$NTNX 0.47 Noisy

Notable posts

• @StockSavvyShay neutral 1587 eng

  THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

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• @TrendSpider neutral 239 eng

  BREAKING: AMD $AMD just disclosed updated stock positions. They own: -$565M worth in $SPCX stock -$291M worth in $SANM stock -$210M worth in $NTNX stock -$175M worth in $CBRS stock -$66M worth in $ABSI stock -$2.3M worth in $XNDU stock https://t.co/7UCGgLNkPw

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• @wallstengine neutral 175 eng

  $AMD DISCLOSES $565M $SPCX STAKE AMD reported 3.31M SpaceX Class A shares at the end of Q2, worth about $565.5M, making it AMD’s largest disclosed equity holding. Other notable positions: $SANM — $291.3M $NTNX — $210.8M $CBRS — $175.6M $ABSI — $66.2M $XNDU — $2.4M https://t.co/d4e0WyM8TZ

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• @wallstengine neutral 101 eng

  Today's Key Events (All EST) — 08/26/2026 07:00: US MBA Mortgage Applications 08:30: US Durable Goods Orders 08:30: US PCE Price Index 08:30: US Prelim GDP q/q 11:45: Fed's Barkin 13:00: US 5-Year Note Auction Before Open 👇 04:00: UP Fintech Holding $TIGR 04:30: $LI Auto 06:00: Super Hi $HDL 06:00: Donaldson Company $DCI 06:45: Movado Group $MOV 06:50: Bath & Body Works $BBWI 06:50: JinkoSolar Holding Co. $JKS 07:00: Kohl's $KSS 07:00: Dycom Industries $DY 07:00: The J.M. Smucker $SJM 07:00: Photronics $PLAB 07:30: Abercrombie & Fitch $ANF 09:00: Williams-Sonoma $WSM After Hours 👇 16:00: Salesforce $CRM 16:00: $OKTA 16:00: Nutanix $NTNX 16:05: CrowdStrike Holdings $CRWD 16:05: Synopsys $SNPS 16:05: Veeva Systems $VEEV 16:05: Agilent Technologies $A 16:05: Everpure $P 16:05: Urban Outfitters $URBN 16:05: Lantronix $LTRX 16:15: $HPQ 16:15: $OOMA 16:20: NVIDIA $NVDA ⭐️ 16:30: Phibro Animal Health $PAHC AMC: Standard Nuclear $STDN Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day

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• @wallstengine neutral 61 eng

  NUTANIX $NTNX Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $757.1M (Est. $738M) 🟢; +16% YoY 🔹 Adj. EPS: $0.60 (Est. $0.49) 🟢 🔹 ARR: $2.55B; +16% YoY 🔹 FCF: $277.6M (Est. $198M) 🟢; +34% YoY FY27 Guide: 🔹 Revenue: $3.18B-$3.23B (Est. $3.2B) 🟡 🔹 Non-GAAP Operating Margin: 24% to 25% 🔹 Free Cash Flow: $850M-$950M Q1 Guide: 🔹 Revenue: $755M-$765M (Est. $755M) 🟡 🔹 Non-GAAP Operating Margin: 26% to 28% 🔹 Weighted Average Shares: Approximately 294M Other Q4 Metrics: 🔹 Non-GAAP Operating Margin: 26.2%; +790 bps YoY 🔹 Non-GAAP Operating Income: $198.0M; +66% YoY Comments: 🔸 “added over 3,000 new customers” 🔸 “16% year-over-year ARR growth and strong free cash flow generation”

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• @StockMKTNewz neutral 174 eng

  $13.6 BILLION PORTFOLIO UPDATE Terry Smith and Fundstrat just updated their $13.6B portfolio ... This is everything they owned as of the end of Q2 - Marriott $MAR: $958.3M - Stryker $SYK: $917.4M - Waters $WAT: $852.7M - Visa $V: $693.0M - Uber Technologies $UBER: $645.3M - Mastercard $MA: $639.5M - Google $GOOGL: $633.7M - Church & Dwight $CHD: $625.5M - Procter & Gamble $PG: $598.1M - Microsoft $MSFT: $595.6M - Meta Platforms $META: $592.5M - Automatic Data Processing $ADP: $582.6M - Fortinet $FTNT: $557.6M - Taiwan Semiconductor $TSM: $548.5M - IDEXX Laboratories $IDXX: $536.9M - Texas Instruments $TXN: $536.3M - Philip Morris $PM: $527.1M - Netflix $NFLX: $499.1M - GE Vernova $GEV: $481.5M - AppLovin $APP: $358.9M - TJX Companies $TJX: $344.3M - Nextracker $NXT: $340.3M - Veeva $VEEV: $145.0M - Yum! Brands $YUM: $88.9M - MSCI $MSCI: $30.0M - Medpace $MEDP: $27.7M - Nutanix $NTNX: $27.4M - Badger Meter $BMI: $25.9M - Clorox $CLX: $25.9M - Rollins $ROL: $25.9M - Manhattan Associates $MANH: $24.1M - Napco $NSSC: $23.1M - Fair Isaac $FICO: $21.5M - Sabre $SABR: $18.8M - InterDigital $IDCC: $17.1M - Vertiv $VRT: $14.0M - Verisign $VRSN: $14.0M - O'Reilly Automotive $ORLY: $15.0M - Doximity $DOCS: $13.6M - ADMA Biologics $ADMA: $13.8M - Paycom $PAYC: $12.7M

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• @WOLF_Financial neutral 55 eng

  $AMD JUST UPDATED ITS PORTFOLIO OF PUBLIC STOCK HOLDINGS This is everything they owned as of the end of Q2 - SpaceX $SPCX: 3,309,470 shares, $565.5M - Sanmina $SANM: 1,151,052 shares, $291.3M - Cerebras Systems $CBRS: 794,467 shares, $175.6M - Nutanix $NTNX: 4,136,789 shares, $210.8M - Absci $ABSI: 5,714,285 shares, $66.2M - Xanadu Quantum Technologies: 200,000 shares, $2.4M

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