Nxt

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Ticker: NXT

NXT

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BamBamInvest

@BamBamInvest

1Anno·

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

$IREN (+10,98%)
$CIFR (+19,17%)
$BTC (-2,32%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+10,98%) and $CIFR (+19,17%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+19,17%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,02%)
$MSFT (+2,32%)
$AMZN (+1,36%)
$ORCL (+6,69%)
$BABA (-0,99%)

Neocloud: $NBIS (+8,33%)
$IREN (+10,98%)
$CRWV (+8,05%)
$APLD (+10,32%)
$GLXY (+15,4%)
$WYFI (+13,77%)

Memory: $SNDK (+4,37%)
$STX (+2,63%)
$MU (+3,2%)
$WDC (+3,08%)
$PSTG (+6,22%)

Semiconductor: $NVDA (+3,59%)
$AVGO (+4,35%)
$AMD (+11,43%)
$TSM (+3,01%)
$ASML (+2,21%)
$ARM (+6,89%)
$KLAC (+2,07%)
$INTC (+2,9%)

Networking: $CIEN (+6,49%)
$CLS (+6,26%)
$CRDO
$RMBS (+6,7%)
$ANET (+17,51%)
$APH (+4,99%)
$COHR (+5,72%)

Servers: $VRT (+6,61%)
$DELL (+6,96%)
$HPE (+6,93%)

Data: $INOD (+2,03%)
$PLTR (-2,77%)
$SNOW (+0,38%)
$DDOG (+2,63%)
$MDB (+1,05%)

Energy: $LEU (+0,15%)
$CEG
$OKLO
$TLNE
$GEV (+6,86%)
$NXT

Batteries: $EOSE (+8,23%)
$QS (+1,66%)
$TSLA (-1,63%)
$MVST (+1,89%)

Every AI Value Chain explained:

34 Commenti

Chris@Multibagger

1Anno

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.

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Aktien Stammtisch

@Aktien_Stammtisch

1Anno·

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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