In today’s post:
$2B Burn… Or Genius Move? 🤔
$2B BURN… OR GENIUS MOVE? 🤔
Nebius Group $NBIS ( ▲ 9.23% ) dropped after earnings.
Not because demand vanished.
Not because the AI party ended.
But because Wall Street expected fireworks… and got a sparkler.
Q4 revenue came in at $227.7 million.
The Street wanted $247 million.
That’s not catastrophic.
That’s a 19.3 million-dollar “meh.”
Adjusted EBITDA? Positive.
But also missed expectations.
And when a stock is trading like it’s strapped to a SpaceX rocket, even a slight wobble looks like engine failure.
Add in roughly $2 billion in quarterly capex, which pushed net losses higher…
…and suddenly investors started sweating.
But here’s the key:
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