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Started By
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2
Posted on 9/22/25 at 1:39 pm to bayoubengals88
Posted on 9/22/25 at 1:40 pm to bayoubengals88
We ridin
Posted on 9/22/25 at 1:43 pm to The Boat
quote:
Passing CRWV when
Coreweave has its own nice day going
I don't think either one of the companies is going to be able to build data centers fast enough.
If NBIS doesn't get a dime of the NVDA money, there is still plenty of other customers.
Posted on 9/22/25 at 1:45 pm to bayoubengals88
fricker is probably short Nebius….but it’s not “speculation” when MSFT buys $17.4B in compute. It’s not speculation when NVDA invests $100B in OpenAI. GFY Jim
Posted on 9/22/25 at 1:46 pm to Jax-Tiger
quote:The thing about NBIS...they have over 1,000 customers. This is a differentiator.
If NBIS doesn't get a dime of the NVDA money, there is still plenty of other customers.
Posted on 9/22/25 at 1:48 pm to bayoubengals88
Sitting here with no options waiting for a pullback - any pullback - this is showing no quit
Posted on 9/22/25 at 2:00 pm to bayoubengals88
quote:
The thing about NBIS...they have over 1,000 customers. This is a differentiator.
Bingo. They are built for this. The enterprise customers are icing on the cake...
Posted on 9/22/25 at 2:01 pm to igoringa
quote:
Sitting here with no options waiting for a pullback - any pullback - this is showing no quit
Me, too. I sold my options too soon, now I have none, as well.
ETA: HGRAF is having a nice day, too...
This post was edited on 9/22/25 at 2:06 pm
Posted on 9/22/25 at 2:16 pm to bayoubengals88
quote:
The thing about NBIS...they have over 1,000 customers.
First time I think I’m disagreeing with you in 7 months.
It’s probably closer to 150 clients
Posted on 9/22/25 at 2:18 pm to bayoubengals88
CIFR and IREN are cooking too! Up 36% between those and NBIS/CRWV
Posted on 9/22/25 at 2:30 pm to bayoubengals88
quote:
...we already serve thousands of customers
Yes, he is playing with words. He is referring to people served. They probably have close to 150 managed clients and provide services for some 100,000 users+…so he isn’t lying, just playing with words there
Their core datacenter business is hosting infrastructure and providing services around that infrastructure.
This post was edited on 9/22/25 at 2:36 pm
Posted on 9/22/25 at 2:33 pm to IT_Dawg
Thousands of customers… you know what’s cool?
Posted on 9/22/25 at 2:40 pm to meeple
Volume falling off end of the day, bringing the price back to inline with a healthy day. I’ll be adding more here.
Posted on 9/22/25 at 2:41 pm to IT_Dawg
I think you're both right. A managed client would be different than a single customer. NBIS set out to have a product suite that small business owners could use, simply by logging in with a credit card.
They didn't want to be like CRWV, who is wholly dependent on a couple of clients. A $17.4B contract changes things a bit, but the point remains that NBIS is a better option for small businesses who do not have the staff to do all the development from scratch.
They didn't want to be like CRWV, who is wholly dependent on a couple of clients. A $17.4B contract changes things a bit, but the point remains that NBIS is a better option for small businesses who do not have the staff to do all the development from scratch.
Posted on 9/22/25 at 2:43 pm to Jax-Tiger
Here comes the classic NBIS crash to the bell
Fended off pretty well today
Fended off pretty well today
This post was edited on 9/22/25 at 2:51 pm
Posted on 9/22/25 at 2:44 pm to Jax-Tiger
Looks like a late sell off, now that I'm back home. Shoulda stayed at Earl's.
Anybody else have a wife that doesn't believe the profits even when you show them? I stopped showing them to my wife a couple of months ago. Boy is she going to be surprised...
Anybody else have a wife that doesn't believe the profits even when you show them? I stopped showing them to my wife a couple of months ago. Boy is she going to be surprised...
Posted on 9/22/25 at 2:48 pm to IT_Dawg
quote:I see what you're saying...so he could be talking about people like jefforize...
He is referring to people served.
Posted on 9/22/25 at 3:03 pm to bayoubengals88
Nice bounce off the only real sell off of the day.
+8.76 percent in Roth today. Can't be mad about that.
+8.76 percent in Roth today. Can't be mad about that.
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