Jordan

$NBIS: Could Open Source Raise Nebius Token Factory Cloud Platform Revenue from $11-14M per MW toward $20M+ via new models like Kimi K3? 🔥 Anthropic’s SpaceX/Colossus deal is the recent clear benchmark for peak closed-source high-margin cloud density with insanely lucrative numbers: ~$15B/year for >300 MW implies roughly $50M per MW/year! Nebius’s recent prints sit far lower but are rising with fleet density. Q1’26 blended ~$11.3M ARR per active MW; pure GB300 cohorts closer to ~$14M. Longer-term bull cases through 2030 like @daniel_koss and @InvestNorthwise have modeled blended averages climbing into potentially $20M+ as utilization and mix improve over time and new more efficient GPUs like Vera Rubin and beyond are employed. In fact Nebius just announced its first Vera Rubin deployment in Finland last week. Now with Jensen’s open-weights endorsement and Token Factory already optimized for open models (Llama, DeepSeek, Qwen, prior Kimi, and now Kimi K3-class frontier open weights set to be available from Nebius as of tomorrow @demian_ai !!), utilization and effective pricing power could be set to expand even prior to larger scaling of Vera Rubin. Kimi K3 benchmarks are very impressive and K3 itself sits near the closed frontier on independent composites (AA Intelligence Index ~57, top-tier coding/agentic results including #1 Frontend Code Arena) at open weights and competitive pricing. So pricing power for Nebius could not just expand, but expand meaningfully. How meaningfully are we talking here? More enterprises and sovereigns running high-demand open models on Nebius infrastructure could push revenue density higher via volume, specialized serving, and better rack utilization, realistically supporting a path toward that $20M+ blended well before 2030. Stretch scenarios in a strong open-adoption environment could reach even higher (although still below closed peaks like the SpaceX-Anthropic deal), driven by the combination of capability, cost, and customization. Keep in mind Jevons’ Paradox. In a near limitless-demand AI world, strong open-source models do not kill demand for GPUs, they multiply token consumption and the need for efficient, reliable inference infrastructure. $NBIS is built for this shift. Bottom line, due to these recent developments such as adding Kimi K3 to Token Factory and the newly announced cloud share model, I believe an upside re-rating on the stock might happen by end of 2026. I wouldn’t be surprised to see the Q2 earnings call in a couple weeks outline the trajectory. NFA : Not financial advice, do your own research

The @nebiustf has been working all weekend to gear up for tomorrow’s Kimi launch. This truly feels like another Deepseek moment, but this time the team is bigger ( 👋 @clarifai @Eigen_AI_Labs), the model smarter, and the stakes are hiring. What a time to be alive 🫡

$NBIS continues to stack and rack exceptional talent. These guys attract the best, what does that tell you?

$NBIS adds Brian Green’s talent! Another Senior Director Strategic Alliances (ex-Snowflake) Ask yourself why are all these heavy hitters coming home to Nebius? I guess they see $NBIS as the true AI Native Hyperscaler that could reshape industries & they want to be part of it.

@DeepValueBagger Interesting. Always greatly appreciate your insights. I have a similar plan in place to rotate a % of my portfolio into a ETF/s in the short to medium term (macro/market dependent). Wealth preservation becomes just as important as wealth creation as that number gets larger.

@HyperAICapital Long term wealth. I have cash too. I feel the shares I own is enough for long term growth. No need to optimize for few shares. Csp for more income and i can buy more shares with that

I rotated $755k to $voo 4 weeks ago. So many in comments egging me to keep riding the wave. It seemed early but timing is not perfect like that. You have to accept imperfection when you're playing with underministic stochastic outcomes. I stayed disciplined and didnt sell a single share. In fact, I bought more. I did feel fomo when i saw $nbis running back up. Now it dropped again, so i pat my back for staying disciplined. It's a constant psychological game.

@LevinBurant Massively inflated, agreed

@HyperAICapital The worst thing that happened was SpaceX balling out xAi (who bailed out X). Makes it uninvestable for many. Also, valuation was overinflated, it needs to correct big time.

I’m sorry but $RKLB is NOT undervalued at a $40b market cap. $ASTS is NOT undervalued at a $20b market cap. The wind in the space theme sails has dissipated and will remain gone for some time. IMO $SPCX going public was the worst thing that could happen to space stocks. The allure of investing in space when you couldn’t own $SPCX is now gone. Not being able to invest in $SPCX was a giant tailwind and huge momentum driver. Deny it all you want, but it’s true. Expect to see $RKLB in the 40s, $ASTS in the 30s. $SPCX will be under a $1T market cap.

@hansworsttttt Long term I’m sure they are fine. I don’t think they are undervalued right now however. Short to medium term 1 - 3 years, there are better places to make money. Which is the point of stock picking… compute demand has better short to medium term opportunities in my opinion

@HyperAICapital So what coins are cheap right now for the long term ?

@LilyFunds @RocketLab Fair enough. I still think it’s a great company. I think people saying it’s currently undervalued is incorrect.

@HyperAICapital @RocketLab I’m fully aware & what has happened within those six months 🤓

@MLambert303 Explain to me why in a few years $RKLB should be 10% of $SPCX? Analysts project $RKLB to reach roughly $2.5 billion in revenue by 2030, while $SPCX forecasts average around $400 billion making SpaceX’s projected 2030 revenue about 160x larger, or nearly 16,000% higher.

@LilyFunds @RocketLab $RKLB was in the 40s about only 6 months ago. Its hasn’t been that long

@HyperAICapital Hmmm disagree w your, “$RKLB in the $40’s” perhaps as anything is possible but very unlikely imo. Unsure your assessing @RocketLab properly however I gather your point.🧑‍🚀

@Ryan51396460 😂

@HyperAICapital Then you are really dumb as shit

Explain to me why in a few years $RKLB should be 10% of $SPCX? Or are some of you investors going off “vibes”? Analysts project $RKLB to reach roughly $2.5 billion in revenue by 2030, while $SPCX forecasts average around $400 billion making SpaceX’s projected 2030 revenue about 160x larger, or nearly 16,000% higher.

@Ryan51396460 Seriously?! All I said was I think that these stocks are not undervalued at these prices

@HyperAICapital There’s some absolute bots in this comment section 🤣🤣

@mainstcap Are you still going?

@HyperAICapital You are quite proud of selling in the 80s. Don’t you want a medal? How am I delusional? You seem very keen on turning everything into a self-promo and cock (assuming you have one) measuring contest

@K0ba33 Agreed. I’m talking about now and short term. Not hating on these being great companies at all

@HyperAICapital Today. Right now. You are right. Longs are fine

@Busybissm Disagree on $NBIS. Just because something is second doesn’t mean it deserves to be closer. I like $RKLB but the fact is the second most active doesn’t mean it should be closer in value to $SPCX, which imo is also over priced and will come down a lot.

@HyperAICapital I agree $ASTS could definitely hit low $20 I also think $NBIS is overvalued and could go under $100. $RKLB on the other hand should be way closer $SPCX given it's the second-most active U.S. orbital launch company after SpaceX.

@QuinnHaze Fast gains inflated the ego, believed smarter than actually is plus greed

Space Stocks are up like 500% in 2 years, how the fuck do you get wiped out???? What are you people doing LMAO This is why I try so hard to protect my retarded followers from these twitter gurus who dont know what the fuck they are doing.

@Democritus_A I hope for you I am.

@HyperAICapital Don’t be sorry you are wrong.

@Dcg321 I agree, both $SPCX and $RKLB will be fine. Both excellent companies. Excellent companies can also be overvalued for periods of time.