Yeti

economics + law degree.

Long: NBIS ($27), HIMS ($19), NOW($98),

[Yeti @enamouredYeti]

My old account @longtermstocks2 was either hacked or locked by @X . @Support refused to help so I had to make a new account.

[Yeti @enamouredYeti]

@SMASIMHO No such thing as happiness without pain

[Yeti @enamouredYeti]

@EndicottInvests I’m really starting to want us (entire stock market) to move towards yearly reports instead of quarterly calls. Ik won’t happen but truly believe this would reflect a better representation of company.

[Yeti @enamouredYeti]

@jpinsights Those targets do not account for sentiment. Personally see this being worth around $800-900 by 2030!

[Nebulizer @SMASIMHO]

One last comment on $NBIS earnings before I need to lock-in to write up the full review.

Take the bitter with the better.

Nebius demonstrated that it has the best pricing and prepayment terms along with the fastest path to profitability amongst all players in this space. Period.
◇ ACV per MW exceeding $25MM
◇ Prepayments exceeding 100% of associated CapEx
◇ Pre-tax breakeven in 2027

[Yeti @enamouredYeti]

@EndicottInvests

[Yeti @enamouredYeti]

@alejandrobatiz @Sandeman52 Can’t sleep with someone that reports to you. Keep it outside the company. That is the issue

[Yeti @enamouredYeti]

@EndicottInvests @Bullallthew Alarm set (if I can sleep)

[Yeti @enamouredYeti]

@DrTomsLens Bears sound smart but almost never have better returns than bulls 🤷‍♂️

[Yeti @enamouredYeti]

@LeaT_Design @StockSavvyShay What?

[Yeti @enamouredYeti]

@FindleysFinance @LeifInvests Bare metal sure, but what about inference token factory and software stacks….those are very durable

[Yeti @enamouredYeti]

@amitisinvesting My fear is they become similiar to micron and cannot escape the multiple

[Yeti @enamouredYeti]

@CDarnton0 Your target sell date is 2027? I view this as a 6-7 year hold. They are trying to build something massive

[Yeti @enamouredYeti]

@TheLongInvest I think people care about if he sold chips to companies and hid it from shareholders. No one I talk to cares about him cheating

[Yeti @enamouredYeti]

@stevenfiorillo @JensenHuang I’m eating air due to $NVDA falling to $167…. Upgrading to beans and rice at $175

[B Kad @BKad2005]

$NBIS Token Factory will now be positioned to have a unique moat compared to most of the batch now more than ever because of this @Fireworks_HQ incident. When the so called multi tenant AI aggregators break due to third party cloud hops what ends up winning is sovereign infrastructure.

What happened at Fireworks? Attackers compromised a third party cloud provider hosting their dev machines, pivoted into platform service accounts and accessed customer datasets, billing data and incomplete model weights for "LLMJacking"

This multi vendor supply chain failure is why $NBIS in my opinion stands to gain traction in the shambles of this mishap.
While wrapped API aggregators rely on external cloud providers and complex multi hop identities, $NBIS owns the entire stack from their own hardware and raw GPU clusters to custom orchestration all the way up to the inference platform.

This might sound like a product pitch but it’s my honest opinion on the situation. No third party cloud hops for your dedicated inferencing instances or your post training infrastructure. No shared host identity leaks. No external staging buckets exposing customer model weights.

As AI attacks accelerate via agentic exploitation, enterprise buyers are likely to be fleeing multi tenant risk for true vertically integrated sovereign compute more than ever.

[Yeti @enamouredYeti]

@dividendsnowbal @nglotus9898 It’s insanely hard to price a business that has never existed before. Closest would be AWS but IMO very different overall

[Adam Sullivan @_Adam_Sullivan1]

Another unexpected comparison: one of our data centers uses about as much water in a year as a single Krispy Kreme store.

Not the whole chain. One store.

[Yeti @enamouredYeti]

@exec_sum Prices will likely go up as a result

[Dylan Patel @dylan522p]

Why is Baseten worth more than Nebius?
This makes 0 sense
Venture market valuations are nuts

[Yeti @enamouredYeti]

@RasterlyRock $NBIS already is but one thing to consider is latency.