Vineet Shah

[Vineet Shah @VineetShahFin]

@SG_GrowthAlpha How are you meeting these targets?

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Target for next week 170

[Noé @noegrs_research]

$NBIS x $AMZN deal incoming ?

Earlier this week Nebius posted datacenter jobs in Hyderabad, India.

Apparently, $AMZN AWS is building a new datacenter in this city.

May be a timing coincidence, but we know that $NBIS hinted new hyperscaler deals... Could this be it ? 🤭

[Serenity @aleabitoreddit]

Three new $SIVE insider purchases today.

Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today.

This is following the massive drop on Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider sale report from another photonics director.

Typically, insider sells for any number of reasons. But having the CEO buy on the open-market is the clearest signal in management confidence.

Following $GFS, $JBL, and other laser supplier partnerships, and his goal of NASDAQ listing in the near term.

Feels like the CEO sees a clear potential for Sivers to become the next photonics giant (myself included).

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS The same sell off took place in March this year, post which $NBIS saw a 4X. A 4X from today's price is 700. We will see generational wealth being created this year from $NBIS. NFA, DYOR.

[SGGrowthAlpha @SG_GrowthAlpha]

Arete maintains $NBIS buy rating with TP $380

[SGGrowthAlpha @SG_GrowthAlpha]

10 stocks to buy at heavy discounts today:
$NBIS
$CRWV
$MRVL
$AAOI
$SIVE
$SKHY
$MU
$LITE
$PLTR
$BE

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Market is not understanding the revolutionary asset light model. For bare metal customers, Nebius mentioned they are rejecting 3 customers of 4. An innovative solve is Nebius servicing these 3 customers using the asset light model and making money of it.

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Schwab agrees with me. $NBIS will create generational wealth.

Check it out here: https://t.co/WdugemRX9e

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Nebius inflection 2026

https://t.co/9aZonNXJhb

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS A super overview on Nebius courtesy @michaelsikand

https://t.co/nmh5uYUiQF

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS picks up investment grade priced debt at SOFR + 2.5%. Market should understand that the pricing of $NBIS debt in private markets is extremely cheap. 4Y Treasury 4.2% + 2.5% = 6.7%. For a company which is not rated, this is incredibly cheap

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Ophir Nave, Chief Operating Officer of Nebius: "We are executing across all the areas that matter for growth: securing capacity, raising capital, strengthening our product offering, and developing other capital-efficient models to scale even further and faster."

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS just dropped a massive milestone. 🚨
Raised $775M in senior secured debt financing to supercharge its global AI cloud infra.
• Backed by deployed GPU infra & contracted cash flows
• Syndicate led by MUFG, BofA, Deutsche Bank, Goldman Sachs
• Oversubscribed transaction

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Conservative 2030 revenue estimate of $45bn. Conservative P/S ratio of 8X. Discount rate 20%. MCAP today should be $170bn, implying a ~4X return. $NBIS is extremely undervalued. NFA, DYOR.

[SGGrowthAlpha @SG_GrowthAlpha]

@NBIS Annualized revenue CAGR of 143% over the next 5 years (Bloomberg Consensus).

[SGGrowthAlpha @SG_GrowthAlpha]

Companies with annualized revenue growth rate for next 5 years > 50%, that I am tracking:
$NBIS (143%)
$ASTS (115%)
$CRWV (68%)
$LITE (57%)
$PLTR (52%)
$BE (50%)

[Vineet Shah @VineetShahFin]

@SG_GrowthAlpha @mvcinvesting @MB_Hogan @Sandeman52 @Sam_Badawi @aleabitoreddit @jiahanjimliu @MrMikeInvesting @Funmentalist @bennybigbull @daniel_koss Welcome @SG_GrowthAlpha to X

[Vineet Shah @VineetShahFin]

@SG_GrowthAlpha Welcome @SG_GrowthAlpha to X

[SGGrowthAlpha @SG_GrowthAlpha]

$NBIS Bloomberg consensus target price of $256, vs the current closing price of $177.71. Implying an upside of 44% from here.