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re: Nebius - NBIS - AI Infrastructure Company
Posted on 6/17/26 at 10:49 am to bayoubengals88
Posted on 6/17/26 at 10:49 am to bayoubengals88
quote:
Never gets old
We need a meme with Paul Allen's picture in it...
2
Posted on 6/17/26 at 12:48 pm to Jax-Tiger
Slow down baby!!! 
Posted on 6/17/26 at 12:54 pm to bayoubengals88
Posted on 6/17/26 at 1:15 pm to Jax-Tiger
quote:
Paul Allen
I've noticed that dude doesnt show up on day's like this. Why is that? He doesnt like money?
Posted on 6/17/26 at 1:29 pm to Sabans straw hat
quote:When it's down from $303 to $285 he'll chime in with "Ouch" or "down 6%"
I've noticed that dude doesnt show up on day's like this. Why is that? He doesnt like money?
Posted on 6/17/26 at 1:42 pm to bayoubengals88
legends being made today
Posted on 6/17/26 at 1:49 pm to bayoubengals88
So at what point does the buying pressure (Peak $300-$310?) from the Nasdaq 100 additional slow down? Assume we see a solid drop after that. I may trim half my Roth Position and attempt to buy back after. I know if I do, it will rocket to $400 before I get to buy.
Posted on 6/17/26 at 1:52 pm to Mockingbird2008
what an amazing ride 
Posted on 6/17/26 at 2:03 pm to BigAL Golesh
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 6/17/26 at 2:03 pm
Posted on 6/17/26 at 2:04 pm to Mockingbird2008
quote:I haven't the slightest clue what price will do.
I may trim half my Roth Position and attempt to buy back after. I know if I do, it will rocket to $400 before I get to buy.
But, sell covered calls!
You can get over 1k right now for 7/17 $400 strike
Posted on 6/17/26 at 2:10 pm to bayoubengals88
What’s your feeling on selling CC if you own under 200 shares of a stock? Just as a rule of thumb? Not necessarily only on this stock.
$400 is a tall order for 30 days out. But we’ve all seen that it only takes one catalyst for this particular stock to rocket. My goal is to keep my shares until we hit $1,000.
$400 is a tall order for 30 days out. But we’ve all seen that it only takes one catalyst for this particular stock to rocket. My goal is to keep my shares until we hit $1,000.
Posted on 6/17/26 at 2:28 pm to HogPharmer
$1,000/share? Does this stock have that much juice? If so, I guess I should be adding here.
Posted on 6/17/26 at 2:36 pm to StreamsOfWhiskey
quote:You haven't been paying attention
$1,000/share? Does this stock have that much juice?
What do you think happens when a company goes from 530 million revenue to 40 billion in 5 years?
This post was edited on 6/17/26 at 2:37 pm
Posted on 6/17/26 at 2:38 pm to bayoubengals88
quote:do we think that realistically happens?
What do you think happens when a company goes from 530 million revenue to 40 billion in 5 years?
Posted on 6/17/26 at 2:40 pm to StreamsOfWhiskey
$15k for a Jan 28 $410 call lol
Posted on 6/17/26 at 2:55 pm to Neauxla
quote:This is the thesis, so YES!
do we think that realistically happens?
Posted on 6/17/26 at 3:07 pm to bayoubengals88
The question I have, "Does Nebius turn a profit in Q4 of 2026?"
Posted on 6/17/26 at 8:34 pm to Jax-Tiger
We are a long ways from January but those $410 covered calls are already wayyy too close for comfort.
Forced diversification?! Or go with 2028 or 2029 LEAPS?
We could be $550 after Q3 earnings.
Just planning ahead…
Forced diversification?! Or go with 2028 or 2029 LEAPS?
We could be $550 after Q3 earnings.
Just planning ahead…
Posted on 6/17/26 at 8:40 pm to bayoubengals88
Serious question. BTW, I’m in for 50 shares at $120 a share so first I want to say thank y’all for getting me in on NBIS! But I’m always wondering where all these numbers come from. Do y’all just throw a random number out saying it could be $x of dollars soon? And not just taking about NBIS, but I see people all over just say “x” stock could be x amount by the end of the year. Where is “x” coming from?
Posted on 6/17/26 at 10:15 pm to Bass_Fanatic
I get it from a reasonable Price to sales or P/E multiple based on analyst revenue projections, like Goldman Sachs.
Or I take what the company gives us and infer.
They are targeting 5GW of power by 2030-31
I know that that amount of compute should easily generate 40bn annually based on this year’s ARR and compute guidance:
Looking forward into their 2026 buildout, company projections aiming for $7 billion to $9 billion in annualized recurring revenue against 800 megawatts to 1 gigawatt of connected power imply that Nebius targets an optimized yield of roughly $8 million to $9 million per megawatt-year.
So I’ll ask Gemini, what’s a reasonable revenue estimate based on 5GW of active power? What multiple can we safely assign to that number based on 25% net margins?
For an AI infrastructure firm at scale with a steady 25% net profit margin, a mature yet growing tech multiple of 20x to 30x P/E is standard.
At $36 billion in revenue, a 25% margin generates $9 billion in net profit.
Applying a 20x to 30x P/E multiple values the business between $180 billion and $270 billion.
Honestly, that’s really conservative.
Or I take what the company gives us and infer.
They are targeting 5GW of power by 2030-31
I know that that amount of compute should easily generate 40bn annually based on this year’s ARR and compute guidance:
Looking forward into their 2026 buildout, company projections aiming for $7 billion to $9 billion in annualized recurring revenue against 800 megawatts to 1 gigawatt of connected power imply that Nebius targets an optimized yield of roughly $8 million to $9 million per megawatt-year.
So I’ll ask Gemini, what’s a reasonable revenue estimate based on 5GW of active power? What multiple can we safely assign to that number based on 25% net margins?
For an AI infrastructure firm at scale with a steady 25% net profit margin, a mature yet growing tech multiple of 20x to 30x P/E is standard.
At $36 billion in revenue, a 25% margin generates $9 billion in net profit.
Applying a 20x to 30x P/E multiple values the business between $180 billion and $270 billion.
Honestly, that’s really conservative.
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