- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 12/19/25 at 12:02 pm to Neauxla
Posted on 12/19/25 at 12:02 pm to Neauxla
quote:
That makes me scared. BC they aren't buying at $130+/share
I was thinking about this one. Why would executive team take a company that is on pace to have an ARR of $8B sell for $130 a share? An $8B company should be in the $300+/share range, not $130. That would make zero sense.
That doesn't include all of the equity they have in Clickhouse, Avride, Toloka, etc...
That guys was just pulling a prediction out of his arse. This is like trying to pay Toyota prices for a Lamborghini... Not a reasonable proposition...
1
Posted on 12/19/25 at 12:41 pm to Jax-Tiger
If Arkady didn't sell Yandex to Google, he's sure as hell not selling Nebius.
Nothing about this management indicates sell.
They take pride in what they're doing. Notably, discovering AI start ups and helping them grow to enterprise level or beyond on Aether 3.1
They'd have to get a 100bn bid right now to just consider it (5x).
Nothing about this management indicates sell.
They take pride in what they're doing. Notably, discovering AI start ups and helping them grow to enterprise level or beyond on Aether 3.1
They'd have to get a 100bn bid right now to just consider it (5x).
Posted on 12/19/25 at 1:05 pm to Craft
are you surprised today?
Page 343 of 343
Popular
Back to top
Follow TigerDroppings for LSU Football News