- 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
1
Posted on 3/9/26 at 9:16 am to jefforize
quote:
not so bad.
Now you done jinxed us...
Posted on 3/9/26 at 10:54 am to Jax-Tiger
Those calls ended up being a great buy. Well done 
Posted on 3/9/26 at 3:03 pm to bayoubengals88
Sold at 9.00. Felt good about it...
Posted on 3/9/26 at 4:09 pm to Jax-Tiger
Posted on 3/9/26 at 8:43 pm to bayoubengals88
Posted on 3/10/26 at 5:42 am to astonvilla
No one can compare.
Posted on 3/10/26 at 8:03 am to astonvilla
Probably be down 3% on this news 
Posted on 3/10/26 at 8:52 am to HogPharmer
quote:And we know that's ok. The market has no expectation that Nebius can execute.
Probably be down 3% on this news
If you believe that they can, you may have the biggest edge since buying apple in the mid 2000s.
The core business is currently trading at 1.55x 2026 ARR, and just 4.24x 2026 revenue
For reference, this is the P/S for ORCL, CSCO, and IBM based on 2026 revenue forecasts:
ORCL: 6.5x
CSCO: 4.7x
NBIS: 4.2x
IBM: 3.2x
YET, this is YoY growth estimates for 2025-26
Notice anything different about these companies?
If the market truly thought Nebius could do this, then core business would be at 10x forward rev 33bn + 10bn subsidiaries.
43bn market cap is $170 per share.
In other words, if Nebius was priced to perfection right now, it would be $170 per share. See analysts estimates......
Posted on 3/10/26 at 9:05 am to bayoubengals88
The volatility will still be there because NBIS is still CRWVs little brother in the eyes of the lazy analysts. They assume the two companies do the same thing and are taking the same pathway to get to the same objective.
Watch out when NBIS has to take on debt to meet this year's lofty objectives. I hope that there will be good news on the profitability side to offset that, because the naysayers will not pay any attention to the fact that NBIS is only borrowing 40 cents on the dollar to pay for the 9 new data centers they are building (they currently have 7 already open).
Watch out when NBIS has to take on debt to meet this year's lofty objectives. I hope that there will be good news on the profitability side to offset that, because the naysayers will not pay any attention to the fact that NBIS is only borrowing 40 cents on the dollar to pay for the 9 new data centers they are building (they currently have 7 already open).
Posted on 3/11/26 at 7:01 am to Jax-Tiger
NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud
GLOBENEWSWIRE - 56 SECONDS AGO
SANTA CLARA, Calif. and AMSTERDAM, March 11, 2026 (GLOBE NEWSWIRE) -- NVIDIA (NVDA) and Nebius Group N.V. (NBIS) today announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises.
NVIDIA (NVDA) will invest $2 billion in Nebius (NBIS), reflecting NVIDIA’s confidence in Nebius’s business and unique depth of engineering expertise across the full AI technology stack.
To help meet rapidly growing global demand for high-performance compute, the partnership deepens Nebius (NBIS) and NVIDIA’s relationship across the full AI technology stack, from AI factory architecture to production software, enabling Nebius (NBIS) to accelerate the buildout of its industry-leading, full-stack AI cloud platform.
LFG...
ETA: NBIS just paid for more of their 2026 capex...
GLOBENEWSWIRE - 56 SECONDS AGO
SANTA CLARA, Calif. and AMSTERDAM, March 11, 2026 (GLOBE NEWSWIRE) -- NVIDIA (NVDA) and Nebius Group N.V. (NBIS) today announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises.
NVIDIA (NVDA) will invest $2 billion in Nebius (NBIS), reflecting NVIDIA’s confidence in Nebius’s business and unique depth of engineering expertise across the full AI technology stack.
To help meet rapidly growing global demand for high-performance compute, the partnership deepens Nebius (NBIS) and NVIDIA’s relationship across the full AI technology stack, from AI factory architecture to production software, enabling Nebius (NBIS) to accelerate the buildout of its industry-leading, full-stack AI cloud platform.
LFG...
ETA: NBIS just paid for more of their 2026 capex...
This post was edited on 3/11/26 at 7:05 am
Posted on 3/11/26 at 7:05 am to Jax-Tiger
Keep seeing RH notifications,
Wow congrats on those calls Jax and BB88
Wow congrats on those calls Jax and BB88
Posted on 3/11/26 at 7:08 am to Jax-Tiger
Paaaauuuuullll
Posted on 3/11/26 at 7:08 am to Jax-Tiger
And there it is folks. We’ve won.
Will be digesting more of this with time, but what an incredible catalyst.
Will be digesting more of this with time, but what an incredible catalyst.
Posted on 3/11/26 at 7:11 am to itsbigmikey
quote:
Paaaauuuuullll
This is not good. It's volatility...
Sincerely,
PA
Posted on 3/11/26 at 7:17 am to YungBuck
quote:
Wow congrats on those calls Jax and BB88
I sold mine on Monday. Was gonna buy more on the dip...
Posted on 3/11/26 at 7:18 am to Jax-Tiger
Shouldn’t it be higher than this on that news
Posted on 3/11/26 at 7:23 am to Craft
quote:
Shouldn’t it be higher than this on that news
Still pre-market and the market has to wake up and digest the news. Expect some negativity, as well - out of control capex, CRWV Jr, circular investment, etc...
I would still expect this to go higher.
Posted on 3/11/26 at 7:24 am to Jax-Tiger
I guess nvdia did this with apld and crwv etc but this seems like a massive catalyst
Posted on 3/11/26 at 7:37 am to Jax-Tiger
It was already rising due to Oracle posting positive after hours yesterday.
Now this on top
Now this on top
Page 369 of 400
Popular
Back to top
Follow TigerDroppings for LSU Football News