Husband & Dad | Investor & Options Trader | Mindfulness Practitioner |
Joined July 2009
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I bet you most wont get anything from your hint because they are too used to alerts and dont want to do the work.
No shortcuts in life.
L retweeted
$NBIS Arkady spitting fire 🔥 Day 2
Question:
" So you think Chips are the biggest upcoming constraint?"
Nebius CEO Arkady:
"Capacity hmm, will be there, we have enough contracted already.
Capital ... as i said before is not a problem, it is just a task. It is how you get there.
We have a pretty healthy balance sheet. We have always been more conservative here. We used all kinds of instruments.
From last week probably some of the capital sources are temporarily closed like asset backed and debt market ( 😅I chuckled at this more than I should have btw)
But we are now working with customer advances and several other instruments that will provide us with enough capital to buy this next GW "
And then my favorite Part :
Question 2:
Nebius has taken a more disciplined approach with the balancesheet. What is that? Is that coming from your background from running Yandex?
Nebius CEO Arkady:
"Just ... we are building a REAL company. A company is measured by earnings. How much value you generate. Healthy businesses generate cash"
🫳🎤
« Vous payez beaucoup d’impots. Mais on ne peut pas vous protéger des pilleurs. Débrouillez vous »
C’est cadeau 🎁!
L retweeted
$META Platforms Q3’26 Earnings Highlights
🔹 Revenue: $64.60B (Est. $63.33B) 🟢; +26% YoY
🔹 EPS: $3.83 (Est. $5.89) 🔴; +265% YoY
🔹 DAP: 3.64B; +3% YoY
Guide:
🔹 FY26 CapEx: $135B-$145B (Est. $132.08B)
🔹 Q4 Revenue: $73.00B-$76.00B (Est. $73.68B) 🟡
🔹 FY26 Expenses: $175B-$179B
🔹 FY26 Oper. Income: Above 2025 operating income
🔹 Q4 Tax Rate: 15%-17%
Segment Revenue:
🔹 Advertising Revenue: $63.06B; +26% YoY
🔹 Family of Apps Revenue: $64.16B
🔹 Reality Labs Revenue: $443M
Segment Operating Income:
🔹 Family of Apps: $17.12B
🔹 Reality Labs: ($4.13B)
Other Q3 Metrics:
🔹 Ad Impressions: +10% YoY
🔹 Avg. Price per Ad: +14% YoY
🔹 Headcount: 66,775; -15% YoY
🔹 CapEx: $34.91B (Est. $39.72B)
🔹 Operating Cash Flow: $32.79B
🔹 Free Cash Flow: -$2.12B
🔹 Dividend & Equivalents: $1.36B
🔹 Cash & Marketable Securities: $82.45B
Financials:
🔹 Oper. Income: $12.99B (Est. $18.66B) 🔴
🔹 Operating Margin: 20%; vs 40% LY
🔹 Net Income: $9.86B (Est. $15.44B) 🔴; +264% YoY
🔹 Long-Term Debt: $80.92B
Key Updates:
🔸 Charges related to agreement with U.S. State Attorneys General: $9.9B
🔸 FY26 capex outlook narrowed from $130B-$145B
🔸 New Class C common stock approved, with an effective date in January 2027
🔸 One-time stock dividend of one Class C share for each outstanding Class A and Class B share
CEO Commentary:
🔸 “We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model,”
🔸 “Our investments are paying off, the core business is strong, and we're seeing velocity across the board.”
Pour prendre compte de la gravité, encore faut il qu'ils comprennent comment fonctionne l'économie et les marchés.
L retweeted
This is honestly insane.
Marc Boroditsky, CRO of $NBIS, just revealed that the company has 1 GW of Vera Rubin GPU capacity coming next year, with significant customer demand already lined up.
That alone could translate into tens of billions of dollars in ARR.
🤯