No, THANK YOU! Truly a honor to wear the 💜💛 while trying to continuing the greatness & legacies that came before me! Hope I made a few proud during my stint. 🙏🏾🫡👑
MY 2030 $NBIS TARGET PRICE
I initiated a position in Nebius last year around $30 as one of my favorite ways to play the next stage of AI where the focus shifts from scaling compute to delivering reliable AI outcomes at the right cost.
As agentic AI continues to scale the infrastructure, utilization and cost per token become far more important which is exactly where I think Nebius is positioned.
Thats why my 2030 base case can look aggressive at first glance because it assumes demand is moving structurally toward high-volume inference workloads where capacity, utilization and efficiency matter more than ever:
Revenue
• 2026 ~$3.3B (+505% YoY)
• 2027 ~$9.8B (+199% YoY)
• 2028 ~$16.9B (+72% YoY)
• 2029 ~$23.4B (+39% YoY)
• 2030 ~$26.9B (+15% YoY)
EBITDA
• 2026 ~$1.4B (+2300% YoY)
• 2027 ~$4.9B (+252% YoY)
• 2028 ~$8.9B (+82% YoY)
• 2029 ~$13.9B (+57% YoY)
• 2030 ~$16.4B (+18% YoY)
Nebius would be worth ~$250B or around $850 per share (4% annual dilution) if stock trades at 15x 2030 EBITDA.
FOR THE FIRST TIME IN 53 YEARS, THE KNICKS ARE NBA CHAMPIONS 🏆
New York defeats San Antonio 4-1 in the NBA Finals, capturing their third championship in franchise history!