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Euro increases by 0.1% to fresh 3-1/2 year high of $1.1675
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Paybag
1.7K posts
@HyperTechInvest AWS: Announcing up to 45% price reduction for Amazon EC2 Nvidia GPU-accelerated instances - blog. $AMZN $NVDA
Price war incoming.
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I truly believe $NBIS can 10x within five years
I’m not trimming a single share
In fact, I’ll keep DCA
For the full thesis, check out my article — link in bio
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@mvcinvesting This is gonna hurt. At 70 p/s many retail will get trapped when it falls under 30.
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For everyone asking if I’m trimming $NBIS here:
Absolutely not.
It’ll definitely be a volatile ride, but my thesis is still far from playing out.
Think about it: $NBIS is up over 20% today just because two analysts (who aren’t widely followed) called it a much better investment than $CRWV.
We still have far more meaningful catalysts ahead.
Even near all-time highs, $NBIS remains underfollowed, with no coverage from major investment firms. Awareness is only beginning — and in my view, the fundamentals support a much higher valuation.
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$NBIS It's a good day to own Nebius.
I'm still not sure if this is a long-term position for me or not (still researching), but it's at the very least been a great swing.
The Few Bets That Matter@WealthyReadings
$NBIS rocketing on Arete's coverage, which initiated a buy rating with a price target of $84 & their latest benchmark where they achieved industry-leading performance. Pushing a bit higher to a new ATH would give a great entry/accumulation point on the $40 retest.
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Tesla Dojo AI training computer making progress. We start bringing Dojo 2 online later this year.
It takes three major iterations for a new technology to be great. Dojo 2 is good, but Dojo 3 will be great.
Tesla AI@Tesla_AI
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$NBIS is approaching all-time highs, up almost 150% from the April lows.
Who would have guessed?
💆🏻♂️
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Suddenly, $NBIS is trading well above its pre-funding levels, and no one is worried anymore.
It’s funny how prices drive the narrative — time and time again.
M. V. Cunha@mvcinvesting
If you're an investor in $NBIS and you're upset about this, you probably didn't do enough research in the first place. This was always expected to happen sooner or later. Management has repeatedly said that, given the capital-intensive nature of the business, additional funding would be required to support the hypergrowth phase. While the subsidiaries will help minimize dilution, they’re not enough on their own — and Arkady has always been clear that they’d also raise through the capital markets. Honestly, the terms were MUCH better than I expected. Just compare them to $CRWV's notes, you’ll see the difference. Some selling pressure today is natural, but in my view, this is a net positive development.
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With $CRWV trading at $140/share, $NBIS could easily double and still look undervalued.
The stock is completely disconnected from the company’s fundamentals.
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$NBIS raises $1 billion through convertible bond offering and the market hammers it down 5%…
People don’t really get it, they are pricing the effect of dilution on its face…
2.5% average interest rate with an initial conversion price of $51.
This is insanely bullish!
Are you aware that this is a company growing revenue three digits YoY?
The ROI on this will be much, much higher than the combined effect of interest paid and potential dilution.
Bullish.
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@DividendDude_X By Wednesday, not July 8th. He probably wants to accelerate tariff implementation. If not why the rush.
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TRUMP SAYS THAT JULY 8TH IS WHEN ALL COUNTRIES SHOULD HAVE THEIR TRADE DEALS FINALIZED!!!
DO YOU GUYS THINK THIS IS ANOTHER "TACO" INSTANCE OR IS IT FOR REAL? 🌮
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@4P_PSFE_FAN @extremnijedinec @oguzerkan You do realize that CRWV guided CAPEX to $23b this year for $5b in revenues?
And your numbers on NBIS are completely wrong again. Maybe, just maybe, check the actual numbers before pulling sh*t out of your ass.
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@B_Funk_ @extremnijedinec @oguzerkan I wish you all the best. 5b was burnt to achieve current 55m rev. Hope you profit!!
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lol…no one, and I mean no one, looks at current or trailing metrics. Owning stocks is about what will happen, not what happened. The company has guided to $700m in revenues for some time. I’m sure you’ll believe what CRWV management guides to, but certainly NBIS must be lying .
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@amitisinvesting Amit how did you find this info? Any app or website u use?
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@ehrazahmedd $nbis is infrastructure company. Their margins are 20% to begin with. Hence, ev should be 1/3 and 4x ARR is a better guage.
You should compare with oracle/equinox and other data centers.
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Assuming $NBIS hits the midpoint of its forecast and closes Q4 with $875 million in ARR, the forward EV/ARR multiple drops to only around 9.1x at the end of the year!
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@B_Funk_ @extremnijedinec @oguzerkan I said current you want say expected. I can expect nbis to be 10b sales next quarter.
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@4P_PSFE_FAN @extremnijedinec @oguzerkan So, moving on I see? Not going to comment on your false information about $NBIS being 50x sales?
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@B_Funk_ @extremnijedinec @oguzerkan Revenue to cost? Margins? We are negative margins now. And expected revenue is given we can out grow crwv and hyperscalers.
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@4P_PSFE_FAN @extremnijedinec @oguzerkan $CRWV '25 expected revenue is $5.05b = 11.47x forward P/S
$NBIS '25 expected revenue $700m = 12.2x forward P/S
So, not quite 50x sales.
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