koolgal
08-13 18:40
🌟🌟🌟Hold onto your computing racks because the specialised GPU cloud markets just went into orbit. 

In a staggering display of raw momentum, $NEBIUS(NBIS)$ skyrocketed 34.2% in a single session, while its US twin $CoreWeave, Inc.(CRWV)$ surged 19.1%.  The financial media is openly declaring that Coreweave's blockbuster earnings single handedly re-ignited the entire global AI bull  market.

Are Nebius & Coreweave good buys?

Coreweave had a huge USD 104.2 billion contracted revenue backlog.  Nebius is tracking a similar explosive trajectory as European AI labs scramble for localised data centres.

Their infrastructure is 100% sold out.  Every  NVIDIA chip they plug into a server rack is immediately leased out to tech giants under multi year non cancelable contracts.

While Coreweave managed to double its revenue, yet it still posted a USD 626 million quarterly GAAP loss because it spent USD9.4 billion in capex.

So tread with caution.

@Tiger_comments @TigerStars @Tiger_SG

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion πŸ‘‡ πŸ”₯ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
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