Domain: tiger-web1.srvr.media3.us Nebius - NBIS - AI Infrastructure Company | Page 364 | Money Talk
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re: Nebius - NBIS - AI Infrastructure Company

Posted on 2/25/26 at 6:34 pm to
Posted by LChama
Member since May 2020
3847 posts
Posted on 2/25/26 at 6:34 pm to
quote:

Well, NVDA beat estimates by every metric, so their stock and NBIS will tank...

Seems like this is the new normal for stocks. Almost like the only way to beat the system is to sell on any strength. Any longtime traders here that have ever seen anything like this before?
Posted by bayoubengals88
LA
Member since Sep 2007
23839 posts
Posted on 2/25/26 at 6:43 pm to
I think the AH sell off was the head fake.
Maybe a dip at open, but all green tomorrow mid morning.
Posted by bayoubengals88
LA
Member since Sep 2007
23839 posts
Posted on 2/26/26 at 8:54 am to
quote:

Maybe a dip at open, but all green tomorrow mid morning.

We'll know in a couple of hours.
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27330 posts
Posted on 2/26/26 at 9:34 am to
NASDAQ is down 2% because NVDA didn't exceed estimates by more? NVDA down 5+ percent...

Gotta be a bounce. Hope folks are making some money off this...
This post was edited on 2/26/26 at 9:36 am
Posted by bayoubengals88
LA
Member since Sep 2007
23839 posts
Posted on 2/26/26 at 4:24 pm to
Did I hear that right? CRWV interest on debt was 388mm for Q4?
Posted by bayoubengals88
LA
Member since Sep 2007
23839 posts
Posted on 2/26/26 at 4:28 pm to
Quick Comparison of Q4/Latest Quarter Interest Expense (in millions USD)To visualize the scale (CRWV's figure dwarfs the others due to its hyper-growth financing model):

quote:

CRWV (Q4 2025): $388
NBIS (Q4 2025): $0
IREN (Q2 FY2026): ~$8


This post was edited on 2/26/26 at 4:50 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23839 posts
Posted on 2/26/26 at 4:50 pm to
Holy shite, the CRWV CEO is soooo defensive and angry
Posted by Craft
Member since Oct 2019
1171 posts
Posted on 2/26/26 at 7:48 pm to
He’s horrible, I will never invest in that company
Posted by Neauxla
New Orleans
Member since Feb 2008
34219 posts
Posted on 2/26/26 at 8:14 pm to
So my shares in IREN should be good?
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27330 posts
Posted on 2/27/26 at 7:38 am to
CRWV is dragging us down. It will take another few days for people to get over this.
Posted by meeple
Carcassonne
Member since May 2011
10956 posts
Posted on 2/27/26 at 10:42 am to
As usual when tech is red NBIS is dark red. What’s going on today to cause this drop?
Posted by bigjoe1
Member since Jan 2024
1659 posts
Posted on 2/27/26 at 10:57 am to
quote:

What’s going on today to cause this drop?


CoreWeave's earnings were pretty bad plus, inflation a lot hotter than expected has everything red.
Posted by bayoubengals88
LA
Member since Sep 2007
23839 posts
Posted on 2/27/26 at 11:21 am to
quote:

What’s going on today to cause this drop?
People think, ignorantly, that NBIS will have to take on Coreweave type debt in order to grow Coreweave type revenue.

Scoreboard check:
Q4 interest paid
CRWV - $388 million
NBIS - $0

Value of subsidiaries owned:
CRWV - $0
NBIS - conservatively 10 billion and expanding rapidly
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