LSUcam7

I’ve been in and out of OWLT before. It’s many of the same financial issues it had back then before FDA approvals.

Honestly I had no idea the founder wasn’t CEO anymore. But to hear Workman is back.. it’s an interesting dice roll.

CoreWeave Announces Intention to Offer $1,000 million of 9.750% Senior Notes

9.75%! Nebius has a much cleaner balance sheet right now.

Nah I went to the local brewery tonight :lol:

I have zero perspective in the neocloud, or tech community, for that matter.

All I know is training/inference compute needs are fully sold out & management executes extremely well, so far. Nebius is my largest of a few rotating AI infra plays and has felt as good as guaranteed particularly when near the pre-MSFT valuations.

If I had a real technical understanding, I’d share. But a lot of this is over my head.

Essentially Kubernetes is a better system to manage AI workloads. Slurm is the old school workload manager, which most AI researchers are used to. Nebius found a way to merge both, not forcing anyone to choose.

My point in the research was to try and understand better the software differentiation of Nebius beyond the hardware / compute.

It’s like learning a new language.

Nebius.com

Would really like to write some longer dated calls way out of the money around $230-260.

If I get called out there, so be it.

I think the administration will wake up to the fact that China is ahead of us on nuclear frameworks.

It’s a real competitive advantage they have and hopefully POTUS gets his head out of Israel’s arse to see it.

Do we have any expectations of commercial viability for SMR? Companies like BWXT are driving the industry with it.

Surprised this thread hasn’t gotten the bump

Took profits on all my uranium / nuclear last year. Some have sold off, some hanging in there.

Small modular in particular seems to have sold off the most when the market realized it was a bit ahead of itself. But I do think nuclear will continue to be an exciting theme in energy through next 5-10 years.

Modeling to price target is not easy. Banking on multiples staying the same rarely works.

See NVDA for example. Models had revenue going up to these levels but the multiples investors are now willing to pay have compressed.

The result is the stock has traded flat for roughly 8 months while revenue and earnings have been nothing short of fantastic.

With that said, GS estimating +$10B revenue for 2027 with a slight profit and an inflection for 2028 at +$15B rev and $2B of net income. A lot can change.

quote:

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tigerbacon

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That’s how you trade a stock. Well done.

I am not shocked at all if we see $115 again nor am I shocked at $215. Just riding the wave..

This is high quality bourbon territory.

I don’t believe reactionary. To my understanding there are several key players from AI21 on Nebius’ advisory board.

Then NVDA who was purported to buy AI21 Labs backs out & makes a $2B investment into NBIS, the low end of the expected purchase price.

I think this was orchestrated over the past 4-5 months.