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Posted on 10/15/25 at 12:11 pm to Jax-Tiger
quote:You may be right. This is quite the shakeout though I'm confident in earnings. We just need an announcement.
You mentioned it going to $145 today. I would love to see it, but I have trouble seeing that kind of jump without a catalyst. New enterprise contracts, new data center announcements, and the Clickhouse IPO becoming a reality will cause this stock to pop. Hopefully, the earnings report and guidance will do the same, as well.
Posted on 10/15/25 at 12:20 pm to bayoubengals88
Yeah the mandatory quiet period has it sliding into earnings.
Posted on 10/15/25 at 12:40 pm to reds on reds on reds
Whelp…time to hang it up for today and check back in tomorrow. We need IT to get back from his vacation and get back to the bar.
Posted on 10/15/25 at 1:53 pm to SquatchDawg
This is absolutely insane.
I'm sure that Arkady knows exactly what to do with Clickhouse.
They participated in the last round of funding to keep their stake at 28% rather than get dilluted.
I'm sure that Arkady knows exactly what to do with Clickhouse.
They participated in the last round of funding to keep their stake at 28% rather than get dilluted.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/15/25 at 2:00 pm to bayoubengals88
Do we have any idea of Clickhouses estimated value?
This post was edited on 10/15/25 at 2:01 pm
Posted on 10/15/25 at 2:25 pm to SquatchDawg
quote:6bn in late spring/early summer. Before that, we thought it was about 1bn at most.
Do we have any idea of Clickhouses estimated value?
For all we know it could be 30bn if they were to go public tomorrow.
SNOW is a direct peer and currently valued at 82bn.
Posted on 10/15/25 at 2:25 pm to bayoubengals88
Calls looking great now. They did what they were supposed to do.
Posted on 10/15/25 at 3:33 pm to bayoubengals88
i couldnt help myself and bought more today, hope i dont repent.
Posted on 10/16/25 at 5:08 am to astonvilla
feels like this might go sideways for the next few days until new catalysts
Posted on 10/16/25 at 5:42 am to astonvilla
TSM is giving the market a lift.
They reported earnings in the middle of the night.
Would love to be firmly back into the 130s.
They reported earnings in the middle of the night.
Would love to be firmly back into the 130s.
Posted on 10/16/25 at 6:22 am to bayoubengals88
Posted on 10/16/25 at 6:23 am to astonvilla
The phrases on the news for TSM is “better than expected AI demand”
I like the sound of that…
I like the sound of that…
Posted on 10/16/25 at 6:26 am to astonvilla
Regarding your link, so much more than bare metal.
Posted on 10/16/25 at 6:32 am to bayoubengals88
NBiS just keeps adding to the narrative. Let’s see if the algos pick up on this release. I really believe they’re going to crush earnings but at this point wonder if we’re dealing with AI fatigue as ASML and TSM both killed it and are seeing muted upside based on their results.
But who knows what happens today?
But who knows what happens today?
Posted on 10/16/25 at 6:42 am to SquatchDawg
I think those companies are just too big now to immediately move the needle much on earnings. Like an MU, I would expect they both will see significant upside over the next 2 weeks.
The TSM move will have the greatest impact on the pure AI compute plays, I’m hoping!
The TSM move will have the greatest impact on the pure AI compute plays, I’m hoping!
This post was edited on 10/16/25 at 6:42 am
Posted on 10/16/25 at 6:46 am to bayoubengals88
exactly, it feels like they are one step ahead of competition and looking at long term feasibility of this business.
Posted on 10/16/25 at 7:08 am to bayoubengals88
Of course CRWV comes out with some PR today too.
At a quick glance, their debt to equity is over 300%. NBiS is 32%. WTF?
At a quick glance, their debt to equity is over 300%. NBiS is 32%. WTF?
Posted on 10/16/25 at 7:23 am to SquatchDawg
Nebius Introduces Nebius AI Cloud 3.0 “Aether”, Delivering Enterprise-Grade Security, Compliance, and Control for AI Deployment at Scale
Share
Certifications such as SOC 2 Type II including HIPAA, and ISO 27001 enable AI deployment in highly regulated contexts including healthcare, financial services, and government
Enhanced observability and Identity and Access Management (IAM) provide more granular control, while streamlined developer workflows accelerate time to production with simplified UI and app catalogue
Platform resilience further strengthened with proactive system health monitoring, self-healing infrastructure, and substantial performance gains across storage systems.
LINK https://www.businesswire.com/news/home/20251016822814/en/Nebius-Introduces-Nebius-AI-Cloud-3.0-Aether-Delivering-Enterprise-Grade-Security-Compliance-and-Control-for-AI-Deployment-at-Scale
Share
Certifications such as SOC 2 Type II including HIPAA, and ISO 27001 enable AI deployment in highly regulated contexts including healthcare, financial services, and government
Enhanced observability and Identity and Access Management (IAM) provide more granular control, while streamlined developer workflows accelerate time to production with simplified UI and app catalogue
Platform resilience further strengthened with proactive system health monitoring, self-healing infrastructure, and substantial performance gains across storage systems.
LINK https://www.businesswire.com/news/home/20251016822814/en/Nebius-Introduces-Nebius-AI-Cloud-3.0-Aether-Delivering-Enterprise-Grade-Security-Compliance-and-Control-for-AI-Deployment-at-Scale
Posted on 10/16/25 at 7:55 am to SquatchDawg
quote:Uh YEAHHHH!!!
At a quick glance, their debt to equity is over 300%. NBiS is 32%. WTF?
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