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re: Nebius - NBIS - AI Infrastructure Company

Posted on 2/26/25 at 10:57 am to
Posted by bulldog95
North Louisiana
Member since Jan 2011
21196 posts
Posted on 2/26/25 at 10:57 am to
ask in the chat. Some of the charts their sharing are from prism
This post was edited on 2/26/25 at 11:10 am
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/26/25 at 1:29 pm to
everytime this dude talks he nukes the tech market. frick! can we go one day without a trade war threat in the press.
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/26/25 at 3:21 pm to
NVDA earnings out

*NVIDIA 4Q ADJ EPS 89C, EST. 84C

*NVIDIA 4Q REV. $39.3B, EST. $38.25B

*NVIDIA 4Q ADJ GROSS MARGIN 73.5%, EST. 73.5%
Posted by bigjoe1
Member since Jan 2024
1488 posts
Posted on 2/26/25 at 3:32 pm to
quote:

Nvidia
reported fourth-quarter earnings on Wednesday after the bell that beat Wall Street expectations and the company provided strong guidance for the current quarter.

Shares were flat in extended trading.

Here’s how the company did, compared with estimates from analysts polled by LSEG:

Revenue: $39.33 billion vs. $38.05 billion estimated
Earnings per share: $0.89 adjusted vs. $0.84 estimated
Nvidia said that it expected about $43 billion in first-quarter revenue, plus or minus 2%, versus $41.78 billion expected per LSEG estimates.

Net income during the quarter rose to $22.09 billion, or 89 cents per diluted share, versus $12.29 billion or 49 cents per share in the year ago period.

Revenue continues to surge at Nvidia as the company continues to ride the AI boom with its data center graphics processors, which comprise the vast majority of the market for AI accelerators. Nvidia’s revenue in the quarter rose 78%, and full fiscal-year revenue for Nvidia rose 114% to $130.5 billion.

This calendar year, much of the focus is on how quickly the company can ship its next-generation AI processors, called Blackwell. Nvidia CEO Jensen Huang said that demand for Blackwell is “amazing” in a statement.


These are damn good numbers. Surprised the stock is near unchanged.
Posted by LChama
Member since May 2020
3322 posts
Posted on 2/26/25 at 6:11 pm to
Coreweave announces ipo. NBIS up big AH
Posted by ApexHunterNetcode
Member since Aug 2023
596 posts
Posted on 2/26/25 at 7:10 pm to
quote:

NBIS up big AH


It looks flat?
Posted by LChama
Member since May 2020
3322 posts
Posted on 2/26/25 at 7:13 pm to
Was 37.60 when i posted. Ended AH at 37 up $1.00 from close.edit..
not huge but this should be a catalyst for nebius to run
This post was edited on 2/26/25 at 7:15 pm
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/26/25 at 7:32 pm to
NVDA closes above 131.28 tomorrow or I self ban for a week.
Posted by bayoubengals88
LA
Member since Sep 2007
23502 posts
Posted on 2/26/25 at 7:37 pm to
The idea being that a high valuation for Coreweave should reflect well on NBIS smaller market cap?
Posted by LChama
Member since May 2020
3322 posts
Posted on 2/26/25 at 7:41 pm to
Yessir and remember nbis didnt get the hype and coverage from an ipo.
Posted by ApexHunterNetcode
Member since Aug 2023
596 posts
Posted on 2/26/25 at 8:17 pm to
quote:

NVDA closes above 131.28 tomorrow or I self ban for a week.
Posted by bayoubengals88
LA
Member since Sep 2007
23502 posts
Posted on 2/27/25 at 6:43 am to
The weakest part of the entire chart was 34-38. There was almost no volume at those levels since deep seek.

It’s filling in nicely. Onward.
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/27/25 at 7:54 am to
Another Trump tariff tweet has hit the portfolio
This post was edited on 2/27/25 at 7:55 am
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
450 posts
Posted on 2/27/25 at 8:15 am to
Anybody looking to get into coreweave as well? I’m at the tip of the iceberg on researching this topic so don’t know the fundamental differences very well
Posted by FLObserver
Jacksonville
Member since Nov 2005
15831 posts
Posted on 2/27/25 at 2:21 pm to
Trump making millions by shorting the market every time he tweets.
Posted by Mockingbird2008
Member since Jun 2022
133 posts
Posted on 2/27/25 at 2:58 pm to
quote:

NVDA closes above 131.28 tomorrow or I self ban for a week.


Uh oh
Posted by jefforize
Member since Feb 2008
45716 posts
Posted on 2/27/25 at 3:04 pm to
an earnings report like that and the stock sinks $11. fricked up market. risk assets are being dumped. scoop them up and hopefully time a call play, or just go short whenever he tweets i guess.

see yall next week.

Posted by bigjoe1
Member since Jan 2024
1488 posts
Posted on 2/27/25 at 3:39 pm to
I probably should join you. I saw my short NDVL puts and Short NBIS puts and as my granddaddy used to say, "nearly lost my religion".
Posted by bayoubengals88
LA
Member since Sep 2007
23502 posts
Posted on 2/27/25 at 4:00 pm to
This is some shite. Sooo out of cash.
Selling our house and will have nice proceeds, but not nice enough!!!
Posted by LChama
Member since May 2020
3322 posts
Posted on 2/27/25 at 4:43 pm to
Did not see this coming. I guess buffett did. Totally rigged game
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