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Started By
Message
1
Posted on 11/11/25 at 7:34 am to Jax-Tiger
We can ride IT_Dawgs yacht while sipping custom made drinks specifically named for us.
Pull the bitch right up to Earls!
Pull the bitch right up to Earls!
Posted on 11/11/25 at 7:35 am to IT_Dawg
Alright. Mikey Mantle 565 ft home run.
LFG! Let's make Ignorings 11/21s pop!
And IT_Dawg needs a steak for lunch!
LFG! Let's make Ignorings 11/21s pop!
And IT_Dawg needs a steak for lunch!
Posted on 11/11/25 at 7:36 am to Covingtontiger77
NJ datacenter coming online as planned. That expansion is consumed by Microsoft
Posted on 11/11/25 at 7:39 am to Mockingbird2008
quote:
So with $7-$9 billion ARR, this should be a $70 - $150 billion conpany, right?
Yes, without the other assets of companies they own
Posted on 11/11/25 at 7:39 am to IT_Dawg
Nbis putting the entire sector on its back right now
There’s no price I won’t be loading at after hearing this call.
There’s no price I won’t be loading at after hearing this call.
This post was edited on 11/11/25 at 7:40 am
Posted on 11/11/25 at 7:42 am to Craft
4m volume so far premarket
Posted on 11/11/25 at 7:49 am to RJSambola
Why do I have a bad feeling this thing is gonna melt way red today 
Posted on 11/11/25 at 7:52 am to IT_Dawg
These guys definitely have their act together. Already sold out Q4 and pre selling 2026.
Posted on 11/11/25 at 7:52 am to reds on reds on reds
quote:
Why do I have a bad feeling this thing is gonna melt way red today
But I feel that vibe, too.
It has nothing to do with fundamentals. There are other forces at play, today. Mickey Mantle went 4 for 4 today with 4 home runs and gets benched because he made an error in right field. Crazy.
Posted on 11/11/25 at 8:00 am to Jax-Tiger
They just ended the call by rubbing it all in Coreweave's face 
Posted on 11/11/25 at 8:00 am to Jax-Tiger
Call ending with Arkady reiterating they are on plan for NJ datacenter completion
Posted on 11/11/25 at 8:00 am to Jax-Tiger
Good call. They had great things to say and big things coming.
So…now we wait.
So…now we wait.
This post was edited on 11/11/25 at 8:01 am
Posted on 11/11/25 at 8:01 am to bayoubengals88
quote:
They just ended the call by rubbing it all in Coreweave's face
100%
These analysts had to keep asking that. Upgrades incoming
This post was edited on 11/11/25 at 8:01 am
Posted on 11/11/25 at 8:02 am to bayoubengals88
Can you give the backstory ?
Posted on 11/11/25 at 8:02 am to IT_Dawg
In a fair world you would see some rotation from CRWV to NBIS after that call. Better business model and strategy from my perspective.
This post was edited on 11/11/25 at 8:04 am
Posted on 11/11/25 at 8:04 am to astonvilla
CRWV got shite on cause they are having delays bringing on capacity….
Arkady just said they have great plans to expand and that the existing datacenter in NJ is still on track
Arkady just said they have great plans to expand and that the existing datacenter in NJ is still on track
Posted on 11/11/25 at 8:04 am to SquatchDawg
quote:
In a fair world you would see some rotation from CRWV to NBIS after that call. Better business model and strategy from my perspective.
In a fair world, NBIS would be $200+ and CRWV would be $150.
At least in my world... Fair or not...
This post was edited on 11/11/25 at 8:06 am
Posted on 11/11/25 at 8:04 am to astonvilla
quote:Coreweave is down because their Q4 revenue will be affected by 3rd party delays. It dominated their call like a rainy cloud, and their CEO sounded kind of inept in my opinion.
Can you give the backstory ?
Instead, NBIS reiterated several times that they've already completed their first tranche for Microsoft and that everything with NJ is on schedule.
Posted on 11/11/25 at 8:07 am to bayoubengals88
Got it. Thanks
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