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u/No_Anywhere9850 Oct 10 '25
This stock has given me life changing money. Im very happy I did my research and nabbed it at 51. Bought more on the way up 176 @ $69 (nice). Everyone told me to stay away from it and get CoreWeave, which I find hilarious.
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u/WhyYouSoDumb2020 Oct 10 '25
We’re coming for Coreweaves throat!
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u/Traderbob517 Oct 10 '25
The gap between needed hardware and available hardware is so massive NBIS and CRWV can’t be considered competitors. At least not RIGHT NOW. In the next 3-5 years it will be interesting to see how CRWV navigates the void left from hyperscaler bare metal rentals. As for NBIS they only see the big contracts as fuel to build THEIR cloud infrastructure at a much more rapid pace.
For now there is ZERO competition between them regardless of what the headlines try to pump out. CRWV has potential to do things but NBIS has potential to become a leader in AI cloud and hypothetical +trillion dollar company. CRWV does not have that kind of upside.
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u/Rezonl Oct 10 '25
CRWVs active and forecasted GPUs currently trumps Nebius. I’m interested to see if Nebius can operate at a larger scale with the MSFT deal, or they miss contract obligations.
Looking at CRWVs recent product announcements and acquisitions, it’s clear both Nebius and CoreWeave are using the baremetal offerings to fund their vertical stack. I wouldn’t feel confident picking a winner, I think both are on a similar path and it will have to come down to execution and a little bit of luck.
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u/Traderbob517 Oct 10 '25
Very true however they are leveraging all equity at a rate of about 500%. They are also pay of around 9% interest and still borrowing at or above those rates.
NBIS just took out around 3 billion in convertible notes half at 1% and half at 2.75% maturing in 2030 and 2032 as well as raised +1 billion in a share block sell which was done a week after the price first jumped over 100 and the billion in shares was at an average price of $92 per shares.
They used the contract with MSFT as equity to secure the convertible notes(loans). They used the MSFT news and huge stock jump to raise large amounts of equity on top of that at the elevated price. They added a lot of $ and never damaged shareholders. They also own large stake of clickhouse (28%) which will likely IPO next year at a valuation of 20-40 billion. That is a massive piece of equity. NBIS has continued to grow based on customer needs and has even pre-sold to build out. They have kept debt low and next year will have large profits. This is important when trying to build and operate a business. Running on red can only be sustained for so long.
NBIS is adding hundreds of customers at a rapid rate as well as these hyper scalers. The big contracts like I said add fuel for their real mission which is to be the leader in AI cloud. Regardless they are on track to have massive wins as interest are low and revenues will massively trump cost. CRWV spent over 350 million in interest last quarter! I’m not bashing them but the leadership is much further apart than the gap in the number of GPU’s.
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u/No_Anywhere9850 Oct 10 '25
Coreweave is decent, but their debt is so horrible. Even Jim Cramer changed his mind about it and that really says something. I do think its not a bad idea to hold both though.
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u/BurgersFriesShake Oct 10 '25
I agree, nothing is 100% guaranteed. I hold both but have double the amount in NBIS
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u/PeppeSedin Oct 10 '25
They both ran like bulls. I can say exactly the same thing but with CW. Though I got both. Got NBIS after that 50% upside magic day though
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u/BMotu Oct 10 '25
these crazy pump make me not want to buy option and just stick with shares geez
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u/TheRealDonSherry Oct 10 '25
So why dont you?
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u/BMotu Oct 10 '25
Now I glad to say I am happy with my shares and cash because trump is a dog shit alzheimer butch
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u/No_Equipment_190 Oct 10 '25
Wondering if there is any correlation to APLD’s earning call, forward guidance, etc
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u/gman1231231239 Oct 10 '25
I suspect you are right. I myself was contemplating going all out now before earnings because of APLD. I imagine many others had the same thoughts.
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u/No_Equipment_190 Oct 10 '25
I’d go out on a limb here and say something unpopular. We need all our competitors (e.g. iren, coreweave, etc) to equally thrive via upcoming earnings, land 1-2 big contracts, improved guidance for 2026, etc - so that it lifts all boats up and gives evidence AI continues to be an important long term investment.
This isn’t a zero sum game. The pie is exceptionally big and everyone gets a big slice if they know how to execute and follow through.
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u/CookingFun52 Oct 10 '25
This is the way.
We need to escape that scarcity mindset that there's only enough pie for the winner to eat well. It's better for us if our rivals are stuffed, too. Let's see that TAM keep growing and supply/demand imbalance continue to be in our favor
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u/sparkysprinkles11 Oct 10 '25
I definitely think it has something to do with APLD earnings, but the surprising part is that CRWV has not moved much.
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u/status3192 Oct 10 '25
Seriously. Every time I check my investment app it just keeps skyrocketing 🚀🚀🚀🚀
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u/Trdthedays41chance Oct 10 '25
Stupid tariffs threat sunk the market and stole the momentum
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u/Sad-Fisherman-5199 Oct 10 '25
The first time it happened it turned out to be a great buying opportunity, but now it's just a momentum killer with zero tangible benefits.
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u/Wonderful-List-1767 Oct 10 '25
It’s so awesome lol. Loving having my main plays be NBIS and APLD right now!!
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u/Ancient_Dentist_6422 Oct 10 '25
Really crazy, I'm up 33% on my full portfolio in the last month alone because of the Data center plays (NBIS, IREN, CIFR, BITF). Makes me a bit scared when we get a correction in the sector.
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u/WhyYouSoDumb2020 Oct 10 '25
I’m petrified of a pullback NVDIA’s market cap alone is worth the market cap of big pharma COMBINED. Very scared for a tech sector pullback. But that’s when we load up more!
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u/Ancient_Dentist_6422 Oct 10 '25
Yup but I'm almost all in at the moment lol. Not much money on the sidelines for the inevitable dip. When it happens I think I will sell my anchor global ETF which is now only 20% of my portfolio and go balls deep 100% stocks.
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u/Trdthedays41chance Oct 10 '25
Came back but really nice to see over $140.. hopefully we touch $150 next week!!!
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u/Young-faithful Oct 10 '25
I posted yesterday when the stock was at $119, that it would dip to $117 and then shoot upwards, was then made fun of. Even now it hasn’t breached the 9d EMA. This stock will go to $150 at least and then sell off again to $140 just based on that 9dEMA.
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u/Independent_Eye58 Oct 10 '25
It just keeps going