🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑

Gilly87
07-22

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype.

That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something worth keeping an eye on. I'd like to see NBIS prove it can continue growing revenue, expand its AI cloud customer base, and justify the higher valuation before chasing the rally.

Personally, I think this could be the beginning of a longer-term AI cloud re-rating rather than just a one-day spike—but after such a strong move, I'd rather wait for confirmation or a healthy pullback than buy purely on FOMO. 📈

NEBIUS

NVIDIA

CoreWeave

Oracle

CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?
Compute names ran on three separate prints. Nebius +34.14% on revenue of $582 million, up 454% year-over-year, adjusted net loss narrowed 64% to $33.2 million. CoreWeave +19.28% even with revenue of $2.575 billion missing the $2.611 billion consensus — the $1.03 EPS loss beat the $1.24 estimate, and the $104 billion backlog was what got quoted. Riot +4.33% on the Anthropic deal: $9.1 billion base for 191 megawatts over 20 years, up to $16.1 billion with all extensions. Three ways to sell the same compute dollar — machine hours, power, contract duration. Which one holds the pricing power?
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