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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/11/26 at 8:20 am to Naked Bootleg
Posted on 7/11/26 at 8:20 am to Naked Bootleg
This is one hell of an execution gap 
It’s quite possible that the CHIEF REVENUE OFFICER knows more than the street…
It’s quite possible that the CHIEF REVENUE OFFICER knows more than the street…
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 7/11/26 at 8:23 am
Posted on 7/11/26 at 8:33 am to bayoubengals88
Will they raise 2026 ARR in a few weeks?
8-10bn (9bn) at 7x sales = 63bn for AI Cloud business.
Market will assign at least 10bn for Clickhouse and other subs.
73bn cap
73,000,000,000/254,000,000=287.402
7x of 2026 ARR is pretty conservative.
I’d call this a base case for August.
8-10bn (9bn) at 7x sales = 63bn for AI Cloud business.
Market will assign at least 10bn for Clickhouse and other subs.
73bn cap
73,000,000,000/254,000,000=287.402
7x of 2026 ARR is pretty conservative.
I’d call this a base case for August.
Posted on 7/11/26 at 1:21 pm to bayoubengals88
Posted on 7/11/26 at 1:39 pm to bayoubengals88
This is all amazing. Tempted to significantly load up more next week.
Posted on 7/12/26 at 7:58 am to meeple
Posted on 7/14/26 at 6:46 am to bayoubengals88
HUGE! A billion here and there is the future of the business. Or, evidently the present…
Wow.
Wow.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/14/26 at 6:59 am to bayoubengals88
Hopefully this will wake this thing up, maybe put some pressure on some of those shorts.
Maybe not
Maybe not
This post was edited on 7/14/26 at 9:32 am
Posted on 7/14/26 at 8:46 am to bayoubengals88
Reflection is a big name in US ope source AI development. Great customer to have and grow with.
Posted on 7/14/26 at 9:05 am to LSUcam7
Now what happened
Posted on 7/14/26 at 9:06 am to meeple
Shorts are trying to push this down.
This post was edited on 7/14/26 at 9:07 am
Posted on 7/14/26 at 9:09 am to Bayou_Tiger_225
Fine I’ll buy some more since I missed my chance yesterday.
Posted on 7/14/26 at 9:16 am to Bayou_Tiger_225
Such a joke at this point how bad this is being manipulated
Posted on 7/14/26 at 9:27 am to LB84
Nebius isn’t the only one struggling this mornings. Several data center names are down. Not sure why.
Posted on 7/14/26 at 9:47 am to LSUcam7
Is reflection ai trading at .0004? Or is that the wrong company?
Posted on 7/14/26 at 9:48 am to LChama
Reflection AI is private
Posted on 7/14/26 at 9:57 am to meeple
I just added a couple more. Avg for me is $112.
Posted on 7/14/26 at 10:08 am to meeple
quote:
Now what happened
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/14/26 at 10:08 am to bayoubengals88
Posted on 7/14/26 at 10:09 am to bayoubengals88
I loaded 330 NBIL
Posted on 7/14/26 at 10:13 am to bayoubengals88
What’s the difference/advantage between holding shares of NBIL over NBIS?
This post was edited on 7/14/26 at 10:14 am
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