BDigs

@nonamestock @DrTomsLens Platform demand might outpace build times. That's why they have colos now....

@DrTomsLens This doesn't make sense, why would $NBIS choose this over building themselves?

It’s reasonable to assume that, as AI gets much bigger, a neocloud could eventually become a hyperscaler. And as things stand, $NBIS is the best positioned neocloud to get there. That means that, at some point, $NBIS might need additional compute for its AI startup customers in robotics, biology, and finance, and could end up renting bare metal from $IREN. Over the long run, software cloud margins are expected to be higher than bare-metal margins, so the math of renting bare GPUs and layering a software platform on top of it does add up. Put simply, as a hyperscaler with a heavy software stack, you can afford to rent GPUs and still sell the platform layer at a profit. It would be kinda funny if $NBIS and $IREN teamed up at some point in the future, but things do seem to be moving in that direction.

@HedgebergCom Add 2% there.

$NBIS If you're interesting in opening a position in Nebius I would wait for $103-$105

@Tree75769 @Agrippa_Inv IDGAF what you do.

I am giving you the opportunity to convert me into a Nebius investor with a sizable amount to potentially add yet you are incapable of saying anything remotely coherent to disprove @Agrippa_Inv ‘s analysis. Knowing Nebius attracts people like you is exactly why I stay far away. Best of luck

This guy blocked me 6 months ago when I bashed him and his $IREN clown posse's pretzel logic. You can't fix stupid, especially when they are recovering BTC holdrs.

Agrippa is far from stupid. Let’s just all stop the back and forth name calling. I would love to see a nebius investor put together a thoughtful accurate response to his post. The problem is NO ONE CAN. You all just get your feelings hurt and start calling him stupid. Great community. If someone actually countered and proved him wrong than shit I’d probably move all my iren shares into Nebius. But again. NO ONE CAN

@owoNine @BitcoinAIGuy burner

I've been considering shifting a small portion of my $IREN position to $NBIS, but everytime I read an AI related post, there's so many $NBIS cocksucking tourists. Makes me sick. I'll wait to see if there's another drawdown and you cucks sell your shares for pennies on the dollar.

$NBIS We're already there.

But $NBIS isn't releasing all their contract terms!

Thank you for the post but also please realize the biggest critics of $NBIS on these boards are a group of BTC Hodlrs who stumbled into this. They don't understand the platform, they just port over their prior belief system that infrastruture and cheap energy dominate. They are not sophisticated.

Contrary to what the bears say, $NBIS' software cloud is structurally more defensible than most people realize. And the reason is simple: even if much of the cloud stack is built on open models and can be Claude coded in theory, the real differentiation is not the models themselves. It’s the GPU scheduling, workload routing, and infrastructure optimization that get refined over time on proprietary operating data. Every training run and inference job generates telemetry on latency, throughput, reliability, utilization, cost, and power efficiency. Over years, that creates a closed feedback loop that helps the cloud learn which GPUs to use, where to place workloads, and how to extract more token value per dollar and watt. That data is not public, and no serious cloud operator is ever going to publish it. Which means no AI will be trained on the proprietary data that actually makes the difference for cloud operations. And AI trained on generic public data can only build a generic cloud software stack. It cannot recreate the real infrastructure intelligence that comes from years of proprietary operational data. And that data is the real moat. If $NBIS executes, this long-term infrastructure intelligence could become far more valuable than near-term GPU rental deals like the one with Meta. Those deals are rocket fuel for growth, but they are not the end game. The end game is a fully Nebius-owned, hyperscaler-level stack.

@zen_tropy Nice chart

@B__Digs Yep--but given terms, likely less so than last one--at least at these levels . . .

Not a daytrader, but some caution is due on $NBIS, it's doubtful there isn't more hedging to come from the convert holders.

The new $META deal is a backdoor confirmation that $NBIS Vineland is on schedule for $MSFT

@BitcoinAIGuy @CernunnosCap @jtaquino002 @KMISglobal @ElonsTusksGME @nebiusai @nvidia So your just starting the cooling system in the first hall? I'll check back in around Memorial Day, see how it's going.

@CernunnosCap @B__Digs @jtaquino002 @KMISglobal @ElonsTusksGME @nebiusai @nvidia Did you catch this?

“Nebius will take care of you,” — Jensen Huang, @NVIDIA’s Founder and CEO, in conversation with our CRO Marc Boroditsky at the Nebius booth here at #NVIDIAGTC. We will.

@CernunnosCap @BitcoinAIGuy @jtaquino002 @KMISglobal @ElonsTusksGME @nebiusai @nvidia So the thought is that $Meta did another deal with $nbis without diligencing Vineland progress?

@BitcoinAIGuy @jtaquino002 @KMISglobal @ElonsTusksGME @nebiusai @nvidia The service provider. You are expecting $NBIS construction delays. We don’t think $NBIS will have any delays or issue delivering DCs

@SaxellTrent I appreciate the work, I can model but can't lay it out with such pizazz.

@B__Digs I agree, this is just a simple Model that is evolving every week as new data, info and deals come in.

In the link is my longer take on the $NBIS convertible senior notes: Inderes is a well moderated Finnish Investment Forum, THE BEST, in my opinion. forum.inderes.com/t/hollantilain… Public Nebius ARR Valuation model claude.ai/public/artifac… SemiBullish ARR model:

@longinvest32 @SavingsCaptain IDK... this @nbisinvestor200 person certainly is....

@SavingsCaptain One would think that applies to $nbis One would be wrong

I'm convinced some peoples thesis in buying a stock is driven by which stock they can post about to gain impressions, engagement, followers and creator revenue.

@SaxellTrent @clockworksantos

$NBIS Bearish valuation model: 3.5-5.5x EV/ARR,~10% cumulative dilution (274M->447M 2030), 4,5GW capacity by 2030, 2031/2033 Convertible Notes included, Low $4,0B non-core subsidiaries (SOTP credit) #Nebius FREE to Use Model (based on @clockworksantos): claude.ai/public/artifac…

Glad this CapEx round is all done for $NBIS, now they can get back to executing. Next round will be easier and then the round after that.... etc.

I am a US citizen & Surgeon who took care of the Boston Maraton Bombing victims in 2013. I paid for 7 years to own a small apartment in downtown #Beirut for my 3 kids to enjoy summers there. Today, #Israel reduced my dream home to rubble, with american weapons, paid by my taxes.