20H·

Nebius

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27 Commenti

immagine del profilo
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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immagine del profilo
@BamBamInvest that sounds very good. 😍
immagine del profilo
@BamBamInvest thank you
1
immagine del profilo
immagine del profilo
immagine del profilo
@Semos25 Nebius 80-100$ by the end of the year my price target
immagine del profilo
@Shiya I hope so - the important thing for now is that the ATH is reached
immagine del profilo
Nebius to the 🚀
2
They certainly seem to be good ones 😏
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immagine del profilo
@PikaPika0105 Nebius is running, hope that Softbank is also well received by you
immagine del profilo
@Shiya SoftBank earnings were very positive :)
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immagine del profilo
Are you still with Elf and Vistra?
immagine del profilo
immagine del profilo
@Semos25
Vistra's profits have fallen.
Allegedly due to a system failure
immagine del profilo
@Tenbagger2024 Are the figures out yet? What does the forecast look like?
immagine del profilo
@Tenbagger2024 I read the report. It's a real shame, but more than 140 million less profit since last year is not a small amount. I hope the share remains firm.
immagine del profilo
@Tenbagger2024 What do you think of $FTNT?
immagine del profilo
@Semos25 I know this from $PANW
It often went down sharply after the figures.
I bought and bought again.
Because the share recovered quickly
immagine del profilo
@Tenbagger2024 so would the first entry now be worthwhile or should I wait for a bottom to form?
immagine del profilo
@Semos25
Don't have any cybersecurity in your portfolio yet?
You're definitely not doing anything wrong in the long term. AI, autonomous driving and robotics will increase demand.
The only question is whether
$CRWD $PANW $FTNT $GEN etc.
immagine del profilo
@Tenbagger2024 $CRWD has already run away with me. I should already have one of the sector but which one
immagine del profilo
@Semos25
Fortinet had finally broken out after almost 3 years of sideways movement.
And now, after the figures, the decline.
The danger is that the sideways movement will continue for the time being.
Don't think it's bad for trading in the short term.
But here you should ask our trading experts. @Multibagger
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