re: Nebius - NBIS - AI Infrastructure Company

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>hops into page 70 of a NBIS Thread on a money forum
>condemns a post containing optimistic financial content about NBIS
>posts link to indian influencer dying
>refuses to elaborate
>leaves

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He may be our downvoter...and he definitely upvoted his own post...

I think the market is waiting to see what happens in the next few weeks.

1.) NBIS Earnings Report
2.) Rate cuts by the Feds
3.) Tariff deals


Item 1 is the most important, but the other two could influence the volatility of the ER.

If the earnings report is solid (with guidance indicating agressive expansion plans), and we follow up with rate cuts and a stable tariff environment, it could be a perfect storm.

Earnings announced for 21 August.
And guess what, Q3 will likely be 20-21 November!

Look forward to the 13F deadline in mid August where all institutions must disclose holdings.

if this goes to 50B valuation, my retirement is set for future. if this goes to 100B, i retire right now

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Earnings announced for 21 August.

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I’m under the impression that was the date announced for its Annual General Meeting of Shareholders.

Some out there saying premarket August 4th will be earnings.

Where are you getting your source?

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Where are you getting your source?

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An SEC Filing that just came out.

Or, maybe that is JUST the AGM and no earnings report??
Earnings could be the day before like it has been on the 20th every quarter this year?

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Benzinga seems to think August 4 with estimates of 42 cents per share on revenue of $93.72 million

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Geez. That's pricing in 20% month over month growth since April.

FWIW, March to April was 24.5%

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Benzinga seems to think August 4 with estimates of 42 cents per share on revenue of $93.72 million

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If that is true, then revenue is up year over year by 375% and earnings ill beat expectations.

I think that is an excellent report, considering NBIS has a reputation of not meeting EPS estimates.

Right now, NBIS just needs to meet expectations. I think Clickhouse and Toloka might end up being the catalyst that lights this thing off. I would like to see announcements for new data centers for 2026 along with plans to scale up existing data centers. I'm not asking too much, am I?

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I think that is an excellent report, considering NBIS has a reputation of not meeting EPS estimates.

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Sorry, forgot the negative sign (-) when I posted it. I don't think we see a profit until Q3 earnings

Not specifically NBIS, but a positive, nonetheless... Per Seeking Alpha article on Grok 4 breakthrough,

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Summary

AI progress is driven primarily by scaling compute and data, not by new algorithms, as shown by Grok 4's performance leaps.

xAI's rapid catch-up with Grok 4 illustrates how access to GPUs enables even small teams to compete at the frontier of AI.

Hyperscalers are incentivized to over-order GPUs to avoid falling behind, fueling an arms race in AI infrastructure investment.

Nvidia stands to benefit most from this surging demand for GPUs, making it a key play on the ongoing AI scaling trend.

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