$NBIS 2027 guidance by @InvestNorthwise ๐
Larry Fink BlackRock CEO just mentioned the next 12 months will be a bull-run.
Saving this as my guidance sheet for tracking ๐๐ข
@aleabitoreddit Makes sense to resign knowing the cascade of allegations but why know? Apart from China spy I smell also Closed frontiers vs Open source alliance hidden interests for a fallโฆ no wonder he has already secured Paul Weiss law firm to defend him.
$NBIS who believes CRO Marc Boroditsky should lead the Quarterly calls?
His communications skills are extremely important when reaching a global shareholder base, helps create excitement, highlights the important facts & dominate the language skills that are so important every Q call.
I love $NBIS donโt get me wrong but this constructive criticism is important when 5-6 people talk & they are hardly noticeable which lacks enthusiasm & makes a not so great call overall like today.
@ilzmcfly@EndicottInvests I believe they have taken notes about it. I dont see any more involment from them in more DCs they have enough with Vineland tbh...
@EndicottInvests Agree itโs a pity Dataone did not get it right the first time using $BE cells but they have learnt the lesson. This is just a 3 month hiccup
@BBizman62112@mvcinvesting They will never get mine... we had Jensen black swan event today unfortunately + 2 months delay in Vineland that hurt achieving $7B ARR on time. We will recover even more when Jensen is ratified which is what the AI market needs to hear soon
I will just say the Jensen effect with $NVDA falling -8% now with slight delay of 2 months in Vineland have caused we would reach the low end of $7B ARR in Feb 2027 and thatโs the reason. Everything else looks great.
2027 will be our year butโฆ of all days today Jensenโs affairs played the part.
@burak_finance This would be the biggest mistake of $NVDA if they oust him. Jensen is the AI God. Elon Musk would hire him or any other company & key employees would follow him in a heartbeat. It seems as if they want to destroy the company instead of closing this crysis