- 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 7/22/25 at 9:23 am to The Boat
Posted on 7/22/25 at 9:23 am to The Boat
quote:
getting pounded like a fat chick
Good time to add, IMO. Deals will be coming.
CRWV just had their big bounce of the day back to green. If we get that on NBIS, I will be stupid happy
1
Posted on 7/22/25 at 12:01 pm to IT_Dawg
quote:
CRWV just had their big bounce of the day back to green.
CRWV is down 60 bucks from a few weeks ago. They are already a bargain. I thought people might sell CRWV and move it into NBIS, but that doesn't seem to be the case. I think a lot of people have bought CRWV recently, thinking it had bottomed out, and are reluctant to let it go right now.
I hope NBIS has good news in it's earnings report next week, because the market is not very forgiving right now. I hope the ARR is $1B+, and they announce that Clickhouse is going public, and they plan to build another TB of capacity. Then, we might see them get above $52 for good...
Posted on 7/22/25 at 12:49 pm to Jax-Tiger
quote:
I hope NBIS has good news in it's earnings report next week
For this year's Q1 ER, NBIS pre-announced the date would be May 20, 2025, via this linked PR. LINK
So, assuming NBIS uses a similar time line for its upcoming Q2 ER, the actual ER date perhaps would be pre-announced via a PR with the actual date on or near Monday August 20, 2025.
Posted on 7/22/25 at 1:47 pm to Longer Tail Tiger
quote:
For this year's Q1 ER, NBIS pre-announced the date would be May 20, 2025, via this linked PR. LINK
I believe they report on earnings next week. I think the full report will be released in August. Somebody correct me if I'm wrong (which, could be the case).
Posted on 7/22/25 at 2:38 pm to LChama
quote:Likely 20 August. 100 million revenue.
When are earnings and what are whisper expectations
Posted on 7/22/25 at 2:49 pm to Jax-Tiger
quote:
I believe they report on earnings next week.
next Tuesday, July 29, pre-market
Posted on 7/22/25 at 2:55 pm to IT_Dawg
Hopefully we get a good run up on Monday.
Posted on 7/22/25 at 3:05 pm to IT_Dawg
quote:I highly doubt this unless it's on Nebius's website.
next Tuesday, July 29, pre-market
The last two have been exactly three months apart on the 20th.
20 February
20 May
....20 August
Posted on 7/22/25 at 3:33 pm to bayoubengals88
I believe they have a conference call to reveal the expected earnings on Tuesday. The May 20th date is when they file the earnings report. They
Posted on 7/22/25 at 3:36 pm to bayoubengals88
I concur that the last two ERs have been on the 20th of February and the
20th of May and believe the Q2 ER will likely be on or near Monday August 20th!
20th of May and believe the Q2 ER will likely be on or near Monday August 20th!
This post was edited on 7/22/25 at 3:58 pm
Posted on 7/22/25 at 4:17 pm to Longer Tail Tiger
To Jefforize's point the other day:
From the OT Lounge
Seriously, I can't imagine the scale. And no one does custom better than Nebius. They can't build fast enough.
From the OT Lounge
quote:
Man, after getting a firsthand view of what AI can do with construction estimating, there's going to be a bunch of companies that invest in cloud based and AI computing capabilities to improve productivity in all industries. That might put some people out of a job, but that's where everything is heading. Better learn a trade my whitecollared brethren.
Seriously, I can't imagine the scale. And no one does custom better than Nebius. They can't build fast enough.
Posted on 7/23/25 at 2:40 am to bayoubengals88
Out at 55 back in at 49.5
Another 25 net free shares
Again again
Another 25 net free shares
Again again
This post was edited on 7/23/25 at 2:43 am
Posted on 7/23/25 at 6:52 am to SpeedyNacho
FWIW, here's a video titled "The Earnings Report That Could Change Everything for Nebius": LINK
Posted on 7/23/25 at 7:08 am to Longer Tail Tiger
He mentions watching for earnings coming out on July 29th.
Posted on 7/23/25 at 7:52 am to Jax-Tiger
quote:He should know better
mentions watching for earnings coming out on July 29th.
Posted on 7/23/25 at 7:54 am to Jax-Tiger
Elon wants 50 million GPUs just for Grok by 2030. 
Posted on 7/23/25 at 7:56 am to bayoubengals88
quote:
Elon wants 50 million GPUs just for Grok by 2030
Doesnt elon have a huge data center (many acres) in memphis? Would that be similar to what nebius is providing?
Posted on 7/23/25 at 8:13 am to LChama
quote:It's rougly half the size of the NJ data center that Nebius is building.
Doesnt elon have a huge data center (many acres) in memphis? Would that be similar to what nebius is providing?
quote:-Grok
The Colossus data center currently operates with 100,000 NVIDIA H100 GPUs, with plans to expand to 200,000 GPUs and eventually scale to 1 million GPUs, according to statements from Elon Musk and the Greater Memphis Chamber.
He would need 500 data centers of the same size to reach his goal of 50 million H100 units.
They can't build them fast enough...
This post was edited on 7/23/25 at 8:15 am
Posted on 7/23/25 at 8:45 am to bayoubengals88
Sitting in waiting room reading romero’s posts
LINKhttps://x.com/HyperTechInvest/status/1932164271871349087
LINKhttps://x.com/HyperTechInvest/status/1932164271871349087
This post was edited on 7/23/25 at 8:48 am
Posted on 7/23/25 at 9:07 am to LChama
Beautiful. Except the Clickhouse stake is more like 1.7B
Page 68 of 402
Popular
Back to top
Follow TigerDroppings for LSU Football News