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Posted on 8/13/25 at 10:47 am to IT_Dawg
quote:
$30B backlog
Isn't this good for NBIS, too? That backlog is not binding contracts, is it? Couldn't some of that business come to NBIS if NBIS has bandwidth before CRWV can clear out the backlog?
This post was edited on 8/13/25 at 10:49 am
Posted on 8/13/25 at 10:51 am to bayoubengals88
Probably more Coreweave than anything. The lockup period on the IPO expires this week so you make see another round of selling as insiders cash some profits.
Posted on 8/13/25 at 10:57 am to bigjoe1
quote:Probably, but I like a little bull flagging every now and then.
Probably more Coreweave than anything.
Posted on 8/13/25 at 2:52 pm to bayoubengals88
I want to remind everybody, that a week ago, we were wondering how long it would take to break the $55 barrier.
Then we blew past $55 AND $65, right on up to $75. It was starting to look easy, but we all know that won't be the case for long.
Temporary setback and a buying opportunity. Stay the course...
ETA: today, NBIS shareholders gave back yesterday's gains. CRWV is back to where they were 3 months ago. Something to be thankful about. Maybe there's a buy opportunity there, too.
Then we blew past $55 AND $65, right on up to $75. It was starting to look easy, but we all know that won't be the case for long.
Temporary setback and a buying opportunity. Stay the course...
ETA: today, NBIS shareholders gave back yesterday's gains. CRWV is back to where they were 3 months ago. Something to be thankful about. Maybe there's a buy opportunity there, too.
This post was edited on 8/13/25 at 3:03 pm
Posted on 8/13/25 at 4:18 pm to Jax-Tiger
I’m not touching CRWV for a while.
As for NBIS - like I said, they will rebound and money back into the sector will come this way, sooner than later
Also keep in mind, the AGM is in a week, where they are voting on a couple of very nice motions around share buy back….huge news coming. 1 bad day out of 14 ain’t a big thing. I didn’t sell a single contract or share today. Made it easier to see that my losses “for the day” were only equivalent to yesterday’s actual gains
As for NBIS - like I said, they will rebound and money back into the sector will come this way, sooner than later
Also keep in mind, the AGM is in a week, where they are voting on a couple of very nice motions around share buy back….huge news coming. 1 bad day out of 14 ain’t a big thing. I didn’t sell a single contract or share today. Made it easier to see that my losses “for the day” were only equivalent to yesterday’s actual gains
Posted on 8/13/25 at 6:19 pm to IT_Dawg
NBIS is still up 8% the last week and rebounding AH
Been waiting for gains to bail out of CRWV and be put into NBIS. Maybe this CRWV crash will finally spook that into reality.
Been waiting for gains to bail out of CRWV and be put into NBIS. Maybe this CRWV crash will finally spook that into reality.
This post was edited on 8/13/25 at 6:20 pm
Posted on 8/13/25 at 6:41 pm to IT_Dawg
Also NVDA reports holdings tomorrow or Friday.
Posted on 8/13/25 at 7:00 pm to bayoubengals88
Posted on 8/13/25 at 7:03 pm to bayoubengals88
quote:
Not to mention, $CRWV depreciates GPUs over a 6-year lifespan to inflate EBIT margins, while $NBIS does so over 4 years.
Haha. Thanks for pointing that out. Sneaky
Posted on 8/13/25 at 7:36 pm to jefforize
quote:It’s almost as if anyone who had a few million laying around could have started Coreweave.
Haha. Thanks for pointing that out. Sneaky
Arkady is a legend.
Posted on 8/13/25 at 7:43 pm to bayoubengals88
I feel like such a dumbass buying the coreweave pull back a month or so ago. Should've just put it all in NBIS
Posted on 8/13/25 at 8:38 pm to Yeti_Chaser
I’m sure we’ll all feel like dumbasses more than once before this whole thing plays out.
Posted on 8/14/25 at 8:08 am to SquatchDawg
PPI fricked us all.
Could be a good buying opportunity, but no one knows if this will be the start of something big macro speaking, or if the dip will get bought yet again.
In other words, I could see 65, 60 on deck.
Possibly worse, as there is a gap in the chart.
Could be a good buying opportunity, but no one knows if this will be the start of something big macro speaking, or if the dip will get bought yet again.
In other words, I could see 65, 60 on deck.
Possibly worse, as there is a gap in the chart.
Posted on 8/14/25 at 8:11 am to bayoubengals88
US JULY PRODUCER PRICES RISE 3.3% Y/Y; EST. +2.5%
US JULY PRODUCER PRICES RISE 0.9% M/M; EST. +0.2%
US JULY CORE PPI RISES 0.9% M/M; EST. +0.2%
US JULY CORE PPI RISES 3.7% Y/Y; EST. +2.9%
frick.
US JULY PRODUCER PRICES RISE 0.9% M/M; EST. +0.2%
US JULY CORE PPI RISES 0.9% M/M; EST. +0.2%
US JULY CORE PPI RISES 3.7% Y/Y; EST. +2.9%
frick.
Posted on 8/14/25 at 8:18 am to jefforize
I dont understand what any of that means besides this….
quote:
frick
Posted on 8/14/25 at 8:35 am to jefforize
We are all experts until the market tells us different...
This post was edited on 8/14/25 at 8:45 am
Posted on 8/14/25 at 8:36 am to Jax-Tiger
If anyone picked up DLO from this thread it's run 20% today
Posted on 8/14/25 at 8:49 am to Jax-Tiger
Per SA
quote:
Nebius Group N.V. (NBIS): Downgrade Buy to Hold by Uttam Dey. The analyst believes Nebius has reached peak GPU capacity for 2025 with no clear path to meaningful ARR expansion beyond the $1B target, making the recent 33% stock rally excessive. “I now believe the 33% jump in Nebius stock from last week has left little room for multiple expansion, capping further upside. Additionally, I have reason to believe that Nebius may have reached peak capacity in its global fleet of GPUs which supports my theory that Nebius may have reached its full revenue potential this year… I am downgrading Nebius to a Hold for now.”
Posted on 8/14/25 at 8:53 am to sonoma8
quote:
I have reason to believe that Nebius may have reached peak capacity in its global fleet of GPUs which supports my theory that Nebius may have reached its full revenue potential this year
Saw this yesterday. CRWV propaganda IMO.
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