Most Money Are Made in Global Megatrends. Buy Nebius
Nebius Group: Well-Positioned To Be An AI Megatrend Winner
A great deal of money is made in Global Megatrends. Several of the Magnificent Seven were winners of the Internet Megatrend, the biggest value creation in history.
AI is most likely the next Megatrend and Nebius is our top candidate to play the theme.
Nebius’s strong founder has already built a business worth $30 billion. He bested Google in that venture. Business leaders who won once are more likely to win again.
Google investors multiplied their money 20 times over 20 years. Nebius could be in a similar situation.
Full Investment Thesis
https://fitinvestmentideas.com/2024/11/14/nebius-group-well-positioned-to-be-an-ai-megatrend-winner/
A great deal of money is made in Global Megatrends. Several of the Magnificent Seven were winners of the Internet Megatrend, the biggest value creation in history.
AI is most likely the next Megatrend and Nebius is our top candidate to play the theme.
Nebius’s strong founder has already built a business worth $30 billion. He bested Google in that venture. Business leaders who won once are more likely to win again.
Google investors multiplied their money 20 times over 20 years. Nebius could be in a similar situation.
Full Investment Thesis
https://fitinvestmentideas.com/2024/11/14/nebius-group-well-positioned-to-be-an-ai-megatrend-winner/
NordicGuy
15.11.2024 kl 11:13
672
INterview with the founder of Nebius - short introduction why Nebius could tripple by mid 2025
The Nebius story
https://youtu.be/9xgfbaABkYg?si=2Bch3CN1_PvI5jPX
The Nebius story
https://youtu.be/9xgfbaABkYg?si=2Bch3CN1_PvI5jPX
NordicGuy
19.11.2024 kl 12:10
621
SeekingAlpha article on Nebius
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
NordicGuy
02.12.2024 kl 13:28
537
NVIDIA buys Nebius stake in USD 750 million financing announced today:
Nebius is the largest listed AI processing company. Backing from NVIDIA is a strong vote of confidence:
The announcement:
https://group.nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure
Nebius Thesis:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
Nebius is the largest listed AI processing company. Backing from NVIDIA is a strong vote of confidence:
The announcement:
https://group.nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure
Nebius Thesis:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
NordicGuy
03.12.2024 kl 09:29
470
NVIDIA buys stake in Nebius
https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round
https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round
Glennis
03.12.2024 kl 17:53
432
Selskapet guider en milliard USD på topplinjen i 2025 etter kapitalutvidelsen i går. Markedsverdien er knappe 5 milliarder USD. P/E på 5. Bør jo kunne rettferdiggjøre P/E på 50 med denne veksten. Jeg har tatt en posisjon og ser frem til tidobling på tre-fem års sikt.
NordicGuy
04.12.2024 kl 09:46
372
Nvidia among backers of Nebius $700M funding round
Nvidia (NVDA), along with other investors are looking to invest in the $700M private placement financing round by Nebius (NASDAQ:NBIS).
Shares in NBIS rose 15% in premarket trade.
Nebius added the financing also includes the participation from Accel, and certain accounts managed by Orbis Investments.
The financing will help the company's plans to further build out its full-stack AI infrastructure.
The board said it is also granting observer rights to Matt Weigand, a Partner at Accel, and intends to nominate him for election as a director at the 2025 AGM.
The company added that a potential repurchase by the firm of its Class A shares is no longer warranted.
Due to the strategic financing and the decision to not repurchase Class A shares, the firm narrowed its previous guidance, and now expects to deliver an ARR by year-end 2025 of $750 million to $1 billion.
https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round
Nvidia (NVDA), along with other investors are looking to invest in the $700M private placement financing round by Nebius (NASDAQ:NBIS).
Shares in NBIS rose 15% in premarket trade.
Nebius added the financing also includes the participation from Accel, and certain accounts managed by Orbis Investments.
The financing will help the company's plans to further build out its full-stack AI infrastructure.
The board said it is also granting observer rights to Matt Weigand, a Partner at Accel, and intends to nominate him for election as a director at the 2025 AGM.
The company added that a potential repurchase by the firm of its Class A shares is no longer warranted.
Due to the strategic financing and the decision to not repurchase Class A shares, the firm narrowed its previous guidance, and now expects to deliver an ARR by year-end 2025 of $750 million to $1 billion.
https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round
NordicGuy
04.12.2024 kl 10:12
361
Nebius surges as Citron pounds the table, says CEO is 'the real deal'
Nebius (NASDAQ:NBIS) shares surged more than 14% on Tuesday as investment firm Citron Research pounded the table on the artificial intelligence-focused technology firm and said CEO Arkady Volozh is "the real deal."
"Citron pounding the table that $NBIS is poised to be the next AI Wall Street darling," the research firm wrote on the X social network. "A sleeper with no analyst coverage yet, the market hasn’t caught on to its massive potential—or its undervaluation vs. CoreWeave." Shares have gained nearly 35% over the past month.
"If it trades at a 50% discount to Coreweave multiple, that puts $NBIS at $60 (napkin math)," Citron added, explaining that Nvidia's (NVDA) investment into Nebius was "not out of the blue."
https://seekingalpha.com/news/4360942-nebius-surges-as-citron-pounds-the-table-says-ceo-is-the-real-deal
Nebius (NASDAQ:NBIS) shares surged more than 14% on Tuesday as investment firm Citron Research pounded the table on the artificial intelligence-focused technology firm and said CEO Arkady Volozh is "the real deal."
"Citron pounding the table that $NBIS is poised to be the next AI Wall Street darling," the research firm wrote on the X social network. "A sleeper with no analyst coverage yet, the market hasn’t caught on to its massive potential—or its undervaluation vs. CoreWeave." Shares have gained nearly 35% over the past month.
"If it trades at a 50% discount to Coreweave multiple, that puts $NBIS at $60 (napkin math)," Citron added, explaining that Nvidia's (NVDA) investment into Nebius was "not out of the blue."
https://seekingalpha.com/news/4360942-nebius-surges-as-citron-pounds-the-table-says-ceo-is-the-real-deal
NordicGuy
05.12.2024 kl 10:29
306
Nebius traded 25% of its market cap in the last two days while the share price increased by 25%. Very bullish signal!
https://www.nasdaq.com/market-activity/stocks/nbis/historical
https://www.nasdaq.com/market-activity/stocks/nbis/historical
NordicGuy
11.12.2024 kl 11:30
188
Good article on Nebius, backed by Nvidia
https://seekingalpha.com/article/4743433-nebius-valuation-update-after-backing-from-nvidia?v=1733871779&comments=show#comment-99193538
https://seekingalpha.com/article/4743433-nebius-valuation-update-after-backing-from-nvidia?v=1733871779&comments=show#comment-99193538