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2
Posted on 10/6/25 at 8:08 pm to Jax-Tiger
I love the smirk from Marc. That’s a guy who knows some shite that we don’t know!
Posted on 10/6/25 at 8:26 pm to bayoubengals88
Marc dropped a little something on us 
They’re in the middle of building an AI Native GTM Infrastructure.
They’re in the middle of building an AI Native GTM Infrastructure.
This post was edited on 10/6/25 at 8:29 pm
Posted on 10/6/25 at 9:37 pm to Jax-Tiger
I’m not expecting it to go that low. Just have my buys staggered to go that low.
Dunno what expected numbers you guys are looking at for this quarter… but low earnings and ai bubble turn will bring this down IMO. I’m also loading up on 12/29 140c and 12/29 150c. Not trying to bring it down. But if it dips below 125 I’m ready to buy more shares on the way down.
Dunno what expected numbers you guys are looking at for this quarter… but low earnings and ai bubble turn will bring this down IMO. I’m also loading up on 12/29 140c and 12/29 150c. Not trying to bring it down. But if it dips below 125 I’m ready to buy more shares on the way down.
Posted on 10/7/25 at 5:57 am to SpeedyNacho
I’ve seen 2025 actual revenue estimates of 630mm. ARR Is projected at 900mm-1.1bn.
H1 - 160.4.mm actual
ARR was 430mm at the end of June.
430,000,000/12=35,833,333.333
They made 35.83mm in June.
ARR was 249mm at the end of March.
249,000,000/12=20,750,000
35.83-20.75=15.08/35.83=0.421
June revenue was a staggering 42.1% higher than March…and they were just getting started.
My point is, we’re heading toward an inflection point with this nascent company. We’re not on the other side of it. These should be the blowout quarters…all the way through 2026.
Did you see what I said a couple of weeks ago?
If 2026 revenue gets remotely close to what Goldman projects, then NBIS will have had a three year revenue increase that destroys that of any mag 7 company since their origins.
H1 - 160.4.mm actual
ARR was 430mm at the end of June.
430,000,000/12=35,833,333.333
They made 35.83mm in June.
ARR was 249mm at the end of March.
249,000,000/12=20,750,000
35.83-20.75=15.08/35.83=0.421
June revenue was a staggering 42.1% higher than March…and they were just getting started.
My point is, we’re heading toward an inflection point with this nascent company. We’re not on the other side of it. These should be the blowout quarters…all the way through 2026.
Did you see what I said a couple of weeks ago?
If 2026 revenue gets remotely close to what Goldman projects, then NBIS will have had a three year revenue increase that destroys that of any mag 7 company since their origins.
Posted on 10/7/25 at 6:12 am to bayoubengals88
Al I know is IREN is up 10% PM and I dont have any napkins to write down how much money NBIS had made me today.
Posted on 10/7/25 at 6:42 am to sonoma8
quote:
Al I know is IREN is up 10% PM and I dont have any napkins to write down how much money NBIS had made me today.
why not both.gif Iren has been a beast. And if you believe the story - it is a somewhat simple one - they have deployed 2% of their power to generate expected $500 million ARR. i do believe every MW everywhere will get deployed in this wild west.
so much room left in all of these under that thesis
This post was edited on 10/7/25 at 6:44 am
Posted on 10/7/25 at 6:48 am to igoringa
What still seems unclear (to me anyway) is where is the MW capacity going to come from to power all of these data centers? We already have regions of the country with insufficient power grids and this is just going to add to the load.
This post was edited on 10/7/25 at 6:49 am
Posted on 10/7/25 at 7:12 am to SquatchDawg
quote:
What still seems unclear (to me anyway) is where is the MW capacity going to come from to power all of these data centers? We already have regions of the country with insufficient power grids and this is just going to add to the load.
That’s why it costs so much for the land to buy the property, because there are only a handful of places in our country right now that can support data centers.
Why do you think Nebius paid almost $1M/acre for the properties in southern Birmingham….that place with the Regions, US Steel and an old datacenter company Radeon owned. Obviously, there will need to be an uptick in power grids, which is coming, and also why a lot of these data centers are going into Republican states to avoid the silly environmental BS
That’s also why we are seeing some mining and power tickers going up as well.
Posted on 10/7/25 at 7:15 am to igoringa
quote:
why not both.gif Iren has been a beast.
Yea, I dabble in it and was waiting for news to load up, got that news around $40/share but then JP Morgan downgraded them and lowered their PT to $32, which scared me away….guess whoever placed it at 82 was more accurate so far
Posted on 10/7/25 at 8:14 am to bayoubengals88
quote:
June revenue was a staggering 42.1% higher than March…and they were just getting started.
And September is going to need to be at least 55% higher than June if we are going to hit $156M in Q3
Posted on 10/7/25 at 8:26 am to IT_Dawg
Hrmmmm, same thing as yesterday? Sell on a pop up to 131 and buy back at 127? Or do we actually have a normal day
Wow, very low volume so far. Not good
Wow, very low volume so far. Not good
This post was edited on 10/7/25 at 8:33 am
Posted on 10/7/25 at 8:30 am to IT_Dawg
I’m hoping for $133. Let’s go!
Posted on 10/7/25 at 8:33 am to IT_Dawg
quote:
Wow, very low volume so far. Not good
Need some news ASAP
Posted on 10/7/25 at 8:46 am to Covingtontiger77
Man, when it gets attacked on low volume days like this, it just gets attacked. Looking at over 20M shares shorted so….
Everything else is big green for me, so hopefully NBIS follows suit
Everything else is big green for me, so hopefully NBIS follows suit
This post was edited on 10/7/25 at 8:56 am
Posted on 10/7/25 at 9:58 am to IT_Dawg
quote:
there will need to be an uptick in power grids,
Straight from the researchers for a state. He is saying that every state will have to double their out put by 2030.
They studied and developed a report for action by the legislature. Their focus is small micro nuclear power.
It's why NNE and others are running.
Posted on 10/7/25 at 10:09 am to IT_Dawg
Man! Today’s a bad day!
Posted on 10/7/25 at 10:11 am to AuBeerStud
Wish I hadn't bought all those shares yesterday 
Posted on 10/7/25 at 10:13 am to Neauxla
I bought in at $124 thinking it bottomed out. A lot of stocks are having a bad day.
Posted on 10/7/25 at 10:14 am to AuBeerStud
Might've missed my chance for some cheap weeklies. Gonna hang out and see what happens here the next 5-10 minutes.
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