Sanjay Chandel

Project Manager in Museums and Cultural heritage sector in Abu Dhabi, UAE I Glutenfree I

[Sanjay Chandel @sanjaychandel]

🤯 Rhino horns are being dyed bright pink—and it’s genius. 🤗 https://t.co/ck3pXDdvXz via @YouTube

[Sanjay Chandel @sanjaychandel]

The Best Solar System in The Universe!🧐(w/Brian Cox) https://t.co/GP5bKeQRsx via @YouTube

[Sanjay Chandel @sanjaychandel]

I Filmed Plants For 15 years | Time-lapse Compilation https://t.co/agZ2NnRyc6 via @YouTube

[Sanjay Chandel @sanjaychandel]

@RealtyNXT @bayut GDP of Dubai 496.3 Trillion AED?? You wanna double check that.

[Cricinfo @ESPNcricinfo]

India blew away every team at the U-19 T20 World Cup 🔥

[Curiosity @CuriosityonX]

A gentle reminder

[WALL ST JESUS @WallStJesus]

$NBIS Put/Call: 6850/28k

[Nick at ListingTrack @listingtrack]

AI Infrastructure - Data Centers & Data Center Tech (filter by: Data Centers on Core AI theme page)

Data Center:
$DLR Digital Realty Trust Inc
$CONE CyrusOne
$EQIX Equinix
$NBIS Nebius
$TSSI TSS
$APLD Applied Digital
$GPUS Hyperscale Data
$BRPHF Galaxy Digital (plans to uplist $GLXY)

Rumored/Planned Data Center Listings:
CoreWeave
Switch
Northern Data AI
Yovole

Data Center Tech:
$VRT Vertiv
$CRDO Credo Technology
$JNPR Juniper Networks
$EXTR Extreme Networks
$ANET Arista Networks
$FFIV F5
$CIEN Ciena
$STX Seagate
$WDC Western Digital

Planned Data Center Tech Listings:
$SNDK SanDisk (WDC spinoff)

[M. V. Cunha @mvcinvesting]

JUST IN: $NBIS' AI Studio introduces one of the most cost-effective suite for text-to-image generation with leading open-source AI models 🔥

Nebius AI Studio’s standard capacity of 100M+ tokens per minute for text models enables app builders to scale high volumes of data while maintaining consistent performance.

[Winfred @jwhinvesting]

A detailed investment research report by Crossroads Capital, LLC, focused on Nebius Group (NASDAQ: $NBIS), dated December 6, 2024. Here's a summary of the key points:

1. Introduction:

Nebius Group is an emerging AI cloud provider, originally part of Yandex, now operating independently after geopolitical issues led to a strategic pivot away from Russian ties.

The company has leveraged its experience from Yandex to focus on AI infrastructure, particularly in Europe, with plans to expand to North America.

2. Investment Thesis:

Nebius is recommended for investment due to its strategic position in the AI cloud market, with significant growth potential from its AI infrastructure and autonomous vehicle division, @Avrideai.

The current market valuation of NBIS is seen as undervalued, trading at about 3.3x its annual recurring revenue (ARR) by the end of 2025, offering a substantial discount compared to peers like CoreWeave.

3. Business Analysis:

Nebius AI Cloud: Provides compute-as-a-service, focusing on AI workloads, with plans to scale GPU capacity substantially.

AI Services: Developing a full-stack AI solution, including platforms like Nebius Studio for open-source models.

Competitive Advantages: Includes in-house server design, energy-efficient data center operations, and a strong partnership with Nvidia for GPU supply.

Avride: Involves autonomous driving technology with operations in the U.S., South Korea, and Europe, potentially valued at $1 billion or more.

Other Assets: Includes @TolokaAI for data labeling, @TripleTenTech for education tech, and a stake in @ClickHouseDB for database management.

4. Market and Strategy:

The AI compute market is expected to grow significantly, with Nebius aiming to capture a share through low-cost, efficient services.

Plans to transition from infrastructure provision to a full-stack AI ecosystem, enhancing its competitive moat.

5. Valuation:

Base case valuation suggests a share price of $60.50 with potential for much higher in bullish scenarios ($179.50) if growth and market conditions align favorably.

The company's financial health is supported by a significant cash reserve and no debt, reducing financing risk.

6. Risks:

Includes GPU supply/demand dynamics, execution risk in scaling operations, technology obsolescence, and financing risks.

7. Catalysts:

Expected growth in GPU capacity, securing anchor customers, potential asset sales, and the IPO of similar companies like CoreWeave could positively affect stock price.

8. Conclusion:

Nebius is positioned at a growth inflection point, with substantial upside potential if it can execute its expansion plans effectively.

The report concludes with disclaimers about the accuracy of information, no investment advice being offered, and the confidentiality of the document.

Link to original document:
https://t.co/n7PJ0AmC9K

[Sanjay Chandel @sanjaychandel]

@StoryTrading Bearish divergence confirmed by the big red candle.

[Ebrahim Muhammed Parvez Sultan ابراہیم محمد پرویز @theparvezsultan]

National Museum will shift to North and South Block. Will be called 'Yuge Yugeen Bharat National Museum'. @MinOfCultureGoI @NMnewdelhi @NewIndianXpress

[The Truth India @thetruthin]

🚨: The world's largest upcoming museum, the Yuge Yugeen Bharat National Museum, to be built in Delhi, is aimed at having 950 rooms, highly anticipated in showcasing "the story of India" spanning over 5,000 years.

The magnificent museum is to be constructed in the North and South blocks in the heart of Delhi and will cover an area of 1.17 lakh sq m with rooms spread over a basement and three storeys.

Notably, there will be eight thematic segments in the museum. This will include ancient Indian knowledge to the medieval, the medieval to the transition phase, modern India, colonial rule (the Dutch, the British, the Portuguese, and others that came).

It will also be added by the history of India's freedom struggle, and the 100 years from 1947 onwards, including the "vision" ahead in the future for a strong self-reliant country.

A virtual walkthrough of the "forward-looking museum", as the officials said, shows the gallery exhibits on ancient town planning systems, the Vedas, Upanishads, and ancient medical knowledge, including the Mauryan to Gupta Empires, the Vijayanagara Empire, the Mughal Empire, and other dynasties.

The Union Minister of State for Culture, Meenakashi Lekhi, stated that the current National Museum building, laid by first Prime Minister Jawaharlal Nehru on May 12, 1955, will become part of the Kartavya Path and the annexes of the Kartavya Path.

Earlier, on Wednesday, Prime Minister Narendra Modi, during his inauguration speech at the International Exhibition and Convention Centre (IECC) complex, announced the massive project of the Yuge Yugeen Bharat' National Museum.

[Erik Solheim @ErikSolheim]

Yuge Yugeen Bharat, one of the world’s largest museums will capture the glory & grandeur of 5,000 years of India’s 🇮🇳 history.

Cannot wait to visit!

[Louvre Abu Dhabi @LouvreAbuDhabi]

Big news, art enthusiasts! On October 16th, Louvre Abu Dhabi and Musée d'Orsay are bringing the vibrant world of Post-Impressionism to life! Discover how iconic artists like Van Gogh, Cézanne, and Gauguin transformed art between 1886 and 1905. Mark your calendars! 🗓️

[Sanjay Chandel @sanjaychandel]

@NBIS AI cloud provider Nebius expands US presence with first GPU cluster in Missouri https://t.co/WwOiY3Fowy

[Sanjay Chandel @sanjaychandel]

Watch - Jaiswal reaches century with a six https://t.co/Z06PTgXye6

[Sanjay Chandel @sanjaychandel]

@LivBank Please fix your whatsapp support. It takes more than 6-10 minutes for them to reply to every single message. overall it takes more than an hour to disucss something which should take 5 minutes during a normal chat. This is not working.

[Khaleej Times @khaleejtimes]

'We reinvented the museum model for Arab world': Louvre Abu Dhabi director on tackling 10,000 years of history through art

https://t.co/oEuyCtxy1C