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re: Nebius - NBIS - AI Infrastructure Company

Posted on 7/31/26 at 6:17 pm to
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28161 posts
Posted on 7/31/26 at 6:17 pm to
So youre saying that s company who's revenue in 2030 is expected to be $40B+ (compared to $3B now) will not increase in value?
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33712 posts
Posted on 7/31/26 at 6:21 pm to
Hey Paul. Why so angry
Posted by kaaj24
Dallas
Member since Jan 2010
979 posts
Posted on 7/31/26 at 6:49 pm to
No doubt!

Investing isn’t for the weak. Especially when you’re just a small potatoes investor with large institutions playing with a juiced hand.
Posted by OTIS2
NoLA
Member since Jul 2008
52723 posts
Posted on 7/31/26 at 8:10 pm to
What’s your other posting name?
Posted by Merica
'Merica
Member since Mar 2013
1168 posts
Posted on 7/31/26 at 8:24 pm to
I like to think Paul invested heavily during the dip and he is on our team now. Paul loaded the wagon and he’s ready to travel to Valhalla with his Nebba brethren. Welcome back aboard Paul.
Posted by zzgobucky
Madison
Member since Sep 2016
1850 posts
Posted on 7/31/26 at 8:43 pm to
quote:

100% retard money in this thread.

There’s been a $20 to $290 move in roughy 15 months. That’s the move. If you bought this, and sold it during that run. Congrats. Excellent trading,

If you are buying now, after the move is over, and the Forward PE is still 220. You are an idiot. Going to get absolutely buried buying the top of a peak that will never come again.


In my experience this type of response is usually from someone who is kicking themselves for not buying a stock before it exploded. Don't worry bud it's not too late for you to make some $ here
Posted by cgrand
HAMMOND
Member since Oct 2009
50476 posts
Posted on 8/1/26 at 5:24 pm to
this guy spends a lot of time and effort to map out ZETAs likely solutions to future growth obstacles. I agree that ZETA must remain agnostic and that only a small number of their clients will happily transition to PLTR

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NBIS could provide a crucial component (caching) without running up a huge bill on foundry
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