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re: Nebius - NBIS - AI Infrastructure Company
Posted on 7/17/26 at 3:42 pm to bayoubengals88
Posted on 7/17/26 at 3:42 pm to bayoubengals88
Posted on 7/17/26 at 5:34 pm to bayoubengals88
The New Jersey location is my biggest fear in the short term - and I will sleep better when they explicitly say that facilities is on schedule.
They do not have to source from that facility - particularly the early tranches.
Bloom has not shown an ability to deliver, and the satellite images in Vineland do not show evidence of cooling of the structure which at this stage would make it hard to stay on schedule.
Further, I've heard of some inferred that blooms disclosure a day or two ago about financing was related to this project - if they are just getting the financing now then they're not delivering now.
I so very much want to be wrong because I think it's the only short term driver outside macro that can be negative unless birmingham turns
Edit: To add what my concern relates to LINK
They do not have to source from that facility - particularly the early tranches.
Bloom has not shown an ability to deliver, and the satellite images in Vineland do not show evidence of cooling of the structure which at this stage would make it hard to stay on schedule.
Further, I've heard of some inferred that blooms disclosure a day or two ago about financing was related to this project - if they are just getting the financing now then they're not delivering now.
I so very much want to be wrong because I think it's the only short term driver outside macro that can be negative unless birmingham turns
Edit: To add what my concern relates to LINK
This post was edited on 7/17/26 at 5:44 pm
Posted on 7/17/26 at 7:42 pm to igoringa
They’ll address it on the call.
quote:
Nebius also confirmed it recently delivered the latest planned capacity tranche to Microsoft and remains on track for the rest, independent proof the commercial relationship is executing as contracted.
Now compare this to peers, because CoreWeave closed an $8.5 billion GPU backed loan in March at SOFR plus 225 basis points, but needed three years and multiple prior facilities to get there.
Nebius landed at SOFR plus 250 basis points on its very first secured deal, just 25 basis points wider than CoreWeave's fourth generation, investment-grade facility.
CoreWeave needed a $19 billion Meta contract and years of borrowing history to reach investment grade terms.
Nebius got there on attempt one, backed by eight major banks including MUFG, Bank of America, Deutsche Bank, HSBC, Citi, Morgan Stanley, and Goldman Sachs.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/17/26 at 7:44 pm to bayoubengals88
I’ve had two margs, but I’m starting to get bullish on NBIS not exceeding 300mm shares outstanding.
They’ve been as share holder friendly as one can hope for.
They’ve been as share holder friendly as one can hope for.
Posted on 7/17/26 at 8:07 pm to bayoubengals88
quote:
They’ll address it on the call.
I hope so and I would be absolutely gobsmacked if DataOne can literally change their energy source and all the electrical too, not have it yet and still get it done this year. Seems like an engineering impossibility - but who knows. I still believe we're gonna go to the continue to deliver Microsoft from different sources.
in terms of share count, indisputably, I think Nebius has been as shareholder friendly as any company possibly could. But I'm sure this is serious math going on since they are bursting at the seams with demand. We can sleep well whatever they do likely continue to be shareholder friendly. Fly wheel has begun with his financing, but they could absorb a bigger flywheel immediately with the demand they have.
Posted on 7/17/26 at 8:57 pm to bayoubengals88
Heck yeah baw. Me too.
Errbody always wants “a dip”, but then the dip comes and Chinese propaganda convinces them “the AI trade is over”
It ain’t.
Errbody always wants “a dip”, but then the dip comes and Chinese propaganda convinces them “the AI trade is over”
It ain’t.
Posted on 7/17/26 at 9:07 pm to jefforize
Chinese AI progress sucks for AI labs like ChatGPT. All good news for NBIS.
Posted on 7/17/26 at 9:17 pm to bayoubengals88
Indeed. The Kimis and deepseeks make NBIS stronger.
The “frontier labs” are gonna start charging insane amounts soon to recoup costs. Ambitious individuals will look for alternatives. There isn’t a better one than NBIs
The “frontier labs” are gonna start charging insane amounts soon to recoup costs. Ambitious individuals will look for alternatives. There isn’t a better one than NBIs
Posted on 7/18/26 at 4:38 pm to igoringa
quote:
unless birmingham turns
I"m not sure how it could, although I don't know the inner workings of the Birmingham government that signed off on it.
-The current lawsuits against them are sayign they didn't have proper permitting from the city/county/whatever, but I mean surely a company like nebius would have had every i dotted on that I would think.
-All the recent hubbub with city council meetings and plans for data centers is not retroactive and only applies to future situations, not nebius.
-They are in a corporate park association, but Nebius staff makes up the majority of both the Board and architectural review committee of that association so they wouldn't have any issues in that regard.
All that said...the only thing I can speculate that would actually in real life frick with the birmingham property would be if they basically bought the land (which was done correctly) and then just said "f it, let's start building!" which just seems highly implausible.
Posted on 7/19/26 at 6:05 am to LChama
Up early on Sunday morning..looking at projected EPS for upcoming years with +\-$14 in 2028 and +\-$19 in 2030. How accurate do you think this is and what would that equate to in stock price?
Posted on 7/19/26 at 6:36 am to LChama
16.5x300000000=4,950,000,000
4.95x35=173.25
$577/share at a trailing P/E of 35 with 300mm shares to account for.
4.95x35=173.25
$577/share at a trailing P/E of 35 with 300mm shares to account for.
Posted on 7/19/26 at 6:49 am to bayoubengals88
How accurate?
That would mean about 5bn in net profit.
If net profit margins are 20% then that’s 25bn it total revenue.
I don’t think that’s an unrealistic scenario for 2028 as I think 2027 revenue will slightly exceed the top end of this years ARR guidance. 10-12bn
That would mean about 5bn in net profit.
If net profit margins are 20% then that’s 25bn it total revenue.
I don’t think that’s an unrealistic scenario for 2028 as I think 2027 revenue will slightly exceed the top end of this years ARR guidance. 10-12bn
Posted on 7/19/26 at 7:20 am to bayoubengals88
bb88 I think way earlier in this thread you had predicted somewhere around $1250 in 5 years around 2031. Do you think that's still realistic or maybe even on the low side?
Posted on 7/19/26 at 7:33 am to WG_Dawg
1,250 would be low side based on internet hype.
I think it’s realistic.
But shite! The new “asset light” model changes everything!!
I think it’s realistic.
But shite! The new “asset light” model changes everything!!
This post was edited on 7/19/26 at 7:38 am
Posted on 7/19/26 at 7:38 am to bayoubengals88
Yeah news and info changes at the speed of light here so I figured that prediction would change practically week by week ha
I'm excited for it though. I'm still small potatoes compared to most ITT when it comes to holdings but we got a small mid-year bonus at work this month and I shelled out for a few more shares. Can't wait to see where it all goes
I'm excited for it though. I'm still small potatoes compared to most ITT when it comes to holdings but we got a small mid-year bonus at work this month and I shelled out for a few more shares. Can't wait to see where it all goes
Posted on 7/19/26 at 3:09 pm to WG_Dawg
Posted on 7/19/26 at 5:31 pm to igoringa
Ya’ll heard about Minneapolis?
Posted on 7/19/26 at 5:32 pm to bayoubengals88
Not my favorite person, but I agree!
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/19/26 at 6:21 pm to bayoubengals88
Seems like demand does that for the hot new model.
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