@AstreusAI

AI powered Equity Research platform

astreus.ai
Joined October 2025
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  • Followers46
23Media
The market is underwriting the spend and waiting, or it’s tolerating it and repricing on the margin. Curious which one people are on. Meta Capex, Q2 2025: $16.5B Meta FCF, Q2 2025: $9B Meta Capex, Q2 2026: $30B Meta FCF, Q2 2026: $1.7B $META
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Astreus retweeted
Astreus
@AstreusAIOct 20
BREAKING: Elon Musk says $SPCX ARR could reach $500B-$1T
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BREAKING: Elon Musk says $SPCX ARR could reach $500B-$1T
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$NBIS publishes live GPU spot prices across it's cloud business! Can track the progress of data centre capacity + GPU spot prices for Nebius on Astreus!
Peter Morley
@wienglischmannOct 19
Now live: nebius.com/spot-prices

Live Spot Preemptible VM prices

Build and scale faster on the purpose-built AI cloud, engineered from silicon to API.

nebius.com
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$IREN Is probably the best positioned Neocloud on the sole basis that it has the power to turn on its data centre capacity. $CRWV is leading with roughly 850MW of electricity today but IREN has 2x the amount contracted in the future.
Shay Boloor
@StockSavvyShaySep 30
KEN GRIFFIN JUST DISCLOSED A 5% PASSIVE STAKE IN $IREN
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No John Ternus $AAPL ? Also missing $AVGO $INTC $ORCL
Astreus
@AstreusAISep 29
Pretty big WH meeting on AI: Jeff Bezos (Chairman) - $AMZN Elon Musk (CEO) - $SPCX $TSLA Mark Zuckerberg (CEO) - $META Jensen Huang (CEO) - $NVDA Sundar Pichai (CEO) - $GOOGL Satya Nadella (CEO) - $MSFT Lisa Su (CEO) - $AMD Sanjay Mehrohtra (CEO) - $MU Alex Karp (CEO) - $PLTR Nikesh Arora (CEO) - $PANW Dario Amodei (CEO) - @AnthropicAI Greg Brokman (President) - @OpenAI
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Pretty big WH meeting on AI: Jeff Bezos (Chairman) - $AMZN Elon Musk (CEO) - $SPCX $TSLA Mark Zuckerberg (CEO) - $META Jensen Huang (CEO) - $NVDA Sundar Pichai (CEO) - $GOOGL Satya Nadella (CEO) - $MSFT Lisa Su (CEO) - $AMD Sanjay Mehrohtra (CEO) - $MU Alex Karp (CEO) - $PLTR Nikesh Arora (CEO) - $PANW Dario Amodei (CEO) - @AnthropicAI Greg Brokman (President) - @OpenAI
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BREAKING: Anthropic plans to spend $512B in AI-Infra (S-1) - REUTERS
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BREAKING: Anthropic files S-1 (IPO Prospect) 2025 financials: Revenue : $4.59B Net (loss): $8.06B GAAP net loss: $41.97B, vs $8.31B in 2024 Anthropic spent $7.33B on compute and infrastructure in 2025, up 190% YoY and nearly 3x the prior year.
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Introducing Transcript Search See key word mentions through 10,000+ earnings calls. Also search company tickers to see who’s talking about selected company. Live now at astreus.ai - 14 day free trial for all.
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Monitor H100 spot rates across the Hyperscalers, Neoclouds, and the remaining marketplace on Prometheus today!
Astreus
@AstreusAIAug 22
BREAKING: Some Nvidia customers have been notified that AI server prices will rise more than 15% Can now track GPU prices today on Prometheus!
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Astreus retweeted
Mostafa@mjllionsAug 27
Replying to @AstreusAI
Using prometheus to track market data is like buying btc in 2015
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This is what Prometheus solves.
Saif Malik
@saifmalik252Aug 26

Compute just became a commodity. On October 5, it gets a futures curve

Article · @saifmalik252
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Compute just became a commodity. On October 5, it gets a futures curve

Article · @saifmalik252
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1/2 Initial Compute futures registration
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CrowdStrike $CRWD fiscal Q2’27 results: - Revenue: $1.47B vs. $1.44B expected, up 26% YoY - Adjusted EPS: $0.31 vs. $0.29 expected, up 35% YoY - Net new ARR: $333M, up 51% YoY - Free cash flow: $377.4M vs. $353M expected, up 33% YoY - ARR: $5.84B, up 25% YoY - Non-GAAP operating margin: 25% - Operating cash flow: $530.3M FY27 guidance: - Revenue: $5.99B–$6.01B vs. $5.93B expected - Adjusted EPS: $1.25–$1.26 vs. $1.23 expected - Operating income: $1.50B–$1.51B vs. $1.47B expected - Net income: $1.30B–$1.31B vs. $1.28B expected - ARR: $6.60B–$6.61B Q3 guidance: - Revenue: $1.52B–$1.53B vs. $1.51B expected - Adjusted EPS: $0.31 vs. $0.31 expected - Operating income: $372.7M–$375.9M vs. $369M expected - Net income: $325.4M–$327.9M vs. $321M expected - ARR: $6.18B–$6.19B Management raised its FY27 net new ARR growth outlook by 630 basis points, citing record net new ARR, record net new ARR from new customers, and improved dollar-based gross and net retention rates. Sources
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NVIDIA $NVDA fiscal Q2 results: • Revenue: $96.2B vs. $92.2B expected • Adjusted EPS: $2.22 vs. $2.10 expected • Data center revenue: $89.0B, up 117% YoY; 93% of total revenue • Net income: $59.7B • EBIT: $63.7B • Gross margin: 75% Q3 guidance: $108B in revenue vs. $104.2B expected.
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Measure this dynamic on Prometheus!
Saif Malik
@saifmalik252Aug 22
There’s a very interesting dynamic between the Neoclouds and the Hyperscalers Hyperscalers (especially Microsoft/Azure, and to varying degrees others) are significant customers of leading neoclouds such as CoreWeave, Nebius, and others. Microsoft has accounted for a very large share of CoreWeave’s revenue in recent periods (reports have cited figures around two-thirds in 2025) and has multi-billion to tens-of-billions in long-term capacity commitments across several neoclouds. Why this happens? Hyperscalers cannot stand up dense, high-performance GPU clusters fast enough to match AI demand. What does this mean for the markets? 1. Demand is outrunning even the biggest balance sheets 2. A new specialized layer has permanently inserted itself AI workloads (especially large-scale training clusters and increasingly inference) are different enough from general cloud that purpose-built providers can capture meaningful share and win anchor contracts from the hyperscalers themselves. The cloud market is no longer just the big three + Oracle; there is now a distinct GPU-native tier.
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