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re: Nebius - NBIS - AI Infrastructure Company
Posted on 10/17/25 at 3:23 pm to donRANDOMnumbers
Posted on 10/17/25 at 3:23 pm to donRANDOMnumbers
quote:
might come down to the 96-100 area for a bounce.
good news will send it back up
ok news keeps it around there for a while
bad news going to $80
$113.44 = 28.5bn market cap
At $100 per share:
$25.12 billion
At $80 per share:
$20.10 billion
Microsoft deal alone is worth 17.4 to 19.4 billion.
If Avride isn't worth 4bn dollars I will log out forever.
We know for a fact that Nebius's 28% stake in Clickhouse was valued at 1.7bn in the spring, but with 4x YoY ARR and a potential IPO next year that valuation could 5x.
Toloka could easily be a 1bn dollar stake.
And Triple ten a few hundred million.
Subsidiaries and other stakes are easily worth 8bn right now with the potential to be worth 20bn a year from now.
10x P/S of 3bn worth of 2026 actual revenue gives us 30bn for the core business and 8bn for the subs.
That's 38bn or $151.27 per share.
Two things:
1. 10x revenue is criminally low relative to peers
2. Goldman is estimating 6.5bn revenue in 2026
Let's bump up the P/S to 12 to be conservative and the '26 revenue to 4bn. That's 48bn + 8bn =56bn or,
$222.93 per share.
That's a fair price for early 2026 and $151.27 is a fair price right damn now.
This post was edited on 10/17/25 at 3:32 pm
1
Posted on 10/17/25 at 3:45 pm to bayoubengals88
And yet CRWV with 300% debt to equity rebounds.
Now I’m starting to get pissed off.
Now I’m starting to get pissed off.
Posted on 10/17/25 at 3:46 pm to bayoubengals88
I bought 40 12/19 $140 calls at a little under 10 bucks.
This post was edited on 10/17/25 at 4:11 pm
Posted on 10/17/25 at 3:56 pm to SquatchDawg
quote:
and still hold 1/16 SLV 50c but they’re making me nervous at +60%.
I was right to be nervous
Posted on 10/17/25 at 4:00 pm to SquatchDawg
When you buy NBIS...
Posted on 10/17/25 at 5:10 pm to bayoubengals88
Anthropic isn’t even under the clickhouse diagram either.
And they are my favorite / the best
That tripleten is interesting too. I need to dig further there
And they are my favorite / the best
That tripleten is interesting too. I need to dig further there
Posted on 10/17/25 at 6:47 pm to bayoubengals88
IT_Dawg is back down to being only a millionaire after this week.
Posted on 10/18/25 at 8:37 am to bayoubengals88
Posted on 10/18/25 at 9:00 am to bayoubengals88
Dean is a smart guy!
Posted on 10/18/25 at 9:05 am to bayoubengals88
Know what you own… keeps me in this thing.
Posted on 10/19/25 at 7:30 am to LChama
quote:
Know what you own… keeps me in this thing.
Yeah, my average being $65 makes holding alot easier. If my average was $100, I think the last week likely would caused me to panic wihich I know I’d regret. My big wins are just few and far between.
Posted on 10/19/25 at 11:42 am to Craft
Average doesn't mean much in the long run. My "average" has been as low as $32 and is $67, right now. I have about 75% of my shares that I'm holding long term. Not touching. The other 25%, I have been moving in and out between calls and shares.
If I buy 100 shares for $50, sell them for 1$100, and buy them back for $90, my average is now $90, instead of $50, but I still have 100 shares, but I also have $1000 in my pocket
If I buy 100 shares for $50, sell them for 1$100, and buy them back for $90, my average is now $90, instead of $50, but I still have 100 shares, but I also have $1000 in my pocket
Posted on 10/19/25 at 2:12 pm to Jax-Tiger
Yep. Average is meaningless if you’re up 500% ytd because of the way you buy, sell, and trade a stock.
Posted on 10/19/25 at 7:00 pm to bayoubengals88
I’m starting at $113 I should say then lol. I hope it dips more im ready to load the boat.
Posted on 10/19/25 at 7:54 pm to Craft
Barring bad news, I think the market as a whole rolls and we get the UPTOBER drive.
Posted on 10/19/25 at 8:19 pm to BCreed1
I’m curious to see what impact a prolonged government shutdown will have on markets.
Last week sentiment shifted as I’ve started seeing a lot of narrative about the AI bubble. Think this is more of an opportunity to take some profits. And the periodic settling that occurs after stock market runs.
Last week sentiment shifted as I’ve started seeing a lot of narrative about the AI bubble. Think this is more of an opportunity to take some profits. And the periodic settling that occurs after stock market runs.
Posted on 10/19/25 at 8:31 pm to kaaj24
I’m quite happy to see $116 in AH
Posted on 10/19/25 at 8:47 pm to bayoubengals88
I have 17 stocks/etfs that I need to sell calls on! So I'm happy it's up!
Posted on 10/19/25 at 8:58 pm to BCreed1
I sold 10/31 $140 when the stock was at $135.
I put the money into NVTS for the week.
Then I sold some of those and took the profit to buy NBIS 10/31 $125 calls at a huge discount right before closing on Friday.
It’s gonna be a big week for us. Get your napkins ready. Let’s Go!
I put the money into NVTS for the week.
Then I sold some of those and took the profit to buy NBIS 10/31 $125 calls at a huge discount right before closing on Friday.
It’s gonna be a big week for us. Get your napkins ready. Let’s Go!
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