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Posted on 2/12/26 at 7:04 am to reds on reds on reds
quote:
We have already secured more than 2 GW of contracted power, putting us well ahead of the target we set in November of more than 2.5 GW by the end of 2026. As a result, we now expect to have more than 3 GW of contracted power by year end.
Posted on 2/12/26 at 7:07 am to LSUcam7
Yes, I read that.
All I’m saying is, this market is crazy and there’s no rationale to the way anything moves. Q3 earnings had incredible guidance and they beat on revenue and the stock still has not touched $110 which is where it was the day before the Q3 earnings.
Awesome guidance + revenue miss = a red day
This is just my opinion and I hope I’m wrong for those holding calls.
All I’m saying is, this market is crazy and there’s no rationale to the way anything moves. Q3 earnings had incredible guidance and they beat on revenue and the stock still has not touched $110 which is where it was the day before the Q3 earnings.
Awesome guidance + revenue miss = a red day
This is just my opinion and I hope I’m wrong for those holding calls.
Posted on 2/12/26 at 7:11 am to reds on reds on reds
AMD and Google and Msft and meta get crushed with great numbers only because their capex was “too high”.
Its gonna do what its gonna do… or what the hedge funds need it to do at any particular time.
Its gonna do what its gonna do… or what the hedge funds need it to do at any particular time.
Posted on 2/12/26 at 7:11 am to reds on reds on reds
Sentiment on AI has shifted dramatically since the October time frame.
I think we’ll have some volatile, huge up days ahead. But sentiment is still skeptical on everything. Meanwhile Nebius is executing ahead of schedule.
I think we’ll have some volatile, huge up days ahead. But sentiment is still skeptical on everything. Meanwhile Nebius is executing ahead of schedule.
Posted on 2/12/26 at 7:30 am to IT_Dawg
Have they mentioned anything about when the atm is going to be completed or even started?
Edit: CFO just said no concrete plans to use atm in near future. Not sure what that means lol.
Edit: CFO just said no concrete plans to use atm in near future. Not sure what that means lol.
This post was edited on 2/12/26 at 7:41 am
Posted on 2/12/26 at 7:40 am to Craft
Whoever wished for volatility sure got it pre-market. Probably got to head in one direction after open... 
Posted on 2/12/26 at 7:52 am to Jax-Tiger
Listening to the Q&A this should be well over $100
What more could you possibly want???
What more could you possibly want???
Posted on 2/12/26 at 7:53 am to bayoubengals88
Cash + Clickhouse = 8.7bn
I mean, c’mon…
I mean, c’mon…
Posted on 2/12/26 at 7:59 am to Jax-Tiger
Posted on 2/12/26 at 7:59 am to bayoubengals88
These big data centers are getting a ton of negative press as well. They are destroying natural resources and raising homeowner utility costs.
I’m just giving the other side of the arguments here.
I’m just giving the other side of the arguments here.
Posted on 2/12/26 at 8:00 am to Jax-Tiger
All green except…..nbis. I hate earnings days. Last 3 times ive been rugpulled.
At least i hedged a little this time. Hoping for a turnaround today bros.
At least i hedged a little this time. Hoping for a turnaround today bros.
Posted on 2/12/26 at 8:02 am to bayoubengals88
quote:
Cash + Clickhouse = 8.7bn
I mean, c’mon…
Unfortunately, I feel like this baby is going to screw the pooch short term.
What do you think of the strategy of playing it close to the vest until earnings? They seem to want to bundle all these nuggets of positive information into a single announcement, and then one bad metric negates all of them.
Posted on 2/12/26 at 8:06 am to Jax-Tiger
quote:I think it's a valid question, but what's the bad metric?
What do you think of the strategy of playing it close to the vest until earnings? They seem to want to bundle all these nuggets of positive information into a single announcement, and then one bad metric negates all of them.
A year end revenue number that was squarely within upper range guidance? And was 479% YOY??
Posted on 2/12/26 at 8:09 am to bayoubengals88
I think it was the debt / shareholder value comment. Just don't say anything if you don't have a plan yet. The numbers and projections are great. Let those stand on their own.
Posted on 2/12/26 at 8:19 am to auisssa
Why dont they sandbag on projections and surprise to the upside instead of disappointing? Would be just as easy to project lower.
Posted on 2/12/26 at 8:29 am to LChama
What is a price target to buy a few more shares today? $82?
Posted on 2/12/26 at 8:29 am to bayoubengals88
Already over extended but bought more at 84.35. Looks like I should have waited.
This post was edited on 2/12/26 at 8:32 am
Posted on 2/12/26 at 8:42 am to jerryc436
bought a few 1DTE, already up 30% 
Posted on 2/12/26 at 8:43 am to jerryc436
Tried to add but my Vanguard app is wonky this morning, can’t access accounts. Dammit!
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