- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- 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 3/4/26 at 10:03 am to Neauxla
Posted on 3/4/26 at 10:03 am to Neauxla
Marc states that we've not announced this yet, but we are "now securing upfront payment from customers. In some cases, 100 percent of payment." 
This post was edited on 3/4/26 at 10:04 am
1
Posted on 3/4/26 at 10:41 am to bayoubengals88
Posted on 3/4/26 at 10:45 am to bayoubengals88
Love it. He needs to do more PR like this.
Posted on 3/4/26 at 1:01 pm to Jax-Tiger
Been a minute since we’ve had any rally beers in this thread. And I’ve always been at work and unable to participate. But I’m off today. So here’s my shitty beer and hoping for $140 again soon!
Posted on 3/4/26 at 1:20 pm to HogPharmer
I miss IT_Dawg's posts. I hope he's hanging around and ready to get back into it, soon.
I need to post a beer from Earl's, soon...
I need to post a beer from Earl's, soon...
Posted on 3/4/26 at 1:26 pm to Jax-Tiger
quote:
I hope he's hanging around and ready to get back into it, soon.
With the cojones he has he’ll be back in the game.
Man was on an absolute tear until the powers that be started fricking with it all.
Hope when it’s all said and done Nebius puts a statue of him outfront of one of the offices. ;)
Posted on 3/4/26 at 2:02 pm to Jax-Tiger
quote:What's the higher liklihood in your mind?
Jax-Tiger
It's summer of 2031 and NBIS is on its way to realizing 16bn in net income based on 40% margins from 40bn total revenue. Trading at a reasonable tech P/E of 45, the market cap is 720 billion. Due to a nearly 100% dilution from today's share count, the share price is $1,440
HGRAF is on their way to realizing 1.875 billion in net income based on 75% profit margins. They're selling 10,000 tonnes at 250k per ton to get there. Materials P/E is quite reasonable at 30 so their market cap is 56.25 billion with 510 million shares outstanding or 50% dilution from today.
Share price of $110.
This post was edited on 3/4/26 at 2:03 pm
Posted on 3/4/26 at 2:11 pm to bayoubengals88
The answer to that is yes please to both
Posted on 3/4/26 at 2:19 pm to bayoubengals88
quote:
What's the higher liklihood in your mind?
IMO, NBIS is the surer bet..
Simply because at this point, the customer demand is there and they are showing that they provide added value that other companies don't have. If they have $40B in revenue and net $16B, the market can no longer complain about capex. Right now, it comes down to execution and they have a very capable and experienced team.
HGRAF is the one that has the higher ceiling, but maybe less likelihood of ending up as a best case scenario.
It's concievable that HGRAF ends up with a much higher price per share than $110, but it is also more likely that HGRAF is a bust and doesn't break $20 by 2031.
Posted on 3/4/26 at 5:08 pm to bayoubengals88
Thats gonna sting...
Posted on 3/4/26 at 5:49 pm to Jax-Tiger
This would be like NBIS raising 10bn at upper $70s/share 
Posted on 3/4/26 at 7:55 pm to bayoubengals88
quote:
Is this a typo?!??
Or fake?
Jesus - out of town so do not know that back stcry but that is not optimal lol
This post was edited on 3/4/26 at 7:56 pm
Posted on 3/4/26 at 8:22 pm to igoringa
Came out on the same day they announced more GPU purchases.
Posted on 3/4/26 at 8:48 pm to bayoubengals88
So are we expecting IREN to plummet tomorrow at open?
Posted on 3/4/26 at 9:02 pm to Neauxla
Who the hell knows!
$39 is my guess.
$39 is my guess.
Posted on 3/4/26 at 11:17 pm to bayoubengals88
Anyone see NBIS dropping tomorrow as well?
Posted on 3/5/26 at 5:13 am to SidewalkTiger
Hopefully there is finally some decoupling
Posted on 3/5/26 at 5:45 am to SidewalkTiger
quote:I could absolutely see it happening. It may take another year for the street to understand Nebius.
Anyone see NBIS dropping tomorrow as well?
But NBIS untouched ATM is currently capped at 10% dilution.
I think they are wanting to grow market cap before using it.
Could be the difference in 1.5bn raised is they waited until $150
Posted on 3/5/26 at 6:28 am to bayoubengals88
quote:
It may take another year for the street to understand Nebius.
This may be the case, but I think it will be a gradual understanding, and the stock will start catching up this year.
Page 367 of 399
Popular
Back to top
Follow TigerDroppings for LSU Football News