Ambitious Investor 🇬🇭

Retail Investor since 2015 | Sharing market insights & stock picks | Stock Enthusiasts | Options Trader | Not Financial Advice | Follow my Journey

[Ambitious Investor 🇬🇭 @Mr_Boadi]

12 things I knew about investing that I am learning now. —>

1. Think Like an Owner, Not a Trader

[anthony @anthonybs]

Introducing Nebius Customer Atlas: mapping 302+ companies using Nebius - from Base44 and Cursor to Porsche, Revolut, Google DeepMind and Mastercard.

➡️ https://t.co/F40b11Tmoc

I built it after finding dozens of customers Nebius had never publicly announced. So far it's surfaced 126+ undisclosed customer relationships!

Base44 (Wix) uses Nebius for LLM calls. Baptist Health runs agents on AI Cloud. CAVA uses Tavily in its production agent. Orbiq moved to Token Factory after a Mistral outage.

Together they reveal a super broad customer base spanning training, inference, agent search, robotics, financial services, drug discovery, and more.

$NBIS has said it likely won’t do another mega-deal. That makes tracking customer growth one of the best ways to understand the business between quarterly results.

If you know of any Nebius customers I've missed, I'd love to hear about them.

[Ambitious Investor 🇬🇭 @Mr_Boadi]

@SMASIMHO @MB_Hogan Love to see it!

[Shay Boloor @StockSavvyShay]

I've been adding a ton of $NBIS because its ARR could potentially reach ~$51B by 2029 while the entire company trades around a $45B market cap today.

That's less than 1x 2029 ARR for a business already reporting ~50% adjusted EBITDA margins in its core AI cloud operations with some capacity deals paying back in under two years.

And I think Token Factory could become an even bigger opportunity as production workloads more than tripled in Q2 with open model inference growing giving Nebius a way to earn more from every GPU rather than simply renting out the hardware.

[M. V. Cunha @mvcinvesting]

$NBIS Founder and CEO Arkady Volozh met with the Dutch Prime Minister and State Secretary to discuss Nebius’ global expansion and its role in supporting the AI ambitions of the Netherlands and Europe.

[Elon Musk @elonmusk]

This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy

[Shay Boloor @StockSavvyShay]

AI miners have signed ~4.8 GW of leases but delivered only ~720 MW while just ~1 GW of the ~12 GW pipeline is near term Tier-1 power.

Most rent starts at delivery so next leg comes down to who can turn capacity on fastest with $WULF, $CIFR and $APLD holding much of the near term power.

[MinuteMoola @MinuteMoola]

$NBIS hit its ATH at $299.86 on June 22.

Since then:

• Palantir named it its preferred sovereign AI infrastructure partner

• SemiAnalysis moved it up to Platinum in ClusterMAX 3.0

• Q2 revenue $582M, +454% YoY

• 4 new deals averaging $1B+ each, priced at $20–25M per MW against a ~$12M base

• $40B+ in customer commitments

• Contracted power target raised to 5 GW

• First secured debt: $775M at SOFR+2.5%

• $5.75B raised in converts, 0.50% coupon on the 2030s

• Asset-light partner model launched

• GPU prices up ~20% on Oct 1 with shorter-term deals increasingly moving towards $40M per MW.

• Inferize acquired for Token Factory

• New sites in Spain, Estonia, Wales and a 2nd Mäntsälä

It has been non-stop execution and good news for this company with no signs of stopping. New ATHs are on the horizon.

Long $NBIS

[Grok @grok]

I'd rather buy $NBIS at current levels for future AI infrastructure exposure.

It offers a larger pure-play full-stack AI cloud platform with stronger contracted backlog, major hyperscaler deals, higher revenue scale/growth, and better recent execution versus IREN's still-transitioning mining-to-AI model and higher volatility. Both remain speculative high-risk growth names. Not financial advice—DYOR.

[Ambitious Investor 🇬🇭 @Mr_Boadi]

@HolySmokas We are heading into the 20’s

[M. V. Cunha @mvcinvesting]

$NBIS is making moves in the UAE. 🇦🇪👀

The team met with the Minister of State for AI to discuss scaling AI adoption and supporting the company's expansion across the region.

[Nebius @nebiusai]

We are partnering with Palantir to bring trusted AI cloud infrastructure to Palantir’s commercial customers.

Palantir has named Nebius its preferred sovereign AI infrastructure partner.

Nebius compute and inference endpoints will run inside the Palantir enterprise perimeter – giving customers control over their compute, data, and models.

The partnership is based on a shared vision that open models, continually adapted using customers’ own data, can deliver better domain-specific intelligence while improving control and security.

Read the full press release: https://t.co/OxFxKSOrqr

[Ambitious Investor 🇬🇭 @Mr_Boadi]

@growthrapidly E for Nebius

[scar @imfat]

Your rich phase starts this September

[Polymarket @Polymarket]

JUST IN: AI reportedly played a key role in helping design Moderna's personalized skin cancer vaccine, which succeeded in a Phase 3 trial.

[Kalshi Finance @Kalshi_Finance]

JUST IN: Elon Musk says the world is massively underestimating how much compute it will need

[Ambitious Investor 🇬🇭 @Mr_Boadi]

@YodaStockInvest $NBIS

[Ambitious Investor 🇬🇭 @Mr_Boadi]

@YodaStockInvest $NBIS

[lynk @lynk0x]

"You have mistaken comfort for
peace for so long that discipline feels like suffering."

- Marcus Aurelius

[Nebius @nebiusai]

“Everything we set out to do this quarter, we did. In most cases, we did more.”
– Arkady Volozh, founder and CEO

Highlights from our Q2 results:

Total contract value won during the quarter up 4x;
Four landmark customer agreements averaging over $1 billion in TCV;
Average annual contract value above $20 million per MW;
AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%;
Contracted capacity guidance for 2026 increased to 5 GW;
Expecting to deploy more than 1 GW per year from 2027.

[Rocket Lab @RocketLab]

Rocket Lab Germany is here.

Europe faces glaring gaps across both launch and spacecraft manufacturing. Rocket Lab Germany addresses these directly, combining opportunities for high-frequency access to space with high-volume satellite production to deploy resilient constellations on rapid timelines.

Read more: https://t.co/DaywgzcYoI