Mockingbird2008

Per chat GPT

quote:

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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.

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Is that a TD if the lineman’s helmet (where the pass deflected) wasn’t a guardian helmet?

Nebius CEO Volozh estimates $250 billion in capex spend by 2030

Was this expected or is this a big issue? I thought the number was supposed to be around $20-25 billion per year.

Isn’t this how the I Am Legend zombie apocalypse started….

Damn. I missed out on like $900 (big money in my small portfolio) selling some at $239 yesterday. Happy chat gpt was wrong on the sell points. I do wonder if I should sell 10 or so today so it flies to $320.

Sold 15% (25 shares) at $239.23. Hopefully I made a good decision

What’s do y’all think today’s peak price will be? With earnings and CPI meeting expectations, chat gpt gave me the below:

| Today's high | Probability |
| ------------ | ----------: |
| **$220–225** | 10% |
| **$225–235** | **25%** |
| **$235–245** | **30%** |
| **$245–255** | **18%** |
| **$255–275** | **12%** |
| **$275–300** | 4% |
| **$300+** | 1% |

I think with my play account I will be there soon. I took some of the top posters on this board advice and went heavy into NBIS and HGRAF very early . I’ll either have $0 in my Roth or no Job in 5-10 years depending on AI growth.

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Nebius CRO Mark Boroditsky mentions tens of billions of revenue in 12-13 months. That would be wonderful.

Trading at 204 euros ($232) on the German market.