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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 6/4/25 at 5:40 am to FLObserver
Posted on 6/4/25 at 5:40 am to FLObserver
quote:Great idea
Just loaded up on NBIS with my sale of shares from CRWV. Let's Go!
0
Posted on 6/4/25 at 5:44 am to OTIS2
quote:It’s just a valuation estimate based on the core AI business and its other stakes and subsidiaries.
Explain this to me like I am a 5th grader.
It essentially says that a fair price right now is lower $40s or around 10 bn market cap.
Posted on 6/4/25 at 6:29 am to bayoubengals88
Wonder what fair value for crwv is according to same formula
Posted on 6/4/25 at 6:36 am to LChama
That’s why I’m salty.
fricking irrational market FTW!
Posted on 6/4/25 at 6:39 am to OTIS2
“Sum of the parts” valuation.
There are other valuation methods, too.
But I think the Sotp numbers generated can certainly provide some insight to us as to why this stock meets a roadblock in the low 40s, everytime
There are other valuation methods, too.
But I think the Sotp numbers generated can certainly provide some insight to us as to why this stock meets a roadblock in the low 40s, everytime
Posted on 6/4/25 at 6:47 am to LChama
Good question. Cooking that deep research up now…
Posted on 6/4/25 at 7:07 am to jefforize
Coreweave
Segment
2025E Revenue
Valuation Multiple
Segment EV
AI Cloud Infrastructure
~$5.0 B (Guidance)
8× EV/Revenue (2025E)
$40.0 B
AI Developer Platform (W&B)
N/A (SaaS ARR est.)
~12–15× ARR (implied)
$2.0 B
Total Enterprise Value
–
–
$42.0 B
(-) Net Debt
–
–
($6.5 B)
Equity Value
–
–
$35.5 B
Shares Outstanding
–
–
~480 M (Class A + B)
Implied Fair Value per Share
–
–
~$74
I am going to export the full valuations to .pdfs and host them on google drive and provide the links, in a bit
Segment
2025E Revenue
Valuation Multiple
Segment EV
AI Cloud Infrastructure
~$5.0 B (Guidance)
8× EV/Revenue (2025E)
$40.0 B
AI Developer Platform (W&B)
N/A (SaaS ARR est.)
~12–15× ARR (implied)
$2.0 B
Total Enterprise Value
–
–
$42.0 B
(-) Net Debt
–
–
($6.5 B)
Equity Value
–
–
$35.5 B
Shares Outstanding
–
–
~480 M (Class A + B)
Implied Fair Value per Share
–
–
~$74
I am going to export the full valuations to .pdfs and host them on google drive and provide the links, in a bit
This post was edited on 6/4/25 at 7:08 am
Posted on 6/4/25 at 7:17 am to jefforize
I'm not an expert, but did you include equity as part of the NBIS valuation?
Posted on 6/4/25 at 7:38 am to Jax-Tiger
Nebius stock deep research:
parameters i used:
Let me know, and I’ll begin the research right away.
LINK
eta: the "VMware integration" snippet was left over from my deep research on avgo.
parameters i used:
quote:
To make this deep research most useful, could you please clarify a few things:
What type of valuation are you most interested in (e.g., DCF model, relative valuation via P/E or EV/EBITDA, sum-of-the-parts)?
Are there specific aspects you'd like me to focus on (e.g., AI revenue impact, VMware integration, competitive position, risks)?
Do you want the research to include analyst forecasts and price targets?
Is there a particular time horizon you're evaluating (e.g., short-term swing trade vs. 3–5 year investment)?
Let me know, and I’ll begin the research right away.
quote:
You said:
1. sum of the part. 2. nothing specific, 3. yes, 4. long term buy and hold, 5+ year investment
LINK
eta: the "VMware integration" snippet was left over from my deep research on avgo.
This post was edited on 6/4/25 at 8:42 am
Posted on 6/4/25 at 7:49 am to jefforize
quote:By research, you mean ask Grok or ask ChatGPT?
Let me know, and I’ll begin the research right away.
Posted on 6/4/25 at 7:51 am to AuburnTigers
"deep research" on chat gpt premium
Posted on 6/4/25 at 8:42 am to jefforize
quote:Could be. But we're just one contract away from breaking through.
I think the Sotp numbers generated can certainly provide some insight to us as to why this stock meets a roadblock in the low 40s, everytime
Posted on 6/4/25 at 8:47 am to bayoubengals88
quote:this stock feels like it has an anvil around its neck
Could be. But we're just one contract away from breaking through.
Posted on 6/4/25 at 9:19 am to LChama
quote:its meant to be that way
Demoralizing
I'd view this as an accumulation move and just wait for the volume. Once NBIS's NJ site is operational, they are going to sign a mega lease deal and this stock will break through.
Posted on 6/4/25 at 9:59 am to AuburnTigers
That 15 share buy never looked so good! 37.75
I got free money from the state treasury yesterday. A no brainer!
I got free money from the state treasury yesterday. A no brainer!
Posted on 6/4/25 at 10:28 am to bayoubengals88
theres that 40 wall
Posted on 6/4/25 at 10:29 am to bayoubengals88
Bought back a $40 covered call and essentially rolled it up and out to $50 with a 7/18 expiry.
Rolled the other two $40s to $60 with 8/15 expiry.
Ended up making a little money on those. Can't complain.
Rolled the other two $40s to $60 with 8/15 expiry.
Ended up making a little money on those. Can't complain.
Posted on 6/4/25 at 10:29 am to bayoubengals88
Sold over 40 and are now waiting for the pull back again
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