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Started By
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1
Posted on 5/7/25 at 2:39 pm to The Egg
I want to add more here but I know when I do I'll give it all back tomorrow.
Posted on 5/7/25 at 3:24 pm to MrBobDobalina
We back?
Posted on 5/7/25 at 6:51 pm to meeple
Never left!
Posted on 5/9/25 at 4:06 pm to kaaj24
Loading Twitter/X Embed...
If tweet fails to load, click here. 6B x .28 (ownership stake) = 1.68B in Clickhouse alone, which is also about 30% of NBIS market cap.
So, NBIS position in Clickhouse comprises nearly a third of its own market cap, and Clickhouse is their smallest investment
After hours price action picking up on the news a bit.
This post was edited on 5/9/25 at 4:08 pm
Posted on 5/9/25 at 4:13 pm to bayoubengals88
Posted on 5/9/25 at 4:31 pm to bayoubengals88
Whats your take Bayou?
Posted on 5/9/25 at 4:38 pm to LChama
The math says it all.
What did we previously think their stake in Clickhouse was worth? Maybe 100 million??
Now it’s potentially 1.7bn
Enormous news.
What did we previously think their stake in Clickhouse was worth? Maybe 100 million??
Now it’s potentially 1.7bn
Enormous news.
Posted on 5/9/25 at 4:40 pm to bayoubengals88
Reasonable valuation and PT for NBis after this news?
Posted on 5/9/25 at 4:45 pm to bayoubengals88
Lfg
Posted on 5/9/25 at 4:47 pm to LChama
About 8bn on the conservative side.
Posted on 5/9/25 at 4:55 pm to bayoubengals88
Wonder if this news was partially baked into the recent run-up?
Posted on 5/9/25 at 4:56 pm to bayoubengals88
Surging in post
Posted on 5/9/25 at 5:03 pm to meeple
Love to see it
Posted on 5/9/25 at 5:28 pm to LChama
This feels so good after the last month or so
Posted on 5/11/25 at 7:23 pm to YungBuck
NBIS just hit $32 on Robinhood after hours. This week should be good.
Posted on 5/11/25 at 7:45 pm to Mockingbird2008
Great timing with trade deal and a run into earnings too. Watch out!
Posted on 5/11/25 at 8:42 pm to bayoubengals88
Didnt you buy some calls way back? Yu could be sitting on a nice trade
Posted on 5/11/25 at 9:25 pm to LChama
I’m holding eight $30 strike 2027 expiry
And two $45 strike 2027s
And two $45 strike 2027s
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