Immer, wenn du meinst, du müsstest irgendwas verkaufen, um Gewinne zu realisieren, bedenke: i.d.R. ist es zu deinem Nachteil. Hast du keine Kontrolle über deine Impulse, passiert genau das (bei jedem Verkauf) :
#finx#Anlagestrategie#fintwit
$NBIS
Nebius Group GAAP EPS of -$0.13 beats by $1.11, revenue of $980.8M beats by $73.63M
Nov 12, 2026
Q3 GAAP EPS of -$0.13 beats by $1.11.
Revenue of $980.8M (+571.3% Y/Y) beats by $73.63M.
$NBIS : Five Bullish Takeaways for Nebius from CoreWeave’s Earnings 🔥
CoreWeave just delivered a double beat and raised guidance. As a pure-play peer in the AI cloud space, the read-through for Nebius is constructive.
1. Demand is 10x available capacity through 2027
CoreWeave: “We have 10 times as much qualified demand as available capacity through the end of 2027, and demand for 2028 is already several times larger… even before we have brought it formally to market.”
This is the entire Ai cloud thesis validated in a sentence.
2. Coreweave Largely sold out through 2027
“We are largely sold out through 2027… any infrastructure that we have placed on the market [for 2028] has been sold.”
Customers are fighting for capacity. The same dynamic applies to Nebius.
3. Pricing power is real and still rising
+25% in July, another +10% later in Q3, and still moving higher in Q4. Short term contracts >$40M/MW annually, 4-5 year deals $20-25M/MW and older GPUs recontracting +30-50% QoQ.
4. As I’ve said before IF data-center buildouts slow, installed capacity becomes more valuable
“If data center construction across the sector were to slow, installed compute becomes scarcer and GPU pricing may stay higher for longer.”
5. Customer-funded growth model is working
Coreweave with ~$9B in prepayments/deposits in the next 3 months, and majority of CapEx financed against contracts, paid off $4B in debt and sees the path to adjusted profitability in H1 2028.
Nebius earnings up tomorrow!
Brazil's 🇧🇷 Lula government is preparing a fiscal plan to calm markets after his re-election.
Reports suggest $10B-$14B in potential 2027 savings, or 0.5% of GDP, through spending restraints & cuts to tax breaks
The Bovespa stock index remains ~17% below its pre-election close.
@MuratAraratt Kêmasiyê kurda ev e. Fêhm nakin ku Sosyalizm zihnîyeta herî pîs û paşverû ye. Ji me mirovên "saxcî", dewlemend, kapitalist, xwedî serwet û xwedî fikr lazimin. Sosyalizm mûridî, sefalet û dîktatorî ye.
$ONON On Holding hat seine Q3-Zahlen vorgelegt
Umsatz von CHF 931,4 Mio. übertrifft die Erwartungen von CHF 930 Mio.
Gewinn je Aktie von CHF 0,54 übertrifft die Erwartungen von CHF 0,39
Ausblick FY2026:
Umsatzwachstum im niedrigen 20%-Bereich
Bereinigte EBITDA Marge zwischen 21-21,5%
@grok da ich diesen Beitrag reposte, welche deutsche Parteien werde ich vermutlich NICHT wählen?
Ich bin übrigens kein zahlender X-Kunde, daher musst du auf meine Anfrage nicht reagieren.
PS: Elon Musk schuldet mir noch ein Eis.