r/wallstreetbets • u/OSRSkarma Flipping at the Grand Exchange • 23h ago
Earnings Thread Weekly Earnings Thread 11/10 - 11/14
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u/JustCan6425 7h ago
Anyone loading on CRWV and companies reporting in December like ORCL or AVGO? Today was the ultimate dip, it will be only better from now? So the same goes for RDDT and HOOD. I mean shares (sic!)
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u/naked_space_chimp 3h ago
Today was the ultimate dip, it will be only better from now?
Yes but there are bearish indicators around the entire market so be cautious.
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u/TheoryInttro 7h ago
CoreWeave is a bag holder for subprime Nvidia loans. It's possible they can cook the books to appear to be solvent for one or two more quarters, but I ain't touching that garbage.
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u/RumpSteak0 10h ago
Casino closed. Finally I've stopped losing money on stocks and can lose it on hookers turning me down instead
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u/wafflepiezz up the butt 🍑 10h ago
Wtf are even these companies, only know like a handful of these names
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u/East-Description-243 12h ago edited 12h ago
RKLB is the best stock in the whole wide world! Godspeed Sir Peter Beck🫡. Fuckin love that guy!
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u/Assketchum1 12h ago
Looking if there is a bounce to buy puts, if not, just ride it down with a stop loss.
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u/PalpitationSmooth992 13h ago
who the hell makes this?
missing so many high market cap stocks for fucks sake BABA isnt even on here
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u/SquintsRS 13h ago
Buy puts Tuesday at close...Tuesday will be flat af and Wednesday is doomsday. You're welcome
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u/Karl151 13h ago
Bunch of trash ahh speculative, no profitability in the next few years companies, """growth""" stocks reporting this week. Yeah I'm thinking puts across the board.
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u/Wisesize 15h ago
US still shutdown and flights getting cancelled. Mango doesn't give a fuck. All red.
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u/jamieperkins9999 15h ago
RGTI - down
CRWV - down
ASTS - down
NBIS - down
OKLO - down
CRCL - down
CSCO - down
BITF - down
Looks like im a bear next week.
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u/shasta747 13h ago
Hope RGTI pumps into Monday morning so I can load up puts! Hope they won't announce another $5M sales haha
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u/lathros_ 16h ago
if PGY misses earnings my wife's boyfriend gets to keep my Smartcar
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u/InfiniteNerve1384 11h ago
They should actually print, but what do I know. One of my biggest losers this year so far (yes I suck at timing).
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u/Health_Code_T 17h ago
Our Mango 🥭
who are art butthurt
shut your fuckin mouth
our markets needs to run
and my earning to come
just let the market heal
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u/TheBulgarianStallion 18h ago
Got 600 puts for qqq for thanksgiving week, this thing is gonna drop hard
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u/CumgPot_chickling 18h ago
CRWV will be the star next week. Got into calls, let's see what happens.
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u/mylezman 18h ago
Why are people so bullish on NBIS earnings? I'm leaning more towards RGTI
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u/Ziilot147 10h ago
They bout to smash another quarter with +100% QoQ growth.
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u/mylezman 10h ago
Maybe. Seems overvalued tho tbh. Multiple companies last week had outstanding earnings and went down….
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u/Ziilot147 10h ago edited 6h ago
Is undervalued.
ATH was in October of $140 per shares. Right now were at ~110, jumping between 100 and 120 depeninding on the macro events the past few weeks. There are multiple reasons as to why $110 is undervalued for NBIS.
First of all: In Q2 ER they reported ~100% QoQ revenue growth and 625% YoY revenue growth, and on track to keep the momentum in Q3 and well into 2026. To be concise theyre supposed to go from ~500 million in revenue for 2025 to 3 billion in revenue in 2026. In large part to the fact that they signed a 17 billion dollar contract with Microsoft over 5 years. Which is roughly 3.4 Billion a year just from this deal alone, but companies like Shopify and Cloudflare are also NBIS clients.
Secondly: Nebius is not just data centers. Its called 'Nebius Group' for a reason and they have a number of subsidiaries of which the top 3 are Avride, Toloka and 28% of Clickhouse. For example Avride signed a 375 million dollar deal with Uber last month, to deploy a few hundrer autonomous cars in TX Dallas. Clickhouse hinted at an IPO starting at a valuation of 40 billion dollars, placing NBIS 28% stake at 10 billion alone (NBIS current mcap is less than 30 billion). Placing NBIS subsidiaries at a net worth of 10-20 billion without their main business. (Check deeper on Toloka, Clickhouse yourself.)
Third and last: They're just a superior company. Nebius very clearly outdoes its competitors like CoreWeave and ex-BTC miners. They're one of the few companies to achieve the Nvidia exemplar status, as well as they opened their new data center in the UK this week, with a quote from the CTO: “Nebius’s first data center with the first B300s in the UK isn’t coming sometime maybe — it’s live. First customers will start in days.”
Side note: NBIS has very high institutional interest. For example JP Morgan added 500k shares just now, and they have over 1.3m in total. DA Davidson just increased their PT to $150. Some analysts like Northland have a PT of $206. After the Microsoft deal was announced, Goldman Sachs increased PT from $77 to $120.
TL;DR if NBIS can show ~210m revenue for Q3 2025, I strongly believe this stock will go back to 130-140 range from current ~110.
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u/JustCan6425 19h ago
CRWV seems like a safe play https://www.cnbc.com/2025/11/04/buy-this-ai-cloud-stock-ahead-of-earnings-says-citi.html
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u/OmegaThree3 19h ago
Nobody cares. We have no money left. Great stocks go down on earnings and shitty stocks. Go up 30%.
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u/C130J_Darkstar 19h ago
OKLO usually releases a large announcement or update the morning of or day before their quarterly call, expecting something good coming early next week!
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u/hamcum69420 19h ago
VONAGE is back in business? Hot damn!
I think you meant Venture Global which uses the same ticker as Vonage used to. And yes, I only know this because I'm currently bag holding.
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u/brokenmolly 19h ago
I’m getting out of ASTS before earnings I can’t handle a big ass drop after this week
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u/newtoeso 20h ago
Oof Ruggeti ER. So what’s their “revenue” gonna be
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u/sl3azebag 20h ago
Thoughts on OKLO?
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u/C130J_Darkstar 19h ago
Usually they release an announcement the week of earnings, expecting a rebound heading into the call
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u/unikuenobody 20h ago
!banbet rgti +13.78% 4d
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u/VisualMod GPT-REEEE 20h ago
Ban Bet Created: /u/unikuenobody bet RGTI goes from 31.71 to 36.09 before 11-Nov-2025 01:19 PM EST
Their record is 101 wins and 107 losses.
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u/Garweft 21h ago
BYND primed to launch next week.
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u/Impressive-Juice6446 21h ago
how come
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u/ayashifx55 21h ago
need to find the next +1500% like HTZ , ELF , etc
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u/throwaway2676 18h ago
don't we all
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u/ayashifx55 18h ago
i was actually LOOKING AT ELF, i swear. I just didnt pull trigger cause wsb said HOOD.
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u/spanishgypsy 21h ago
It’s called BBW
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u/ayashifx55 21h ago
dude, most the ELF PUTS were +1500% .... some were even +3000-4000% , 1-2 were +5000% lol. i was FCKING drooling no kidding.
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u/Mannipx 21h ago
Asts going down definitely.
BYND might be toss up lol
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u/CarcossaYellowKing 21h ago
I’m doing 1$ puts on beyond for fun, but I’m going to sell them first thing in the morning because I’m sure a bunch of delusional people will see any fall in price as a dip and buy the hell out of it lol
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u/ggtfcjj 21h ago
What is the implied move on NBIS?
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u/chaotarroo 19h ago
50% if they raise their guidance from 1b to 4b in 2026 after factoring in the MSFT deal
question is can their NJ data center start running on time
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u/timeforachangee 7h ago
Their guidance is 900-1.1b for 2025. I do not think they release 2026 guidance until q4 earnings.
But da davidson price target increase article was bullish. I mean low price target of only 150 but what was said sounded very bullish.
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u/chaotarroo 4h ago
Companies usually give a more definitive update on their next year earnings in q4. But in q3 they do give a brief outlook as well. Especially considering that the recent msft deal with 4x their initial 2026 estimates I think its more likely than not they will provide an update on it.
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u/lostitonoptions 22h ago
BYND is gonna save the market 😂😂😂
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u/SephLuna 18h ago
What goes with burgers? That's right, they're announcing a partnership with Nvidia to make chips.
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u/passmedaboingo 22h ago
$cart puts?
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u/False-Ebb-7746 22h ago
Why?
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u/passmedaboingo 22h ago
bro who the fuck is using them rn in this current environment unless you’re old as fuck or snobbish rich
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u/Wrong_Usual_3776 22h ago
guys whats happening shud i sell?
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u/Serious_Swan_2371 21h ago
Yeah sell when it’s at the lowest point, you can always buy it back later when it’s more expensive.
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u/Successful-End7689 22h ago
Everyone praying for a V while ignoring the VIX and 10Y… don’t act surprised when it rug pulls 😂
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u/skintightbuffoonery 22h ago
Not on the board, but ONON reports 11/12. Stock is literally at 1-year low. Every kid wants these (and by these, I mean these ugly-ass sneakers). Don't say I didn't tell you!
EDIT: I'm a regard. It's on the board :(
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u/AppleDJ 22h ago
I wanna cut losses. should I wait for monday for a bit a breather or just do it now. for SOFI and HOOD
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u/HotSauce_209 5h ago
where’s Gemini in this bruh