NXT

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Ticker: NXT

NXT

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Debate sobre NXT

Puestos

BamBamInvest

@BamBamInvest

10Lun·

AI infrastructure continues to be one of the most exciting investment themes

$IREN (+6,98 %)
$CIFR (+2,17 %)
$BTC (-2,35 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+6,98 %) and $CIFR (+2,17 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,17 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,93 %)
$MSFT (-1,6 %)
$AMZN (-0,36 %)
$ORCL (+2,49 %)
$BABA (+1,3 %)

Neocloud: $NBIS (+5,53 %)
$IREN (+6,98 %)
$CRWV (+4,86 %)
$APLD (+0,9 %)
$GLXY (-1,86 %)
$WYFI (+3,12 %)

Memory: $SNDK (+12,08 %)
$STX (+4,96 %)
$MU (+5,44 %)
$WDC (+4,69 %)
$PSTG (+0,76 %)

Semiconductor: $NVDA (+0,99 %)
$AVGO (+0,34 %)
$AMD (+3,75 %)
$TSM (+2,93 %)
$ASML (+3,69 %)
$ARM (+3,84 %)
$KLAC (+7,41 %)
$INTC (+3,6 %)

Networking: $CIEN (+1,14 %)
$CLS (+0,38 %)
$CRDO
$RMBS (+1,02 %)
$ANET (+0,72 %)
$APH (+0,46 %)
$COHR (+5,91 %)

Servers: $VRT (+3,12 %)
$DELL (+1,25 %)
$HPE (-3,23 %)

Data: $INOD (+0,32 %)
$PLTR (-4,24 %)
$SNOW (-4,81 %)
$DDOG (+0,22 %)
$MDB (-2,55 %)

Energy: $LEU (+0,38 %)
$CEG
$OKLO
$TLNE
$GEV (-0,01 %)
$NXT

Batteries: $EOSE (+4,96 %)
$QS (+0,43 %)
$TSLA (-6,25 %)
$MVST (-1,08 %)

Every AI Value Chain explained:

34 Comentarios

Chris@Multibagger

10Lun

Thanks for the overview. Despite having already sold some of $AMD, $NBIS and $APLD, I still have more in my portfolio.
In addition to $IREN and $CIFR also $GLXY, $INOD, $NVDA and $DDOG.
Plus $GOOGL, $AMZN and $BABA
So I'm pretty broadly positioned in this area when I look at it like this 😉😎
Others would say there is a cluster risk. However, the strategy of focusing on the highest possible returns means investing in the booming sectors, which at the moment are AI and commodities.

•

Ver todas las 8 respuestas adicionales

Aktien Stammtisch

@Aktien_Stammtisch

10Lun·

Nextracker Q2’26 Earnings Highlights

$NXT

🔹 Adj. EPS: $1.19 (Est. $0.63) 🟢; UP +23% YoY

🔹 Revenue: $905M (Est. $679M) 🟢; UP +42% YoY

🔹 Adj. EBITDA: $224M; UP +29% YoY

🔹 Adj. Gross Margin: 33.1% (vs. 35.9% LY)

🔹 GAAP Net Income: $147M (vs. $117M LY)

🔹 Operating Cash Flow (YTD): $268M; Cash: $845M; Debt: None

Operational Highlights

🔹 Record Backlog: >$5B (highest ever)

🔹 Launched: NX PowerMerge™ (eBOS trunk connector) — record bookings at Bentek

🔹 Acquisition: Origami Solar for advanced module frame tech; signed multi-GW supply deal

🔹 New JV: Nextracker Arabia with Abunayyan Holding (expanding in MENA)

🔹 Record Bookings: In Europe, foundation solutions, and TrueCapture® yield system

FY26 Guidance (Raised)

🔹 Revenue: $3.275B–$3.475B (Est. $3.39B) 🟢

🔹 Adj. EPS: $4.04–$4.25 (Est. $4.20) 🟡

🔹 Adj. EBITDA: $775M–$815M

🔹 GAAP EPS: $3.26–$3.46

CEO Commentary (Dan Shugar)

🔸 “Global demand for our tracker systems remains strong, driving record backlog and growth.”

🔸 “We’ve shipped over 150GW to date and continue to expand across Europe and the Middle East.”

CFO Commentary (Chuck Boynton)

🔸 “Our balance sheet is rock solid — $845M cash, no debt, and a new $1B credit facility to support growth.”

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