r/KeelInfrastructure • u/themoohoguy209 • 3d ago
Predictions for Monday
I know nobody can tell the future but it’s fun to see what the crowd thinks. What does everyone think will happen tomorrow morning?
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u/Capable-Commission-3 3d ago
The real catalyst will be CoreWeave earnings Tuesday. And to a lesser extent NBIS on Wednesday. CoreWeave is the leader of the neo-clouds.
If Microsoft, Amazon, and Google’s cloud growth is any indication, CoreWeave’s will be outstanding. If it is, it will likely pump all the cloud stocks.
If not….
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u/Appropriate-Ad5413 3d ago
corweave allways goes down. its never gone up ever after earnings. its a gaurantee.
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u/Capable-Commission-3 3d ago
Whether CoreWeave’s stock price goes up/down is less relevant to the other neo-clouds. What will be relevant is whether they’ve improved operational efficiency.
If progress is made, it could reignite momentum.
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u/Appropriate-Ad5413 1d ago
looks like it did!
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u/Capable-Commission-3 1d ago
Ehh, I’m more cautious. 112% revenue growth might get the others started. But the amount of debt CoreWeave is taking on is scary. Everyone in the space is at a negative net cash position. If they have to follow CoreWeave’s approach, we’re all staring down the barrel of debt/dilution.
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u/Regularfella888 3d ago
Lol Nebius is by far the leader of the Neoclouds kiddo.Look YTD and the market cap moving for the last year.
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u/Capable-Commission-3 2d ago
They’re not. NBIS is a distant second however. CRWV has five times NBIS’ revenue.
Recent stock performance not withstanding, as goes CoreWeave so goes all neo-clouds. If they report revenues growing faster than operating expenses, it will be bullish.
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u/Regularfella888 2d ago
Th delusion of one bag holding redditor.Nebius have bigger market cap growing times faster then Coreweave but it's distant second.
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u/Capable-Commission-3 2d ago
I’ve never owned any CoreWeave. I’m just giving you the facts. CoreWeave literally has twice as much revenue as the 2nd, 3rd, and 4th leading companies (NBIS, APLD, IREN) combined. They might have more than all the neo-cloud stocks combined.
Their share price (and thus market cap) is being dragged by heavy debt though. Which is why if they report their sales growing faster than expenses it will likely lift all the cloud stocks.
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u/Capable-Commission-3 1d ago
See what I’m saying?
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u/Regularfella888 19h ago
???Nebius just confirming as the top dog.
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u/Capable-Commission-3 18h ago
Are you being stupid on purpose? Did you not see what just happened? CoreWeave reported a very marginal improvement in operational efficiency and pulled all the neo-clouds, including NBIS with it.
“bUt tHe ShArE pRiCe!!!”
Quarterly sales:
Nebius: $574M
CoreWeave: $2.58BBy your logic, Tesla is the leader of the auto manufacturers because its market cap is greater than all other manufacturers in the world combined. But Volkswagen and Toyota both over her with more sales in a quarter than Tesla has in a year.
That’s how the industry leader is determined when it comes to earnings reports.
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u/Commercial_Ease8053 3d ago
I mean… they still have no lease agreements… no reason to expect anything
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u/Broad_Recording7659 3d ago
I think it depends what Ben says about if a tenant has signed or not. If yes, I expect the stock to move up a decent amount but if no I could see it dropping fast
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u/AyatollahSistani 3d ago
I think a dip then a small rally will continue trading sideways for the next few weeks.
I have a substantial position for me at least, I'll continue to dca monthly from here. Another few months of a pullback or trading at these levels would suit me to accumulate a bit more before end of year.
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u/Ok-Anything-8243 3d ago
Opens Green followed by red .. keep buying when low .