Mockingbird2008

I’m not arguing that analysts were unaware of a month-old announcement. My point is that the strategic implications of the Aligned transaction are worth discussing regardless of when the press release came out.

Yes, it’s fair to say that any research published in the last few weeks likely incorporated this information, that part isn’t in dispute, but analysts acknowledging the data and retail investors evaluating the long-term competitive impact are two different conversations.

The timing of the article doesn’t make the deal irrelevant, nor does it eliminate the possibility that its effects, capacity consolidation, capital flows, or hyperscale demand patterns, could influence Nebius over time.

So your point about analyst awareness is valid, but it doesn’t negate the broader analysis of how the transaction may shift dynamics in the space.

I will admit I’m not an expert in any of this and am just trying to get other perspectives.

I’ll go back to reading, not posting.

My main worry is the margin pressure along with the capital intensity risk. Adding a big player bring in both of those risks. Positives are it confirms demand, though. I’m just trying not to be blinded by my investment and bull mindset.

AI Infrastructure Partnership (AIP), MGX, and BlackRock’s Global Infrastructure Partners (GIP) to Acquire All Equity in Aligned Data Centers

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A consortium led by BlackRock’s Global Infrastructure Partners (GIP), together with MGX and the AI Infrastructure Partnership (AIP), is acquiring Aligned Data Centers for approximately $40 billion. The deal includes around 50 data center campuses with 5+ gigawatts of operational and planned capacity, designed for high-density AI workloads. Aligned will remain headquartered in Dallas, with CEO Andrew Schaap staying in place. This marks AIP’s first major investment, with plans to deploy up to $100 billion in equity and debt to expand AI infrastructure globally. The acquisition highlights the growing institutional focus on AI-ready data centers as critical infrastructure for the AI boom. The deal is expected to close in the first half of 2026, pending regulatory approval, and signals major capital flowing into the AI compute backbone.

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How screwed are we. I plugged a ton of info into chat gpt and it basically said we’re screwed.

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Based on current projections and risk-adjusted scenarios, NBIS (Nebius) could see a wide range of price outcomes from 2025 to 2030. In a downside scenario, with strong competition from Aligned Data Centers and high capex, the stock could trade as low as $8 per share in 2025, gradually rising to about $20 by 2030, supported mainly by its cash reserve. In a base-case scenario, assuming Nebius hits $7–8B ARR by 2026 and improves margins, the stock could start around $28 in 2025 and grow to $55 by 2030. In an upside scenario, hitting $9B+ ARR with strong execution, the stock could reach $56 in 2025, climbing to $100 by 2030. The main drivers are revenue execution, margin improvement, and capital efficiency, with downside largely cushioned by cash on hand.

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Are the AI and Algorithms just getting that much better that they take advantage of retails predictability during earnings and pump and dump, re-pump, then re-dump the whole market?

So it’s legit GS PT of $155? If so, I feel dumb for selling.

I held off due to short term cap gains but just sold 1/3 my shares and ate it.

This is BS and I don’t know anyone who supports removing seltzers off the shelf at Rouses. So many people, both young and old, drink these as a healthier alternative to alcohol. I’ve personally lost 20 lbs over the last 2 years and have changed my life since (along with having a kid). It’s definitely pushed by the alcohol and medical marijuana industry. I will not be drinking (to my old extent) or buying any medical marijuana and will just be saving some money going forward. I hope the lawsuits come in hard for this.

I had to sell my 3% house for a 6% house. Do I get my 3% back?

So with $7-$9 billion ARR, this should be a $70 - $150 billion conpany, right?

From what I can see JPM owns 1.38 million shares at $154.37 million, so that around $111.86 per share, give or take a $.

Edit: NVM I’m an idiot.