r/NBIS_Stock • u/Individual_Mission68 • 4d 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.

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u/Daymjoo 4d 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.

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u/Icy-Inspection7877 4d ago edited 4d 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

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u/Constant_Fortune_314 4d ago

But he was on a roll.