Datguy

My tweets reflect my own views and should not be deemed as financial advice

[Emmanuel Macron @EmmanuelMacron]

Nebius choisit la France.

L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent.

Bedankt!

[Datguy @_Datguy1]

Brilliant interview with Arkady Volozh just released by Accel. "Whatever we build will be consumed". https://t.co/dJaE9sVXLK $NBIS

[AC @investingwithac]

$OSCR EARNINGS ARE OUT

70.5% MLR
15.2% SG&A
2.07 EPS
3.174 million members

WHAT A QUARTER!!!!!

[The Earnings Correspondent @earnings_guy]

$SNDK (Sandisk) #earnings are out:

[Roman Chernin @romanchernin]

Q3 results in short (non official version)
1. we sold all we had
2. we build much more

[M. V. Cunha @mvcinvesting]

$NBIS just signed its second hyperscaler contract in two months.

"Our agreement with Meta is valued at ~$3B, with a five-year term. The size of the contract was limited to the amount of capacity that we had available."

[M. V. Cunha @mvcinvesting]

🚨 $NBIS Q3 Earnings Report is out.

Revenue of $146.1M vs. $155.7M est.
Adj. EBITDA of $(5.2M) vs. $(5.8M) est.

EXPECTS $7-9B IN ARR BY THE END OF 2026

ANNOUNCES AGREEMENT WITH $META VALUED AT ~$3B OVER 5 YEARS

CORE BUSINESS AT 19% ADJ. EBITDA MARGIN

CAPACITY SOLD OUT

[Shay Boloor @StockSavvyShay]

$OSCR Q3 EARNINGS

• Sales $2.99B vs Est. $3.08B
• EPS ($0.53) vs Est. ($0.56)
• Membership: 2.12M -- up 28% YoY
• MLR: 88.5% vs. 84.6% YoY

FY25 Guidance
• Sales $12.1B vs Est. $12.0B

Reiterates path to 2026 profitability

[Sam Badawi @Sam_Badawi]

$MSFT IS UP 4% AFTER OPENAI AGREES TO BUY AN ADDITIONAL $250B OF AZURE SERVICES

So who will help supply this demand?

$NBIS $IREN $CIFR most likely.

[MUNDIAL @MundialMag]

Steve Coogan is Mick McCarthy. Éanna Hardwicke Is Roy Keane.

SAIPAN. In cinemas across Britain on January 23rd.

[Datguy @_Datguy1]

Another top up at $112. Worth taking advantage of dips like these $nbis

[TrendSpider @TrendSpider]

🚨 BREAKING:

Trump says he’s open to a deal on Affordable Care Act subsidies.

$OSCR 🟢 +8% after hours on the news.

[M. V. Cunha @mvcinvesting]

In the coming weeks, $NBIS will launch its first UK-based data center and deliver its first Blackwell Ultra cluster.

“Stay tuned…”

[Datguy @_Datguy1]

@mvcinvesting Congratulations, happy to see the research paid off!

[ACOSCAP @acoscap18259]

$NBIS such a great article.

https://t.co/cmL2o9U58y

[Mr. Misunderstood @meeijer]

JUST IN — $NBIS releases another successful customer story with TrialHub.

TrialHub is an AI-powered platform that helps plan clinical trials faster and smarter.

With Nebius’ support, TrialHub was able to:

• Build a 250-million entry database of medical information in days

• Set up ready-to-use AI workflows without managing backend systems

• Get real-time answers from 80,000+ trusted medical sources

• Cut trial planning time by 50% and speed up patient recruitment threefold

Bullish.

[M. V. Cunha @mvcinvesting]

📽️ Here's my FULL INTERVIEW with Roman Chernin, Co-Founder and Chief Business Officer of $NBIS.

It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach, as well as how the company plans to build a sustainable business model over the long term.

Once again, I want to thank the entire team for making this happen, as well as my audience for all your support throughout my journey. Without you, none of this would have been possible.

I sincerely hope you enjoy watching this interview as much as I loved recording it.

Also available on YouTube. ⬇️
https://t.co/JjE2MJYZu6

Disclaimer: As of recording, M. V. Cunha holds a position in Nebius Group at $25.67/share.

[M. V. Cunha @mvcinvesting]

JUST IN: Arete Research raised its Price Target on $NBIS from $84 to $128 and keeps a Buy rating 🟢

[TacticzHazel @TacticzH]

These 10 companies CRUSHED Q2-earnings.

A dive into their performances and if I think these companies are a buy right now.

🧵

1/ $NBIS | Nebius
$NBIS is up 114% YTD, including the 20% gain from yesterday after their excellent Q2 earnings.

What did investors like?
▶️They increased their capacity guidance to 1GW by late 2026
▶️Year-end capacity guidance raised from >100 MW to 220 MW
▶️ARR Forecast increased to $900M - $1.1B
▶️Cash and cash equivalents remain strong at $1.68 billion, but they will need to raise more cash to continue this momentum
▶️Revenue was up 625% YoY
▶️Their core business delivered positive adjusted EBITDA

Overall, very solid results and even better than most investors expected.

Would I add to $NBIS right now?
I'm not currently adding to $NBIS. It's already a solid part of my portfolio at 9%. However, I do think there is much more growth potential.

Keep in mind, this is quite a risky play. Execution has been great, but they have to continue to deliver on these promises or the stock price will come under pressure.

[Wall St Engine @wallstengine]

$NBIS | 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.”