David

Investor | AI Infrastructure and Disruptive Growth.

[David @DavidNomadi]

@chris_macroi LOL, but you still think it's got potential, right, bro?

[David @DavidNomadi]

NBIS tanks ~13% today. AI cloud stock drops earnings and still gets crushed to $111. What’s really going on?

Now trading at $111.58, down $17.09 (-13.29%) today.Q3 revenue exploded 571% to $980.8M and EBITDA was solid, but investors dumped it hard after:

· 2026 revenue guide cut to the low end (capacity delays push sales into 2027)
· Capex jacked up to ~$27B this year and $40-45B next year
· $7B ARR target slipped ~2 months

Demand is there. Delivery and the cash burn aren’t. Classic “beat and lower” selloff in the AI neocloud space.

💡Thank you for reviewing this... If you want the unfiltered take on neoclouds, earnings moves, and what’s actually moving the tape — hit follow.Don’t miss the next one.

[David @DavidNomadi]

🚨Berkshire will announce its latest initiatives on Monday.

Follow me—the details will be revealed next Monday.

[David @DavidNomadi]

🚨 BIG MOVES AT BERKSHIRE HATHAWAY!

Greg Abel is making his mark.

Here are Berkshire's 5 biggest stock holdings right now 👇

1. Apple $AAPL
26.0% of the portfolio

[David @DavidNomadi]

5. Alphabet $GOOGL $GOOG
8.2% (Biggest Q2 buy)

[David @DavidNomadi]

Yesterday’s AI infrastructure stocks got crushed, but at least $VST held things together.

The AI infra sector really took a beating yesterday.

$NBIS, $IREN, and the rest of the neoclouds basically got smoked.

This position is what kept my portfolio steady:
A smart hedge matters.I’m still holding until this turns into a 5x or even 10x.

💡I post daily updates on $VST, $IREN, $NBIS and the AI power/infra trade.Follow if you want to see how I’m positioned.

[David @DavidNomadi]

That’s the end of the thread...
If you're also interested in AI infrastructure and true high-growth stocks, feel free to follow me—I'll keep sharing my firsthand insights.

[David @DavidNomadi]

Charlie Munger said:

"If you can buy a few great companies, then you can sit on your ass."

Those companies still exist today.

Here are 6 great companies

1/6 Broadcom $AVGO
+548% in 5 years!

[David @DavidNomadi]

6/6 Amazon $AMZN
+51% in 5 years!

[David @DavidNomadi]

🚨BREAKING:The ripple effects of Jensen Huang’s resignation are hitting the AI trade hard.

$NVDA leadership shock is spilling into the pure-play AI infrastructure names that rely most on Nvidia ecosystem and narrative:
$NBIS: -21%
$CRWV: -14%
$NEO: -13%
$IREN: -9%
$CIFR: -9%
$APLD: -8%
$WULF: -7%
$CORZ: -5%

Nasdaq 100 futures are down 1.5%.

When the face of the AI buildout steps down, the market doesn’t just reprice Nvidia — it re-prices the entire chain of companies built on top of it.

I post daily updates on AI infrastructure and high-potential stocks — follow me so you don’t miss them.

[David @DavidNomadi]

$NBIS down nearly 15% 😳

[David @DavidNomadi]

$NBIS | Nebius Group N.V. Q3-2026 Earning Report

🔹Revenue: $980.8M (+571% YoY)
🔹Adjusted EBITDA: $465.8M (AI Cloud margin 53%)
🔹ARR: $6.4B as of end-September (+1,062% YoY)
🔹Prepayments on Q3 deals covered more than 100% of related capex (up from 50–60% in Q2)
🔹Pricing: Annual contract value topped $25M per MW, GPU-hour prices rose >20% from Q2

🔸CEO Arkady Volozh: “Our focus remains on building a healthy, profitable business for the long term.”

🔸Demand is still showing up in higher pricing and stronger prepayments.

💡I post daily updates on AI infrastructure and high-potential stocks — follow me so you don’t miss them.

[David @DavidNomadi]

@Lucelex Speed without capital discipline is the real risk.

[David @DavidNomadi]

🚨 $IREN is showing why speed to compute can be a real competitive moat.

Horizon 1 went from groundbreaking to a live, NVIDIA Exemplar Cloud-tested GB300 cluster in just 14 months — 22% faster than the industry benchmark.

Its vertically integrated model gives it control over design, engineering, and construction, helping deliver capacity faster. When Microsoft requested networking changes, $IREN adapted in just 1–2 months without relying on third parties.

I post daily updates on AI infrastructure and high-potential stocks — follow me so you don’t miss them.

[IREN @IREN_Ltd]

22% faster delivery than the industry benchmark.

Horizon 1, the first of four 50MW (IT) AI Cloud deployments for Microsoft, went from starting civils to an NVIDIA Exemplar Cloud-tested GB300 cluster in 14 months.

IREN's vertical integration delivers end-to-end control across design, engineering and construction, so contracted capacity reaches customers sooner.