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re: Nebius - NBIS - AI Infrastructure Company
Posted on 1/2/26 at 12:17 pm to astonvilla
Posted on 1/2/26 at 12:17 pm to astonvilla
Neoclouds are all up, but CREV and IREN are both up double digit % today. Not sure why we are only up 6.5%. Hopefully we pick up a bit more next week, especially if NASDAQ can gain some momentum...
This post was edited on 1/2/26 at 12:20 pm
0
Posted on 1/2/26 at 4:50 pm to astonvilla
quote:
Prediction for 2026?
Pain, for everyone.
Posted on 1/4/26 at 12:20 pm to TigerFanatic99
Posted on 1/4/26 at 9:00 pm to bayoubengals88
Tomorrow should be fun with CES conference
Posted on 1/5/26 at 6:10 am to astonvilla
I wonder if graphene will be talked about for data centers and other technologies...
Posted on 1/5/26 at 7:24 am to Jax-Tiger
That would be awesome
Posted on 1/5/26 at 7:38 am to astonvilla
quote:there are quite a few expected announcements at CES this week, I’m banking on one big one in particular tomorrow
CES conference
Posted on 1/5/26 at 7:44 am to cgrand
quote:
I’m banking on one big one in particular tomorrow
Say more
Posted on 1/5/26 at 8:07 am to ynlvr
ZETA presents tomorrow.
Expectation of announcement of something substantial with regard to their Athena platform. Trying to get positioned this morning I’ve been waiting for the new tax year to raise cash
Expectation of announcement of something substantial with regard to their Athena platform. Trying to get positioned this morning I’ve been waiting for the new tax year to raise cash
Posted on 1/5/26 at 8:18 am to cgrand
Gotcha, not familiar with ZETA. Am familiar with Tax year shuffle. Such a PITA.
Posted on 1/5/26 at 8:20 am to ynlvr
quote:capital gains taxes prevent an efficient market. they need to be abolished for that reason
Tax year shuffle. Such a PITA
Posted on 1/5/26 at 10:22 am to Jax-Tiger
Are we looking at a possible reversal?
Posted on 1/5/26 at 11:26 am to sonoma8
quote:
Are we looking at a possible reversal?
Does a bear crap in the woods
This post was edited on 1/5/26 at 11:27 am
Posted on 1/5/26 at 12:47 pm to LChama
Some light DD (reading and reposting X) to begin the year:
I have not verified accuracy of the #s
Loading Twitter/X Embed...
If tweet fails to load, click here. I have not verified accuracy of the #s
Posted on 1/5/26 at 1:02 pm to jefforize
Here's one of the comments:
quote:
Hey, appreciate this. Where did you get your FY26 projection for $NBIS? This revenue ($3.3B) will be only from Microsoft and Meta deal. It does not take into consideration the current business (which is non hyperscaler). This current non hyperscaler business is at over $1B ARR.
Posted on 1/5/26 at 3:19 pm to NaturalBeam
Aside from the fact that they may be underestimating revenue for next year, they don't account for NBIS cash on hand - they have more available cash than they do debt. The debt they do have is low interest, as well.
They also don't account for NBIS ownership stakes in Clickhouse, Avride, Toloka, and TripleTen, which could be around $10B.
In short, NBIS is growing faster than the others and they are in the most fiscally responsible, when you factor in existing debt, cash on hand, and other assets...
They also don't account for NBIS ownership stakes in Clickhouse, Avride, Toloka, and TripleTen, which could be around $10B.
In short, NBIS is growing faster than the others and they are in the most fiscally responsible, when you factor in existing debt, cash on hand, and other assets...
This post was edited on 1/5/26 at 3:21 pm
Posted on 1/5/26 at 7:59 pm to Jax-Tiger
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 1/5/26 at 8:09 pm
Posted on 1/5/26 at 8:09 pm to jefforize
Posted on 1/6/26 at 7:50 am to jefforize
New data center in Israel announced
Posted on 1/6/26 at 7:56 am to astonvilla
quote:
New data center in Israel announced
That was in October, wasn't it?
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