Long term investor. ROI seeker in AI & Robotics Revolution. | BSc Business Admin & Economics | Not a financial advisor.
United States
Joined November 2015
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$NBIS Nov 12 is the reckoning day where everything will click. 🟢
Here are the estimates for Q3 ER.
$NBIS The super liquidation event is over. Many funds got crushed & liquidated but AI is not dead at all.
It´s time to rebound hard. Nov 12 is our day to show the world who is leading. The numbers published by IREN make me believe ours will be way better.
Will add a bit of colour as we had enough red yesterday all around.
$NBIS The best thing about IREN earnings are they are finally out and saved face a bit on a historical worst stock trading day with $2.8T wiped out and aseveral funds liquidated. Leopold included.
I cant wait for $NBIS Q3 ER Nov 12 to arrive soon enough... its detachment time from Neoclouds to excel on its own. We will need a bit of love from the market after they show another beat.
$NBIS Jim Cramer is a tool... wonder who is behind all this just to hurt the three on the list even though NEBIUS is best in class and not in Texas or Ohio
$NBIS There is a lot of talk around about the need of appointing an AI representative to squash the negative rumours that affect the stock price.
I will address this question to @wienglischmann @romanchernin
Why in times where major FUD is spread $NBIS is not more vocal to end all the rumours?
Example: potential delays in Vineland affecting $MSFT contract.
The stock has been hit hard lately, we are executing on many cylinders but not clearing doubts using our communication tools & expertise. I believe $NBIS should be more vocal so the market can view us closer to a future hyperscaler than the term Neoclouds that it’s hurting us so bad right now.
I understand the company is looking for more talent in communication but I am sure something can be done on our end. Hoping you can reply & provide some clarity. Thanks
$NBIS Really? Leave politics aside from innovation.
Shareholders just need a normal market not this broken one where algos are killing it daily 🩸
$NBIS The Ultimate AI Cloud where the fastest growing AI apps are hosted. 🏆📈
Higgsfield $1B+, 20x in a year. Cognition $1B. Baseten ~$600M, 3x in 3 months.
All of them train or serve on Nebius. So do Mistral and HeyGen, and Cursor still lists it as an inference provider inside SpaceX.
The fastest-growing AI apps picked the same cloud $NBIS
$NBIS The market needs to wake up! NEBIUS is not a Neocloud...it is "The Ultimate AI Cloud"
That is why AI customers are willing to pay maximum price for AI compute. NEBIUS not in the bare metal business. Bring on Q3 ER already... we need to set the record straight.
Friendly reminder that just two months ago, $PLTR named $NBIS its preferred sovereign AI infrastructure partner.
A couple of comments from today's earnings call:
"I'm invigorated unlike ever before by the ambition I'm hearing from our customers and their demand for Sovereign AI, a revolution we should remember is barely one quarter old."
— Ryan Taylor, CRO, Palantir
"We believe Sovereign AI is the latest and largest tech revolution of our generation. We signed multiple eight-figure deals in the quarter that were shorter in duration than usual as customers rapidly adopted initial Sovereign AI capabilities in their enterprise. As we continue to deliver value with Sovereign AI, over time, we expect both the duration and size of these contracts to increase."
— Dave Glazer, CFO, Palantir
Hard to imagine a better distribution channel for $NBIS.
