1D·

Nvidia quarterly figures today!!!

The question of all questions: What do you think? UP OR DOWN today after the disclosure of earnings after 10 p.m.?

Hint: $NBIS (+3,78 %)The cloud provider, which relies massively on the $NVDA (+1,2 %) high-performance chips. If Nvidia discloses good figures, it would also confirm demand for AI high-performance data centers, which would support Nebius' business model. Nebius' business model is to operate such data centers!

The share has also gained massively in the last 5 days. The market is probably expecting NVDA to outperform in the quarterly figures.

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20 Comentarios

Chris@Multibagger

1D

$NVDA will report good figures for the last quarter. The outlook will be scaled back due to the loss of revenue from the reduced-performance China chips. The share will then fall 5-6% and my short derivative will rise 30-40%.😎😉 $NBIS will reach the 100% mark for me in the next few days either way, as they don't have a China problem.
I make the world, widiwidi, the way I like it.😂
So maybe things will turn out quite differently. WE will c.

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Kate🦋

@Iwamoto

1Semana·

A completely normal Tuesday - tomorrow the world will look completely different again

Have I forgotten something?

Only Novo is doing well $NOVO B (-1,1 %)

And my egg farm $CALM (-1,66 %)

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30 Comentarios

portfolio_prophet_1840@portfolio_prophet_1840

1Semana

$BMNR, $IREN, $QBTS

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Therealstrattonoakmont

@Therealstrattonoakmont

1Semana·

More shares in Nebius for the future of AI

I used the setback at $NBIS (+3,78 %) to buy additional shares - I now own 55 shares in the company worth around €3k. I will buy more after further setbacks.

Nebius is in an exciting growth phase: the company is building a world-leading AI infrastructure platform and is benefiting enormously from the increasing demand for powerful cloud solutions for AI applications.

With a focus on highly scalable GPU data centers and cutting-edge proprietary technology, Nebius is driving the next generation of AI workloads. The strategy is based on the expansion of large data centers in Europe and the USA, including significant investments of over 1 billion US dollars in 2025. This includes the use of the latest NVIDIA Blackwell GPUs and cooperation with leading partners such as NVIDIA.

Nebius' vision is to be a specialized "neocloud" provider, bridging the gap between traditional hyperscalers and smaller AI startups with tailored computing resources. The company is pursuing ambitious growth with projected revenues of over 1 billion US dollars (ARR) by the end of 2025 and is expanding its capacity to over 1 gigawatt by 2026.

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17 Comentarios

Catpitalist@Catpitalist

1Semana

$NBIS is the $NVDA arm oh europe

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Tenbagger2024

@Tenbagger2024

2Semana·

Successful together

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (+4,12 %)
$NBIS (+3,78 %)
$LMND (+2,15 %)
$AAPL (-0,08 %)
$BMNR (-1,27 %)

$ELF (+4,85 %)
$9868 (-4,19 %)
$XPEV (-4,1 %)
$UCG (-0,1 %)
$PRY (+2,49 %)

$G1A (+0,72 %)
$LOTB (+3,44 %) +10% $UFPT (-0,49 %) +9,34%. $AHT (-0,78 %) 7,15%. $UNH (-1,06 %) 20,26%

$ETH (-0,16 %)
$NB (+1,65 %)
$VLA (+0,58 %)

$HOT (+1,17 %) +13%. $CWCO (+0,35 %) +14%

$ALV (-0,26 %) +6,4 %. $MAIN (+0,65 %) +5,3%. $TUI1 (-0,27 %) +18,3%

$RDDT . $GUBRA (-0,58 %)
$ONDS (+12,39 %)
$IREN (+3,91 %)

My shares would be

$MU (+4,67 %) +17%. $GILT (-2,96 %) +20%. $APP (+4,46 %) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.

Tenbagger2024

@Tenbagger2024

2Semana·

Momentum strategy, being successful together.

Hello my dears,

What do you think of the idea that we might share our weekly winners once a week.

This way we discover all the stocks that are currently showing high momentum.

These might be suitable for a short-term trade.

But we might also discover a long-term investment.

Stocks that are just breaking out due to a story, good figures, new innovations, approvals, etc

And are perhaps not yet on the radar of the community.

What do you think of my idea?

Who's in and which day do you think makes sense?

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22 Comentarios

TheMaverick@TheMaverick

2Semana

I use this strategy in a passive way with the ETF "iShares Edge MSCI World Momentum Factor"

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Techaktien

@Techaktien

2Semana·

Podcast episode 107 "Buy High. Sell Low."

Subscribe to the podcast so that the broadcasting fee is abolished.

00:00:00 Hims & Hers $HIMS (+1,69 %)

00:46:00 AMD $AMD (+1,49 %)
$NVDA (+1,2 %)
$INTC (-0,55 %)

01:25:50 Nebius $NBIS (+3,78 %)

01:51:40 Palantir documentary in the ARD media library: https://shorturl.at/clpFU
$PLTR (+0,23 %)

Spotify

https://open.spotify.com/episode/07MenPFK3TWG97ZL0inGGw?si=ATBk85b4TG6c5ki2DF9wtQ

YouTube

https://youtu.be/JKk8FmRyKT8

Apple Podcast

https://podcasts.apple.com/us/podcast/107-hims-hers-amd-nebius-palantir-doku-in-der-ard-mediathek/id1695869891?i=1000721566528

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HVL_dividend🚀

@AfterOptimizers

2Semana·

This one makes my profits! Glad to be in early 😃

$NBIS (+3,78 %)

Q2 highlights:

📈 ARR guidance raised to $900M–$1.1B by end of 2025

💵 Q2 revenue: $105.1M — up 625% YoY, 106% QoQ

🎉 Core business delivered positive adjusted EBITDA, ahead of plan

⚡ On track to secure >1 GW of capacity by end of 2026

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~ S.

@Semos25

3Semana·

Nebius and Applovin

You have made my day today 🚀🚀$NBIS (+3,78 %)
$APP (+4,46 %)

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13 Comentarios

Tenbagger2024@Tenbagger2024

3Semana

Applovin has now even caught up with Nvidia in terms of performance in my portfolio.

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Aktien Stammtisch

@Aktien_Stammtisch

3Semana·

Nebius Q2’25 Earnings Highlights

$NBIS (+3,78 %)

🔹 Revenue: $105.1 M (Est. $101.2 M) 🟢; UP +625% YoY; UP +106% QoQ

🔹 Adj. EBITDA loss: $(21.0 M) (Est. $(59.6 M)) 🟢

Guidance

🔹 ARR outlook: $900 M–$1.1 B (Est. $875 M) 🟢

Strategic Expansion

🔹 Power capacity target: > 1 GW secured by end-2026

CEO Arkady Volozh Commentary

🔸 “Demand for AI infrastructure — compute, software and services — is only going to get stronger as use cases multiply. We are aggressively scaling up capacity to capture this substantial opportunity, and are in the process of securing more than 1 GW of capacity by the end of 2026.”

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GAR1986@GAR1986

3Semana

Strong figures!!! This could still be a good thing. We may yet see the shift to profitability this year.

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@Semos25

3Semana·

Nebius

$NBIS (+3,78 %) Who has the earnings figures?

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27 Comentarios

BamBamInvest@BamBamInvest

3Semana

Nebius Q2’25 Earnings Highlights

- Revenue: $105.1 M (Est. $101.2 M)
; UP +625% YoY; UP +106% QoQ
- Adj. EBITDA loss: $(21.0 M) (Est. $(59.6 M))

Guidance
- ARR outlook: $900 M–$1.1 B (Est. $875 M)

Strategic Expansion

- Power capacity target: > 1 GW secured by end-2026

CEO Arkady Volozh Commentary

- Demand for AI infrastructure — compute, software and services — is only going to get stronger as use cases multiply. We are aggressively scaling up capacity to capture this substantial opportunity, and are in the process of securing more than 1 GW of capacity by the end of 2026.

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Shiya

@Shiya

3Semana·

Strong month of July

July closing: 23.01 % return

July closed with a strong performance: The return was an impressive 23,01 %. This reflects a successful monthly result and underlines my current strategy: less is more!

I am focusing on a highly concentrated portfolio with carefully selected stocks. I currently have 5 positions.

Unfortunately, I did not exceed my previous monthly return of 28.67%.

Today is a hugely important day, because my main drivers $RKLB (+2,27 %) and $NBIS (+3,78 %) publish their quarterly figures today. This will influence my performance for August. Wish me luck. ✌🏻