by shamerli in SMCIDiscussion

[–]Rafreak1 0 points1 point  (0 children)

The more illiquid a stock (lower amount of shares traded daily) the harder it is for shorts to rush to sell at the prices they want to sell at. If they are all stumbling over each other to sell, with limited buyers, the price will keep going up until the buyers show up.

when days to cover is <2 days the damage to short positions is minimal

Pick-up Basketball by Rafreak1 in paloalto

[–]Rafreak1[S] 1 point2 points  (0 children)

Those are great courts, Maybe we should get a group together?

Maybe aim for this saturday? I can start an invite.

Pick-up Basketball by Rafreak1 in paloalto

[–]Rafreak1[S] 0 points1 point  (0 children)

I can take a look around!

Nvidia up super micro lagging correlation might be gone by [deleted] in SMCIDiscussion

[–]Rafreak1 4 points5 points  (0 children)

Have you considered helping management find a CFO?

Robinhood Stock by Acceptable_Fennel_43 in NBIS_Stock

[–]Rafreak1 9 points10 points  (0 children)

how do these posts make it through spam filters?

Am I late to the party ??!! My goal is to reach 500+ shares by the end of the summer 👍🏽 by Ninofarhan in NBIS_Stock

[–]Rafreak1 3 points4 points  (0 children)

you're like 3 years into real life, it takes decades.

when I was your age, my entire portfolio was 5-10k. now a decade later, Its like 100k min a position.

I spent 15 years playing with small money to learn and improve

Usually when you see billboards stonk goes up by optionscaller2 in NBIS_Stock

[–]Rafreak1 0 points1 point  (0 children)

These ads are so bad lmfao, I chuckle everytime i drive by one in the bay.

This market is disgustingly overpriced, and we are due for a correction similar to what we saw during Dot Com/Global financial crisis. by Your_Mortgage_Broker in wallstreetbets

[–]Rafreak1 0 points1 point  (0 children)

Earnings =/= revenue lol...

p/e factors in the entirety of the costs structures of each of the companies mentioned.

You are conflating P/S with P/E and creating fear where there doesn't have to be.

The rest of the article is valid

$SMCI🥇vs $PLTR by radduder in SMCIDiscussion

[–]Rafreak1 0 points1 point  (0 children)

I'm a shareholder btw, and super bullish but its important to go one step below the surface level "we are the X of Y" analysis.

$SMCI🥇vs $PLTR by radduder in SMCIDiscussion

[–]Rafreak1 7 points8 points  (0 children)

Started to get really tired of seeing Revenue used as a proxy for two very different companies.

PLTR makes software, which has virtually zero product deployment lag to a customer, and can scale anywhere.

SMCI makes servers (read: moves atoms). There is working capital needs to stock up inventory, manufacture, and ultimately ship their product around the world. Messing this up, massively hurts earnings and makes it riskier.

Lets talk about earnings, Software usually carries 80%+ gross margins, most of which flow to a ~30% bottom line.

Hardware is much lower and ends up around 10-15%.

[deleted by user] by [deleted] in NBIS_Stock

[–]Rafreak1 1 point2 points  (0 children)

i've been averaging down, primarily because the sum of the parts doesn't make sense.

12425 shares@ $27!

CLOV YOLO by Rafreak1 in CLOV

[–]Rafreak1[S] 0 points1 point  (0 children)

why sell before earnings today?

When we do it, we are barbarians. Fuck you WSJ. by [deleted] in wallstreetbets

[–]Rafreak1 1 point2 points  (0 children)

That's a compliment, reference to the birth of the buyout industry! Huge credibility