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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear Peter et al:

Both NBIS and SMCI report earnings in early November. (7th&10th)

What are your predictions?
I own positions in both, more so in NBIS than in SMCI. BUT not full positions.
I am particularly worried about SMCI as they are notoriously known to report spurious numbers and get "whacked"! But the price seems to hold steady. If anything it seems to be going up slightly.

NBIS has been drifting lower. Is it because Smart money is expecting bad news? Or people locking in their profits?
Tempted to write cash secured puts for NBIS. An easy way to add IMHO. What Strike Price would you suggest for Nov 7th expiry?
(I know I will get assigned if the earnings report goes ugly!)

Many thanks for your words of wisdom.
Read Answer Asked by Savalai on October 21, 2025
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Read Answer Asked by Tim on September 10, 2025