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Home  /   Forum   /   Amerikaanse aandelen   /   Nebius

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Nebius

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2.037 Posts
Pagina: «« 1 ... 54 55 56 57 58 ... 102 »» | Laatste | Omlaag ↓
  5. forum rang 5 Opstapelen 21 maart 2025 12:51
    quote:

    Marepa schreef op 21 maart 2025 10:45:

    Ipo Coreweave oversubscribed.
    Valuation 26 B.

    www.techzine.nl/nieuws/infrastructure...
    Ze hebben ook 10 mld schuld
    wel eens wat vergelijkingen gezien in waarde tov Nebius
    Denk dat je het wel beetje kan vergelijken maar ook weer niet.
    Nebius stapt gelijk groot in Blackwell en heeft nog wat andere takken van sport erbij.

    Wat ik wel denk is da Nebius zwaar oversold is maar ook zwaar onder gewaardeerd.
    Vandaag staat in teken van tripple optie expiratie. Daar waar de belangen grootst liggen zal het gaan.
    De zon schijnt en wij komen echt wel weer boven drijven en gaan ook weer dagen van groen aan elkaar geregen zien worden.
  7. forum rang 4 Madafaka 21 maart 2025 14:29
    Ik werd 10 tot 15 jaar geleden ook moe van techaandelen en Micron verkocht rond de $10 (ook aankoopprijs) omdat Cramer zei dat chippers maar 'commodity' was en het nog verder ging dalen. Lag idd. toen op zijn gat allemaal, om maar te zwijgen van mijn verkoop van AMD iets boven de $3 (gekocht op $1,80). Dat aandeel zou nooit meer wat worden, aldus de deskundigen.
  9. forum rang 5 Opstapelen 21 maart 2025 14:38
    volgens mij zitten we in een slow motion crash terwijl wij hier al met vol gas tegen de muur zijn geknald.
    Inmiddels 50% eraf
    dit alles bijna geheel en al gestuurd door die oranje man die de decreten de deur uit slingert, alsof het liefdesbrieven zijn met Valentijn.
    Gek genoeg met een automatische handtekening van de angstige op baantjes beluste republikeinen in beide kamers aldaar
  11. drentenier 21 maart 2025 15:21
    quote:

    Madafaka schreef op 21 maart 2025 14:29:

    Ik werd 10 tot 15 jaar geleden ook moe van techaandelen en Micron verkocht rond de $10 (ook aankoopprijs) omdat Cramer zei dat chippers maar 'commodity' was en het nog verder ging dalen. Lag idd. toen op zijn gat allemaal, om maar te zwijgen van mijn verkoop van AMD iets boven de $3 (gekocht op $1,80). Dat aandeel zou nooit meer wat worden, aldus de deskundigen.
    Ik word niet snel moe van techaandelen zo aan het begin van een niet goed te voorspellen AI/robot/quantum revolutie, maar ik werd wel moe van mijn aantal verschillende posities.

    Wat ik nu nog heb zijn in aflopend formaat:
    ASML
    AMD
    Nebius
    Alphabet
    NVIDIA
    Okta
    ACM Research
    Microsoft
    MongoDB
    TSMC

    Keuzestress en FOMO zijn mij niet vreemd.
  12. forum rang 5 Opstapelen 21 maart 2025 15:40
    Ik vond dit wel een aardige vergelijking die op Yahoo staat

    My latest comments: regarding the Coreweave IPO...from a professional trader (not my own comments)...."Early indications are the deal is expected to price next Thursday (March 27) and orders have been placed for all the available shares. With several days to go in the roadshow, this suggests the offering could price above the targeted $47-$55 range."

    These are my calculations: I just re-ran the numbers for my valuation of Nebius based on Coreweave IPO. Of course this will change rapidly but just a snapshot. If the IPO priced to the top end of the range (it may go above) that would value Coreweave equity at $26 billion plus $12.9 billion debt for a total of $38.9 billion. Coreweave had 250,000 GPU's at end of 2024. End of March 2025 Nebius will have 38,000 GPU's. I took the relative number of GPU's to come up with a core business value of $5.92 billion for Nebius (38,000/250,000*$38.9billion). In addition to the $5.92 billion I added to the Nebius valuation the following:

    cash: $1.5billion at end of this month (they spent some of the almost $2.5billion they had to reach end of March..they might have closer to $2billion but being conservative)

    Avride: $750million-$1billion

    Toloka: $500millionTripleTen: $150million

    Clickhouse (28% ownership, $1billion total value): $280million

    Adding the sum of those up I get a value of $8.92billion, which comes out to $36/share. This is probably a bit conservative so I will give it a price target of $40.
  14. forum rang 6 Japaho 22 maart 2025 15:34
    quote:

    déjà vu schreef op 22 maart 2025 10:36:

    Mar. 22, 2025 2:00 AM ET

    Nebius: A 10x AI Growth Story Still Flying Under Wall Street's Radar.

    There is still strong buy rating on Nebius.

    Zie Seeking Alpha voor meer info en uitgebreide uitleg.

    seekingalpha.com/article/4769639-nebi...
    Interessant artikel om te lezen. Versterkt alleen maar mijn vertrouwen in dit fonds. De tijd zal het leren, ik hou ze vast in elk geval tot eind van dit jaar, en ik koop er volgende week nog ca 200 stuks bij voor een zo gunstig mogelijke koers, ook om mijn GAK nog weer te verlagen. Was ik deze week al van plan maar vanwege de dalende koers stel ik het nog even uit. Hopelijk maandag of dinsdag dan maar.
  16. forum rang 5 Opstapelen 22 maart 2025 19:42
    quote:

    Marepa schreef op 22 maart 2025 18:32:

    Mooi artikel!

    Voor einde maart 38.000 GPU voor nebius.
    Hoeveel is hun doel om voor 31 december aan GPU beschikbaar te hebben voor klanten?
    100.000 GPU? Kan het zo snel niet vinden
    Plan is eind 2025 100mw te hebben.
    Beetje verschillend welke gpu”s je hebt maar kort door de bocht rond de 85k gpu. Ruime verdubbeling met nu.
    Zal er ook weer vers kapitaal moeten komen. Benieuwd weer ze op kwartaal basis winstgevend gaan worden. Denk niet eerder dan q4, met beetje hoop op q3 break even.
  17. forum rang 5 JdH jet realist €10 Nebius $100 24 maart 2025 12:48
    x.com/EmilHartela/status/190407506984...

    1. Nebius’s 1GW+ Ambition – The Stakes

    Nebius Group N.V. $NBIS has set an audacious goal: over 1GW of data center capacity by 2026, up from just 25MW today—a 40x leap in under two years. This isn’t a small dream; it’s a moonshot for a company with a $6 billion market cap and $2.45 billion in cash (Q4 2024 financials). To put it in perspective, building 1GW of AI-centric infrastructure traditionally costs $6-$8 billion. GPUs alone—say, 200,000-300,000 NVIDIA H200s or Blackwell units at $30,000-$40,000 each—could eat up $6 billion or more. Add networking and setup, and you’re pushing $8 billion. Co-location cuts facility costs (no $4-$6 billion greenfield builds), but the hardware bill still looms large.

    Here’s what we know: Nebius has a knack for efficiency, historically constructing data centers 20-30% cheaper than competitors, likely through brownfield conversions like its Finland site. Q4 2024 saw AI revenue skyrocket 466% to a $220 million ARR, fueled by pricing ($2.50/hour for H200 GPUs vs. $6-$7 from peers) and a $700 million raise from NVIDIA and others (December 2024). Yet, $6-$8 billion dwarfs their cash and market cap. An equity sale at today’s valuation would mean massive dilution;doubling shares and slashing value. CEO Arkady Volozh must have a plan to dodge this bullet.

    2. How Nebius Could Sidestep the $6 Billion Capex Trap
    So how does Nebius hit 1GW without breaking the bank? Here are three models that could work, each avoiding the GPU capex crushing their balance sheet:

    1. Lease GPUs, Not Buy Them: Partner with NVIDIA—already a $300 million investor with early Blackwell access—and lease 200K-300K GPUs at $500-$1,000/month each. That’s $1.2-$3.6 billion/year in opex, zero capex. Pair it with co-location (e.g., Equinix, Verne) at $120-$240 million/year. Sell compute at $2.50/hour, and at 50% utilization, revenue covers costs ($1.8-$2.7 billion/year). Scales fast, leverages NVIDIA ties, and preserves cash.

    2. Pre-Sell Capacity: Lock in AI firms to Nebius AI Studio now, using their upfront payments to fund expansion. With $750 million-$1 billion ARR targeted by December 2025, 1GW could yield $5-$10 billion if pre-sold. No GPU purchases—just co-lo leases and revenue to cover opex. The $2.45 billion cash stays for software or contingencies, riding the 466% growth wave.

    3. Lease to Customers: Flip the script—let clients buy GPUs, and Nebius manages them in co-lo sites for a fee or revenue split. Think enterprises or universities with idle H100s. Nebius brings ops expertise, scales with others’ capital, and keeps capex near zero. Bold, but it could tap a hidden GPU pool globally.

    3. Leadership Must Signal the Way – Reflexivity is Key

    Nebius could pull this off—1GW by 2026 with minimal capex—using leasing, pre-selling, or customer partnerships. Each sidesteps the $6-$8 billion hardware hit, turning it into manageable opex or others’ investment. The pieces are there: NVIDIA’s backing, a proven cost edge (20-30% cheaper builds), and explosive revenue growth. But: it’d be great to get a stronger message from Volozh and leadership on the exact direction. Are they leaning into GPU leasing? Betting on pre-sales? Or pioneering a customer-leasing twist?
    Clarity is Nebius’s greatest ally. A bold signal could ignite investor sentiment, lifting the $6 billion market cap to $15 billion or more. That sparks a recursive feedback loop: higher valuation, more funds raised with less dilution, more investment in growth. Reflexivity—where perception drives reality—could turn Nebius into a self-fulfilling success. Volozh’s confidence hints at a plan, but spelling it out could be the spark. Speak up, leadership—show us the playbook!
  18. forum rang 7 déjà vu 24 maart 2025 13:13
    quote:

    JdH jet realist €10 Nebius $100 schreef op 24 maart 2025 12:48:

    x.com/EmilHartela/status/190407506984...

    1. Nebius’s 1GW+ Ambition – The Stakes

    Nebius Group N.V. $NBIS has set an audacious goal: over 1GW of data center capacity by 2026, up from just 25MW today—a 40x leap in under two years. This isn’t a small dream; it’s a moonshot for a company with a $6 billion market cap and $2.45 billion in cash (Q4 2024 financials). To put it in perspective, building 1GW of AI-centric infrastructure traditionally costs $6-$8 billion. GPUs alone—say, 200,000-300,000 NVIDIA H200s or Blackwell units at $30,000-$40,000 each—could eat up $6 billion or more. Add networking and setup, and you’re pushing $8 billion. Co-location cuts facility costs (no $4-$6 billion greenfield builds), but the hardware bill still looms large.

    Here’s what we know: Nebius has a knack for efficiency, historically constructing data centers 20-30% cheaper than competitors, likely through brownfield conversions like its Finland site. Q4 2024 saw AI revenue skyrocket 466% to a $220 million ARR, fueled by pricing ($2.50/hour for H200 GPUs vs. $6-$7 from peers) and a $700 million raise from NVIDIA and others (December 2024). Yet, $6-$8 billion dwarfs their cash and market cap. An equity sale at today’s valuation would mean massive dilution;doubling shares and slashing value. CEO Arkady Volozh must have a plan to dodge this bullet.

    2. How Nebius Could Sidestep the $6 Billion Capex Trap
    So how does Nebius hit 1GW without breaking the bank? Here are three models that could work, each avoiding the GPU capex crushing their balance sheet:

    1. Lease GPUs, Not Buy Them: Partner with NVIDIA—already a $300 million investor with early Blackwell access—and lease 200K-300K GPUs at $500-$1,000/month each. That’s $1.2-$3.6 billion/year in opex, zero capex. Pair it with co-location (e.g., Equinix, Verne) at $120-$240 million/year. Sell compute at $2.50/hour, and at 50% utilization, revenue covers costs ($1.8-$2.7 billion/year). Scales fast, leverages NVIDIA ties, and preserves cash.

    2. Pre-Sell Capacity: Lock in AI firms to Nebius AI Studio now, using their upfront payments to fund expansion. With $750 million-$1 billion ARR targeted by December 2025, 1GW could yield $5-$10 billion if pre-sold. No GPU purchases—just co-lo leases and revenue to cover opex. The $2.45 billion cash stays for software or contingencies, riding the 466% growth wave.

    3. Lease to Customers: Flip the script—let clients buy GPUs, and Nebius manages them in co-lo sites for a fee or revenue split. Think enterprises or universities with idle H100s. Nebius brings ops expertise, scales with others’ capital, and keeps capex near zero. Bold, but it could tap a hidden GPU pool globally.

    3. Leadership Must Signal the Way – Reflexivity is Key

    Nebius could pull this off—1GW by 2026 with minimal capex—using leasing, pre-selling, or customer partnerships. Each sidesteps the $6-$8 billion hardware hit, turning it into manageable opex or others’ investment. The pieces are there: NVIDIA’s backing, a proven cost edge (20-30% cheaper builds), and explosive revenue growth. But: it’d be great to get a stronger message from Volozh and leadership on the exact direction. Are they leaning into GPU leasing? Betting on pre-sales? Or pioneering a customer-leasing twist?
    Clarity is Nebius’s greatest ally. A bold signal could ignite investor sentiment, lifting the $6 billion market cap to $15 billion or more. That sparks a recursive feedback loop: higher valuation, more funds raised with less dilution, more investment in growth. Reflexivity—where perception drives reality—could turn Nebius into a self-fulfilling success. Volozh’s confidence hints at a plan, but spelling it out could be the spark. Speak up, leadership—show us the playbook!
    Interessant. Ze zouden denk ik wel steun van Nvidia kunnen verwachten.
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