To The Moon

🩷Good

Hey Tigers! 🐯 AMD delivered a strong AI-demand signal. Apple warned about margin pressure. Qualcomm’s smartphone weakness overshadowed its data-center ambitions. And Arm showed that even record revenue can leave investors disappointed. The broader market remained unsettled: the $NASDAQ(.IXIC)$ rebounded 1.1% on November 6, but finished the week down 3.4%. The $S&P 500(.SPX)$ lost 2.7% for the week. My take: Demand, profitability and valuation are being tested separately. Strong AI sales can coexist with supply constraints, rising input costs and a falling market. Timing matters: $Advanced Micro Devices(AMD)$ , $Qualcomm(

Technology shares rebounded without recovering their losses The $Invesco QQQ(QQQ)$ rose 1.40 per cent last Friday, while the $S&P 500(.SPX)$ gained 0.31 per cent. AI hardware shares recovered from the previous session's sharp decline, but only part of the loss was reversed. The rebound alone does not establish that concerns about data-centre approvals, capital spending and financing costs have disappeared. US payrolls increased by 165,000 in October, above earlier expectations of roughly 60,000, while unemployment was 4.1 per cent. Resilient employment can ease recession concerns without providing a reason for interest rates to fall quickly. A lasting technology recovery

$NEBIUS(NBIS)$   Nebius shareholders have had a frightening week. November 5: NBIS -14.94%. November 6: +7.58%. Closing at: $129.49. A relief rally? Perhaps. But here's what I find fascinating. Nebius reported Q2 revenue growth of: 454% YoY. It has a Meta agreement worth up to: $27 BILLION. And management expects to reach: 5 GW OF CONTRACTED POWER by year-end. So why is Wall Street still nervous? Because there is one important distinction. SIGNED CAPACITY IS NOT REVENUE. And revenue is not the same as free cash flow. I think Thursday's earnings could tell us whether NBIS is becoming a sustainable AI infrastructure leader or simply an exceptionally expensive construction project. 🔥 THE $5.66 BILLION CONTRADICTION Let's look at Nebius's last re

While Marvell’s Q1 data center results came in slightly above consensus, the market reaction tells a clear story: the good news is already fully priced in, and the risk-reward here has shifted decisively to the downside. Let’s break this down.   First, the price action ahead of earnings is impossible to ignore. MRVL rallied nearly 50% in just one month leading up to the report, driven almost entirely by investor optimism around its AI data center chip business. By the time the earnings call rolled around, the stock was already pricing in not just a beat, but a blowout quarter—one that would justify its stretched valuation and the growing competition in the space.   The actual results, while decent, simply didn’t live up to those lofty expectations. Revenue came in at $24.2 billio

The cloud pricing hike is a game-changer for Nebius. Their 30% GPU rental price increase, paired with NVDA’s strong guidance, proves the AI compute shortage is still severe. Unlike CoreWeave (CRWV), Nebius has a clearer path to expanding its H100 fleet in Europe, which gives it more pricing power. The 15% jump is just the start—this is the best pure-play NVDA concept in the cloud space right now.

The Pulse $NEBIUS(NBIS)$ (Nebius) just printed a 14.65% single-day rip, and this isn't your typical meme-stock squeeze—it's a fundamental re-rating driven by leaked guidance showing 10–15% ARPU expansion layered on top of volume growth. While hyperscalers like $MSFT, $AMZN, and $GOOGL fight margin compression on legacy compute, Nebius is the pure-play 95%+ AI workload exposure that lets you front-run the second wave of GPU cloud pricing power. With $NVDA confirming multi-year scarcity through 2027 and specialist clouds discovering customers will pay almost any price for H100/H200 access, the market just realized: $NBIS isn't renting servers—it's selling oxygen in a room running out of air. 📊 Key News: The Numbers That Matter Today's Move: +14.65%

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ beating estimates is a meh for $NVIDIA(NVDA)$  

Nebius Group jumped 14.65% in a single session on twin pre-market catalysts that fundamentally repriced what the stock is worth. Broad cloud provider price increases on AI GPU services boosted Nebius's revenue outlook, and Nvidia's earnings confirmation of robust sustained AI compute demand removed the last bear argument. One SeekingAlpha analyst called it "the highest-conviction AI bet" on his coverage list. With the stock now trading near $213 and up 143% year-to-date, the question is whether this is a one-time re-rating or a durable profit engine that justifies even higher prices. The 684% Revenue Explosion The core story is simple. Nebius reported Q1 2026 revenue of $399 million, up 684% year over year. The AI Cloud segment specifically grew 841%, now accounting for 98% of total sales.

IPO Overpriced. consider buy after IPO dip

[流泪]  [流泪]  [流泪]  [流泪]  [得意]  [呆住]  [呆住]  [龇牙]  

$NBIS$ not yet,wait for pullback to load up more

Nebius' 550% Rally Prompts Short Seller Exodus After Blowout Results $NEBIUS(NBIS)$   short sellers abandoned their bearish wagers after a blowout earnings results pushed the stock to a new all-time high, taking gains over the past year above 550% and raising the risk of a squeeze. Before noon Thursday, the daily share price gain stood at 10% after the company's financial results released a day earlier showed an explosive demand for AI-centric cloud services that sent its first quarter revenue climbing more than seven-fold to $399 million in the three months ended March 31. That exceeded the $391.6 million average estimate by analysts, according to Bloomberg consensus. Short volume, or the number of borrowed shares that were sold short m

Hello everyone! Today i want to share some AI stories with you! 1 $NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning itself as the cloud utility for the agentic AI era. 2 $NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China. 3 $Eos Energy Enterprises Inc.(E

NBIS 26Q1 Earnings Review: Explosive AI Growth Fuels 16% Rally. Is This Just the Beginning? Against the backdrop of surging demand for AI infrastructure, $NEBIUS(NBIS)$   delivered a Q1 earnings report that clearly exceeded market expectations, with shares jumping as much as 16% intraday. The results not only confirmed that demand for AI neocloud services remains in a rapid expansion phase, but also eased prior market concerns around data center deployment, power expansion, and financing capacity. More importantly, Nebius is evolving from a GPU rental platform into a full-stack AI-native cloud infrastructure company spanning training, inference, agentic AI, and AI factories. With AI demand continuing to outpace supply, the company's reve

$CoreWeave, Inc.(CRWV)$ h

$NEBIUS(NBIS)$  Bullish!!!

$CoreWeave, Inc.(CRWV)$ good time to buy?

1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program "to accelerate advanced air mobility deployment in the US" Joe Lonsdale (

$CoreWeave, Inc.(CRWV)$ I wonder if the sudden negative news are any indications of people trying to buy in at a lower price ? [NosePick]  [NosePick]  

Hey Tigers! 🐯 AMD delivered a strong AI-demand signal. Apple warned about margin pressure. Qualcomm’s smartphone weakness overshadowed its data-center ambitions. And Arm showed that even record revenue can leave investors disappointed. The broader market remained unsettled: the $NASDAQ(.IXIC)$ rebounded 1.1% on November 6, but finished the week down 3.4%. The $S&P 500(.SPX)$ lost 2.7% for the week. My take: Demand, profitability and valuation are being tested separately. Strong AI sales can coexist with supply constraints, rising input costs and a falling market. Timing matters: $Advanced Micro Devices(AMD)$ , $Qualcomm(

$NEBIUS(NBIS)$   Nebius shareholders have had a frightening week. November 5: NBIS -14.94%. November 6: +7.58%. Closing at: $129.49. A relief rally? Perhaps. But here's what I find fascinating. Nebius reported Q2 revenue growth of: 454% YoY. It has a Meta agreement worth up to: $27 BILLION. And management expects to reach: 5 GW OF CONTRACTED POWER by year-end. So why is Wall Street still nervous? Because there is one important distinction. SIGNED CAPACITY IS NOT REVENUE. And revenue is not the same as free cash flow. I think Thursday's earnings could tell us whether NBIS is becoming a sustainable AI infrastructure leader or simply an exceptionally expensive construction project. 🔥 THE $5.66 BILLION CONTRADICTION Let's look at Nebius's last re

Technology shares rebounded without recovering their losses The $Invesco QQQ(QQQ)$ rose 1.40 per cent last Friday, while the $S&P 500(.SPX)$ gained 0.31 per cent. AI hardware shares recovered from the previous session's sharp decline, but only part of the loss was reversed. The rebound alone does not establish that concerns about data-centre approvals, capital spending and financing costs have disappeared. US payrolls increased by 165,000 in October, above earlier expectations of roughly 60,000, while unemployment was 4.1 per cent. Resilient employment can ease recession concerns without providing a reason for interest rates to fall quickly. A lasting technology recovery

🩷Good

The Pulse $NEBIUS(NBIS)$ (Nebius) just printed a 14.65% single-day rip, and this isn't your typical meme-stock squeeze—it's a fundamental re-rating driven by leaked guidance showing 10–15% ARPU expansion layered on top of volume growth. While hyperscalers like $MSFT, $AMZN, and $GOOGL fight margin compression on legacy compute, Nebius is the pure-play 95%+ AI workload exposure that lets you front-run the second wave of GPU cloud pricing power. With $NVDA confirming multi-year scarcity through 2027 and specialist clouds discovering customers will pay almost any price for H100/H200 access, the market just realized: $NBIS isn't renting servers—it's selling oxygen in a room running out of air. 📊 Key News: The Numbers That Matter Today's Move: +14.65%

Nebius Group jumped 14.65% in a single session on twin pre-market catalysts that fundamentally repriced what the stock is worth. Broad cloud provider price increases on AI GPU services boosted Nebius's revenue outlook, and Nvidia's earnings confirmation of robust sustained AI compute demand removed the last bear argument. One SeekingAlpha analyst called it "the highest-conviction AI bet" on his coverage list. With the stock now trading near $213 and up 143% year-to-date, the question is whether this is a one-time re-rating or a durable profit engine that justifies even higher prices. The 684% Revenue Explosion The core story is simple. Nebius reported Q1 2026 revenue of $399 million, up 684% year over year. The AI Cloud segment specifically grew 841%, now accounting for 98% of total sales.

NBIS 26Q1 Earnings Review: Explosive AI Growth Fuels 16% Rally. Is This Just the Beginning? Against the backdrop of surging demand for AI infrastructure, $NEBIUS(NBIS)$   delivered a Q1 earnings report that clearly exceeded market expectations, with shares jumping as much as 16% intraday. The results not only confirmed that demand for AI neocloud services remains in a rapid expansion phase, but also eased prior market concerns around data center deployment, power expansion, and financing capacity. More importantly, Nebius is evolving from a GPU rental platform into a full-stack AI-native cloud infrastructure company spanning training, inference, agentic AI, and AI factories. With AI demand continuing to outpace supply, the company's reve

While Marvell’s Q1 data center results came in slightly above consensus, the market reaction tells a clear story: the good news is already fully priced in, and the risk-reward here has shifted decisively to the downside. Let’s break this down.   First, the price action ahead of earnings is impossible to ignore. MRVL rallied nearly 50% in just one month leading up to the report, driven almost entirely by investor optimism around its AI data center chip business. By the time the earnings call rolled around, the stock was already pricing in not just a beat, but a blowout quarter—one that would justify its stretched valuation and the growing competition in the space.   The actual results, while decent, simply didn’t live up to those lofty expectations. Revenue came in at $24.2 billio

Hello everyone! Today i want to share some AI stories with you! 1 $NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning itself as the cloud utility for the agentic AI era. 2 $NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China. 3 $Eos Energy Enterprises Inc.(E

Nebius' 550% Rally Prompts Short Seller Exodus After Blowout Results $NEBIUS(NBIS)$   short sellers abandoned their bearish wagers after a blowout earnings results pushed the stock to a new all-time high, taking gains over the past year above 550% and raising the risk of a squeeze. Before noon Thursday, the daily share price gain stood at 10% after the company's financial results released a day earlier showed an explosive demand for AI-centric cloud services that sent its first quarter revenue climbing more than seven-fold to $399 million in the three months ended March 31. That exceeded the $391.6 million average estimate by analysts, according to Bloomberg consensus. Short volume, or the number of borrowed shares that were sold short m

1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program "to accelerate advanced air mobility deployment in the US" Joe Lonsdale (

$CoreWeave, Inc.(CRWV)$ The revenue beat helps the story, but the market is now judging CoreWeave on quality of growth, not just growth itself. Why the stock fell despite a beat: • Guidance miss > headline beat Markets discount future cash flow, not past quarter revenue. Soft Q2 / FY outlook matters more. • Capital intensity is extreme CoreWeave’s model is expensive. Massive capex, debt financing, and long-term GPU lease obligations create balance-sheet strain. • Margin compression risk If leased NVIDIA GPUs remain costly while hyperscaler pricing competition rises, operating leverage may disappoint. • Concentration risk A few large customers can make revenue look explosive, but customer concentration adds fragility. • Valuation reset After IP

$CoreWeave, Inc.(CRWV)$ The AI infrastructure thesis still holds, but CoreWeave’s equity thesis has become more fragile. Why the stock dropped despite a beat: 1) Guidance missed, and that matters more than backward-looking revenue Q1 revenue was US$2.08B (+112% YoY) and backlog reached US$99.4B, both signalling massive demand. But Q2 guidance missed consensus, which told markets growth may be more uneven than “hyperdrive” headlines imply.  2) Scale is coming with brutal capital intensity Operating expenses doubled, net loss widened to US$740M, and interest expense was US$536M in one quarter. That is the hidden cost of building an AI utility at hyperscale.  3) Leverage risk is real If utilisation slips, pricing softens, or financing cost

$CoreWeave, Inc.(CRWV)$ is a a hardy scavenger, starting out as a crypto mining company (adding to the hardware shorting during that period), then pivoting into cloud computing when crypto crashed, and is now further buoyed by the AI exuberance. And the biggest killer in this AI bubble that has investors shivering is the CAPEX, but it has had a reasonable headstart on companies like Oracle who want to cash in on the hype (but face all the challenges like funding, bottlenecks in hardware availability, etc.). Much has been said about the circular economy problem, where the hardware has great value, being boosted by the growing AI bubble, which is then used as collateral to secure more funding for even more AI related hardware acquisition, and

The cloud pricing hike is a game-changer for Nebius. Their 30% GPU rental price increase, paired with NVDA’s strong guidance, proves the AI compute shortage is still severe. Unlike CoreWeave (CRWV), Nebius has a clearer path to expanding its H100 fleet in Europe, which gives it more pricing power. The 15% jump is just the start—this is the best pure-play NVDA concept in the cloud space right now.

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ beating estimates is a meh for $NVIDIA(NVDA)$  

[流泪]  [流泪]  [流泪]  [流泪]  [得意]  [呆住]  [呆住]  [龇牙]  

IPO Overpriced. consider buy after IPO dip

$NBIS$ not yet,wait for pullback to load up more

$CoreWeave, Inc.(CRWV)$ I wonder if the sudden negative news are any indications of people trying to buy in at a lower price ? [NosePick]  [NosePick]