$NEBIUS(NBIS)$ 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.
$NEBIUS(NBIS)$ Nebius' 2-gigawatt data center in Frankfurt, Indiana is now fully operational. At current profit margins exceeding 20%, this facility alone could generate $24B revenue with $5B annual profit. Using a conservative P/E ratio of 75, that translates to $375B market cap. Honestly these margin projections are on the low side.
$NEBIUS(NBIS)$ MSCI inclusion might turn the retail investor trickle into a flood. Maintaining small position with 108 USD average cost, letting the market unfold its narrative.
$NEBIUS(NBIS)$ Just came across an RJC Capital post referencing local news about Nebius swapping a 130-acre petition withdrawal for a massive 1200-acre greenfield data center development!