IT_Dawg
| Favorite team: | Georgia  |
| Location: | Georgia |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 26048 |
| Registered on: | 10/15/2012 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/12/25 at 7:42 am to AuBeerStud
Still going. On the golf course for a vendor event, so drinking early….LFG!!!
2
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 4:32 pm to bayoubengals88
That seems like corruption there :lol:
They are tied Nebius at the hip….even at the London datacenter literally.
$36, come on
They are tied Nebius at the hip….even at the London datacenter literally.
$36, come on
quote:
How much lower can this get before we are worth what the company is worth on paper
We are already there :lol:
They have $22B locked up for the next 5 years with just 2 of their clients lol.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 1:40 pm to AuBeerStud
quote:
Today has aged me 10 years.
Yea, it’s pretty unexplainable honestly. But onward. The pure valuation for next December will be 3x what it is today :lol:
CICC (China International Capital Corporation ) initiated coverages with Outperform, sets $140 PT
quote:
on flight - what the hell just happenned -
Who knows anymore. All conventional wisdom on this stock went out the window 4 weeks ago :lol:
Arkady needs to send another letter to shareholders, worked last time lol
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 11:23 am to bayoubengals88
This day is absolutely fricking wild :lol:
Just checked and the theoretical values of all my calls are much higher. Has to be a lag on them, which is crazy. What a time to buy
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 11:11 am to bayoubengals88
quote:
My calls are lagging a bit.
Said the same thing at the same time :lol:
Stock is up $4 now and my 2/26 $150c are even on the day….wtf
Yea, it’s like people didn’t read the earnings release or listen to the call, simply traded earlier on headline of miss on revenue. Also saw some saying we missed on EPS cause the estimate was -$0.40 and not -$0.52, it’s actual was -$0.48
This is the best fricking value around and it’s not even close
This is the best fricking value around and it’s not even close
quote:
But the question is CRWV a buy on this news.
100%
quote:
In a fair world, NBIS would be $200+ and CRWV would be $150.
Agree, but market will probably hold this back because of $10m rev miss and dilution of stock by 10% with 25m share issuance happening tomorrow
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 8:04 am to astonvilla
CRWV got shite on cause they are having delays bringing on capacity….
Arkady just said they have great plans to expand and that the existing datacenter in NJ is still on track
Arkady just said they have great plans to expand and that the existing datacenter in NJ is still on track
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 8:01 am to bayoubengals88
quote:
They just ended the call by rubbing it all in Coreweave's face
100% :lol:
These analysts had to keep asking that. Upgrades incoming
Call ending with Arkady reiterating they are on plan for NJ datacenter completion
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 7:39 am to Mockingbird2008
quote:
So with $7-$9 billion ARR, this should be a $70 - $150 billion conpany, right?
Yes, without the other assets of companies they own :lol:
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by IT_Dawg on 11/11/25 at 7:36 am to Covingtontiger77
NJ datacenter coming online as planned. That expansion is consumed by Microsoft
This stock hit $140 without a dream of this type of guidance. If you aren't listening to NBIS, you are being left behind
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