"The winners of the new AI economy will be the companies that deliver compute efficiently."
$NBIS is positioned as the cleanest pure play to capture inference economics, agent workflows, and the software layer sitting above the hardware.
Full breakdown on the print, including the EBITDA flip from negative $54M to positive $130M and why 4 customers are now bidding for every new GPU.
$NVDA will not be selling its most advanced chips to China (directly) anytime soon. But older chips still make sense as a barter.
$NVDA Jensen Huang is now part of the China contingent with President Trump, but what should the markets expect will transpire? Will U.S. AI infrastructure find its way back into China (legitimately)?
Should I also do an Earnings Edge breakdown on $NBIS for the FE YouTube channel today?
After seeing these numbers from the print, I really don’t think enough people understand the mini monster Nebius is turning into.
Futurum Equities
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$EOSE is up over 30% after this print so I’m thinking about doing an Earnings Edge breakdown on the FE YouTube channel today. Would you all want that?
Futurum Equities
Equity research and market strategy for serious investors. Live every Friday with Chief Market Strategist Shay Boloor ...
www.youtube.com
$QCOM investor day in late June will be very interesting. With the company’s recent datacenter announcements setting up a chance for Qualcomm to silence its critics with a combination of datacenter wins, roadmap announcements, and clarity on how its DC business is setup to be its
"The real question shareholders should be asking is whether $HIMS can turn GLP-1 demand into a customer acquisition funnel for broader consumer health."
Down big after earnings. The thesis is bigger than the GLP-1 numbers.
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