$NEBIUS (NBIS.US)$ is spiking after Bloomberg reported that ...

MDJView : wes cummings for APLD just indicated a similar vibe said he is being approached by everyone and their uncle about locking up AI-usable power.

Z3U5 OP MDJView : yea, investing in data centre companies is a smart move atleast for another one year conservatively saying

78813200 Z3U5 OP : For NEBIUS shareholders, the hardest part is how to hold on tightly to the stocks in your hands.An excellent management team will help turn the stocks in your hands into shining gold.

Z3U5 OP 78813200 : It has already exceeded my target price this year. I wouldn't mind if it stays at this level until the end of the year.

78813200 Z3U5 OP : The arrival of 135, which was originally anticipated for early next year, has come much earlier than expected. Consequently, the upcoming performance must significantly exceed expectations.

Z3U5 OP 78813200 : The focus for this earnings season will be on how high their guidance for the next quarter is raised, along with more details disclosed about Microsoft contracts. Additionally, announcements of new contracts or newly acquired properties (reportedly a $90 million purchase in Alabama) will be anticipated. The revenue from Microsoft contracts may not be reflected immediately, but I believe this quarter’s performance should still be solid. APLD, as the leading stock, has already surged over 15% following its earnings release, which provides some reassurance.

78813200 Z3U5 OP : The focus now is on whether the construction progress of the data center can be completed ahead of schedule. Originally, it was estimated that profits from the Microsoft contract would only begin to reflect in Q4 results; if completed earlier, this will significantly boost performance in 2026.

SydLeon 78813200 : Agreed, if this earnings report contains any negative surprises, it will most likely lead to a significant pullback.

78813200 SydLeon : It won't lead to a major scandal, at most it will be within expectations.