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    • KentzwKentzw
      ·11-11 16:05

      AI Bubble or Buying Opportunity? CoreWeave’s Results Set the Stage for Nebius

      The recent sell-off in AI-related stocks has raised an important question: are investors losing confidence in AI demand, or are they simply becoming more cautious about how much money companies are spending to build AI infrastructure? This week’s results from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ offer an interesting test. CoreWeave has already reported its third-quarter results, while Nebius is due to report on November 12. Both companies operate in the fast-growing AI cloud market, but their funding structures and financial risks deserve closer attention. 1. CoreWeave: Impressive growth, but financing remains a concern CoreWeave delivered strong third-quarter revenue of $3.66 billion, up
      495Comment
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      AI Bubble or Buying Opportunity? CoreWeave’s Results Set the Stage for Nebius
    • Guavaxf3006Guavaxf3006
      ·11-11 09:15
      The world did not end. The AI apocalypse may have been grossly over exaggerated.  Now, post-Mid Term white wash and Nethanyahu defeat, Trump is eating humble pie and agreeing to ceasefire with Iran. And Iran too now making overture to sue for peace. We may (or not) see a massive rally this week.  Keep watch and only act when you see firm confirmation.
      235Comment
      Report
    • mr beanmr bean
      ·11-11 01:32

      🔥 THE AI BUBBLE TEST HAS ARRIVED. AND THE MARKET IS ABOUT TO GET ITS ANSWER. 🚨

      Forget the AI hype for a moment. This week, the market is asking a much more uncomfortable question: WHO IS ACTUALLY MAKING MONEY FROM THE AI REVOLUTION? The spotlight is on $CRWV (CoreWeave) and $NBIS (Nebius), two companies positioned at the centre of the AI infrastructure gold rush. But here’s where things get interesting. Both companies are riding enormous demand for AI computing capacity. Yet there’s a critical distinction investors cannot afford to overlook: revenue growth doesn’t automatically translate into profitable growth. I’m watching five things particularly closely: 📊 1. Revenue growth: Is demand accelerating, or are expectations already running ahead of reality? 💰 2. Capital expenditure: How much money must these companies continually invest just to maintain their competitiv
      288Comment
      Report
      🔥 THE AI BUBBLE TEST HAS ARRIVED. AND THE MARKET IS ABOUT TO GET ITS ANSWER. 🚨
    • 慧思随行笔记慧思随行笔记
      ·11-10 14:05

      AI Demand Is Booming, But Can Growth Outpace Rising Costs?

      CoreWeave is approaching a crucial earnings report, and investors are watching closely. As one of the key players in AI cloud infrastructure, CoreWeave has benefited from the explosive demand for GPU computing power. However, strong demand alone does not guarantee strong profitability. The real question is: Can CoreWeave turn its massive AI infrastructure investments into sustainable earnings and free cash flow? 1. AI Infrastructure Demand Remains a Powerful Growth Driver The global AI race is accelerating. Technology giants, AI developers, and enterprises are investing heavily in computing infrastructure to train and deploy increasingly sophisticated AI models. CoreWeave specializes in GPU-accelerated cloud computing, positioning itself as an important infrastructure provider in the AI ec
      4433
      Report
      AI Demand Is Booming, But Can Growth Outpace Rising Costs?
    • Guavaxf3006Guavaxf3006
      ·11-10 08:54
      The world did not end. The AI apocalypse may have been grossly over exaggerated.  Now, post-Mid Term white wash and Nethanyahu defeat, Trump is eating humble pie and agreeing to ceasefire with Iran. And Iran too now making overture to sue for peace. We may (or not) see a massive rally this week. Keep watch and only act when you see firm confirmation.
      186Comment
      Report
    • Tiger_commentsTiger_comments
      ·11-09 19:22

      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?

      Just as Wall Street was recovering from last week's dramatic selloff, another major market catalyst emerged. The latest U.S. jobs report came in much stronger than expected, pushing market expectations for a December Federal Reserve rate hike sharply higher. According to the Bureau of Labor Statistics, the U.S. economy added 165,000 jobs in October, compared with economists' expectations of approximately 65,000. The unemployment rate fell to 4.1%, while average hourly earnings increased 0.4% month over month. Following the report, traders raised their expectations for a December rate hike. By November 9, market-implied odds of a 25-basis-point increase had reached approximately 80%. And the next major test is just around the corner. The U.S. October CPI report will be released on November
      6.94K6
      Report
      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?
    • Ivan_GanIvan_Gan
      ·11-09 17:27

      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings

      The midterm elections are over, and, as markets expected, Trump has lost control of both chambers of Congress. It is common for a sitting president’s party to lose congressional control in the midterms. While this is bad news for the president, it may not cause much disruption in financial markets—and could have less impact than comments from the Federal Reserve. $Invesco QQQ(QQQ)$ $NASDAQ(.IXIC)$ $E-mini Nasdaq 100 - main 2612(NQmain)$ $ProShares UltraPro QQQ(TQQQ)$ $Cboe Volatility Index(VIX)$ $ProShares Ultra VIX Short-Term Futures ET
      2.41K2
      Report
      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings
    • D1aneD1ane
      ·11-09 17:23

      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?

      The recent sell-off in technology stocks has exposed a major weakness in the AI investment story: investors are beginning to question whether the enormous spending on AI infrastructure will generate sufficient returns. For months, the market rewarded companies building data centres, securing GPUs and signing major AI computing contracts. But sentiment is changing. Strong demand is no longer enough. Investors want to know how much it costs to deliver that demand, how businesses will finance expansion and when the investment will translate into sustainable cash flow. This week’s earnings from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ could provide an important reality check. Both companies are po
      388Comment
      Report
      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?
    • IsleighIsleigh
      ·11-09 14:56

      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.

      $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$   The AI infrastructure trade is under siege. CoreWeave (CRWV) closed Friday at: $46.40. Nebius (NBIS): $129.49. Both rebounded on November 6. But don't let one green day distract us from the bigger picture. In just one month, investors have wiped enormous value off these AI infrastructure companies. And yet their latest reported demand numbers are extraordinary. CoreWeave's revenue backlog: $104 BILLION. Nebius's Q2 revenue growth: +454% YoY. So what's going on? I think Wall Street has moved beyond asking: IS AI DEMAND REAL? The new question is: CAN AI DEMAND TURN INTO PROFITS BEFORE CAPITAL COSTS OVERWHELM SHAREHOLDERS? And this week's earnings could giv
      6711
      Report
      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.
    • KentzwKentzw
      ·11-11 16:05

      AI Bubble or Buying Opportunity? CoreWeave’s Results Set the Stage for Nebius

      The recent sell-off in AI-related stocks has raised an important question: are investors losing confidence in AI demand, or are they simply becoming more cautious about how much money companies are spending to build AI infrastructure? This week’s results from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ offer an interesting test. CoreWeave has already reported its third-quarter results, while Nebius is due to report on November 12. Both companies operate in the fast-growing AI cloud market, but their funding structures and financial risks deserve closer attention. 1. CoreWeave: Impressive growth, but financing remains a concern CoreWeave delivered strong third-quarter revenue of $3.66 billion, up
      495Comment
      Report
      AI Bubble or Buying Opportunity? CoreWeave’s Results Set the Stage for Nebius
    • mr beanmr bean
      ·11-11 01:32

      🔥 THE AI BUBBLE TEST HAS ARRIVED. AND THE MARKET IS ABOUT TO GET ITS ANSWER. 🚨

      Forget the AI hype for a moment. This week, the market is asking a much more uncomfortable question: WHO IS ACTUALLY MAKING MONEY FROM THE AI REVOLUTION? The spotlight is on $CRWV (CoreWeave) and $NBIS (Nebius), two companies positioned at the centre of the AI infrastructure gold rush. But here’s where things get interesting. Both companies are riding enormous demand for AI computing capacity. Yet there’s a critical distinction investors cannot afford to overlook: revenue growth doesn’t automatically translate into profitable growth. I’m watching five things particularly closely: 📊 1. Revenue growth: Is demand accelerating, or are expectations already running ahead of reality? 💰 2. Capital expenditure: How much money must these companies continually invest just to maintain their competitiv
      288Comment
      Report
      🔥 THE AI BUBBLE TEST HAS ARRIVED. AND THE MARKET IS ABOUT TO GET ITS ANSWER. 🚨
    • 慧思随行笔记慧思随行笔记
      ·11-10 14:05

      AI Demand Is Booming, But Can Growth Outpace Rising Costs?

      CoreWeave is approaching a crucial earnings report, and investors are watching closely. As one of the key players in AI cloud infrastructure, CoreWeave has benefited from the explosive demand for GPU computing power. However, strong demand alone does not guarantee strong profitability. The real question is: Can CoreWeave turn its massive AI infrastructure investments into sustainable earnings and free cash flow? 1. AI Infrastructure Demand Remains a Powerful Growth Driver The global AI race is accelerating. Technology giants, AI developers, and enterprises are investing heavily in computing infrastructure to train and deploy increasingly sophisticated AI models. CoreWeave specializes in GPU-accelerated cloud computing, positioning itself as an important infrastructure provider in the AI ec
      4433
      Report
      AI Demand Is Booming, But Can Growth Outpace Rising Costs?
    • Guavaxf3006Guavaxf3006
      ·11-11 09:15
      The world did not end. The AI apocalypse may have been grossly over exaggerated.  Now, post-Mid Term white wash and Nethanyahu defeat, Trump is eating humble pie and agreeing to ceasefire with Iran. And Iran too now making overture to sue for peace. We may (or not) see a massive rally this week.  Keep watch and only act when you see firm confirmation.
      235Comment
      Report
    • Ivan_GanIvan_Gan
      ·11-09 17:27

      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings

      The midterm elections are over, and, as markets expected, Trump has lost control of both chambers of Congress. It is common for a sitting president’s party to lose congressional control in the midterms. While this is bad news for the president, it may not cause much disruption in financial markets—and could have less impact than comments from the Federal Reserve. $Invesco QQQ(QQQ)$ $NASDAQ(.IXIC)$ $E-mini Nasdaq 100 - main 2612(NQmain)$ $ProShares UltraPro QQQ(TQQQ)$ $Cboe Volatility Index(VIX)$ $ProShares Ultra VIX Short-Term Futures ET
      2.41K2
      Report
      Post-Midterm Market Volatility: More Bark Than Bite? Two Strategies to Navigate the Swings
    • Tiger_commentsTiger_comments
      ·11-09 19:22

      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?

      Just as Wall Street was recovering from last week's dramatic selloff, another major market catalyst emerged. The latest U.S. jobs report came in much stronger than expected, pushing market expectations for a December Federal Reserve rate hike sharply higher. According to the Bureau of Labor Statistics, the U.S. economy added 165,000 jobs in October, compared with economists' expectations of approximately 65,000. The unemployment rate fell to 4.1%, while average hourly earnings increased 0.4% month over month. Following the report, traders raised their expectations for a December rate hike. By November 9, market-implied odds of a 25-basis-point increase had reached approximately 80%. And the next major test is just around the corner. The U.S. October CPI report will be released on November
      6.94K6
      Report
      December Rate Hike Odds Near 80%! CPI Tomorrow — Is Wall Street Facing Its Next Big Test?
    • IsleighIsleigh
      ·11-09 14:56

      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.

      $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$   The AI infrastructure trade is under siege. CoreWeave (CRWV) closed Friday at: $46.40. Nebius (NBIS): $129.49. Both rebounded on November 6. But don't let one green day distract us from the bigger picture. In just one month, investors have wiped enormous value off these AI infrastructure companies. And yet their latest reported demand numbers are extraordinary. CoreWeave's revenue backlog: $104 BILLION. Nebius's Q2 revenue growth: +454% YoY. So what's going on? I think Wall Street has moved beyond asking: IS AI DEMAND REAL? The new question is: CAN AI DEMAND TURN INTO PROFITS BEFORE CAPITAL COSTS OVERWHELM SHAREHOLDERS? And this week's earnings could giv
      6711
      Report
      CoreWeave Has $104B Backlog. Nebius Revenue Grew 454%. So Why Is Wall Street Selling Both? The AI Bubble's Next Big Test.
    • D1aneD1ane
      ·11-09 17:23

      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?

      The recent sell-off in technology stocks has exposed a major weakness in the AI investment story: investors are beginning to question whether the enormous spending on AI infrastructure will generate sufficient returns. For months, the market rewarded companies building data centres, securing GPUs and signing major AI computing contracts. But sentiment is changing. Strong demand is no longer enough. Investors want to know how much it costs to deliver that demand, how businesses will finance expansion and when the investment will translate into sustainable cash flow. This week’s earnings from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ could provide an important reality check. Both companies are po
      388Comment
      Report
      Beyond the AI Hype: CoreWeave vs Nebius — Who Has the Stronger Business Model?
    • Guavaxf3006Guavaxf3006
      ·11-10 08:54
      The world did not end. The AI apocalypse may have been grossly over exaggerated.  Now, post-Mid Term white wash and Nethanyahu defeat, Trump is eating humble pie and agreeing to ceasefire with Iran. And Iran too now making overture to sue for peace. We may (or not) see a massive rally this week. Keep watch and only act when you see firm confirmation.
      186Comment
      Report