Nebius: Valuation Cut, 2030 Estimates Unchanged — Still Long on Off-the-Charts Neocloud Demand

MMMTWealth
11-04 09:28

Hello everyone! Today i want to share some trading ideas with you!

1

$NEBIUS(NBIS)$ price has changed recently but my 2030 estimates remain exactly the same.

We've had nothing but positive neocloud commentary:

Jensen: "If you look at the fundamentals, the demand for neoclouds is off the charts."

$70-90B in ARR in FY30 -> 40% EBITDA margins ($32B in EBITDA) -> 13x multiple -> $416B valuation (just on the core business side).

I could write a bearish take on $NEBIUS(NBIS)$ here now the valuation is cut and get easy impressions...but I hate people that are doing that.

$SpaceX(SPCX)$ wouldn't be investing billions in to the neocloud space if the business didn't work.

Long $NEBIUS(NBIS)$.

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Comments

  • Guavaxf3006
    11-04 18:33
    Guavaxf3006
    The Democrats won. Mega. Trump’s AI cronies are not going to get the approvals to build their Datacentres, filled with their hyper priced chips. This is going to very bad for all these Chips and Neoclouds.
  • Bodoh
    11-04 16:04
    Bodoh
    Short the stock to helll
  • SanL
    11-04 09:35
    SanL
    Thanks for information
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