- Revenue is up 684% YoY $399M this quarter. They actually turned a profit on an EBITDA basis $129.5M, which is wild for how much they're spending.
- The Nvidia connection is huge. Nvidia just dropped $2B into them, and they're one of the first getting Blackwell/Rubin chips.
- 1.2 GW Megasite: They just got the green light for a massive "AI factory" in Pennsylvania.
- Cash flow: They’re sitting on like $9B in cash now after some massive funding rounds.
https://i.redd.it/fbxte3624w0h1.png
Posted by LarryBlink
22 Comments
Proud to say I’ve been here since 30
# [Shorted Nebius (NBIS) by 730,000 today, checkin tomorrow after earnings (see screenshot).](https://www.reddit.com/r/wallstreetbets/comments/1tbn0kc/comment/oljahsl/?context=3&sort=new)
ay & lmao
Someone check on that 730k guy stat
absolutely printing money
TO DA MOON
I just don’t see these hyperscalers turning a lot of profit. I’d rather own the guys selling them shovels. Crazy price action though.
I’m fucking fuming… I was planning on buying today, didn’t know the results would be before open. What’s up with that?
That balance sheet is so aesthetically pleasing I don’t even care ab the numbers. Im buying calls
first quarter 2026 sounds oddly specific ngl
It’s becoming industry standard to show bar graphs that go from quarterly results, quarterly results, then full year!! Fuck yeah bullish
2000 dot com bubble all over again.
Money printer, but this is bullish for CRWV and others. Demand is growing.
Time to short this into oblivion
That’s why the stock blew up after market 😞
I still don’t know what these companies do exactly or how they are different
I’m extremely happy and sad at the same time. I had 770 shares that I sold earlier between $105-130 🤦
But still have 110 in my 401k at avg of $85
They definitely had AI make these elite chart graphics. Would have taken humans a whole quarter to put something this beautiful together
I bought ~$17000 worth of this is January because it was one of the top picks for the year at new years =)
this looks so sick
Nice 730k donation for someone’s summer vacation
LFG! To the MOON! 🚀🚀🚀
Been a while since I am so degen but I am willing to bet on a potential CoreWeave sympathy rise. They simply have more watts already online and making money, and they will only add more.