re: Nebius - NBIS - AI Infrastructure Company

We delivered an exceptional third quarter, setting new records for revenue and almost doubling our revenue backlog to more than $55 billion,” said Michael Intrator, Co-Founder, Chairman of the Board and Chief Executive Officer, CoreWeave. “Our performance reflects disciplined execution across every part of our business, from scaling infrastructure and expanding capacity to deepening customer relationships and advancing our software and services. CoreWeave’s position as the essential cloud for AI has never been stronger as we drive growth through focus and innovation to power the next generation of AI.”

$55B backlog?

From X too so take with a grain of salt but looks like they expanded Meta and OpenAI deals?

my prediction is that CRWV will be up AH at some point again and will open green if NBIS doesn’t shite the bed

Now that the market is closed, I am heavy on 2/2026 $150c at $10.50(cost avg), 11/14 $125c at $3, 12/19 $135c at $8.20 and a partridge in a pear tree


Need some good news tomorrow boys or im just riding shares and a 2/26 until my SNAP benefits are approved

quote:

---

My prediction is that we have no chance, and NBIS is going back to $95/share after beating expectations on earnings/revenue, adjusting ARR upwards for Q4, and announcing that they expect a net profit by Q3 in 2026.

---

Hate to say it but I agree

CRWV was well ahead of estimated EPS.

Nbis just took a turn in AH up so we shall see!

CRWV down bigly

yikes

Still think their sell off is emotional and will recover as AH goes on and they digest the news.

Should be bullish for NBIS, as they are committed to new sites and expansion, not the massive expansion to certain sites like CRWV is