๐ข ๐๐๐๐ ๐๐: Japan's AI data-center capacity is projected to quadruple by 2033, requiring about $60 bln in investment. - Nikkei- $IREN(IREN.US) $Nebius(NBIS.US) $Coreweave(CRWV.US)
Share your thoughtsWhat's on your mind?
0 / 2,000
- C
FeaturedBarclays: Why Hyperscalers Are Defensive Growth
A report has been widely circulated over the weekend: a significant portion of the revenue cloud providers earn from AI is unrelated to GPUs.You can think of AI model companies as stores located withi...
Which hyperscaler do you prefer?Single choice14 voted in PollsPoll ended - E
Never really looked into neoclouds and it might just be me, but the neocloud business looks unattractive...
The biggest supporting argument I hear for them are how high compute prices are, but does this seem dependable for this business?On the other hand, they are: > Capital intensive > Riddled with debt > Very competitive > Low margin If there is someone the equivalent of Nvidia in this business, its is Nebius $Nebius(NBIS.US) Outside of that, everything looks to be low quality. What are the barriers to entry in this business? It seems anyone can open up as a GPU vendor to hyperscalers tomorrow, and be successful. Why? Because Nvidia has GPUs to sell. Do more neoclouds hurt them? Absolutely not. Would love to hear the counter to this. Just an informative debate. I've never done something like this, so maybe it can be useful. - C
Nvidia Earnings: From Chips to AI Factories, Market Lags Jensen Huang's Ascent.
๐Nvidia Earnings Week โ Trade & Win!๏ผSGD CashใTask coins...) โจโจ$NVIDIA(NVDA.US)is now a full-stack AI infrastructure platform: chips โ systems โ networks โ CUDA โ AI factories, plus upstream co-invest...
+1
Nvidia Nears $14B Deal To Acquire Hugging Face - D
NVDA (Trans): Demand to grow 70%+ next year; cloud backlog tops 2 tn
Q2 revenue reached $96bn, doubling YoY, and the company for the first time guided FY28 growth at approx. 70%.
This figure is supplyโconstrained, with underlying demand growth near 100%.Rising memory prices will compress GPM to a Q4 low of 71โ72%, while nonโhyperscaler ACIE is set to account for half of the data center business.NVIDIAConference Minutes - D
NVDA: Another 70% Next Year; AI compute money printer running hot!
NVIDIA (NVDA.O) released its FY2027 Q2 results after the US close, in the early hours of Aug 27, 2026 Beijing time. The quarter ended Jul 2026.
1) Data Center: $NVIDIA(NVDA.US) revenue was $89.0bn this quarter (+$13.8bn QoQ), beating the Street at $86.0bn. Growth was driven mainly by Blackwell shipments.
The Rubin lineup starts shipping in Q3. It will gradually replace Blackwell and enable a product upgrade cycle...
+16
NVIDIAFinancial Analysis - M
Breaking: Michael Burry has disclosed his updated positions
He:โข Bought Nvidia $NVIDIA(NVDA.US) longs - Hedgeโข Added to Oracle $ORCLE shortsโข Added to Palantir $Palantir Tech(PLTR.US) shortsโข Added to Nebius $Nebius(NBIS.US) shorts โข Added to Caterpillar $Caterpillar(CAT.US) shortsโข Added to Nvidia $NVIDIA(NVDA.US) shortsโข Added to Birkenstock $Birkenstock(BIRK.US) longs in mid-$30sโข Added to Freddie Mac $Freddie Mac(FMCC.US) longs in mid $5sMichael Burry said "The total short stock position is over 21% of the portfolios, not including puts. Putting numbers on puts is a bit squirrely. They are so far out of the money, generally, and fairly distant in expiry. An asymmetric, leveraged and directional strategy with minimal current market value" - N
$Nebius(NBIS.US)
Context: Nebius Group announced the closing of its private offering of convertible senior notes with aggregate gross proceeds of approximately $5.75 billion. The company also entered into exchange agreements to swap certain existing convertible notes for approximately 15.8 million Class A ordinary shares. Nebius intends to use the net proceeds to finance business growth, including data center construction, AI cloud development, and general corporate purposes.
My Trade: Sometimes not doing anything might be the better thing. It was a risky bet when I bought it earlier on, but definitely one that paid off. Current price is still on the high side for my liking so I'm sitting on the fence for now.
Takeaway: Nebius indeed still has a long track way to grow l, provided they manage their finances well, which would most likely be the case with backings from Nvidia. Perhaps a price below $200 could be slightly more intriguing. @Captain's Treasure
2025.05.30 ~ 2026.08.24 All ordersCumulative P/L314.73 (USD)+294%2025.05.302026.08.24Trade Showcase: Trade, Show & Earn Rewards! - N
$Nebius(NBIS.US)
Context: Nebius Group announced the closing of its private offering of convertible senior notes with aggregate gross proceeds of approximately $5.75 billion. The company also entered into exchange agreements to swap certain existing convertible notes for approximately 15.8 million Class A ordinary shares. Nebius intends to use the net proceeds to finance business growth, including data center construction, AI cloud development, and general corporate purposes.
My Trade: Sometimes not doing anything might be the better thing. It was a risky bet when I bought it earlier on, but definitely one that paid off. Current price is still on the high side for my liking so I'm sitting on the fence for now.
Takeaway: Nebius indeed still has a long track way to grow l, provided they manage their finances well, which would most likely be the case with backings from Nvidia. Perhaps a price below $200 could be slightly more intriguing. @Captain's Treasure
2025.05.30 ~ 2026.08.24 All ordersCumulative P/L314.73 (USD)+294%2025.05.302026.08.24Trade Showcase: Trade, Show & Earn Rewards!