A. Kakooli

🚨EVERYBODY underestimates $NBIS YE 2027 ARR It's okay to be conservative but from what I've seen even $NBIS bulls struggle to believe what's coming let alone the broader market. That's why I remain extremely bullish because I believe the market will be shocked again. 👉Let's see facts from the Q4 2025 earnings call: "The main idea, the main strategy is to have the portfolio of sites, so we are not dependent on any specific single data center project to achieve our guidance and deliver our plan." This indicates that the $7-9 billion ARR is a very conservative estimate. If we can take this word by word, this should mean guidance is independent of even the largest site. "(Capex) It will enable us to meet our $7-$9 billion ARR in 2026, but more importantly, it will also put the foundation for our hypergrowth in 2027 and beyond." Look? $NBIS will be in hypergrowth in 2027. 👉Then in Q1 2026 they said: "Well, the increase in this spending is driven by visibility into 2027, and our need to invest ahead of capacity that we expect to bring online. We'll add much more capacity in first half of 2027 than this year" As I mentioned, the YE 2026 ARR is sandbagged, because possible delays are accounted for. But that doesn't change their "capacity building" roadmap. So if x amount of capacity can do $7-9 billion without the largest site coming online, it's feasible to assume this capacity is capable of $10 billion if everything goes online. If they add "much more" capacity in H1 2027 then that puts as ABOVE $20 billion just by MID 2027. Sounds crazy right? And that's just by doubling, not accounting for the "much more". I don't want to be overly bullish but this should mean at least $20 billion by mid 2027. And that's only H1 2027. Do you think they will slowdown execution and barely bring anything else online in H2? I don't believe that. Once again, I don't want to be overly bullish, but I have to assume they'll bring online at least half the amount they did in H1 indicating my prediction is between $25-30 billion ARR by YE 2027. ✅Summary: While there is no guarantee for anything, I believe $25-30 billion ARR is on the table by YE 2027 and I believe that will exceed everybody's expectation including mine. My initial $840 target for 2030 assumed $24 billion revenue for 2028. If they come in at $25 billion ARR then that's already crushed and revenue for 2028 will be at least $30 - 35 billion. Honestly it's hard to believe these numbers but this is what I see and I believe this word class management team has the "surprise" factor in them. If we only get a 5x multiple on 2027 ARR that will put us between $125-150 billion market cap, if we get a 10x multiple, that puts as to 250-300. Crazy numbers. Crazy.

If only iPhone Mirroring allowed using both screens simultaneously instead of soft locking to mirror only...

$APP earnings coming out in 10 days. I talked to 9 hedge funds the last month. Most think Axon has lost steam and the focus in back on its mobile app business. It’s going to be interesting to see what guidance is going to be. Longterm I am very bullish. It’s still at 7%+ wallet share for us and that’s with 25-30% of our revenue coming from countries $APP can’t serve.

Incredible amount of false info right now on AVP. Truths: Glasses are the priority; Enclosed headsets are on ice for now; visionOS isn't dead; the Vision Products Group was split up and many parts of it were moved elsewhere; no hand control on first display-less glasses/AirPods.