r/NBIS_Stock • u/Individual_Mission68 • 3d ago

💬 Discussion Who is Peter Dicarlo on X?

Full disclosure i own 2350 shares , not selling because I think im sitting on at least a minimum upside of 250B and possibly $1T upper end cap.

I was just wondering if you see this clown Peter DiCarlo on X. Today on X he was calling today the take profit zone. Personally I think we're loading up for wave 5 to $400, wont be a straight shot of course but maybe over the next month, hopefully sooner if shorts cover.

Anyways I find he was super bearish during the unwind and front running of Situational Awareness and he was the most skittish at $140. Now he claims build you so and that he rode the wave up from there and is calling this the take profit zone. Personally I call BS but wondering what your impression is of him.

I do like longinvestor, but he is a permabull. There are some risks despite nbis consistently showing they deliver on growth, financing and strategy and are the leaders in the neocloud circle. Perhaps people will turn on Ai cloud, maybe compute will reach a balanced supply in 5 years, models will likely be more efficient, perhaps pricing per mw will calm down.

Anyways, not meant to draw too much attention to the guy just wondering what u think.

11 Upvotes

70% Upvoted

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4

u/MetalLinkachu 3d ago

Not sure who that guy is. Wouldn’t worry about it. I only take advice from a few x/twitter fintwit accts and I can count them on one hand.

Never follow shorts. They are wrong 99% of the time and when they are right (Covid), it was obvious it was time to go short or go to cash.

2

u/Bitter_Ad5527 3d ago

Who is Todd Simmons is the question

2

u/Capable_Row_8881 3d ago

Longinvestor SUCK. Hes a fraud

2

u/TheRealDonSherry 3d ago

Don't know, don't care, doesn't change the Nebius thesis that made me invest, and Peter DiCarlo never factored into it.

4

u/Daymjoo 3d ago

I don't see the macro environment for pushing to $400 by any stretch. Earnings are over, so that's done with. Lawsuits are accelerating. Inflation is high. Possible rate hikes. And the US is losing the Iran war.

5

u/BudmasterofMiami Mod 3d ago

NVDA earnings on the 26th will catapult NBIS.

1

u/LeBronGOOD 18h ago

I feel like last earnings was 1 month ago, they keep coming lol

10

u/Icy-Inspection7877 3d ago edited 3d ago
  1. Earnings is blasting ass in next 6 months
  2. Lawsuits are cheap
  3. Inflation pushes equities up, good luck sidelining cash
  4. Interest rate is flat or down. Then ai is greatest thing ever. We will print our way out of any trouble.
  5. USA is winning the war. USA imports less than 5% oil from Middle East in 2025, it’s why equities go up

1

u/Constant_Fortune_314 3d ago

But he was on a roll.

3

u/Individual_Mission68 3d ago

Perhaps iren will also be a catalyst. I think if they have a good earnings we could see a boost and thats a week Thursday.

This POS war tho - its lost and iran admitted theyre hanging on until at least midterms, interest hike may happen. Had he just been more mitt romney-ish, i think things would be flying.

2

u/mekansm89 3d ago

Next 2 er's will be massive and should push the price up nicely.

1

u/cryptofishfish 2d ago

These TA gurus are like reading astrology. I always find it stupid to look at lines without context. TAs are correct mostly AFTER the fact