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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/11/25 at 7:29 pm to bayoubengals88
Posted on 9/11/25 at 7:29 pm to bayoubengals88
That's what I was hoping for with MSFT collaboration. One thing is sure more contracts are coming, arkdy himself said that.
1
Posted on 9/11/25 at 8:15 pm to astonvilla
How many people heard about Nebius for the first time this week and have no clue about Avride or Clickhouse?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/11/25 at 8:42 pm to bayoubengals88
quote:
How many people heard about Nebius for the first time this week and have no clue about Avride or Clickhouse?
*raises hand*
Posted on 9/12/25 at 5:50 am to igoringa
Love it haha
Clickhouse is, from what I can tell, the very best version of a DDOG or MDB.
NBIS owns ~30% of the company.
TSLA uses it. So does IBM, Cloudflare, Spotify, Walmart.
In late spring, most were shocked to hear that its latest valuation was upwards of 6bn. Analysts had assumed around 1bn.
That’s when NBIS shot up from $28-35 in a day or two and began its recovery to where it is now.
Clickhouse could be a 50bn dollar company in its own right after an IPO. Then NBIS could sell and expand.
Clickhouse is, from what I can tell, the very best version of a DDOG or MDB.
NBIS owns ~30% of the company.
TSLA uses it. So does IBM, Cloudflare, Spotify, Walmart.
In late spring, most were shocked to hear that its latest valuation was upwards of 6bn. Analysts had assumed around 1bn.
That’s when NBIS shot up from $28-35 in a day or two and began its recovery to where it is now.
Clickhouse could be a 50bn dollar company in its own right after an IPO. Then NBIS could sell and expand.
Posted on 9/12/25 at 6:02 am to bayoubengals88
Posted on 9/12/25 at 6:04 am to bayoubengals88
quote:
JUST IN: Arete Research raised its Price Target on $NBIS from $128 to $184 and keeps a Buy rating ??
Ahhhh too late
This post was edited on 9/12/25 at 6:06 am
Posted on 9/12/25 at 6:18 am to sonoma8
Hmmmmm…..
07:03 AM EDT, 09/12/2025 (MT Newswires) -- (Updates with Nvidia's response in fourth paragraph.)
Nvidia (NVDA) and OpenAI intend to pledge support for billions of dollars in UK data center investments next week, Bloomberg News reported Friday, citing people with knowledge of the matter.
The two companies will work with London-based data center business Nscale Global on the project, the unnamed sources told the news outlet.
The respective chief executives of Nvidia and OpenAI are part of a delegation of US executives expected to visit the UK, according to the report.
07:03 AM EDT, 09/12/2025 (MT Newswires) -- (Updates with Nvidia's response in fourth paragraph.)
Nvidia (NVDA) and OpenAI intend to pledge support for billions of dollars in UK data center investments next week, Bloomberg News reported Friday, citing people with knowledge of the matter.
The two companies will work with London-based data center business Nscale Global on the project, the unnamed sources told the news outlet.
The respective chief executives of Nvidia and OpenAI are part of a delegation of US executives expected to visit the UK, according to the report.
Posted on 9/12/25 at 6:21 am to bayoubengals88
looks promising
It does say that they are going to work with data center business Nscale Global on the project.
But still overall positive for potential European expansion.
It does say that they are going to work with data center business Nscale Global on the project.
But still overall positive for potential European expansion.
Posted on 9/12/25 at 6:23 am to astonvilla
Correct.
I believe NBIS London data center is only starting at 5-10 MW.
Could be some spill over.
I believe NBIS London data center is only starting at 5-10 MW.
Could be some spill over.
Posted on 9/12/25 at 6:26 am to astonvilla
This is the kind of talk we love to hear.
Ok, I’m done. Time to go cut the grass.
Ok, I’m done. Time to go cut the grass.
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If tweet fails to load, click here.
Posted on 9/12/25 at 6:28 am to bayoubengals88
got it, thanks
here is more positive news
LINK
The CRO Marc Boroditsky told us: "We believe the real opportunity is delivering the AWS equivalent for AI.”
“The $100B+ business opportunity is servicing the hyperscaler-level requirements of this new class of AI customers, while also supporting the single engineer building from scratch as they scale.”
here is more positive news
LINK
The CRO Marc Boroditsky told us: "We believe the real opportunity is delivering the AWS equivalent for AI.”
“The $100B+ business opportunity is servicing the hyperscaler-level requirements of this new class of AI customers, while also supporting the single engineer building from scratch as they scale.”
Posted on 9/12/25 at 6:31 am to bayoubengals88
posted same content but from linkedin. i see a inflection point soon.
Posted on 9/12/25 at 6:34 am to astonvilla
My orders of 100 @ $91 and 100 @ 90 hit yesterday. Sadly not my $200 @ 86
Posted on 9/12/25 at 6:51 am to Neauxla
might be difficult to fill the gap with all the positive upcoming catalyst.
Posted on 9/12/25 at 6:51 am to Neauxla
Current positions in addition to shares.
I’ve gone conservative.
I’ve gone conservative.
This post was edited on 9/12/25 at 6:52 am
Posted on 9/12/25 at 7:08 am to bayoubengals88
You might wan to roll that first one over so you don't lose everything...
Posted on 9/12/25 at 7:13 am to Jax-Tiger
quote:Those are sells :)
You might wan to roll that first one over so you don't lose everything...
Instead of losing everything, I’ll likely make 100%
Just $160, but still nice.
This post was edited on 9/12/25 at 7:14 am
Posted on 9/12/25 at 8:11 am to bayoubengals88
quote:
Those are sells :)
shite. Missed that. I was scrolling through and thought they were all buys...
You're in good shape on the rest, I think. Unless NBIS goes into a malaise, like it did in July.
This post was edited on 9/12/25 at 8:14 am
Posted on 9/12/25 at 8:34 am to bayoubengals88
At some point before earnings I need to do a dive into the financials but even at current prices, the MSFT contract alone almost equals market cap. Depending on CapX and margins, it seems like we’re getting the rest of the company for free.
Posted on 9/12/25 at 9:02 am to SquatchDawg
Let us know what you find.
Crazy trading this morning
Crazy trading this morning
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