Posted by jrenegar on 31st of Aug 2025 at 12:45 pm
Matt, recently I have been reading how electricity is
moving higher in the areas where the data centers are being built.
Additionally how it will effect prices for residents.
Would you consider LNG, other type energies to be part of
your Macro Vision?
Two names that are tied to that theme (need for energy) are NBIS
and NVT (watchlist name) that have performed extremely well since
April. I simply haven't had the time to delve into deep
research on such names.
Two names that are tied to that theme (need for
energy/infrastructure) are NBIS and NVT (watchlist name) that have
performed extremely well since April. I simply haven't had
the time to delve into deep research on such names.
NBIS $17B contract. $7-8B increase in market cap post deal
anncmt. Negative gross margins, so they lose more money now? BUT
short interest 8.3% 15.6mm shares.
Matt, recently I have been
Posted by jrenegar on 31st of Aug 2025 at 12:45 pm
Matt, recently I have been reading how electricity is moving higher in the areas where the data centers are being built. Additionally how it will effect prices for residents. Would you consider LNG, other type energies to be part of your Macro Vision?
Two names that are tied
Posted by steve on 31st of Aug 2025 at 01:32 pm
Two names that are tied to that theme (need for energy) are NBIS and NVT (watchlist name) that have performed extremely well since April. I simply haven't had the time to delve into deep research on such names.
Two names that are tied
Posted by steve on 8th of Sep 2025 at 06:28 pm
Two names that are tied to that theme (need for energy/infrastructure) are NBIS and NVT (watchlist name) that have performed extremely well since April. I simply haven't had the time to delve into deep research on such names.
NBIS!
$NBIS 2nd largest trade cluster
Posted by steve on 8th of Sep 2025 at 07:57 pm
$NBIS 2nd largest trade cluster ever hitting 14 minutes before close… ran over +60% in after hours….
“Just a coincidence” LMAO
NBIS $17B contract. $7-8B increase
Posted by te22 on 9th of Sep 2025 at 08:13 am
NBIS $17B contract. $7-8B increase in market cap post deal anncmt. Negative gross margins, so they lose more money now? BUT short interest 8.3% 15.6mm shares.
NBIS same as CRWV, but
Posted by sandiegosam on 2nd of Sep 2025 at 12:07 am
NBIS same as CRWV, but smaller...and has a few other equity holdings on the balance sheet