@RayT168@StonkChris Just straight up blocked him. Literally drew lines on the screen, including data from Yandex days.
Pure technicals zero fundamentals. Can’t even own it when called out.
@hongbeomp That’s a reasonable estimate, in line with my own back of envelope math.
If current NTM P/S multiples hold, we should more than double contingent on execution.
Why is $NBIS spending so much on sales?
Why is $NBIS SPEEDRUNNING customer onboarding across all customer sizes and industry verticals?
Because jumpstarting the developer ecosystem is the linchpin to going hyper scale.
The human brain has difficulty grasping compounding effects. But whoever gets their flywheel spinning first, will be the AI infrastructure winner.
And no one is remotely close to $NBIS here. You can’t go two steps outside your front door without hearing about the newest partnership or startup program.
So let’s stop calling Nebius a Neocloud.
It’s an emerging hyperscaler.
One of one.
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490 Followers 324 FollowingCORE HOLDINGS $NBIS $NVDA
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