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re: Nebius - NBIS - AI Infrastructure Company
Posted on 2/24/26 at 6:49 pm to auisssa
Posted on 2/24/26 at 6:49 pm to auisssa
My thoughts (same thesis as always):
As this Claude hysteria continues to hit the market and “SaaS is over” sentiment takes hold , investors will look to who is hosting the AI causing this disruption:
Enter NBIS
I’m not saying Anthropic and nbis are in bed together. I’m suggesting that nbis will host models as powerful as Claude in the near future
As this Claude hysteria continues to hit the market and “SaaS is over” sentiment takes hold , investors will look to who is hosting the AI causing this disruption:
Enter NBIS
I’m not saying Anthropic and nbis are in bed together. I’m suggesting that nbis will host models as powerful as Claude in the near future
This post was edited on 2/24/26 at 7:01 pm
1
Posted on 2/25/26 at 5:07 am to jefforize
Posted on 2/25/26 at 8:21 am to Jax-Tiger
I totally agree with that, and I totally agree with this:
Posted on 2/25/26 at 11:14 am to bayoubengals88
I know this thread is 13 months old and this question has likely been asked ooooohhhhh a couple hundred times already, so please forgive me. Have I missed the boat on buying in here or is anytime a good time for a long term hold?
I keep seeing this company's name in the news repeatedly to where I feel like I'm doing myself a disservice for NOT buying some at this point. The returns from pretty much any benchmark are incredible which also makes me wonder how much longer it will continue going up?
I keep seeing this company's name in the news repeatedly to where I feel like I'm doing myself a disservice for NOT buying some at this point. The returns from pretty much any benchmark are incredible which also makes me wonder how much longer it will continue going up?
Posted on 2/25/26 at 11:28 am to WG_Dawg
quote:
I know this thread is 13 months old and this question has likely been asked ooooohhhhh a couple hundred times already, so please forgive me. Have I missed the boat on buying in here or is anytime a good time for a long term hold?
It is unbelievably early.
Management has executed above expectations and keeps building.
6-7 months ago, I could not have imagined their current status and trajectory.
Investors got so excited last spring when the CEO mentioned in an interview that they are targeting 1GW of power in the near to medium term.
That number has changed to 3GW as data centers targets have grown from a handful to 16.
This is not a pipe dream as they already have 2GW of power on contract.
I lost my shite last year when they raised 2025 ARR from 750-1bn to 900mm - 1.1bn.
Well guess what, they crushed that number and ended the year with 1.25bn.
2026 revenues are expeted to come in around 600% growth YoY from 530mm to 3.2bn
2026 ARR is expected to 7x as current guidance is 7-9bn
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 2/25/26 at 11:50 am
Posted on 2/25/26 at 11:35 am to bayoubengals88
thank you, I guess I will throw some in there. They are building a gigantic AI factory in Bham which is what piqued my interest lately.
Is this a long term hold for you, like years/decades, or do you have a particular target set where you will pull out?
Is this a long term hold for you, like years/decades, or do you have a particular target set where you will pull out?
Posted on 2/25/26 at 11:39 am to bayoubengals88
This is once in a generation type of growth.
There's a reason that most price targets are 60-100% higher than current share price.
Their is very real potential for 2029 revenue to approach 30bn dollars.
Literally unprecedented growth.
Conservatively, we're looking at $400-$600 per share 2-3 years from now with dilution factored in.
And I haven't even talked about their subsidiaries. Clickhouse and Avride are worht 40% of the entire market cap today.
So why is the market mispricing?
Come back to me if we're not at $160 after Q2 earnings in August.
They'll catch on.
There's a reason that most price targets are 60-100% higher than current share price.
Their is very real potential for 2029 revenue to approach 30bn dollars.
Literally unprecedented growth.
Conservatively, we're looking at $400-$600 per share 2-3 years from now with dilution factored in.
And I haven't even talked about their subsidiaries. Clickhouse and Avride are worht 40% of the entire market cap today.
So why is the market mispricing?
Come back to me if we're not at $160 after Q2 earnings in August.
They'll catch on.
Posted on 2/25/26 at 11:46 am to WG_Dawg
quote:I'd like to see $800/share.
Is this a long term hold for you, like years/decades, or do you have a particular target set where you will pull out?
But it wouldn't suprise me at all to see 500bn market cap in 5-6 years.
That's about $1,200/share even with 40% dilution.
Seriously. How do you get to 30bn revenue with 40% margins and not see an enormous re rating?
Even with 25% margins that translates to net income of 7.5bn
At 40 P/E your'e looking at 300bn market cap, or $712 with 40% dilution.
And all of that is very reasonable if not too conservative, nor does it mention Avride, Clickhouse, Toloka, Tavily, or TripleTen.
Posted on 2/25/26 at 11:50 am to bayoubengals88
It's this type of optimism that convinced me to buy so many shares in October and why I've been red since. 
Posted on 2/25/26 at 12:11 pm to Neauxla
quote:I lost nearly everything in November with options, but I'm no less optimistic about the future of the company.
It's this type of optimism that convinced me to buy so many shares in October and why I've been red since.
None of the AI sentiment shift had much to do with Nebius at all.
Debt is not an issue, and they are much, much, more than bare metal.
Management and engineering talent is absolutely top notch.
There's nothing to say other than "hyperscaler in the making"
No one is even factoring in that NBIS stake in Clickhouse could be worth $50 per share by itself. Clickhouse would need a 50bn market cap for this to happen. It's not unfathomable at all. It will dominate SNOW and DataBricks in due time.
LINK
Posted on 2/25/26 at 12:32 pm to bayoubengals88
quote:
Debt is not an issue, and they are much, much, more than bare metal.
That drags this sector down. Investors who don't see the value in companies that just rent out GPUs. And they are right. What is the value added, other than that you rent out compute time?
Nebius does so much more than CRWV, IREN, or others in this sector. Eventually,
There is no such thing as a "Sure Thing", but Nebius is as close to it with regard to potential earnings vs risk ratio. I'm not talking about a 10 bagger in 6 months, here, I'm talking about doubling your money every year for the next 3 years. Because the pathway there is simple and the demand for their product is way beyond their ability to meet that demand.
It just isn't going to happen by next week. I think it will happen fairly quickly, now, though.
HGRAF could be a 10 bagger in 6 months, but it also could be worth 1/2 what it is, right now, because we don't know what the demand is for their product.
Posted on 2/25/26 at 12:41 pm to bayoubengals88
quote:
I lost nearly everything in November with options, but I'm no less optimistic about the future of the company.
November was definitely catastrophic for the euphoria on this board. I fortunately saved myself by forcing about 200K off the table in the run up but still had a 500K plus fall from the peak of the paper gain. So I did quite well at the end of the day but it did not feel like it!
I am still way overweighted in Data Center - Hold significant NBIS, IREN and CIFR - CIFR I have more as a short term play in that I think I will lighten up on their next deal - I like their beta going into that.
I think future is really bright for NBIS
Posted on 2/25/26 at 12:45 pm to Jax-Tiger
Jax, the consolidation on the chart is becoming A+
If someone can't see it, I can't help them.
If someone can't see it, I can't help them.
Posted on 2/25/26 at 1:00 pm to bayoubengals88
I like that green sideways candle at the end
Posted on 2/25/26 at 1:05 pm to igoringa
I think a lot of us would like to forget November. I'm still not back to where I was, but I'm doing better than I was a year ago, so it's all a matter of perspective. I am going back to my original strategy of playing the long game. I want to retire in a couple of years, and timing on NBIS looks about right for me. Hopefully it is for HGRAF, as well.
FWIW, I tend to use my Fidelity brokerage account as a mode of entertainment, because I have 401k accounts that are going to fund my retirement, and if I lose everything in my Fidelity account, I will still be okay. This account is just going to determine whether I am beachfront, within walking distance of the beach, or a 10 minute drive to the beach (my current situation, here).
FWIW, I tend to use my Fidelity brokerage account as a mode of entertainment, because I have 401k accounts that are going to fund my retirement, and if I lose everything in my Fidelity account, I will still be okay. This account is just going to determine whether I am beachfront, within walking distance of the beach, or a 10 minute drive to the beach (my current situation, here).
Posted on 2/25/26 at 1:18 pm to WG_Dawg
I was in the same boat .
Got in yesterday at 100 flat after a full roth ira deposit for 2026.
Got in yesterday at 100 flat after a full roth ira deposit for 2026.
Posted on 2/25/26 at 2:01 pm to bonstonker
Loading Twitter/X Embed...
If tweet fails to load, click here. Let's hope not!! But I would take $240
Posted on 2/25/26 at 3:04 pm to bayoubengals88
quote:
I have this weird feeling in my balls that $NVDA will announce the acquisition of $NBIS today
These people pull this out of their arse...
I would take $240, too. I'm sure Neauxla would in a heartbeat.
Posted on 2/25/26 at 3:45 pm to Jax-Tiger
quote:
I would take $240, too. I'm sure Neauxla would in a heartbeat.
I wouldn't say no that's for sure!
Posted on 2/25/26 at 6:11 pm to Neauxla
Well, NVDA beat estimates by every metric, so their stock and NBIS will tank...
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