Nebius: Valuation Cut, 2030 Estimates Unchanged — Still Long on Off-the-Charts Neocloud Demand
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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- Bodoh·16:04Short the stock to helllLikeReport
- SanL·09:35Thanks for informationLikeReport