Better upside than Nvidia
We sold our Nvidia positions and bought into AI processing companies. Much higher upside there over one year horizon.
My favourite play is Nebius, one of Nvidia H200 prime clients - they are the first one Nvidia is due to deliver H200.
Nebius was up 12% based on their press release on US expansion plans. Could easily double by CHrismas.
Investmnet thesis:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
My favourite play is Nebius, one of Nvidia H200 prime clients - they are the first one Nvidia is due to deliver H200.
Nebius was up 12% based on their press release on US expansion plans. Could easily double by CHrismas.
Investmnet thesis:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
NordicGuy
25.11.2024 kl 18:04
349
Good article on Nebius, indicates the upside
https://techcrunch.com/2024/11/24/the-curious-case-of-nebius-the-publicly-traded-ai-infrastructure-startup/
https://techcrunch.com/2024/11/24/the-curious-case-of-nebius-the-publicly-traded-ai-infrastructure-startup/
NordicGuy
27.11.2024 kl 16:33
253
What is Nvidia's upside now? It is about betting that Nvidia will further innovate into the next big thing. The current AI business may be fully priced in. I recommend an excellent podcast by Damodoran on Nvidia. Damodoran is the current guru of corporate finance theory. You can find it online.
The next thing could be AI processing. I enclose below a link for an article on CoreWeave, which announced an IPO listing for early next year priced at 35 billion USD. For illustration, the company was valued in December 2023 at 7 billion USD. There is a good upside in less than two years.
I also included an article on Nebius, which I find to be the most interesting AI processing company among the listing peers.
Nebius Article:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
CoreWeave Article:
https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/
The next thing could be AI processing. I enclose below a link for an article on CoreWeave, which announced an IPO listing for early next year priced at 35 billion USD. For illustration, the company was valued in December 2023 at 7 billion USD. There is a good upside in less than two years.
I also included an article on Nebius, which I find to be the most interesting AI processing company among the listing peers.
Nebius Article:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
CoreWeave Article:
https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/
NordicGuy
29.11.2024 kl 10:16
195
Very good interview by FT with Nebius CEO on future of AI processing and valuable insights into the AI infrastructure boom and investment trends for the years ahead.
Nebius Group is currently the only publicly traded independent AI infrastructure provider.
Watch the full discussion here 👉https://youtu.be/cZaDs7j4ZwY?feature=shared
Nebius Group is currently the only publicly traded independent AI infrastructure provider.
Watch the full discussion here 👉https://youtu.be/cZaDs7j4ZwY?feature=shared
NordicGuy
03.12.2024 kl 11:53
128
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