NVDA few days ago and now META-To The Moon - Tiger Brokers Online Investing Community - To The Moon

NVDA few days ago and now META.

Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.

This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.

#META #NBIS #AI #Datacenter #computingpower

Neutron, Satellites, Lunar Contracts — Who Delivers This Week?

Rocket Lab and AST SpaceMobile report after Monday’s close (Nov. 9); Intuitive Machines reports before Thursday’s open (Nov. 12). Consensus: RKLB ~$261M revenue and -$0.07 EPS; ASTS $48M and -$0.41; LUNR $251M and -$0.12. Investors will watch Electron cadence and cash burn after Neutron’s delay, ASTS deployment and deals, and LUNR milestones and contract conversion. Bulls see launch and satellite-network growth; bears flag delays and financing. Versus SpaceX, which can best justify its valuation with real revenue and deliveries?

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