re: Nebius - NBIS - AI Infrastructure Company

I’m buying some, complete overreaction

They’re both going to be winners long.

I’m just looking at the next month

Tomorrow will not be what this had been hyped to be. I am a believer long term but no skin in the game at the moment. Hope I am wrong but I don’t think I will be.

Nice to have folks truly dedicated to the cause.

My gf and I are pretty heavy (for us) into NBIS. No fault of hers!

We're doing a little week long road trip from Ft Lauderdale to Amelia Island the week after Thanksgivng. Maybe have a celebratory or commisery beer if you have time.

Here's to everyone for tomorrow morning

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I actually read a summary of Nebius going into tomorrow, and among the negatives was that it's reliance on ownership of Clickhouse, Avride, and Toloka to help finance future growth was a negative, because if those companies valuation goes down, it could hurt Nebius..

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What did that summary say about the $1B+ stock issuance funding stuff or the $3B already holding in cash?

Oh, I'm also fine with lumping in a company NBIS owns 28% in there that will likely IPO next summer for $25B

Ive had a lot of cheerleading wine...and we still got about 11 hours and 15 mins to go for the release and 11 hours 45 mins til the call

Honestly, never been this nervous about something I am so confident about in my life.

What day will you be in the Vero Beach area. I'd love to have a beer.

Vero Beach is small and unassuming. A lot of great hangouts, almost all are local joints - not very touristy. Will you be driving up A1A or I-95? Just let me know.

As of this minute, Stuart Nov 29-30ish
Vero area Dec1ish

Might go fishing based on weather, so may affect Dec 1 plan?

No firm driving paths yet, but won't be in a rush. Just a slow ride up the beach.

Keep me posted. We can coordinate when you're in the area.

I’m overall bullish.
Chart hasn’t broken down.
In fact, you can argue that it’s ready for another run with RSI at 53.

I’d like to hear an emphasis on sovereign AI potential and enterprise level clients. Hammer the client customization that all the new products allow.
Differentiate from everyone, from AWS to IREN.
And please no meaningful delays on the data center front.

If they can do that, post 160mm, and guide toward top end of 1.1bn then we start forming a new base again in the 120s, which I think is ridiculously low based on a sum of the parts valuation. But I’m not the market.