u/Eraserhead-_-_-

Both ~ 57 B

Just wanted to say thank you to Trader Bob. Thank to you, I - along with many others - made a lot of money. Your analysis turned to be right, yet you received an absolute undeserved wave of hate from some users for closing your position. You had your reasons for doing so.

I hope you still check the NBIS subreddit from time to time and realize that this community grew so much because of you.

Hopefully one day you’ll come back. You are much beloved here. O Captain! my Captain!

Hi folks. How likely do you think it is that management will announce dilution during the upcoming earnings call? I know the company currently has enough cash on hand to cover its 2026 CapEx requirements. However considering that the stock is trading near all-time highs and the broader overheated market may be due for a correction, I believe the is non-zero chance (maybe 15% - 20%) that management could announce the execution of the ATM program (up to 25 million new Class A shares).

Full disclosure - I am long and currently holding 1 168 shares. I do not plan to touch 70% of my position for at least 3+ years. However, I am considering trimming 30% of my shares for a month or so to avoid potential loses if the market correct and/or bad news comes out during the earnings call.