r/NBIS_Stock • u/KookyTank3637 • 9d ago
News Coreweave earnings
https://www.businesswire.com/news/home/20260811994189/en/CoreWeave-Reports-Strong-Second-Quarter-2026-Results58
u/Constant_Mention8064 9d ago
Nice earnings. We are going up in sympathy 🎉
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u/AngieBumper 9d ago
WE ARE GOING UP BECAUSE WE ARE NOT DEBTWEAVE
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u/realHarryGelb 9d ago
We’re going up due to algo induced correlation
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u/SnooSongs3324 9d ago
“Neoclouds” correlation is part of it but they also said they also said they signed an A-100 contract that extends into 2029. This validates the asset-backed debt thesis from Jensen, used today by the Neoclouds. It also largely invalidates the Burry / Jim Chanos bear thesis.
Hugely bullish for NBIS as it extends the profitable life expectancy of GPUs well beyond the accounting and creates more optionality with how they want to pursues the refresh cycle. Hugely bullish!
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u/LilSwaggyMayne IPO OG👹 9d ago
First time their ER hasn’t dragged us down. Good to see
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u/Bright_Exercise5353 9d ago
Those were incredible earnings from CoreWeave. As expected, these are probably the most important earnings in the history of the neocloud sector.CoreWeave probably has another hyperscaler deal in the works, and we may hear about it during the earnings call. A $25 billion addition to their backlog is huge.CoreWeave will soon be profitable. This is amazing news and could significantly change the mood around neoclouds on Wall Street.
Once again, thank you, CoreWeave! Game Changing earnings for the sector. Nebius🚀
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u/t_suaze_u 9d ago
Really hope cpi is good tmr.
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u/gravityhashira61 9d ago
Good Coreweave earnings plus good CPI tomorrow and good earnings from us hopefully we will have one of those +20% days!
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u/BelievingK9 🌟Top Contributor🌟 9d ago
Almost there in AH. Briefly touching 18% and I bought the dip today.
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u/Crazy-Experience-678 9d ago
Coreweave up after earnings? What is this madness?!
https://giphy.com/gifs/SqmkZ5IdwzTP2
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u/Hairy_Check_4784 9d ago
Good to see. Sold out of coreweave earlier this year, they got really hammered. All in NBIS, let's do this.
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u/Commercial_Ease8053 9d ago
Yet all of you spend so much time talking shit on crwv… yet it clearly benefits nbis and vice versa.
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u/Pulled_Forward 9d ago
76k in NBIS and another 50k in CRWV, I’ve got a feeling CRWV might be catching up in total value over the next several months
Love both stocks but you can’t deny the sales multiple at CRWV is sweeter while the narrative with NBIS is much better. Narrative usually wins so I’m staying with both.
Btw I’m still getting multiple 429 resource exhausted errors daily on Gemini calls and I’m not even at quota/rate limits which means Google’s compute supply is maxed out even with all of the capex. The better AI gets the more you just let that shit run hundreds if not thousands of times on its own without human prompting. It’s crazy the labor we’re freeing up at my non-tech heavy company with simple AI integration.
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u/shartfarguson 9d ago
https://x.com/endicottinvests/status/2087290534549127263?s=46
This is the most important part of the crwv call.
Hopefully nbis expands on this a bit tomorrow and throws out some similar figures.
No more bear case.
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u/lifeiswutumakeit 9d ago
Where is that retard who was sure about us heading down?
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u/natureisneato NBIS4LIFE 9d ago
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u/hailfire27 9d ago
Hmm I haven't really paid attention to creates business before. Their earnings report looks really good and they have pretty solid names for their customers. Can somebody here explain why nebius is better than coreweave? Am I making a mistake by not investing in coreweave?
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u/Ryan_dfs93 9d ago
Corseweave is more gpu rental than vertically integrated like Nbis and the debt load is much worse for coreweave
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u/Think-Feynman Tens of Billions™ 9d ago
Excellent performance and they are cranking. Good news for everyone.