$NBIS$DELL
Give. The boy. Compute.
“We think the tokens that inference drives is going to grow 87 times by 2030”
Inference demand growing like a weed and you’re not bullish $NBIS anon?
$NBIS
Bought 25 more shares of Nebius today.
1,556 total shares.
You can shake the normies of out Nebius but not me.
Just a reminder retail is getting shaken out and institutions are continuing to load up (See Chart)
$NBIS
Ok.. Let’s talk about Nebius’ Q2 2026 Earnings Report from today..
Overall, the earnings print this morning was incredibly bullish and reiterated a lot of the bull cases on the company.
Starting with financials, Revenue came in at $582.3M vs the $573.9M estimate.
$NBIS$NVDA
JENSEN:
“I BELIEVE WITHIN MONTHS YOU WILL REALIZE THESE (NVDA CUSTOMERS) ARE EXTREMELY PROFITABLE. THESE ARE THE FASTEST GROWING TECHNOLOGY COMPANIES IN HISTORY AND THE TOKENS THEY ARE GENERATING ARE INCREDIBLY PROFITABLE.”
JENSEN DIRECTLY REFERENCED THESE CUSTOMERS