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re: Nebius - NBIS - AI Infrastructure Company
Posted on 3/18/26 at 3:25 pm to igoringa
Posted on 3/18/26 at 3:25 pm to igoringa
quote:
Call it what you want, it is 15% more cash (or shares) beyond what you borrowed - I call that interest (and it is accounted for as interest effectively)
I am hearing rumors it may be 20% this time which I hope is not true
Why is this necessary for NBIS to acquire the capital?
1
Posted on 3/18/26 at 5:08 pm to David_DJS
quote:
Why is this necessary for NBIS to acquire the capital?
The build outs needed to support these hyper. Scaler contracts are extremely capital intensive upfront. - it ultimately provides significant return on the backside because the expenditures have significant life - you just have to watch the leverage levels that's where core weave and Oracle get looked sideways sometimes because they've really gone heavy debt.
In the grand scheme of things NBIS has done a great job, keeping a decent balance sheet in light of this
Posted on 3/18/26 at 8:19 pm to igoringa
What do you think of Agrippa’s critique of NBIS from earlier today?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 3/18/26 at 8:27 pm to bayoubengals88
Here’s a response.
His point about transparency, or lack thereof, was exactly what I was thinking.
I don’t think it’s a cop out either.
Remember when a bit more info came out about the Microsoft deal and sent us beyond $120 for the first time?
His point about transparency, or lack thereof, was exactly what I was thinking.
I don’t think it’s a cop out either.
Remember when a bit more info came out about the Microsoft deal and sent us beyond $120 for the first time?
Loading Twitter/X Embed...
If tweet fails to load, click here. This post was edited on 3/18/26 at 8:28 pm
Posted on 3/18/26 at 11:31 pm to bayoubengals88
honestly, I only glanced at it - once I saw he was trying to extrapolate the gross margin at 200 million to what it would be when these massive contracts come in (ie assuming the same) - he lost me. There's no way their cost structures 100% variable that there won't be some significant leverage with these massive deals.
I can't comment as much on the lack of clarity going forward because I really haven't tried to look much on the expense sign in the future - right now I'm very revenue focused so these players can build out the data centers and have multi decade assets to generate massive margins in the future.
In other words his thesis didn't do much for me. As I mentioned yesterday, I really think this will do better per megawatt given their software - where as iren has more mega watts. I can't imagine that higher revenue per mega that they're actually losing money or having materially lower margins. i do not buy it
I can't comment as much on the lack of clarity going forward because I really haven't tried to look much on the expense sign in the future - right now I'm very revenue focused so these players can build out the data centers and have multi decade assets to generate massive margins in the future.
In other words his thesis didn't do much for me. As I mentioned yesterday, I really think this will do better per megawatt given their software - where as iren has more mega watts. I can't imagine that higher revenue per mega that they're actually losing money or having materially lower margins. i do not buy it
This post was edited on 3/18/26 at 11:32 pm
Posted on 3/19/26 at 12:21 pm to igoringa
Yeah man, this guy needs professional help:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 3/19/26 at 2:05 pm to bayoubengals88
Posted on 3/19/26 at 2:12 pm to bayoubengals88
Posted on 3/19/26 at 2:12 pm to bayoubengals88
Posted on 3/19/26 at 2:18 pm to bayoubengals88
lol - yeah that comes across as pretty pathetic by that dude that's for sure
Posted on 3/19/26 at 2:52 pm to igoringa
Apparently there was cnbc discussion on NBIS. I missed it
Posted on 3/19/26 at 3:10 pm to astonvilla
quote:I'll be looking for it. Drop it in here if you can find it.
Apparently there was cnbc discussion on NBIS. I missed it
Posted on 3/19/26 at 3:22 pm to bayoubengals88
"Global hyperscaler contender"
Posted on 3/19/26 at 3:23 pm to ynlvr
Posted on 3/19/26 at 3:26 pm to ynlvr
Ha! She's been pounding the table on Nebius for over a year now.
Her fund is a major share holder.
Her fund is a major share holder.
Posted on 3/19/26 at 3:28 pm to bayoubengals88
Yup, its paid off for her . . . February 2025 call. Right after you started this trhead 
This post was edited on 3/19/26 at 3:29 pm
Posted on 3/19/26 at 3:30 pm to ynlvr
Holy shite!! What a segment!!!
I love her.
I love her.
Posted on 3/20/26 at 10:20 pm to bayoubengals88
Damn BB you’re going to make me buy more aren’t you.
Posted on 3/21/26 at 7:17 am to SquatchDawg
Oh man, I wish I could buy more.
Physical AI can make NBIS bigger than anything I could have imagined.
Physical AI can make NBIS bigger than anything I could have imagined.
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