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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/11/25 at 8:08 am to Jax-Tiger
Posted on 11/11/25 at 8:08 am to Jax-Tiger
quote:
In a fair world, NBIS would be $200+ and CRWV would be $150.
Agree, but market will probably hold this back because of $10m rev miss and dilution of stock by 10% with 25m share issuance happening tomorrow
1
Posted on 11/11/25 at 8:09 am to Jax-Tiger
quote:
a fair world, NBIS would be $200+ and CRWV would be $150.
That’s the question isn’t it? Even with all of this NbIS valuation is very high currently. It all depends on how much the market is willing to pay for future earnings.
Posted on 11/11/25 at 8:09 am to IT_Dawg
On related note, CRWV CEO Intrator fixing to be interviewed on squawk.
Posted on 11/11/25 at 8:09 am to Jax-Tiger
I walk away from the call thinking that they made other "neoclouds" seem like cave men who only know how to plug compute into an outlet.
Aether, token factory, are wayyy beyond anything that anyone else has to offer.
Aether, token factory, are wayyy beyond anything that anyone else has to offer.
Posted on 11/11/25 at 8:10 am to tigerfoot
Interesting how CRWV gets all the attention while NBIS just keeps chugging away.
Posted on 11/11/25 at 8:10 am to bayoubengals88
But the question is CRWV a buy on this news.
Posted on 11/11/25 at 8:15 am to BCreed1
quote:
But the question is CRWV a buy on this news.
100%
Posted on 11/11/25 at 8:20 am to SquatchDawg
Posted on 11/11/25 at 8:24 am to SquatchDawg
quote:
Interesting how CRWV gets all the attention while NBIS just keeps chugging away.
Right? I said that investors still view NBIS as CRWV lite. They don't have all the debt. YET. Just wait. They will be just like CRWV in a year. Overwhelming debt with no hope for profit any time soon...
It's not reality, it's perception.
Another perception I think people have is that all this demand for AI infrastructure is just temporary, and that once we catch up to demand, demand will taper off.
That is NBIS strategic advantage. They are not going after the hyperscalers. They are going after the enterprise customers. These are customers that haven't even figured out their AI needs, yet. Do you think all of the banks, insurance companies, government agencies, etc, have hundreds of AI experts on staff and a robust AI strategy going forward? Do you think the executives of these companies know much more about AI other than how to spell it?
Companies are just starting to dip their toe into the obvious AI projects and beginning to discover how it can be useful going forward. This is where the demand will be in the future. NBIS's core customers.
This post was edited on 11/11/25 at 8:28 am
Posted on 11/11/25 at 8:25 am to bayoubengals88
NBIS is clearly a premium provider and deserves a rich premium over the bitcoin gang per MW. i love both (Nbis and Iren) for what they do.
of course, both are gonna kill me on this option cycle - if earnings and news like today cannot move double digits and confirm the data center game is still early - i do not know what could
of course, both are gonna kill me on this option cycle - if earnings and news like today cannot move double digits and confirm the data center game is still early - i do not know what could
Posted on 11/11/25 at 8:27 am to igoringa
To be safe I believe owning NBIS, CRWV and IREN for the long term is smart but we may be past the point of seeing big short term spikes barring MAJOR news or a change in sentiment.
Posted on 11/11/25 at 8:29 am to SquatchDawg
quote:
MAJOR news or a change in sentiment.
We had major news today. We need change in sentiment, more than anything.
Posted on 11/11/25 at 8:37 am to Jax-Tiger
quote:
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
Today's headline
LINK
quote:
Michael Burry, the investor made famous by “The Big Short” who recently roiled the market with a tech short bet, is accusing some of America’s largest technology companies of using aggressive accounting to pad their profits from the artificial intelligence boom.
In a post on X Monday, the Scion Asset Management founder alleged that “hyperscalers” — the major cloud and AI infrastructure providers — are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic.
This post was edited on 11/11/25 at 8:42 am
Posted on 11/11/25 at 8:42 am to BCreed1
frick that guy.
Posted on 11/11/25 at 8:44 am to HogPharmer
He's a little bitch
Posted on 11/11/25 at 8:48 am to BCreed1
What a great buy opportunity right now is
Posted on 11/11/25 at 8:50 am to BCreed1
quote:That was yesterday's headline...
Today's headline
He's way under and hoping to manufacture a life line.
Posted on 11/11/25 at 8:52 am to bayoubengals88
This is ugly. Hopefully it doesn't get as ugly as CRWV
Posted on 11/11/25 at 8:53 am to AuBeerStud
I wonder how much lower priced these shares might get.
Posted on 11/11/25 at 8:53 am to bayoubengals88
I've rolled out. And now we wait.
The market may realize what they have here in a few days to a week or two.
Much like MU after earnings.
The market may realize what they have here in a few days to a week or two.
Much like MU after earnings.
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