Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼

AI 1000x futurist🤔👽I help Real estate investors🥷💪🏾,GOAL OF $400 BILLION ,comedian journalist,THE PROfesor👨‍🏫Stock Option wheeler🛞Expert at Living🏁🛸🤴

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@DonaldJTrumpJr @ufc https://t.co/wLIKXGtEGX

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@njshoreinvest Prospective -

ASSume you will end up as the CEO -

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

I am surprised people from New Jersey never heard of ( NBIS)

Crazy to say I am currently holding 550 shares & have some cash secure puts -

Expecting bigger gains 💪🏾💪🏾💪🏾

https://t.co/AL0KIgFlcu

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

Nebius is skyrocketing in the after hours!
I am still not holding enough shares/

The company emerged in 2024 from the breakup of Russian search giant Yandex. A complex transaction left the new Nebius with hundreds of employees and roughly $2.5 billion in capital, giving it a scale and war chest most new entrants can only dream of.

Nebius Group N.V. (NBIS) shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.

[Nebius @nebiusai]

Training an #AI world model is demanding. A single cluster failure means massive rework.

After reliability issues across 3 cloud providers, Jua moved to Nebius. Thanks to Nebius AI's stable infrastructure powered by NVIDIA GPUs and high-speed NVIDIA InfiniBand networking, Jua’s EPT-2 now has state-of-the-art performance globally.

Result: EPT-2 runs at 6x higher temporal and spatial resolution than comparable AI models. Read more: https://t.co/WEeNaBF73A

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@AndrewDudum 🫡💰💰💰💰

Finally the stock keeps going UP and it broke $30 dollars 🚀💦💦

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

Interesting-

https://t.co/EFNm4J9Qv6

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

Shoot for the multi universe . Even if you miss, you will land among the stars ✨

[Jon Erlichman @JonErlichman]

SpaceX's projected revenue:

2040: $3.4 trillion (estimate)

2030: $330 billion (estimate)

2028: $160 billion (estimate)

2025: $18.7 billion (actual)

Source: Morgan Stanley estimates

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@cryptogoos @ericjackson Interesting

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

🫡💸💸💸💸💸💸

Current market cap: ~$67.3B → Target: $1T by 2031
• Implied target share price: ~$3,922
• Total multiplier: ~14.8x
• Total return: +1,380%

For the $10M position trader
• End of 2027: ~$17M
• End of 2028: ~$29M
• End of 2029: ~$49M
• End of 2030: ~$83.5M
• End of 2031: ~$148M

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@jimcramer WOW 🤯

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

Hummmmmmmmmmmmmmmmm 🤔

The table matches consensus/ company-guided forecasts (e.g., ~$12.7B revenue in 2026E scaling to ~$79B by 2030E, strong EBITDA margins 58-65%, declining D&A/revenue as scale hits). 

The core argument (CRWV at 0.7x 2030 sales vs. NBIS at 1.3x, with NBIS ~$50B 2030 revenue expected) holds if CRWV executes on its 8GW capacity target and backlog conversion. CRWV is the larger, more scaled player with massive contracted revenue (backlog $66B+ end-2025, ~$99B by Q1 2026), while NBIS is smaller/faster-growing off a lower base but with better profitability trajectory and lower debt. 

Cost of Capital
This is CRWV’s biggest risk/headwind (and why the stock trades at a discount):

• High and leveraged: Heavy use of asset-backed DDTLs (9-15% rates), OEM financing (8-10%), and notes. 2025 interest expense ~$1.15B (net). Weighted average ~10-11%, with some floating. Debt ballooned to ~$21B+ principal by end-2025. 

• Improving: Analyst model shows interest/revenue dropping from ~22% (or higher near-term) to ~8% by 2030 as revenue scales and they refinance/optimize (investment-grade financing achieved). Capex is front-loaded; take-or-pay contracts provide visibility. Backlog conversion de-risks this significantly. 

• Vs. NBIS: Nebius has lower debt/net cash position, making its cost of capital cheaper. CRWV’s model relies on debt as “fuel” for GPU/data center buildout — works in high-demand environment but amplifies volatility.

Bottom line: Cost of capital is currently elevated but declining as a % of revenue with scale, per the model. Sustainable if AI demand holds (take-or-pay + hyperscaler commitments).

Growth Rate

Explosive but lumpy:

• Historical: From tiny base to $5.1B revenue in 2025 (168%+ YoY growth). Q1 2026: +112% YoY.

• Projections: 97%+ CAGR revenue 2025-2028 in many forecasts, aligning with the table (12.7B → 79B by 2030). Driven by 8GW target (from >1GW active now, 3.5GW+ contracted). Backlog conversion ~90%+ likelihood per bulls. 

• Risks: Capex burn is massive ($20B+ annually near-term); execution on power/data centers; NVIDIA supply; customer concentration (MSFT heavy historically, diversifying).
NBIS has even higher near-term % growth off smaller base but CRWV has more absolute scale/backlog visibility.

Number of Customers

• Diversifying rapidly: ~150% customer growth in 2025. No single customer >35% of backlog (vs. 85% earlier). 9/10 top model providers use them; big deals with MSFT, Meta, OpenAI, Anthropic, etc. 10+ clients at $1B+. 

• Still concentrated vs. hyperscalers, but improving. Strong demand environment (premiums paid for capacity) supports the “demand holds up” thesis.
SWOT Analysis (CoreWeave Hybrid AI Cloud Play)
Strengths:

• Massive backlog + take-or-pay contracts = revenue visibility.

• NVIDIA relationship/early access to GPUs; specialized AI cloud efficiency.
• Scale leader among “neoclouds”; 8GW roadmap.
• Improving margins and de-leveraging path.
Weaknesses:
• High debt/interest burden + ongoing heavy capex → GAAP losses persist short-term, negative FCF.
• Execution risk on massive buildout (power, data centers).
• Historical customer concentration.
Opportunities:
• AI training/inference demand boom; inference growth; wallet share gains.
• Refinancing at better terms; potential FCF inflection late decade.
• Valuation catch-up to NBIS or hyperscalers if metrics de-risk.
Threats:
• AI capex slowdown or hyperscalers insourcing.
• Interest rate/recession impact on financing.
• Competition (NBIS, hyperscalers, others); GPU supply constraints.
• Valuation compression if growth misses.
For your trading/investing style (active, options-aware, bullish on AI infra like NBIS/IREN earlier): CRWV looks like the “cheaper” high-conviction name in the pair trade some analysts suggest (long CRWV, hedge NBIS). The discount is real due to debt optics, but the model shows a path to convergence if execution holds.

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@beckymil1 1 million percent wife material!!!

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@beckymil1 My section 8 tenants pay nothing in RENT !

This is how I’m serving the community 🫡

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@ThinkAppraiser If I was an attractive female

I would be making tens of millions on only fans

Creating generational wealth

https://t.co/hHSowRF88s

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@nejatian Is the American flag made in USA or China 🤔🤔

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@JonErlichman 😏🍕

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

OH MY GOSH 🙄🙄🙄🙄🙄

Gunther should just hire a bot 🤖 to post his messages -

All he has to do -

1) Re peat Fox News stories
2) Say the word patriotism 10 times daily or more
3) Support ALL blue & support all military 100% of the time- Lie about winning wars for the past 50 years
4) Repeat MAGA slogans & sell t shirts 👕
5) Talk about being proud and white daily. ( prefect to counter against Al Sharpton )
6) Tell people you are beating liberals - libs are bad & conservatives are good
7) Sell patriotic books , patriotic t shirts , patriotic flags , patriotic slogans , patriotic Trump phones , etc
8) Support the Orange Jesus 100 percent
9) Play patriotic music & shift anything bad on the libs
10) Build up your patriotic subs online & sell your audience some patriotic merchandise

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@Sandeman52 He has almost 40% of his portfolio into one stock

I only have about 20% of my portfolio into NBIS

Leopold Aschenbrenner

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@AndrewDudum Great job 👏

Let’s see the stock revert back to the historical Highs-

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@njshoreinvest Here is another prospective -

Billions upon billions of people have kids & billions do not want to have kids
Billions of them what their current or future kids to thrive just like them -

You have already achieved something that less than 5% of the population will ever hit -

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@GrantCardone Fascinating career history with Robert Duggan

[Robert Ruschak💪🏿🌟CEO of🍑Hit Subscribe👈🏼 @robert_ruschak]

@GuntherEagleman I am going back to the real world - WORK

HOW Gunther makes money;
All MAGA good
All Democrats bad
Repeat patriotic slogans
Sell patriotic books and patriotic t shirts

https://t.co/fSmURxqURF