Nebius Group (NBIS) Earnings Report: AI Gains vs. Heavy Losses

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11-12

$NEBIUS(NBIS)$ NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by

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The stock price may react significantly based on the earnings report.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1762713348224,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":c295c60a6c4a48a893d813a8531a1333}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["NBIS"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Nebius Group (NBIS) Earnings Report: AI Gains vs. Heavy Losses","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[],"views":[],"tweetList":[{"id":499127429259864,"gmtCreate":1762882357830,"gmtModify":1762961023269,"author":{"id":"4184660311217232","authorId":"4184660311217232","name":"Gehlot","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184660311217232","idStr":"4184660311217232"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>&nbsp; NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by","listText":"<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>&nbsp; NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by","text":"$NEBIUS(NBIS)$ NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/499127429259864","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock will not sit still","text":"Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock will not sit still","html":"Bouncing off the post Microsoft deal valuation - interesting to see if it falls through it or rallies again - one thing I’m pretty sure of is that this stock will not sit still"},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"During the ER call, Nebius said that they cleared all bottlenecks to reach 800MW -1GW CONNECTED capacity for 2026. They also said their new goal is to have up to 2.5GW (or more) CONTRACTED capacity for 2026!!","text":"During the ER call, Nebius said that they cleared all bottlenecks to reach 800MW -1GW CONNECTED capacity for 2026. They also said their new goal is to have up to 2.5GW (or more) CONTRACTED capacity for 2026!!","html":"During the ER call, Nebius said that they cleared all bottlenecks to reach 800MW -1GW CONNECTED capacity for 2026. They also said their new goal is to have up to 2.5GW (or more) CONTRACTED capacity for 2026!!"}],"imageCount":0,"langContent":"EN","totalScore":0}]}