$NBIS DESTROYS Q2 EARNINGS
• Revenue: $582M vs. Est. $574M (+454% YoY)
• EBITDA: $236M vs. Est. $173M
• Average Annual Contract Value: $20M+ per MW
• AI Cloud Revenue: $575M (+514% YoY)
2026 Guidance
• Contracted Capacity: 5 GW (Prior: >4 GW)
Nebius expects $9B+ in customer prepayments in 2026 and says it could sell its entire 2027 capacity on these terms today.
$NBIS reports earnings tomorrow.
I will only pay attention to the chart, and I will admit, I've overlooked this one recently.
But this stock looks primed to explode, doesn't matter if it is reporting earnings or not.
NFA
$NBIS reports earnings tomorrow.
I will only pay attention to the chart, and I will admit, I've overlooked this one recently.
But this stock looks primed to explode, doesn't matter if it is reporting earnings or not.
NFA
The U.S. Dollar is still likely in the last innings of its accumulation base.
This last pullback within the dollar and oil allowed for this recent pop in stocks.
I expect the dollar to form a bottom in the near term and this likely puts headwinds on stock prices.
NFA
$XOM
Exxon Mobil is now almost as compressed as it can get.
It recently broke out of a multi-year accumulation base and began its mark-up phase.
This setup looks just as good as $DG and $WMT
If Exxon looks this good, guess what Oil is about to do...
Any day now, it is very likely that Oil goes on another run.
Not Financial Advice