Ken Mocabee

[Ken Mocabee @KenMocabee]

@TopTechStocksUS There will be a time soon where $230 or $250, or even $300 for Nebius will look like a bargain. Waiting for a dip may mean you will be left on the station watching the train pull away.

[Daniel Koss @daniel_koss]

This chart speaks for itself.

Map defense stocks by growth and profitability, and Kraken Robotics ($PNG.V / $KRKNF) stands out like crazy.

~83% projected revenue growth and ~25% EBITDA margin in 2027.

Data based on analyst consensus forecasts for 2027.

[Ken Mocabee @KenMocabee]

@Sandeman52 If I had a business with many times the customers I had capacity for, and a capex payback of less than 2 years (Nebius), I would be building incessantly. Which is what they are doing. It's actually quite simple from that standpoint.

[Ken Mocabee @KenMocabee]

@Sebastianktjg @mvcinvesting What facts? You didn't give any facts.

[Ken Mocabee @KenMocabee]

@Sebastianktjg @mvcinvesting LoL you provided no facts. You only whined about being butt hurt because Nebius wasn't doing what you wanted.

[Ken Mocabee @KenMocabee]

@Sebastianktjg @mvcinvesting OK, now you are just trolling. Or an ignoramus. Not sure which one.

[Ken Mocabee @KenMocabee]

@Sebastianktjg @mvcinvesting Yeah, no support. Only hosting events, interviews with top management, press releases, articles, striking deal after deal, pricing model genius moves, and developing killer strategic partnerships. No support.

[Ken Mocabee @KenMocabee]

@mvcinvesting @Sebastianktjg This is it exactly. Management takes care of the company first, and if that goes well, everything else takes care of itself, including my investment.

[Ken Mocabee @KenMocabee]

There used to be a time when bringing industrial development to an area was considered a good thing. If a mayor landed an auto plant, or a Walmart distribution center, they got re-elected and a parade. Now if you bring a data center into your community, it's political suicide.

[Ken Mocabee @KenMocabee]

@GustBrian The Dublin Deluge by Native Echo. Hysterical

[Ken Mocabee @KenMocabee]

@BKad2005 This is the best explanation I have seen about how older GPUs will have an important and continuing role in the AI infrastructure ecosystem.

[Ken Mocabee @KenMocabee]

@daniel_koss Bill being carried out on a stretcher is genius.

[Ken Mocabee @KenMocabee]

@daniel_koss I'm convinced that the vast majority don't understand the entire AI sector. It's as if no one wants to go first.

[Ken Mocabee @KenMocabee]

@AustinAver70395 @mvcinvesting Not naive to believe that at all. They don't make bad moves best I can tell!

[Ken Mocabee @KenMocabee]

@Kalled316 @SMASIMHO If you look at the trajectory, Nebius is on track for $22-$30 BILLION ARR by the end of 2027. Extrapolate the stock price and you'll see that Nebius is a bargain right now. If you want to wait for lower entry, you might miss the train as it leaves the station.

[Ken Mocabee @KenMocabee]

@SMASIMHO This is great! It's not easy to make a stack like Nebius approachable and understandable for non-technical folks. Investors often don't know what they are buying, which is a shame. Looking forward to the next editions!

[Ken Mocabee @KenMocabee]

@SMASIMHO @omaruecos It's the royal "we".

[Ken Mocabee @KenMocabee]

@clockworksantos Great stuff! One thing to keep in mind is that AI is an emerging market, and Nebius isn't just selling bare metal, or not even their stack, but simply put, success. It's why their asset-light model is so important, for example.

[Ken Mocabee @KenMocabee]

@daniel_koss People love fear porn. The best has a modicum of truth to it, and AI certainly has that. Scary book titles, researchers blowing whistles, and some actual surprising incidents that lend credence to the panic. As with everything, we'll adjust and figure it out.

[Ken Mocabee @KenMocabee]

@SMASIMHO What's exciting is that the Nebius team has a strong culture of not hyping anything. If someone makes a claim or prediction, you can be assured that it's based in reality and not just something concocted.