NeutralAAOIApplied Optoelectronics, Inc.Applied Optoelectronics, Inc.METANBISNebius Group N.V.Nebius Group N.V.

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Nice day, today. $NBIS $156 $AAOI $55 $META $636 https://t.co/mZH3dWkKK9

NeutralCRWVCoreWeave, Inc.CoreWeave, Inc.NVDANVIDIANVIDIA

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When Mr. Burryied becomes a bull, we hit the bottom. $CRWV $NVDA Any other signs? https://t.co/ceTlGKnC4f

NeutralCRWVCoreWeave, Inc.CoreWeave, Inc.IRENIREN LIMITEDIREN LIMITEDNBISNebius Group N.V.Nebius Group N.V.

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OpenAI's Q3 2026 results: • Revenue: $10B, up ~50% QoQ • Operating loss: $10.9B, vs. $10.1B in Q2 • Adjusted operating margin: -109%, improving from -150% Impressive revenue growth, but the company is still losing more than $1 for every $1 generated in revenue. The good news is that operating efficiency is improving. The bad news is that absolute losses continue to grow. Mr. Market likes it. $NBIS $CRWV $IREN

CRWVCoreWeave, Inc.BullishCoreWeave, Inc.IRENIREN LIMITEDNeutralIREN LIMITEDNBISNebius Group N.V.NeutralNebius Group N.V.

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Maybe not dead, not yet. Mike Intrator CEO during the call yesterday: "This year, we have collected prepayments on 70% of our deals, with customers funding up to 100% of the contract value upfront." "We have 10x as much qualified demand as available capacity through the end of 2027, and demand for 2028 is already several times larger than our available capacity, even before we have brought it formally to market." "We are largely sold out through 2027. There is overwhelming demand for that, and we are not sold out through 2028. We're not sold out through 2028, but any infrastructure that we have placed on the market has been sold. We have significant demand that we could deliver that infrastructure into." $CRWV $NBIS $IREN

BearishCIFRCipher DigitalCipher DigitalCRWVCoreWeave, Inc.CoreWeave, Inc.IRENIREN LIMITEDIREN LIMITEDNBISNebius Group N.V.Nebius Group N.V.

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Looks like a dying sector. Rip $CRWV $NBIS $IREN $CIFR. https://t.co/1zLZncY2HM