LV

[LV @unrealreddit]

@MyWestLord

[LV @unrealreddit]

@MyWestLord No chance LA would be under water in 19 years

[M. V. Cunha @mvcinvesting]

Northland raised its Price Target on $NBIS from $248 to $410 and keeps an Outperform rating.

Nebius having announced the company’s first secured debt financing based on deployed GPU infrastructure for an investment grade customer formally demonstrates its non-dilutive business model, which the firm sees “answering a key lingering doubt.”

Recent announcements prompt the firm to value Nebius similarly to CoreWeave, the analyst tells investors.

[LV @unrealreddit]

@kevinxu Same 😳

[LV @unrealreddit]

Yes, send it! 🚀

[Small Cap Snipa @SmallCapSnipa]

Jim Cramer on $NBIS:

“Nebius is at the nexus of the craziness right now. This stock is not done going down. There will be another time to buy it, but that time is not now.”

The bottom signals have begun.

[LV @unrealreddit]

Such a tempting buy for $NBIS look at that RSI 😳

[LV @unrealreddit]

This kid nails it

[Kyle Russell @kylebrussell]

I like how his face twitches as the bird spirits leave his body

[M. V. Cunha @mvcinvesting]

JUST IN:

$NBIS introduces business model to scale AI cloud globally through infrastructure partnerships 👀

Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access, deploys and maintains its hardware design and software and services stack on the partner infrastructure, and takes the resulting capacity to market through its global sales organization.

Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live.

For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations.

Arkady Volozh, Founder and CEO of $NBIS, said:

“Our new asset-light model gives infrastructure partners a flexible way to benefit from the explosive growth of AI. Our software allows partners to reach a much wider customer base with much better margins than conventional wholesale bare-metal contracts. We’re inviting data center investors, regional partners and others with capacity or capital to contribute to join us in serving this demand, combining their assets and local strengths with Nebius’ technology, platform, operational expertise and customer demand.”

Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model.

As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’ own infrastructure or a partner’s.

[LV @unrealreddit]

@APompliano It’s working

[LV @unrealreddit]

@PepInvestStocks @kevinxu Good day for both. Might make sense to just hold peng

[Nebius @nebiusai]

LangChain + NVIDIA just launched Deep Agents tuned for Nemotron 3 Ultra: frontier-class agents at ~10x lower cost than closed models, model untouched. The tuned profile is coming to the Nebius Agents Blueprint soon.

Learn more: https://t.co/J5hsS6Gi3E

[LV @unrealreddit]

@MrBeast 96,842

[LV @unrealreddit]

But if they keep locking up power, land, and capacity…

NBIS starts looking like one of the scarce landlords of the AI economy.

[LV @unrealreddit]

Love the math @altcap did on the @theallinpod. Here’s the math on $NBIS which just took a beating, so you can get it heavily discounted.

$NBIS bull case is not vibes. It’s MW math.

Current market cap: $54B
Current price: $215.89

More..

[LV @unrealreddit]

This is why MW matters.

Every new site is not just “more data center space.”

It is potential future revenue capacity.

The equation is simple:

MW secured → GPUs deployed → revenue → higher market cap

The market may still be valuing NBIS like an AI cloud.

[LV @unrealreddit]

Known/announced capacity is already scaling:

Finland: 310MW planned
France: 240MW planned
Spain/Getafe: 18MW lease
Pennsylvania: up to 1,200MW

That’s before future sites.

If NBIS becomes a 4–5GW AI compute platform, the math gets wild.

Revenue per MW assumptions:

[LV @unrealreddit]

@vulturetrades Start with $NBIS

[Dr. Tomislav Marinovic @DrTomsLens]

Laurelle Roseman, VP of Global Partnerships at $NBIS:

“For every cluster that we bring online, we have four to five customers lined up to take it.”

Nebius can thank $META for funding this expansion round.

But the reality is that, if Meta doesn’t want to keep its place, they won’t be missed. There’s a line of customers ready to take it – on token factory margins, not bare-metal ones.