$NEBIUS(NBIS)$ Set another all-time high. Here comes the judge. Did anyone think this would happen so quickly a month ago? They've had many positive news items come out one after the other. A force too hard to ignore. Well choreographed. The new IR guy is earning his keep.
$NEBIUS(NBIS)$ Guess what else is set to surge besides NBIS and CRWV? If you thought NVDA, you're right. It's been stagnant for 6 months, but is now pushing to break its 52-week high of $212. When it breaks above $212, I believe it could reach $250 relatively quickly.
$NEBIUS(NBIS)$ It appears that many individuals are not pleased with the rise in debt. I am more content with debt financing over equity dilution through a significant stock issue to fund capital investment. This leads to a higher return on equity.
$NEBIUS(NBIS)$ The good news is that there is no further dilution. With the new convertible and the Nvidia warrants, the dilution for Nebius reaches 20 per cent, which is the company's limit under its current bylaws, as voted by the shareholders.
$NEBIUS(NBIS)$ I am not too concerned about how low it goes. This debate is rather exhausting. A couple of dollars will not matter when it reaches 200-500 dollars.
$NEBIUS(NBIS)$ Nebius has integrated the $NVIDIA(NVDA)$ Physical AI Data Factory Blueprint into its global-scale AI infrastructure. Early developers, including RoboForce and Milestone Systems, are already cutting iteration cycles from weeks to days. Voxel51, Nebius, and $NVIDIA(NVDA)$ technologies enable Porsche Engineering and other AV companies to accelerate synthetic data generation pipelines.
$NEBIUS(NBIS)$ This is precisely how the market should've digested $NVIDIA(NVDA)$ 's stellar earnings. The big players manipulated paper hands into panic selling last week. Think of it as delayed gratification - the momentum just needed extra marination. With Fed's rumored December liquidity injection, 2025 might close with fireworks hotter than Sichuan hotpot.
$NEBIUS(NBIS)$ is a solid contender for AI data center dominance, $150 price target brewing nicely. This hidden gem's about to shine brighter than a quantum processor!
$NEBIUS(NBIS)$ $Alphabet(GOOGL)$ 's "cheaper chips" play could be music to Nebius' ears. With competitive pressure mounting, $NVIDIA(NVDA)$ 's GPU prices might nosedive sooner than expected. Lower upfront data center costs mean fatter profit margins for Nebius – the domino effect in silicon valley never sleeps.