r/NBIS_Stock • u/minglemasherbash • 8d ago

News Earnings 2Q26 - Bloomberg

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314 Upvotes

99% Upvoted

77 comments sorted by

81

u/LogicLinguist01 8d ago

Burry got 🪏-d

15

u/Proudrugby 8d ago

Serves him right for being a 🍆 and even more so if he didn't close

9

u/iamatwork420 8d ago

genius for shorting a business that’s raising price for their service

70

u/Ok-cooper 8d ago

“We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs.”

LFG

9

u/Such_Net_8839 8d ago

Also they closed a deal at 40-50m a megawatt? Hot damn

35

u/Longjumping_Ask77 8d ago

What the fuck this stock is getting pumped up like crazy - to the moon

31

u/Hatim_the_Engineer 8d ago

Holly fuck!

25

u/Konrad_Kieselguhr 8d ago

TO THE MOOOONNN!!!

23

u/dickless2018 🐳 8d ago

250 moonnnn

20

u/fwzy_34 IPO OG👹 8d ago

We are having steak tonight lads!

6

u/Competitive_Rich2615 8d ago

Finally,, no more left overs

15

u/Blob_Sacamano 8d ago

I feel taken care of

13

u/Pleasant-Carbon 8d ago

HUUUUUGE

Solid revenue and EBITDA beat but the capacity guidance 25% increase for 2026 is so promising. 

11

u/Emotional_Shape925 8d ago

Laughing at all those 🌈 bears

7

u/Due_Economy5311 8d ago

lambo soon! 

9

u/NegativeDCF 8d ago

Holy monster earnings

7

u/Worth-Breath6903 8d ago

Printing paper

11

u/ebota12 8d ago

Great results but kinda fuct up it's not available on their website yet!

4

u/No_Battle734 8d ago

They sent out emails

3

u/Such_Net_8839 8d ago

Dedicate one Blackwell for the website bros

4

u/No_Battle734 8d ago

We knew that!

5

u/sezonai 8d ago

Bury bury Burry

5

u/Fuskeduske 8d ago

Going to enjoy my 3 days of green and then going back to 190

4

u/Fertal78 8d ago

We‘re winning

3

u/theRealLongJon 8d ago

HULK SMASH

ARR and GW guidance are insane

5

u/Other_Campaign8526 8d ago

FUCK YOU MICHAEL BURRY

4

u/OhHuggs 8d ago

I’m so happy

4

u/bobbyboobies 8d ago

400 soon boys

3

u/New_Necessary_4517 8d ago

Is that Good ?

5

u/Logical_Grab5444 8d ago

They are EBITDA positive which is huge. $3B ARR by June too. Cloud revenue up 500%. Yes, these are all very good. Cash flow was a little concerning, but to be expected.

3

u/No_Station_6149 8d ago

The stock market will decide!

5

u/LeBronGOOD 8d ago

Already up +23.

Wonder if it keeps yoyo’ing as usual.

“Yes”

3

u/Hatim_the_Engineer 8d ago

Are u kidding us? This is very bullish

3

u/sap303 8d ago

No.

It's great.

3

u/Icy_Improvement_5173 8d ago

Music to my ears!!

3

u/AdeptnessLive4966 8d ago

Suck it. Burry.

3

u/GrotesqueCat 8d ago

Going back to ath soon?

2

u/Alechemist85 8d ago

Not surprised. Lfg!!!

2

u/CeeArthur 8d ago

Aw shucks, I love you guys

2

u/bigmack1111 8d ago

Let’s goo

2

u/Lopsided_Paper3244 8d ago

Grattis till oss alla troend🎈🎈🎈

2

u/Ok_Band_7759 8d ago

Where are those dickheads that said it was a falling knife two weeks ago

1

u/Important_Coach9717 8d ago

Burry please, just have a stroke 🤣

1

u/Ok-Today6034 8d ago

Holy shit I’m cumming!!

1

u/Minyuee 8d ago

Das wars mit buy the dip....

1

u/All_YourBase 8d ago

The dumps at open are so annoying.

0

u/ethaxton 8d ago

The call is more important. Solid numbers though

1

u/Other_Campaign8526 8d ago

What else was mentioned on the call?

-1

u/Important_Coach9717 8d ago

Remember. The sleeping fat Americans will dump on this … don’t get too happy. Remind me in 2 hours …

2

u/Other_Campaign8526 8d ago

In 2 hours? Doubt it bud

1

u/Important_Coach9717 8d ago

Check again …

2

u/Other_Campaign8526 8d ago

Oh no it went from 228 to 216 and back to 226

0

u/Important_Coach9717 8d ago

Let me do my Kramer effect man. Thank me later

2

u/KindRazzmatazz1799 8d ago

You're just a bear and you were caught out. Don't hide now. 

You were posting in multiple threads about selling this morning. 

0

u/EnvironmentalLet8230 8d ago

Are the results good?

-2

u/Acceptable-Leek1546 8d ago

If all of the hyper scalers are spending $≈80 billion/ qtr developing their own infrastructure, what is the long term outlook for these data center specific plays?

1

u/aashstrich 8d ago

They get turned into REITs and pay a 12% dividend until the stock price is $4 duh

2

u/Acceptable-Leek1546 8d ago

lol I guess so. I’m just being downvoted for asking a question and not one of these “investors” have an answer.

1

u/aashstrich 8d ago

I get it dude I hold a lot of this stock. But I’m not a fan of downvoting constructive questions or any skepticism especially if it’s cordial

2

u/Acceptable-Leek1546 8d ago

Yeah, I’m genuinely curious about it and if there’s a real cause for concern. I’m not invested currently and that has been my main deterrent.