The Scoop | Selling Calls. Selling Puts. Scoopin' Premiums. Repeating.
Los Angeles, CA
Joined April 2009
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ScooP💛 retweeted
Just went through $NBIS Nebius Q3 numbers that dropped today: the growth is still insane.
The sell off is brutal and not justified in my opinion.
Revenue $981M. That’s +571% year over year and a clear beat. AI Cloud did $974M, up 643%. ARR hit $6.4B at the end of September (it was $3B at the end of June).
Adjusted EBITDA flipped hard to $466M positive. AI Cloud margin is already 53%.
They signed $12B of new TCV since the start of the quarter. Customers are prepaying more than 100% of the related CaPex and ACV is still above $25M per MW.
I repeat: more than 100% of CapEx is PRE PAID by customers!
Yes the stock is getting hit on the CapEx raise and 2026 revenue sitting at the low end of the range because some capacity slipped. But customers are funding a big chunk of the buildout, margins are expanding fast, and the actual business is scaling like crazy.
Hard not to be bullish $NBIS
ScooP💛 retweeted
We’re so back
It’s so over
We’re so back
It’s so over
We’re so back
It’s so over
We’re so back
It’s so over
We’re so back
Alright.
You can send all the AI stocks again.
JUST IN: Leopold Aschenbrenners Fund (Situational Awareness) has reportedly officially blown up…
These are the current (now liquidated) holdings:
- $MU bought at $1,153, now $703, (-39%)
- $CORZ bought at $25.6, now $11.1, (-56%)
- $SNDK bought at $2,268, now $874, (-61%)
- $NBIS bought at $273, now $121, (-55%)
- $CRWV bought at $99, now $42, (-57%)
- $BE bought at $301, now $165, (-45%)
Use him as a lesson why you NEVER over-leverage into high risk positions.
That concludes an end of an era…
Readers added context they thought people might want to know
Situational Awareness's public equity book was sold to Citadel in July 2026, not Nov 5. The firm hasn't closed: it retains a ~$5B Anthropic stake, continues operating, and 2026 returns are still reported around 80%. aiweekly.co/alerts/aschenb… withintelligence.com/insights/arche…
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feels like this data center and ai sell off is a bunch of noise.
we hold until we get a good headline.
the build out isn't stopping.
but we are patient for the next buys.
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ScooP💛 retweeted
Let’s be real for those who say selling options for income is a cake walk.
And I mean this as someone who primarily just sells options….
There are days like today where it goes ham to the downside and those sold puts (because 95% of the times that is what is being referred) are now all utterly f*cked.
There I said it.
Someone needed to.
THERES NOT ENOIGH MEMORY TO GO AROUND
$SKHY: "Demand remains so strong that customers' volume requirement is more than double that of what we can supply today."
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But the memory trade is over 😂😂😂
South Korean chipmaker SK Hynix on Wednesday released its third-quarter earnings results, reporting revenue and operating profit for the July-to-September period.
Revenue rose 327.9% from a year earlier, while operating profit climbed 632.1% year on year.
Compared with the previous quarter, revenue climbed 31.9%, while operating profit surged 37.6%.
Click here for the full numbers: cnb.cx/4sr0Wzr
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ScooP💛 retweeted
The entire AI complex over the last month has sold off into bear market territory…
> Bloom Energy: -34%
> Micron: -23%
> SanDisk: -35%
> CoreWeave: -68%
> Nebius: -48%
> IREN: -66%
> Intel: -34%
> GE Vernova: -23%
Bubbles pop when there is a lack of demand & excessive supply.
AI is currently experiencing exactly opposite, with heavy demand & major supply bottlenecks.
This is literally a generational buying opportunity…
ScooP💛 retweeted
BLOOM ENERGY $BE Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.24B (Est. $1.05B) 🟢; +138.1% YoY
🔹 Adj. EPS: $0.94 (Est. $0.68) 🟢
🔹 GAAP EPS: $0.78
🔹 Adj. Gross Margin: 34.5%; +412 bps YoY
Raises FY26 Guide:
🔹 Revenue: $4.40B-$4.60B (Est. $4.1B) 🟢
🔹 Adj. EPS: $3.10-$3.40 (Est. $2.73) 🟢
🔹 Adj. Gross Margin: ~34%
🔹 Adj. Oper Income: $960M-$1.03B
Announcements:
🔹 Added to the S&P 500
Other Q3 Metrics:
🔹 Adj. Oper Income: $285.7M (Est. $214M) 🟢
🔹 GAAP Oper Income: $225.4M
🔹 Operating Cash Flow: -$27.1M
🔹 GAAP Gross Margin: 33.8%; +453 bps YoY
Comments:
🔸 “Bloom is leading that transformation.”
ScooP💛 retweeted
NOKIA $NOK Q3’26 EARNINGS HIGHLIGHTS
🔹 Net Sales: €5,154M (Est. €5.04B) 🟢; +10% YoY
🔹 Adj. EPS: €0.09 (Est. €0.06) 🟢; +50% YoY
🔹 Comparable Gross Margin: 44.6%; -20 bps YoY
🔹 Comparable Oper Profit: €605M (Est. €442M) 🟢
FY26 Guide:
🔹 Comparable Oper Profit: €2.1B-€2.6B
🔹 Network Infrastructure Growth: 12% to 14%
🔹 FCF Conversion: 35% to 55%
🔹 CapEx: €750M-€850M
Segment Net Sales:
🔹 Network Infrastructure: €2,158M; +17% YoY
🔹 Mobile Infrastructure: €2,902M; +5% YoY
🔹 Portfolio Businesses: €96M; -1% YoY
Other Q3 Metrics:
🔹 Comparable Oper Margin: 11.7%; +220 bps YoY
🔹 AI & Cloud Net Sales: +123% YoY; cc
🔹 Optical Networks: +18% YoY; cc
🔹 IP Networks: +43% YoY; cc
🔹 AI & Cloud Order Intake: €1.5B
🔹 Reported EPS: €0.03
🔹 Net Cash: €2,584M; -14% YoY
Key Updates:
🔹 Dividend per Share: €0.03
🔹 Infinera Integration: On track for completion by the end of 2026, one year ahead of plan
🔹 AI-RAN Call: Completed with T-Mobile and NVIDIA in a live operator network
Comments:
🔸 “In Q3, we grew net sales by 9% and improved comparable operating margin by 220 basis points.”
