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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/6/25 at 11:00 am to OTIS2
Posted on 8/6/25 at 11:00 am to OTIS2
I've always thought rev est. sounded too high.
Here's a great explanation.
Here's a great explanation.
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2
Posted on 8/6/25 at 11:06 am to bayoubengals88
Seems like investors are unsure. I'd expect much bigger volume today. And only up .04% as of 11:06 CDT
Posted on 8/6/25 at 11:20 am to Naked Bootleg
quote:Could go crazy in a couple of hours.
I'd expect much bigger volume today
Posted on 8/6/25 at 11:59 am to bayoubengals88
where is the explanation? I agree with him on the Revenue miss and assume it will be based on high expectations and the Toloka situation, but would like to hear him.
Posted on 8/6/25 at 12:16 pm to IT_Dawg
Do u think a miss on revenues is enough to take us lower? I have PTSD from February
Posted on 8/6/25 at 1:04 pm to IT_Dawg
quote:It's in the thread, but he has since revised due to a mistake.
where is the explanation? I agree with him on the Revenue miss and assume it will be based on high expectations and the Toloka situation, but would like to hear him.
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If tweet fails to load, click here.Posted on 8/6/25 at 1:13 pm to bayoubengals88
I like this analysis better. He released it yesterday....This would send shock waves
LINK
LINK
quote:
Nebius Group N.V.’s Q2 2025 results should show strong revenue growth. I expect $124.3 million in Q2 revenue and $570 million for the full year.
Data center expansion is on track, but I expect Nebius to revise CAPEX guidance upward as new facilities in New Jersey, Israel, and the UK come online.
Key questions for the Q2 results and conference call include updated CAPEX guidance, data center rollout timelines, the status of Avride’s robotaxi launch, and details of the Toloka stake sale.
This post was edited on 8/6/25 at 1:17 pm
Posted on 8/6/25 at 1:19 pm to IT_Dawg
quote:good stuff
I like this analysis better.
Posted on 8/6/25 at 1:22 pm to bayoubengals88
quote:
good stuff
very low volume for day before a pre-market earnings....
I am nervously excited
Posted on 8/6/25 at 1:27 pm to IT_Dawg
quote:Precisely!
very low volume for day before a pre-market earnings....
I am nervously excited
Posted on 8/6/25 at 2:47 pm to bayoubengals88
Volume picked up the last hour and not in a good direction. Hopeful it’s just cautious holders that get nervous on low volume stockers earnings 
Posted on 8/6/25 at 2:54 pm to IT_Dawg
It's all about the guidance.
Do they report in the morning or AH tomorrow?
Do they report in the morning or AH tomorrow?
Posted on 8/6/25 at 3:02 pm to IT_Dawg
quote:
Volume picked up the last hour and not in a good direction
You spoke a bit too soon...
Posted on 8/6/25 at 3:03 pm to Naked Bootleg
quote:
Do they report in the morning or AH tomorrow?
Before.
Posted on 8/6/25 at 3:05 pm to Naked Bootleg
They report before the bell.
I ended up selling off some calls so I have about 7k freed up in case of a drop. Just taking a little risk off.
Still riding with 18 call options.
I ended up selling off some calls so I have about 7k freed up in case of a drop. Just taking a little risk off.
Still riding with 18 call options.
Posted on 8/6/25 at 3:06 pm to Jax-Tiger
This board ought to be lively in the morning.
Posted on 8/6/25 at 3:12 pm to SquatchDawg
quote:That's half the fun
This board ought to be lively in the morning.
Posted on 8/6/25 at 3:12 pm to Naked Bootleg
quote:
It's all about the guidance.
Guidance will be the same…. $750m-$1B ARR by EOY
Big will be a beat on adjusted EBITDA and news on how Toloka impacted Revenue
Also announcing they plan for NJ dc to be open end of month will be nice
This post was edited on 8/6/25 at 3:17 pm
Posted on 8/6/25 at 3:14 pm to bayoubengals88
quote:
I ended up selling off some calls so I have about 7k freed up in case of a drop. Just taking a little risk off. Still riding with 18 call options.
I’m sitting on 2400 shares, 30 $55 calls exp Friday at $1.20 cost, and 30 $70 calls exp Nov at $4.90 cost
I’m either going to go get a job at Kroger tomorrow or go have a nice steak lunch and pass out drunk on the couch before the kids get home from school
ETA: if tomorrow is nice, I will be picking up AMD long and also a short time position on CRWV for next week
This post was edited on 8/6/25 at 3:17 pm
Posted on 8/6/25 at 3:20 pm to IT_Dawg
Those $55 calls expiring Friday, we’re sitting at around $2.40 at close today….hoping that means a lot of big money betting on the beat
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