To The Moon

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$

After a rough November ride, AI powerhouse stocks are teetering on the edge of a turnaround. Nvidia's shares dipped from a high of $206.88 early in the month to $188.15 by last close, shedding nearly 9% in value amid broader market jitters. But eyes are locked on two key players—Nebius Group ( $NEBIUS(NBIS)$ ) and CoreWeave ( $CoreWeave, Inc.(CRWV)$ )—whose earnings could light the fuse for a mini rally. Both have Nvidia ties through GPU cloud services and AI infrastructure, and their reports might signal fresh demand for chips, boosting sentiment across the sector. 💥

CoreWeave, the cloud computing beast powering AI workloads with Nvidia GPUs, drops its Q3 numbers after the bell today. Projections point to a $0.39 per share loss on $1.28 billion in revenue, but insider buzz hints at a milder $0.34 hit. With 55% of traders betting on a beat, this could echo their Q2 haul of $1.21 billion—up massively YoY. If they smash estimates and guide higher for 2026 (analysts eye $5.15-$5.35 billion full-year), watch for a ripple effect. Their stock tumbled 17% this month from $126.32 to $104.01, but after-hours gains suggest optimism. Could a strong showing validate Nvidia's ecosystem and pull NVDA out of the doldrums? 📈

Then comes Nebius Group on Tuesday, unleashing Q3 results before open. Analysts forecast $155 million in revenue—a whopping 258% YoY jump and 48% QoQ growth—with EPS at -$0.52. Fresh off a mega Microsoft deal for AI data centers, plus expansions in the UK and Israel, they're ramping up GPU clusters. Their Q2 revenue exploded 625% YoY, and guidance now hits $900 million annualized run-rate. Shares slid 7.5% from $120.47 to $111.28 this month, but a beat here could spotlight surging AI infra demand, giving Nvidia a sympathy boost. 😎

These reports aren't just numbers—they're barometers for AI hype. If CoreWeave confirms booming cloud adoption and Nebius flaunts new deals, it might reverse the downtrend for Nvidia-related names. Monday's market rebound already lifted after-hours trading for all three, hinting at pent-up buying. But risks loom: any guidance miss amid economic slowdowns could deepen the pain. Still, with Nvidia's 80% GPU market dominance, positive surprises here could spark that mini rally everyone's craving. 🌟

Here's a quick snapshot of recent price action and projections:

Traders are buzzing—55% expect CoreWeave to outperform, and Nebius's Microsoft pact adds fuel. If they deliver, this week might flip the script for AI chips, turning red to green. Who's betting on the bounce? 🤑

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