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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/20/26 at 8:55 am to NorthShoreTiger44
Posted on 8/20/26 at 8:55 am to NorthShoreTiger44
And I’ll add more shares…
1
Posted on 8/20/26 at 9:25 am to meeple
quote:I have an order in for OUST if it hits $36. If NBIS drops below 200 before that I'll switch my order.
And I’ll add more shares…
Posted on 8/20/26 at 10:38 am to Neauxla
I pulled the trigger early at 220 but I still have plenty dry powder to go when it goes lower. I’ll be just as happy when this thing takes off to $400+
Posted on 8/20/26 at 11:37 am to meeple
Im currently 45% NBIS and 15% OUST…. I dont know if its worth buying anymore for me even under $200
Posted on 8/20/26 at 2:54 pm to Neauxla
I've been selling puts at 200 strike price in hopes it gets there so I can pick it up.
Posted on 8/21/26 at 1:50 pm to Tiguars
I added some more shares today so I could sell another CC. $400 strike expiring 1/15. $17.40 per contract.
Posted on 8/23/26 at 2:44 pm to Complete Linebacking
The 2029-2031 estimates are mindblowing
Posted on 8/23/26 at 5:30 pm to LChama
What are they?
Posted on 8/23/26 at 5:52 pm to sonoma8
Go mess around on chatgpt and estimate revenue and earnings thru 2030 with current rate of $25m/MW or future rate $40-50M/MW.
Posted on 8/23/26 at 8:44 pm to LChama
So is it a $1000 stock by then?
ETA: based on Google AI of your above assumption:
By 2030, assuming Nebius Group NV (NBIS) scales to its targeted 5+ GW (5,000 MW) capacity pipeline, the $25M/MW rate yields an implied base revenue of ~$125B, pointing to a stock value roughly estimated between $800 and $1,500+ per share, whereas the higher $40–$50M/MW rate scales revenue toward $200B+, supporting speculative bull targets exceeding $2,000+ per share, subject to dilution and heavy capital expenditure.
ETA: based on Google AI of your above assumption:
By 2030, assuming Nebius Group NV (NBIS) scales to its targeted 5+ GW (5,000 MW) capacity pipeline, the $25M/MW rate yields an implied base revenue of ~$125B, pointing to a stock value roughly estimated between $800 and $1,500+ per share, whereas the higher $40–$50M/MW rate scales revenue toward $200B+, supporting speculative bull targets exceeding $2,000+ per share, subject to dilution and heavy capital expenditure.
This post was edited on 8/23/26 at 8:49 pm
Posted on 8/24/26 at 8:01 am to meeple
Best case scenario gets scary good if you have it add in decart, toloka, triple 10, avride, clickhouse etc.
Posted on 8/24/26 at 8:22 am to LChama
Goldman target up to $328
Posted on 8/24/26 at 8:42 am to LSUcam7
Definitely not moving that direction today
Posted on 8/24/26 at 8:47 am to meeple
If it goes below $190, I’ll buy back the shares I sold.
Posted on 8/26/26 at 4:12 pm to BZ504
“Nebius will be the first”
- Nvidia
- Nvidia
Posted on 8/26/26 at 4:16 pm to LSUcam7
first what
Posted on 8/26/26 at 4:31 pm to Neauxla
Will be the first neocloud to implement Groq 3 LPX in Vera Rubin deployments
Posted on 8/26/26 at 4:41 pm to LSUcam7
HUGE call
Posted on 8/26/26 at 6:48 pm to bayoubengals88
Posted on 8/27/26 at 5:47 am to LSUcam7
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