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re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/17/26 at 6:19 am to bayoubengals88
Posted on 9/17/26 at 6:19 am to bayoubengals88
Lookin good PM baws!!
Posted on 9/17/26 at 6:47 am to sonoma8
Is it from price increase?
Posted on 9/17/26 at 6:50 am to DawgCountry
It bumped after hours yesterday after the price increase was announced so I’m thinking so. But I’m also wrong a lot 
Posted on 9/17/26 at 7:07 am to DawgCountry
Yes, it reflects the consistent supply/demand imbalance. Reinforces the Good news for vendors of compute. Twenty percent price increase is not nothing.
This post was edited on 9/17/26 at 7:09 am
Posted on 9/17/26 at 7:31 am to ynlvr
I guess only in this world does jacking up prices excite investors
Posted on 9/17/26 at 7:51 am to ynlvr
quote:
Twenty percent price increase is not nothing.
This is not "inflation". This is supply and demand. You have to realize that not every neocloud can just jack up their prices by 20%. NBIS can do it because of the value added beyond the GPU rental. Value that allows them to charge a premium.
This just reaffirms NBIS is doing it right.
This post was edited on 9/17/26 at 7:52 am
Posted on 9/17/26 at 8:00 am to Jax-Tiger
Precisely. It speaks to the efficiency of their full stack product.
Posted on 9/17/26 at 8:55 am to bayoubengals88
Looks like some big time profit taking...
Posted on 9/19/26 at 8:36 am to Jax-Tiger
Posted on 9/19/26 at 9:32 am to bayoubengals88
if this trend continues DOCN is going to 200
Posted on 9/21/26 at 5:11 am to cgrand
Posted on 9/21/26 at 5:25 am to bayoubengals88
And there’s this…
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/21/26 at 9:00 am to bayoubengals88
Wonder how the NSCALE ipo will effect the market.
Posted on 9/21/26 at 9:23 am to cgrand
quote:up 9% today. Again, technically a NBIS competitor but an inference play all the same
DOCN
Posted on 9/21/26 at 9:59 am to cgrand
quote:I don't think they compete for customers at all, but I'm glad you keep making money!
up 9% today. Again, technically a NBIS competitor but an inference play all the same
Posted on 9/21/26 at 10:10 am to bayoubengals88
they do roughly the same thing but for different markets
Posted on 9/21/26 at 11:48 am to 3rdDOWN
Per chat GPT
quote:
TL;DR: The earlier $765–$890 NBIS estimate is too aggressive because it compares current revenue, which isn't the best way to value Nscale. Nscale is targeting roughly a $30B IPO valuation and has ~$103B of contracted revenue. That's about 1.67× its estimated annualized contracted revenue. Nebius has roughly $40B of committed customer contracts. Applying Nscale's ~1.67× contracted-revenue valuation to Nebius: $40B × 1.67 = ~$67B Nebius valuation With ~272M shares outstanding: $67B ÷ 272M = ~$246/share So, using Nscale as the valuation benchmark, I'd put the most reasonable comparable value for NBIS around $240–260/share. For context: • ~$50/share = valuing Nebius on its $7–9B ARR guidance • ~$245/share = valuing it on its ~$40B committed backlog • $765+ = using Nscale's current-revenue multiple, which I don't think is a useful apples-to-apples comparison Bottom line: If Nscale actually IPOs around $30B, ~$250 NBIS would be a reasonable Nscale-relative valuation benchmark.
Posted on 9/21/26 at 12:04 pm to Mockingbird2008
They have a TON to prove at 30bn
Active power is just 55MW. Nebius is targeting 800 to 1,000 by year end.
Claude:
at $30B, Nscale looks cheap on backlog and very expensive on everything that's already built. The price only works if you believe roughly 95% of its contracted capacity gets financed and delivered on time, mostly from 2027 onward. The peers trade at those multiples with far more of their capacity actually running.
Active power is just 55MW. Nebius is targeting 800 to 1,000 by year end.
Claude:
at $30B, Nscale looks cheap on backlog and very expensive on everything that's already built. The price only works if you believe roughly 95% of its contracted capacity gets financed and delivered on time, mostly from 2027 onward. The peers trade at those multiples with far more of their capacity actually running.
Posted on 9/21/26 at 8:24 pm to bayoubengals88
Explains the end of day sell off.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/22/26 at 8:58 am to bayoubengals88
CC @ $250 coming up Friday looking tipsy right now. On Monday I thought I was still good to hold. It may take me out of half my position
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