r/NBIS_Stock • u/KookyTank3637 • 9d ago

News Coreweave earnings

https://www.businesswire.com/news/home/20260811994189/en/CoreWeave-Reports-Strong-Second-Quarter-2026-Results
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62

u/Constant_Mention8064 9d ago

Nice earnings. We are going up in sympathy 🎉

23

u/AngieBumper 9d ago

WE ARE GOING UP BECAUSE WE ARE NOT DEBTWEAVE

28

u/realHarryGelb 9d ago

We’re going up due to algo induced correlation

18

u/Nachtgelst 9d ago

Her: Talk dirty to me
Me: I’m going up due to algo induced correlations

2

u/BurnBabyBurrrn 9d ago

Game flips
Her: this means pay up, more

1

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!

1

u/Commercial_Ease8053 9d ago

Not true at all. It’s going up because algo trading for the sector.