Juey

[Juey @Jueyegof]

@dmmorales13 @FinanceJack44 It was in last Q

[Juey @Jueyegof]

@dmmorales13 @FinanceJack44 They just diluted shareholders $2.2B in June for Robinhood. And very good point SoFi has margin expansion in its future to improve its multiple while Robinhood has to maintain their margin to just grow with revenue.

[Juey @Jueyegof]

@DeepValueBagger So when the cash rich customers have finished their data centers where does that leave nbis in not diversifying ?

[Juey @Jueyegof]

@moninvestor @FirstSquawk Probably sign with Oracle since they are the parent company.

[Juey @Jueyegof]

@khanhnep @ramrishiram @zerohedge It was $16.8B in Q3 and $16.3B in Q2 YTD. it’s not that hard folks.

[Juey @Jueyegof]

@CarioCapital Oracle is what you want to buy if you want exposure to Coreweave or NBIS.

[Juey @Jueyegof]

@Lunari_Research Not on coreweave their contracts are mostly take or pay. You either take the compute or you pay it

[Juey @Jueyegof]

@lapplandtrader @Lunari_Research Crowded shorts will rocket this to $120 once there is a better funding plan put in place.

[Juey @Jueyegof]

@jksti Give us $SOFI at $5 again

[Juey @Jueyegof]

@CaktusJxck Imagine Coreweave getting paid out a large sum of money on their take or pay contract with Microsoft. To then sell the compute at much higher prices. What a dream that would be for Coreweave.

[Juey @Jueyegof]

@HansCashFlow Massive backlog of $2B with $12B in debt is much different than $130B with $35B in debt. Coreweave contracts are take or pay with the largest cash generating companies in the world. What ever fits the narrative though.

[Juey @Jueyegof]

@moneymaker7723 @StockSavvyShay Agreed one trades at 1x 2027 sales and the other possibly trades at 1x 2029 sales if they can get the funding for GPUs.

[Juey @Jueyegof]

@ViralMuzik1989 When a GW cost $40B the debt difference is quite literally the GPU asset size acquired.

[Juey @Jueyegof]

@Tim_Sweeney_TAR The Fed will push us into a recession if they raise rates.

[Juey @Jueyegof]

@AndreasSteno Companies lock in cost with suppliers and have appropriately hedges in place for price fluctuation.

[Juey @Jueyegof]

@longinvest32 @trailauditor To add a GW of power it’s around $50B . It’s unlikely they’ll get this all from prepayments and diluting their stock. This will become an issue for them.

[Juey @Jueyegof]

@Bartek27305587 @InvertedWingr I imagine that there is no world this blows up with strong demand. Wed have to go to a weak demand environment for this to unfold.

[Juey @Jueyegof]

@Funmentalist Can the equity blow up ? Yes. Is bankruptcy likely ? No. As long as GPU prices are this elevated you have $50B net GPUs on the balance sheet. These don’t become worthless just cause leverage goes bad. The company would liquidate these assets before insolvency.

[Juey @Jueyegof]

@LogicalThesis @B7y7zpx DA is not a cash event bud… my god. The point of mentioning the EBITDA margins (which I low balled for you) is so you can walk into the opex.

[Juey @Jueyegof]

@LogicalThesis @B7y7zpx What I’m telling you bud is nobody other than Coreweave knows what their revenue schedules are. And nobody knows how much in prepayments they’ll receive on future contracts. And they’ve told you EBITDA margins will and are close to 60%. You can walk backwards into that opex cost