$NEBIUS(NBIS)$ Everyone should take a step back here. Nothing from yesterday has really changed. They're getting deposits to fund capex, and they expect to be profitable next quarter. Full-year guidance was lowered slightly, likely because one of the sites may come online in the first quarter instead of this year. Most likely Vineland. This feels like emotional selling off the lower guidance and the Nvidia narrative. Give it about a week, and I think we'll see things recover.
$NEBIUS(NBIS)$ CoreWeave is clearly the market favorite right now, and it looks like the place to be long. CRWV could double this year and triple next year. It's Spock logic.
$NEBIUS(NBIS)$ Nebius has a cleaner balance sheet than CRWV and no exposure in Texas, which will affect future growth of neoclouds in that state. Back to the $200s definitely by year end.
$NEBIUS(NBIS)$ Added more today to bring my average down. Hoping the Thursday numbers get me back to break even. I still think this is a great company.
$NEBIUS(NBIS)$ CRWV posted a solid report in my view. 168% revenue growth, a $132.5 billion backlog, and they raised full-year guidance for Q3 2026. NBIS looks positioned to rally from here.
$NEBIUS(NBIS)$ CoreWeave is CoreWeave. Any impact on NBIS is a buy opportunity. We have a better balance sheet, full stack software, and about $20B of investments like ClickHouse that keep growing. Right now you get NBIS core business at pennies on the dollar. I think in 2-3 years the only thing people will regret is missing this opportunity to accumulate an investment.
$NEBIUS(NBIS)$ Hate to say it, but I think the market needed this. Now back to a slow and steady climb again. If you had some cash on the sidelines, hopefully you picked up some of these beaten-down names. I personally bought NVDA, AMD, and NBIS. It's rough being at 121, but maybe that works out better long term. But what do I know?
$NEBIUS(NBIS)$ NBIS doesn't have data center activity in Texas. They have centers underway in Missouri, Alabama, NJ, and Pennsylvania soon. The moratorium on new data centers doesn't affect NBIS. All of this makes companies with DCs under construction even more valuable, and it gives NBIS more pricing power.
$NEBIUS(NBIS)$ Pre-market is all over the place right now, up, down, down bigger, and now climbing again. This isn't just neoclouds either. It's across tech as a whole, semis, software, everything. Every single tech company has been reporting data center revenue growth in the 40% to 100% range on a yearly basis. AI isn't going anywhere, and the Dems will now put guardrails and guidelines in place so the US can win the race but do it sensibly. AI compute infrastructure, data centers specifically, will be in high demand for the foreseeable future, and the big established players in the US and globally like NBIS and CRWV will be very profitable. I'm not letting the market makers shake me out. If anything, this kin
$NEBIUS(NBIS)$ If you bought NBIS, you bought the bottleneck trade. Every report still points to the thesis holding up, but the big players wanted the sector lower. It took roughly six months of pressure before this debt issue, which never really materialized, finally did the job. AMD announced their AI revenue doubled, with the increase specifically attributed to data center revenue. Are we done manipulating the market now?