2
- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- 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 10/19/26 at 7:57 pm to bayoubengals88
Posted on 10/19/26 at 7:57 pm to bayoubengals88
quote:
Nebius is listing LIVE SPOT PRICES as of today.
How do you think this will affect their guidance in the next earnings report? I thought they might bump it up significantly, but I don't know if I would do that with the variable pricing. I would just go with a conservative number and then blow the earnings out of the water if the prices are bid upwards.
At any rate, the auction prices could be the canary in the coal mine, right? If the prices start heading downward, that could be the precursor that the overall demand for AI compute may be weakening.
Posted on 10/20/26 at 8:10 am to Naked Bootleg
I don't like this at all, will look to exit my position if we get back to neutral.
Posted on 10/20/26 at 9:40 am to j1897
What is neutral?
Posted on 10/20/26 at 9:41 am to Naked Bootleg
quote:
Opens at -4.8%
This is Nebius. No problem, just wait a minute.
Posted on 10/20/26 at 9:50 am to Jax-Tiger
quote:
This is Nebius. No problem, just wait a minute.
I took your advice. Now it is positive 2%
Posted on 10/20/26 at 10:00 am to Naked Bootleg
FWIW
GS upgraded CRWV to buy from neutral on this dip. They believe the ARR per MW is very attractive and still like the economics of the neocloud business quite a bit.
This is under the premise that rates don’t climb dramatically from here.
GS upgraded CRWV to buy from neutral on this dip. They believe the ARR per MW is very attractive and still like the economics of the neocloud business quite a bit.
This is under the premise that rates don’t climb dramatically from here.
Posted on 10/20/26 at 10:10 am to Jax-Tiger
Cost basis
Posted on 10/20/26 at 11:07 am to Jax-Tiger
quote:I agree on all points.
How do you think this will affect their guidance in the next earnings report? I thought they might bump it up significantly, but I don't know if I would do that with the variable pricing. I would just go with a conservative number and then blow the earnings out of the water if the prices are bid upwards.
At any rate, the auction prices could be the canary in the coal mine, right? If the prices start heading downward, that could be the precursor that the overall demand for AI compute may be weakening.
Posted on 10/20/26 at 3:40 pm to LSUcam7
Posted on 10/20/26 at 3:52 pm to bayoubengals88
Back green!
Posted on 10/21/26 at 9:25 am to chadau79
Posted on 10/21/26 at 1:48 pm to bayoubengals88
quote:
Nebius is listing LIVE SPOT PRICES as of today.
Posted on 10/21/26 at 2:15 pm to cgrand
now if only the stock would look that way
Posted on 10/21/26 at 2:34 pm to bayoubengals88
The amount of positive news is dizzying - If they can be as subtle as a sledgehammer at earnings and spoon feed this in a form for investors (including financing roadmap) the re-rating will be absolutely ridiculous. Incredible math when you start putting it together
Posted on 10/22/26 at 12:58 pm to igoringa
NBIS getting dragged by the META and CRWV news. I still think NBIS will be a winner and hopefully this will be affirmed at the next earnings call. If their capex and debt are controlled and in line with future earnings it will be huge.
Posted on 10/22/26 at 5:32 pm to bayoubengals88
quote:
That alone could translate into tens of billions of dollars in ARR
That word “could” kind of throws the rest of his posts meaning off.
What the play here? Is there an entry point to get back in now?
Posted on 10/22/26 at 6:45 pm to jafari rastaman
quote:I was eyeing below $150 as a great entry but now I’m thinking that $130 will be the entry point. Precious resistance SHOULD act as support now but who knows with how bad the macro environment is right now
What the play here? Is there an entry point to get back in now?
Posted on 10/22/26 at 10:18 pm to FredsGotSlacks
Bank of America reiterated their buy rating with a price target of $310 today. I’ll take it.
Posted on 10/23/26 at 7:35 am to FredsGotSlacks
We will see what it does today, hoping in drops to 150 or below. i am looking for a re-entry point. How far can it go?
Page 492 of 494
Popular
Back to top
Follow TigerDroppings for LSU Football News