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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/6/25 at 3:33 pm to bayoubengals88
Posted on 11/6/25 at 3:33 pm to bayoubengals88
Calling for Cloud AI services to have $3.7B ARar by end of 2026….compared to $29M last quarter 
0
Posted on 11/6/25 at 3:33 pm to bayoubengals88
quote:
I bought a few Mar 2026 $100s and 38 shares.
That was a smart move. Gonna be my strategy going forward. Buy further out and sell when profit is good.
Posted on 11/6/25 at 3:33 pm to bayoubengals88
There’s so many crap sites out there with AI generated info it may take the filings to sort that out.
Posted on 11/6/25 at 3:34 pm to SquatchDawg
quote:
There’s so many crap sites out there with AI generated info it may take the filings to sort that out.
If the SEC filings were off and it indeed is $1.08, this shite should absolutely launch
Con call should be interesting then. Between that and the website crashing as a cloud provider
This post was edited on 11/6/25 at 3:35 pm
Posted on 11/6/25 at 3:36 pm to SquatchDawg
NBIS rising a bit with it.
IREN up 5-6% now AH
IREN up 5-6% now AH
Posted on 11/6/25 at 3:36 pm to SquatchDawg
Market pressure falling off,,,,maybe digesting this information is helping. Gonna listen to the call
Posted on 11/6/25 at 3:39 pm to IT_Dawg
quote:
If the SEC filings were off and it indeed is $1.08, this shite should absolutely launch
Should launch, anyway. Key word, "should".
If this doesn't get a decent sized bump, then Nebius is probably screwed.
Posted on 11/6/25 at 3:39 pm to IT_Dawg
quote:
Con call should be interesting then. Between that and the website crashing as a cloud provider
Somebody going to get there arse chewed out by the CEO for this.
Posted on 11/6/25 at 3:40 pm to Jax-Tiger
quote:Both will run in the morning. I've got my shares for sale at ~84
If this doesn't get a decent sized bump, then Nebius is probably screwed.
Posted on 11/6/25 at 3:41 pm to Jax-Tiger
Looking at the numbers myself, definitely seems more like a much bigger EPS than $0.00
This should get interesting when their site comes back up and during the conference.
From what I’m seeing, this sucker should have popped 20-25%
Maybe it’s coming once people can see everything and hear from CEO and CFO here shortly
Definitely should be good news for all the neoclouds on these friggin margins
This should get interesting when their site comes back up and during the conference.
From what I’m seeing, this sucker should have popped 20-25%
Maybe it’s coming once people can see everything and hear from CEO and CFO here shortly
Definitely should be good news for all the neoclouds on these friggin margins
Posted on 11/6/25 at 3:42 pm to IT_Dawg
I’ll say now, cause no one can follow call buys AH…
I bought a shitload of 1DTE $75c at close….so I’m either losing my shirt or regaining the losses from today
I bought a shitload of 1DTE $75c at close….so I’m either losing my shirt or regaining the losses from today
This post was edited on 11/6/25 at 3:43 pm
Posted on 11/6/25 at 3:43 pm to IT_Dawg
I mean…I’m not an accountant but if they have positive earnings and EBITA how can EPS be $0.00?
Posted on 11/6/25 at 3:47 pm to SquatchDawg
quote:
mean…I’m not an accountant but if they have positive earnings and EBITA how can EPS be $0.00?
Well, EPS is based of Net Income, not EBITDA, but also, you have to subtract the preferred shares from that before dividing by oustanding shares
Posted on 11/6/25 at 3:49 pm to IT_Dawg
Net income increased to record $384.6m
* Includes unrealized gains, primarily on prepaid forwards and capped calls in connection with convertible notes
That must be where the ambiguity comes from, but that number would imply EPS of $1.50/share
So, maybe it is 1.08
* Includes unrealized gains, primarily on prepaid forwards and capped calls in connection with convertible notes
That must be where the ambiguity comes from, but that number would imply EPS of $1.50/share
So, maybe it is 1.08
This post was edited on 11/6/25 at 3:51 pm
Posted on 11/6/25 at 3:51 pm to IT_Dawg
Website still down 50 mins after earnings release
That’s gotta hurt
That’s gotta hurt
Posted on 11/6/25 at 3:53 pm to bayoubengals88
quote:
Net income increased to record $384.6m * Includes unrealized gains, primarily on prepaid forwards and capped calls in connection with convertible notes That must be where the ambiguity comes from, but that number would imply EPS of $1.50/share So, maybe it is 1.08
That’s kinda what I was thinking when I did my own math. If that’s the case, will interesting to see how CFO played that and potential impacts. This call should be huge, if people can access it
Posted on 11/6/25 at 3:56 pm to IT_Dawg
I know there’s some nuance but yeah…$0.00 EPS seems like a very arbitrary number for a company whose net income hit a record.
Posted on 11/6/25 at 3:56 pm to IT_Dawg
504 Gateway error to their con call announcement page. FFS
This post was edited on 11/6/25 at 3:57 pm
Posted on 11/6/25 at 3:57 pm to IT_Dawg
quote:
EPS is based of Net Income, not EBITDA, but also, you have to subtract the preferred shares from that before dividing by oustanding shares
Posted on 11/6/25 at 3:57 pm to IT_Dawg
Did they try turning it off and turning it back on?
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