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re: Nebius - NBIS - AI Infrastructure Company
Posted on 8/27/26 at 6:44 am to bayoubengals88
Posted on 8/27/26 at 6:44 am to bayoubengals88
I'm way late to the game on NBIS, I've just started hitting up MTalk. Should I go ahead and get in on NBIS now. It certainly sounds like for longterm I should.
2
Posted on 8/27/26 at 6:47 am to jp4lsu
Read up and know what it is, but yes many of us are still buying at these levels.
Posted on 8/27/26 at 7:43 am to jp4lsu
I think people will say the same thing at $500 and $850, and I think there will be 3-4x long term upside from those levels.
I’m still a buyer.
I’m still a buyer.
Posted on 8/27/26 at 7:53 am to bayoubengals88
New architectures will allow for their 5GW build out to produce 200bn in revenue by early 2030s.
Can they garner a trailing 3x multiple in sales? What are they priced at now? 120x trailing?
600bn market cap then.
$2200 per share with no dilution.
Call it $1750 after share dilution.
Just buy and hold.
I’m more bullish than ever. I have no idea what shorts are thinking.
Someone enlighten me?
Can they garner a trailing 3x multiple in sales? What are they priced at now? 120x trailing?
600bn market cap then.
$2200 per share with no dilution.
Call it $1750 after share dilution.
Just buy and hold.
I’m more bullish than ever. I have no idea what shorts are thinking.
Someone enlighten me?
Posted on 8/27/26 at 7:57 am to bayoubengals88
I bought a few more shares a month ago at $154….kicking myself for not buying more
This post was edited on 8/27/26 at 7:58 am
Posted on 8/27/26 at 8:00 am to bayoubengals88
I have more in OUST than NBIS. Would you sell OUST to buy more NBIS at these price levels? I do have some dry powder and was wondering if you would buy 10-30 shares at this price or buy calls or leaps for 2027 or 2028? Also I was thinking it may be better to just load up on NBIL.
This post was edited on 8/27/26 at 8:24 am
Posted on 8/27/26 at 9:08 am to bayoubengals88
It seems that the shorts make plays based on overall macro environment of whether or not AI demand can meet the capex required for the data center build out.
NBIS itself is a strong company but if the off-take fails, then NBIS fails. Short positions seem to come from a place of overall AI uncertainty rather than questioning NBIS as a company.
NBIS, CRWV, and the like likely have over 99% of revenue heavily exposed to AI spend.
NBIS itself is a strong company but if the off-take fails, then NBIS fails. Short positions seem to come from a place of overall AI uncertainty rather than questioning NBIS as a company.
NBIS, CRWV, and the like likely have over 99% of revenue heavily exposed to AI spend.
Posted on 8/27/26 at 9:14 am to cropduster1348
I am convinced shorts are banking on macro dynamics and their ability to influence the market with media releases. I am equally convinced that when they drive the price down to a desired amount, they not only cash in on the shorts but also buy to hold. The data is solid on this one. It’s established over a 8 quarter stretch now, with a solid pipeline of new revenue and hiring product pricing on the books.
Posted on 8/27/26 at 9:17 am to michael corleone
quote:of course they do. Short positions will lose money over long time frames. A quick in and out short though (a couple weeks max) can make huge money especially if 2-3x leveraged and appropriately sized
I am equally convinced that when they drive the price down to a desired amount, they not only cash in on the shorts but also buy to hold
Real money doesn’t go short because they think the company sucks. They do it because they think the price will go down
Posted on 8/27/26 at 9:29 am to jerryc436
quote:
I have more in OUST than NBIS. Would you sell OUST to buy more NBIS at these price levels?
I have both, as well. I have more NBIS than OUST. I think both companies are positioned well in their respective sectors as best-in-class, but the advantage I see with NBIS is that the demand is crazy right, now. They are pre-selling as much compute as they can bring on line, as is their competitors. The disadvantage with NBIS is that there is some pushback against data centers in the US. I think they are doing a good job of overcoming that and eventually they will get what they need.
I'm not sure the demand for Ousters products is a fool proof as NBIS. I don't think they can just "build it and they will come".
As someone mentioned, NBIS's price is going to fluctuate based on market sentiment over AI spending and borrowing in the neocloud sector. So the company can be doing fine, and the stock will tank. In the long run, the stock should be fine, because can't can't ignore how much revenue they are generating, and IMO, NBIS is doing the best job of controlling their finances and they also have the best product.
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