$NEBIUS(NBIS)$ ClickHouse's private market valuation is now around $55 billion. 28% of that is about $15.4 billion and still growing. ClickHouse alone should be worth $28 billion on the balance sheet by end of 2027 at the latest, as they're coming for Databricks' market.
$NEBIUS(NBIS)$ As projected Friday, Monday was supposed to be strong green, with Tuesday even stronger on CRWV earnings, and then the real big move Thursday after our own earnings. The week could close near $180+. If there's a major announcement like an upward revision to year-end ARR guidance, $200+ could come faster than month end or year end.
$NEBIUS(NBIS)$ Interesting take from an analyst: AI is "too big to fail" and because of US national security concerns, since the US can't afford to lose this race to China, the government should bail out the AI industry similar to how big banks were bailed out years ago. It's an interesting point, and something like that could play out six to nine months down the line if these debt issues keep halting data center buildouts, which are essential for AI growth.
$NEBIUS(NBIS)$ IREN's numbers are out, waiting on the earnings call. Sales grew substantially, and the loss narrowed by 60 percent. After hours we're green.
$NEBIUS(NBIS)$ Nebius looks very oversold across the board here. It feels like the baby is being thrown out with the bathwater. Their debt structure is best in business. They have already started construction on two data centers, one in Missouri and one in Alabama, with another one set to begin construction in Pennsylvania in 2028. They have also kept some compute to be sold at auction, which makes sense since as the data centers are built more carefully and at a slower pace, they can charge more for compute. If there is any consolidation in the neo cloud space, Nebius will be in the best position of all, and there is no reason why this isn't an outstanding opportunity to add more shares. With a long-term inves
People think the world is ending, but it isn't. The AI moratorium is more about oversight and tighter restrictions on future builds, not current ones. That said, the Dakotas rolled out the red carpet and Indiana is welcoming data centers as long as local municipalities share in tax revenues. So basically, all that will happen is a shift in where future construction takes place, inside or outside the U.S. $NEBIUS(NBIS)$ is in Finland, France, UK, Iceland, Israel, Saudi Arabia, and the Netherlands, while expanding in Spain and Germany. The world is a big place and Nebius is a global operator. If the U.S. chooses to make business difficult, all you will see is a shift overseas while growth continues, as compute demand is off the charts and capa
$NEBIUS(NBIS)$ Been holding since it was at $16. Added several times on the way up. Back when I first got in, retail owned about 60% of the shares and there was almost no institutional presence. Now retail holds less than 20%. I'm keeping my shares and trusting the process. If that doesn't work for someone, they can just sell and move on. Simple.
$NEBIUS(NBIS)$ NBIS is positioned well right now. There don't seem to be any issues with what they're building, and the EU is providing grants for construction there.
$NEBIUS(NBIS)$ Not saying this isn't painful to watch. But supply and demand still apply here. If there's less supply of data centers, that's only going to push the price of compute even higher. In my view, this may actually benefit NBiS long term.