SGGrowthAlpha

Growth investor based in Singapore. Willing to make investing easy for masses. $NBIS bull, invested at $40. Only on X

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS @michaeljburry Do not invest in Nebius. Burry is right. He has got all his calls correct till date

[Michael Sikand @michaelsikand]

Michael Burry is shorting THIS person.

[SGGrowthAlpha @SG_GrowthAlpha]

Not bad. Almost there. $NBIS

Next week target 250

[SGGrowthAlpha @SG_GrowthAlpha]

Looks good as a base case $NBIS

[SGGrowthAlpha @SG_GrowthAlpha]

Not bad. Almost there. $NBIS

Next week target 250

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Target for next week 170

[SGGrowthAlpha @SG_GrowthAlpha]

Looks good as a base case $NBIS

[Mark Hogan @MB_Hogan]

$NBIS : Northwise releases full Nebius valuation model with a probability-weighted PRICE TARGET of $1,916 per share by 2030 🔥

NOTE : In their bull case, the value of Nebius subsidiaries will be around $31B by 2030 which would all but eliminate their entire estimated 2030 debt of $36B by 2030 🔥

https://t.co/Ui64V7AFsD

[Mark Hogan @MB_Hogan]

$NBIS : Northwise releases full Nebius valuation model with a probability-weighted PRICE TARGET of $1,916 per share by 2030 🔥

NOTE : In their bull case, the value of Nebius subsidiaries will be around $31B by 2030 which would all but eliminate their entire estimated 2030 debt of $36B by 2030 🔥

https://t.co/Ui64V7AFsD

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Nebius appoints Lindsey Irvine as Chief Marketing Officer. Lindsey joins Nebius from Square, where she led global marketing across brand, demand, product, and hardware supporting more than 4.5 million sellers.

[SGGrowthAlpha @SG_GrowthAlpha]

Who is building on Nebius ($NBIS)?
• Brave: 11M+ daily AI responses served
• Revolut: 200+ H100 GPUs powering fintech AI
• vLLM: Scaling open-source inference for DeepSeek R1
• Higgsfield AI: Ultra-fast scale-up on HGX B200s
• Stanford: Accelerating CRISPR-GPT research

[SGGrowthAlpha @SG_GrowthAlpha]

$LITE $NVDA $MRVL Must watch video by Lee Cui on Lumentum https://t.co/15BCETKgAw

[SGGrowthAlpha @SG_GrowthAlpha]

$LITE $NVDA $MRVL Must watch video by Lee Cui on Lumentum https://t.co/15BCETKgAw

[SGGrowthAlpha @SG_GrowthAlpha]

@michaeljburry shorting Nebius $NBIS at $211 is just history repeating itself.
The man shorted $TSLA early, called for the "Mother of All Crashes" in 2021, and dumped tech right before the massive AI rally.
$NBIS revenue grew +684% YoY. History repeating?

[SGGrowthAlpha @SG_GrowthAlpha]

@michaeljburry opened a short on $NBIS at ~$212.
• 2020: Shorted $TSLA ➡️ missed a +700% mega-rally
• 2021: Shorted $ARKK ➡️ exited early
• Late 2023: Massive $SPY & $QQQ puts ➡️ closed at a loss as markets ripped to ATHs
• 2024–2025: Bearish on $NVDA. Rest is history

[SGGrowthAlpha @SG_GrowthAlpha]

Who is building on Nebius ($NBIS)?
• Brave: 11M+ daily AI responses served
• Revolut: 200+ H100 GPUs powering fintech AI
• vLLM: Scaling open-source inference for DeepSeek R1
• Higgsfield AI: Ultra-fast scale-up on HGX B200s
• Stanford: Accelerating CRISPR-GPT research

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Nebius appoints Lindsey Irvine as Chief Marketing Officer. Lindsey joins Nebius from Square, where she led global marketing across brand, demand, product, and hardware supporting more than 4.5 million sellers.

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS $GOOG $MSFT $META $NVDA @jiahanjimliu expects Nebius to land a 33bn contract from Google, will be a massive tailwind for both

[Jim Liu @jiahanjimliu]

$NBIS: Upcoming ~$33B Contract for Missouri

Was talking to a big Neocloud whale and he said that $NBIS is in late stage discussions for a $33B 5-year bare metal contract with Google/Meta for its Independence, Missouri Datacenter. He is pretty credible.

$IREN investors, fear not, the whale’s biggest position is $IREN. By not needing to buy BE Fuel Cells for time to power at multiple sites, IREN will be the most profitable by far. 2.6B for 250MW over 10 years is essentially 5.2B for 250MW over 20 years. That’s 20.8m/MW or more than the rate of a SOTA liquid cooled DC. That’s not including LNG as none of Nebius’s sites sit on natural gas pipelines.

[Jim Liu @jiahanjimliu]

$NBIS: Upcoming ~$33B Contract for Missouri

Was talking to a big Neocloud whale and he said that $NBIS is in late stage discussions for a $33B 5-year bare metal contract with Google/Meta for its Independence, Missouri Datacenter. He is pretty credible.

$IREN investors, fear not, the whale’s biggest position is $IREN. By not needing to buy BE Fuel Cells for time to power at multiple sites, IREN will be the most profitable by far. 2.6B for 250MW over 10 years is essentially 5.2B for 250MW over 20 years. That’s 20.8m/MW or more than the rate of a SOTA liquid cooled DC. That’s not including LNG as none of Nebius’s sites sit on natural gas pipelines.

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Top reasons to sell Nebius. Extraordinary management, Impressive QoQ execution progress, Scale up in just 2 years, $NVDA backing / anchor investor, $META / $MSFT contracts, Potential $GOOG 33bn contract. Burry is right

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Top reasons to sell Nebius. Extraordinary management, Impressive QoQ execution progress, Scale up in just 2 years, $NVDA backing / anchor investor, $META / $MSFT contracts, Potential $GOOG 33bn contract. Burry is right

[SGGrowthAlpha @SG_GrowthAlpha]

@VineetShahFin 😀

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Target for next week 170

[SGGrowthAlpha @SG_GrowthAlpha]

Target achieved. Next week target coming on Saturday