- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/11/25 at 7:02 am to IT_Dawg
Posted on 11/11/25 at 7:02 am to IT_Dawg
Let’s hope they boost it on the call.
I think we’re dealing simply with valuation. These companies have huge growth potential but the PEs aren’t small and the hype has turned in the last month.
I think we’re dealing simply with valuation. These companies have huge growth potential but the PEs aren’t small and the hype has turned in the last month.
0
Posted on 11/11/25 at 7:03 am to bayoubengals88
The issue is they may miss the year end revenue target because of NJ data center delay.
Posted on 11/11/25 at 7:03 am to IT_Dawg
quote:
That company is completely different and has no strategy. They even said it themselves on the earnings call
I agree. But many investors don't know that. NBIS is lumped with CRWV. Google CRWV vs NBIS, and you'll see a dozen articles comparing the two, and most don't talk about the key difference. They look at NBIS as CRWV light. Many of them still say that CRWV is the better investment. They think NBIS will run up the credit card just like CRWV did by this time next year.
This post was edited on 11/11/25 at 7:06 am
Posted on 11/11/25 at 7:07 am to astonvilla
quote:
The issue is they may miss the year end revenue target because of NJ data center delay.
All I see is a shite ton of demand and future revenue.
Posted on 11/11/25 at 7:08 am to IT_Dawg
Arkady killing it.
Posted on 11/11/25 at 7:08 am to IT_Dawg
How is this stock not $150 right now
Posted on 11/11/25 at 7:09 am to Jax-Tiger
quote:
I agree. But many investors don't know that. NBIS is lumped with CRWV. Google CRWV vs NBIS, and you'll see a dozen articles comparing the two, and most don't talk about the key difference. They look at NBIS as CRWV light. Many of them still say that CRWV is the better investment.
CRWV downgraded....NBIS will be upgraded and reiterated after this call.
Posted on 11/11/25 at 7:11 am to Craft
quote:
How is this stock not $150 right now
Or higher...
Hey investors, we increased our margins on revenue, guidance of 9x ARR and can't get enough capacity to meet demand cause we kick so much arse....oh, we also have capabilities that continue to allow more production with less compute, but oh, we missed $10m rev in 1 quarter...so lets not rocket to the moon
Posted on 11/11/25 at 7:18 am to IT_Dawg
frickin ROCKING this call!!!!
Upgrades coming from DA and GS for sure. Probably new coverage based on the questions.
Over half of the $7-9B is already allocated
Capacity is coming faster than previously expected
This stock should go up 20% today, minimum
Upgrades coming from DA and GS for sure. Probably new coverage based on the questions.
Over half of the $7-9B is already allocated
Capacity is coming faster than previously expected
This stock should go up 20% today, minimum
This post was edited on 11/11/25 at 7:20 am
Posted on 11/11/25 at 7:19 am to IT_Dawg
That’s it!!!! I’m going to Earls!!!!
I live in Michigan, so give me 18 hours.
Save me a seat!!!
I live in Michigan, so give me 18 hours.
Save me a seat!!!
Posted on 11/11/25 at 7:20 am to IT_Dawg
Good call. Very good call.
Market likes it.
Market likes it.
Posted on 11/11/25 at 7:20 am to IT_Dawg
quote:Absolutely. Marc is a gem.
frickin ROCKING this call!!!!
Posted on 11/11/25 at 7:22 am to bayoubengals88
"Never seen this type of demand profile in my career"
Pipeline generation expand the past quarter by 70%!!!! $4B in pipeline ADD.
Having to say no to customer and let them down gently because we don't have capacity....meaning they can refocus on even HIGHER margin deals
I am going to rub one out before this call ends
Pipeline generation expand the past quarter by 70%!!!! $4B in pipeline ADD.
Having to say no to customer and let them down gently because we don't have capacity....meaning they can refocus on even HIGHER margin deals
I am going to rub one out before this call ends
This post was edited on 11/11/25 at 7:23 am
Posted on 11/11/25 at 7:24 am to IT_Dawg
Good answer to a tough question.
No mention of delays. Just building out in Q4 more than in Q3, which was always known.
No mention of delays. Just building out in Q4 more than in Q3, which was always known.
Posted on 11/11/25 at 7:24 am to IT_Dawg
ARR was down slightly because capacity was less than expected, but with the upgrades the Q4 should be much higher 
Posted on 11/11/25 at 7:24 am to IT_Dawg
quote:
CRWV downgraded....NBIS will be upgraded and reiterated after this call.
I'm not disagreeing or even playing devil's advocate. I'm just trying to explain what I'm seeing. I hope that we rocket after the market opens, but CRWV is dragging us down because they are considered to be similar and inevitably, we will end up in the same place as CRWV. Not reality, but perception.
NBIS still has work to separate itself from CRWV in the eyes of investors, and this earnings call is part of that.
Posted on 11/11/25 at 7:27 am to IT_Dawg
I LOVE YOU ARKADY!!!
“This we be done by the end of next year” drops the frickin’ mic!!
Arkady is your daddy CRWV!!!
“This we be done by the end of next year” drops the frickin’ mic!!
Arkady is your daddy CRWV!!!
Posted on 11/11/25 at 7:29 am to AuBeerStud
quote:
That’s it!!!! I’m going to Earls!!!!
I live in Michigan, so give me 18 hours.
Save me a seat!!!
Earl's is a gem. I need to make enough money to buy it...
Posted on 11/11/25 at 7:29 am to IT_Dawg
This stock hit $140 without a dream of this type of guidance. If you aren't listening to NBIS, you are being left behind
Posted on 11/11/25 at 7:33 am to IT_Dawg
What about the 25m share offering?
Effect on share price?
Share dilution ?
Effect on share price?
Share dilution ?
Page 307 of 343
Popular
Back to top
Follow TigerDroppings for LSU Football News