re: Nebius - NBIS - AI Infrastructure Company

Thanks for the option insight. I’ll reassess after thursday.

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Final Verdict: If You’re Buying at $45+, You Better Believe in Magic Nebius is not cheap. At $45, it’s already pricing in hypergrowth, flawless execution, and Nvidia’s continued blessing. The Big Question: Do You Trust These Guys to Pull It Off? If you think Volozh and his team are mad geniuses who will stop at nothing to get rich, buy it. If you think AWS, Azure, and CoreWeave will crush them like a bug, stay away. At $25-$30 per share, Nebius would be a high-risk, high-reward AI bet. At $45+ per share, it’s degenerate gambling. They have potential, but so did a thousand other cloud startups before them. If you’re buying at these levels, you better believe in destiny, vengeance, and the raw power of resentment-fueled innovation.

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This is mindless drivel. I look forward to reading the thread.

This fella took him to school:

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It's absolute killer work, top-tier, money-making diamond platinum insight. I appreciate the hell out of the hustle, the energy, the sweat(ty keyboard) poured into this.

Now, just a couple of quick observations-because in this game, details matter. Tiny tweaks, little shifts, that’s what separates the wolves from the sheep, the closers from the pretenders.

So let’s tighten it up, sharpen the edges, and take this thing to Lambo heaven!

1. ?Nebius vs. Hyperscalers? Different Game, Different League.

Look, Nebius isn’t here to throw hands with Microsoft or AWS-not in the same way, at least. And if you even mention CoreWeave in the same breath, you just proved my point. Microsoft isn’t throwing $10 billion into CoreWeave because they’re some kind of untouchable AI overlords-nah, it’s because they need their infrastructure.

And while we’re talking numbers, CoreWeave is sitting on a fat $13 BILLION in debt-yeah, you heard me right. Compare that to Nebius chilling with $3 billion in the war chest, ready to play the long game. Meanwhile, the guys running CoreWeave? Finance bros turned crypto bros. Nebius is led by Russian engineers with decades of experience building.. GPU clusters, among other things. They already built a $30+ billion company in relatively small markets.

Wrote about this already, read up:

LINK

2. Nvidia, SoundHound, and the Bigger Picture.

Yeah, Nvidia dumped SoundHound shares-but don’t get it twisted, they’re still working with them. But SoundCloud is a voice AI platform, not an AI cloud provider. Their importance in the Nvidia ecosystem wasn't ever meant to be overly heavy. On the other hand, Nvidia’s relationship with Nebius runs deep.

Arkady, Nebius’s CEO, has a 15+ year history with Nvidia. Before 2022, his old company Yandex was Nvidia’s biggest European GPU buyer.

This is ecosystem building, people. Nvidia needs Nebius, and others like them, to thrive-because Big Tech is hellbent on making their own GPUs. If you think Huang’s endgame is just to sell as many chips today as possible and ride off into the sunset, you’re missing the f*cking point.

Vision. Long-term dominance. That’s the play.

3. American $$$ Loves Nebius.

And for all the talk about sad Russians vs. real American dollars, take a good hard look at Nebius’s institutional holders:

LINK

Orbis and Accel? They led the private round Nvidia was in. These aren’t some no-name backers-this is serious institutional money, and it’s betting big on Nebius.

4. Let’s talk pricing.

Nebius is sitting on $3 billion in cash. But here’s where it gets spicy-they’re not just an AI infrastructure play. They’ve got three other businesses under their belt:

Toloka AI – data labeling, not exactly sexy, but it’s steady cash flow.

TripleTen – an edtech platform, again, not setting the world on fire, but it’s a functional asset.

Avride – now this is where it gets interesting. Self-driving vehicles, delivery automation, and multiple partnerships with Uber across the US. They’ve already clocked 10+ million miles on the road, and by all metrics, right now this thing could be sold for double what Nebius put into it-a cool $1 billion off a $500 million investment.

Stack these up? That’s about $1.5 billion in business value outside of core AI infrastructure. Now, don’t forget Nebius owns a 30% stake in ClickHouse. And if you don’t know ClickHouse, you’re living under a rock. This thing is everywhere. That stake alone? Easily worth $500 million.

So let’s do the math:

-$3 billion in cash -$2 billion in business assets (Avride, Toloka, TripleTen, ClickHouse stake) -That’s $5 billion in hard, tangible value. And here’s the kicker-that’s half their current valuation. You’re telling me there’s no upside here? Wake up.

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I think that the write up was probably AI…

But yes, you’re absolutely right. Everyone has a decision to make. I will not sell any shares prior because I believe in management’s ability to execute.

They will definitely report a loss in 2024 and they definitely spent A TON of money in Q4 alone. The lack of news leading up to earnings and the increase in institutional investors is something to be optimistic about.
You don’t want the company pumping the stock price before earnings. It’s a bad look.

owning the stock also gives a reality feeling of his thoughts.

hopefully a healthy correction because it has run up quite a bit.

Any body catch that dip?

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bayoubengals88

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worth adding some shares before Q4 reports tomorrow?

Of course I got tied up this morning and missed tDip