🚨A few overlooked things from the $NBIS Q2 earnings call
👉1, Lots of people assumed when saw the $40-50 million deals to come from Vera Rubins. It's not coming from Vera Rubins. It's coming from just GB300 Blackwell Ultras.
"What we described earlier as short-term scale
3 months ago I estimated $NBIS doing roughly $60B capex in 2027 which seemed very aggressive
👉Now that we know that $IREN will do $25-30 billion, my assumptions look pretty much spot-on in my opinion. Except I no longer think they will trim any of their subsidiaries just yet.
🚨 $NBIS subsidiary Avride is planning to launch driverless operations in the first half of 2027 which will followed by public rides in partnership with $UBER
🟢I said it before, I say it again. Avride could easily be a similarly big equity stake as ClickHouse for Nebius. h
The selling pressure on $NBIS is just laughable after a quarter
-that completely changed the expectable economic profile of the underlying business
-that was so incredible that the stock rocketed 34%
A $50B+ company doesn't just move 34% after earnings. It really meant that
$META in 2027 will be the $GOOG of 2025
It's cool that you don't even need to be in small to medium caps to have a chance to double your money under 1-2 years.
Once again: $NBIS will do $25-$30 billion ARR by the end of 2027
This quarter just confirmed it once again.
At a dirt cheap 4x ARR it's a $400 stock but more likely a $800 one.
Good luck bears!
$NRXS is extremely close to signing 2 major payers
🟢In fact, they expect it by the end of the year or early 2027
Brian (CEO) said they had direct conversation with the right people and he will be disappointed if they won't have 200million covered lives by the end of 2027.
$NRXS will report Q2 earnings tomorrow before the market open👇
A few days ago they announced a medical policy coverage expansion representing over 500,000 covered lives in the Mid-Atlantic region.
I will be particularly interested to see how quickly they can make progress
