SandemanStocks (@sandeman52) on Surfaced

SandemanStocks (@sandeman52) on Surfaced

Recent calls

27 calls

@sandeman52Jun 4, 2026 · 11:23 AM

$NBIS Broadcom bringing the entire AI trade down because of their guidance. (It wasn’t bad even!!) Media likes to take a single company’s earnings and turn it into a macro event. It’s not. Let’s remember daddy Jensen just reported…we know what’s under the AI trade “hood” Leo and Barron just bought in heavily. (Plus a little Iran drama) Blips on the radar. Demand still outweighs supply…margins and demand are not decreasing…just increasing for $NBIS. Plus it just ran really hard. Don’t be fooled.

@sandeman52Jun 3, 2026 · 2:50 PM

$NBIS smart money, big money piling in.

@sandeman52Jun 2, 2026 · 12:21 PM

I was not the first person to find $NBIS. But when I found it, I screamed from the rooftop how it was a generational buy. Many thought the run was over at 100, 140, 200, 230, 250, now high 270. So sad. I don’t sell it. I dont trim it. Conviction and 62.5k shares. (Sold 2.5k to roll CC) LFG 🫡

@sandeman52Jun 1, 2026 · 11:19 AM

$NBIS this is spot on. Anchoring bias will be the reason thousands of people will miss the boat. Daniel is spot on. At first I thought the risk reward isn’t as good as it was when this was $40….but that is incorrect. The risk part of the equation is virtually gone. The ratio is actually even better now! Sounds crazy. But it’s not.

@sandeman52May 30, 2026 · 11:21 AM

@KhalidIshaq85 $NBIS is 99% of my portfolio. Been in since the $40s

@sandeman52May 29, 2026 · 8:09 PM

$NBIS what a crazy day! Congrats everyone who held through the volatility today (and the last 6 months!) Rolled my covered calls today on the dip from $280 to $320. Gives me some breathing room. Great way to end the week! Something seems to be cooking. LFG!

@sandeman52May 28, 2026 · 2:40 PM

$NBIS I see a dozen people asking me if it’s still good to enter here. Instead of repeating myself, here is what I say: I keep saying this, and I said it to people asking the same thing when it hit the low 100s, “is it still a good buy, it’s run up so much” …short term anything can happen. Long term it’s going up a lot. I can’t tell you what to do. Yeah it could come down, but maybe it keeps going up. Sorry. I’m not an oracle. That’s why when I see a generational opportunity I just buy and dont sweat entries. Never have. Never will. But that’s just me….because if it dips 50% after buying I wouldn’t care. In the end you need to do what’s comfortable for YOU. Are you good with buying and being red 1-3 months? Are you good with waiting and seeing another deal announced and it zips to $300 and you have zero shares? Just ask yourself these questions. In these circumstances it’s sometimes prudent to do 1/2 and 1/2. Hope that helps.

@sandeman52May 27, 2026 · 8:17 PM

@BatonRougeBorn Example: $NBIS low risk because of META And MSFT contracts, partnership with NVDA, tons of subsidiaries including ClickHouse. So low risk. Potential 20 bagger by 2033. I go heavy in plays like that. Ultra heavy.

@sandeman52May 26, 2026 · 11:11 PM

With 65,000 shares of $NBIS, you would think I would feel disappointed with the drop from $224 pre market to $205.50 in a matter of hours. About $1.3million in paper loss intraday at one point. I felt…nothing.

@sandeman52May 22, 2026 · 1:21 AM

$NBIS I think by 2032 the NBIS stake in Clickhouse alone will equal NBIS market cap of today. Roughly $50B Never mind Avride and the other subsidiaries. Could be sooner too.

@sandeman52May 21, 2026 · 7:04 PM

$NBIS I think they will announce 2-3 more mega deals by year end. I think one of those will be Anthropic I think they will increase their eoy ARR numbers I think their projections for 2027 ARR will blow people away. I think iReN hOLdeRs will say “derp…power…derp..derp” Feel free to bookmark and wreck me January 1st if I’m wrong.

@sandeman52May 20, 2026 · 1:12 AM

@JakeOnWrist I do. Right now 99% $NBIS

@sandeman52May 19, 2026 · 12:57 PM

$NBIS The cadence of news will become something like this: Large anchor customer announcements every few months (Meta size contracts) Followed by incremental expansion announcements followed by “capacity fully committed” style updates Rinse and repeat. https://t.co/fFM1BTt2Kt

@sandeman52May 16, 2026 · 5:55 PM

$NBIS when ClickHouse IPOs…look out. 👀

@sandeman52May 15, 2026 · 1:40 AM

Gun to head. Someone asks me if $NBiS will ever hit $Trillion market cap…. What do I say? What do I think? Answer: Zero hesitation, I say: Yes I’m not pumping.

@sandeman52May 14, 2026 · 1:04 AM

I full port $NBIS and literally feel zero emotion or fear. Please lecture me. I’m ready.

@sandeman52May 13, 2026 · 5:45 PM

$NBIS you know what’s funny? ClickHouse could have a market cap of $100B in 2030. Bull case goes all the way up to $150 to $250B. $NBIS owns about 28%. Do the math. This is a safety net. You rarely find set ups like this.

@sandeman52May 12, 2026 · 11:57 AM

$NBIS for the record, I have about 65k shares. I’m not trimming any shares into earnings. I’m not hedging for downside risk. If it drops at all it’s my chance to roll my covered calls from $240 to $280 at a cheaper price. This is a monster in the making.

@sandeman52May 11, 2026 · 11:24 AM

$NBIS BofA raises to $205 from $175.

@sandeman52May 9, 2026 · 1:57 PM

@XroadsTrader I don’t trade every day. But if you really need to I’d Put 1/2 in $NBIS and if it keeps running congrats….just hold it Then on NBIS earnings Wednesday, if it goes down on a significant dip for some reason, put the rest in.

@sandeman52May 8, 2026 · 1:06 PM

@ironimmigrant I’m heavy in $NBIS. You can search my past posts about it. Too much to post in one post 🫡

@sandeman52May 7, 2026 · 10:44 PM

$NBIS had a $20+ swing from top to bottom today. I have about 65,000 shares. Do you think I felt an ounce of emotion? Nope. I literally felt nothing. -We just had ATH -$CRWV always drops us. -Iran BS Literally who cares. I didn’t get excited at ATH I didn’t get worried on the dip That’s just me. But feel free to feel whatever you want. 🫡👊

@sandeman52May 6, 2026 · 5:19 PM

$NBIS I posted this April 28. This is why I didn’t care one bit. Up $3.9 million in a few days since posting. Never panic. Always know what you own.

@sandeman52May 5, 2026 · 2:33 PM

$NBIS this situation reminds me of the movie Labyrinth from the 80s. This girl gets stuck in a giant maze and has to reach the castle. The original path she saw lead her straight to the castle….she could see it…it was far away but it was a straight path. But then she got distracted and noticed hidden passageways on the sides of the path. She decided to get too cute and take some side paths. She got lost right away. The rest of the movie she’s battling monsters and other obstacles. All she had to do was stick to the original path. 🤷

@sandeman52May 4, 2026 · 12:09 AM

$NBIS up about $4 dollars in the overnight after a flurry of news snippets hit today…most notably the $MSFT pre payment of 40% and Opens AI pivoting to ClickHouse. $NBIS may make new ATHs this week. The story continues to get better and better.

@sandeman52May 3, 2026 · 7:47 PM

@SFWTrades Yeah I got out last year. Loaded most of my money into $NBIS

@sandeman52May 2, 2026 · 10:00 PM

@skeller2001 65,000 shares of $NBIS 🫡