ROBOCAP

Totally forgot @borex_investing A must follow on YouTube for high conviction investment analysis, with a strong focus on valuation, price targets, company updates, and the long term investment thesis.

My top 3 YouTubers for $NBIS investors: @FunOfInvesting (FunOfInvesting) Creates weekly summaries by breaking down key X posts, news, and industry developments into an easy, time-saving overview for retail investors. A very bullish long-term investor. @EndicottInvests (EndicottInvests) Posts weekly updates on news and own thoughts. Has recently started doing deep dives into Nebius subsidiaries. An extremely bullish long-term shareholder. @HowardInvests (HInvests) Similar approach to Endicott, with regular updates on weekly news and thesis-driven analysis. Also a very bullish long-term shareholder. Let me know if there are any other creators covering $NBIS that I should follow.

I have decided to start documenting my journey with $NBIS after following the company closely for quite some time (1 year~) There are simply too many green flags to ignore. It’s a business that is easy to understand, a clear direction, exceptional leadership, and exposure to one of the biggest megatrends of our time. Beyond the investment case itself, the AI-megatrend/supercycle is fascinating to follow, even for non-investors, a clear win-win. My first milestone is to follow the company until it reaches $50B ARR. Based on the ambitions and trajectory management is pointing toward, that milestone may not be as far away as many think. Instead of following the story in silence, I’ve decided to start sharing my thoughts and findings along the way to get information advantage against the whales. My average stock price is 97$, no trading, only for long term holding and to test if the investment thesis still is intact.

@CernunnosCap @jpmorgan I believe JPM will join as an investor which is stated in the text above the text above the part you took a screenshot of.

$NBIS x $JPM.…?🚨 Nebius Inflection event on June 9! Looking at their ecosystem lineup, one name totally stands out from the usual tech and AI crowd: @jpmorgan We saw Jump Trading become one of the first firms to adopt the $NVDA Rubin platform and the Vera Rubin NVL72 for supercomputer-class performance in algorithmic trading. Could J.P. Morgan be Nebius’s next massive customer looking to deploy serious AI compute infrastructure? $IREN $CRWV #ai #datacenters

$NBIS MANAGED AGENTS PLATFORM: The transition to Agents-as-a-Service Lately, @romanchernin has teased a new Agentic AI software offering on Nebius Cloud. Both on the earnings call and etn. interview (video in the tweet below). This platform would sit on top of Token Factory, and would capture even more margins. But first, what is Managed Agents? And what would this AaaS platform look like? A managed agents platform runs your AI agents for you, handling the models, GPUs, tools, memory, and guardrails so you only write the prompt, and the platform takes care of the rest. For example, an enterprise customer like Revolut could prompt: "Run a New Year's Eve campaign for our top customers." That one sentence kicks off a multi-step agent job. The agent figures out who qualifies, generates unique gift codes, drafts localized messages, creates the graphics, runs everything past compliance, and ships the campaign. It runs all of these steps on Token Factory inference. AWS, Google Cloud and Claude already offer Managed Agents, if Nebius moves quickly they can be among the first platforms to offer this service. Nebius is already partnered with DataRobot on this layer (datarobot.com/solutions/part…) but Nebius only provides tokens while DataRobot earns higher margins by selling agent runs to enterprises. (Image 1) That's why I believe Nebius will develop (or acquire) its own Managed Agents layer, to earn superior margins and move up the stack. Because right now Nebius only sells tokens, but selling agent runs is much more profitable. Possibility A (more likely): Nebius can build its own Managed Agents platform and will ship it in 2026/27. The talent pool at Nebius is more than enough to tackle this task (world-class engineers from EigenAI and Clarifai + people already at Nebius + maybe other surgical small acquisitions) Possibility B: Nebius can purchase DataRobot's Agentic AI software IP and hire its core engineers (like they did with Clarifai). This would fit $NBIS like a glove. Nebius runs the NVIDIA hardware, generates tokens, optimizes models and squeezes efficiency through EigenAI and Clarifai, runs agentic search on Tavily, human validation on Toloka Tandem, and sells Agentic runs through DataRobot's enterprise-grade, already proven orchestration platform. Latest funding round implies 6B$ valuation in peak 2021 bubble. Secondary private markets today imply around 3.5B$. 1.8-2.2B$ can be a fair ballpark estimate for IP carve-out and core talent. I don't expect a full acquisition because of the bloated 800+ headcount and declining legacy ML products. However, it is an expensive acquisition. A 70% stock 30% cash deal (similar to EigenAI) can be dilutive and pressure cash reserves. Bottom Line: $NBIS wants to move up the stack to achieve better margins and go directly to enterprises rather than giving up margins to middle-men. They achieved this with launching Token Factory, and a new Agentic AI platform is the next step. The AI infrastructure industry is fast and evolving. Lower layers (raw GPU rentals) are commoditizing and margins are decreasing. That's why it is critical to move up the stack, where you are closer to the end-customer and value creation is rewarded with superior margins. (remember Jensen's 5 layer AI cake, Image 2) $IREN's Mirantis explained this dynamic here: x.com/MirantisIT/sta… By building the Agentic AI platform, Nebius can thrive at all 5 layers: Energy - Nebius owns 75% of their capacity in 2027 Chips - Nebius has NVIDIA Cloud Partner status, which enables earlier access to latest chips Infrastructure - Nebius builds its own server racks, saves 10-15% margins Models/Inference - Token Factory Applications - New Agentic AI Enterprise Platform & $NBIS's already stacked Physical AI software layers ( )

@EndicottInvests No problem, I saw @daniel_koss post and had to dive into it more, haven't seen anything about this even though I spend a lot of time monitoring news about the company.

Also sorry idk who to tag for the picture, like 4-5 $NBIS accounts used the same one so I just copied

Do we think there will be any big announcements from $NBIS on June 9th? Exciting nonetheless!

@clockworksantos @TopTechStocksUS @mvcinvesting You made me laughing irl

@robcapSE @TopTechStocksUS @mvcinvesting Goated shareholder lineup: Arkady, Leopold, Trump, NVIDIA

$NBIS June 9th Nebius is hosting in San Francisco an event called “Nebius Inflection” at the same time @mvcinvesting The Godfather of Nebius is in USA mmm… is something of magnitude coming up next week? Stay tuned! 🤐😄 Credit: @robcapSE

@clockworksantos @TopTechStocksUS @mvcinvesting That’s actually not a bad guess. And in the best of world DJT buys the dip 😉

@TopTechStocksUS @mvcinvesting @robcapSE My guess is they will announce a new Managed Agentic AI platform

@TopTechStocksUS @mvcinvesting Inflection is a powerful word.

@TopTechStocksUS @DrTomsLens @CaesarCapitalz @mvcinvesting

$NBIS I guess we will have exciting product news on June 9th “you’ll be among the first to hear what we’re announcing” nebius.com/events/nebius-… credit: @daniel_koss

@CKCapitalxx @StbjergTro97997 @MB_Hogan @FunOfInvesting

@daniel_koss Nebius Inflection? Please elaborate what you believe will happen. New deal ?

All eyes on $NBIS June 9 👀

@insiderinvests If they do I’ll full port the stock

If $SoFi ever goes below $10 I will delete my account

60,000 autonomous rides on @Uber powered by @avrideai! 🚀 Our commercial robotaxi service continues to scale, with our Dallas operating zone already doubled since launch. This is all part of a broader milestone: our fleet of 200+ vehicles—including both research and development and consumer robotaxi rides—has driven more than 1 million autonomous miles. Millions more—coming soon!

$NBIS new PT from Arete Research. $380 🔥🔥🔥🔥🔥 @mvcinvesting @daniel_koss @Sandeman52

$NBIS The option against meta just turned into a real jackpot, 15busd option, four customers fighting for everything, and now 30% higher prices. all of a sudden we got 4.5busd extra because of this masterpiece. We are still early @EndicottInvests @FunOfInvesting

@Engbl0m ”Hey Chat GPT - skapa en skärmdump från Snap som bevis” @lararstudentens

Jag må ragebaita mycket men ljuger sällan.

@michaelsikand As teleco

@michaelsikand Hi, Please check Ericsson, top 1 in the industry and not yet recognized as a AI play.

Laying in bed trying to predict the next rotation. Idea #1: Cheap telco stocks getting re-priced for AI with 6G, $NOK as the torch bearer. Idea #2: Quantum? Impending S-1 from Quantuinuum ($20B?) for the first non-SPAC sector listing would be a legitimate re-rating event. I like $INFQ. Idea #3: Tokenization. Tether is raising at a $500B valuation but $CRCL is only worth $24B? Securitize is about to merge with $CEPT creating a pure play trade on the tokenization of the NYSE, Blackrock etc.