Marc
@NeuralCadence
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Tech enthousiast & $NBIS watcher. Not financial advice.
Joined October 2022
$NBIS: Nebius, in partnership with DataOne and Logistix Realty, is rumored to spend $50 billion on a new greenfield data center site in Frankfort, Indiana. This site is expected to be over 100 acres, offering 550-600 MW in total power according to a JLL employee (who is likely
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Hopefully he will see it. $NBIS
@romanchernin I appreciate the way you communicate with us on X. However, @nebiusai should put more effort into PR and communication. The fact that the Vineland data center is already up and running deserved at least a press release and an official opening. Not just a “phase one
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There isn't much talk about this, but it's an issue for the stock, not for the company. Never confuse those two. $NBIS
@daniel_koss Nebius as a stock is lumped in with Bitcoin miners who suffer from the Bitcoin crash, and with Oracle and CoreWeave, which have debt-to-equity ratios far from ideal. Neither issue applies to Nebius.
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Just as a reminder to the people comparing the current market stake with the top of the dotcom bubble. We are not even close.
2025 looks dramatic… until you zoom out. This sell-off is a speed bump compared to 2001. $ORCL
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The land Nebius bought in Alabama is 70 acres spread across three locations. I’m not an AI infrastructure specialist, so please correct me if I’m wrong, but that sounds an order of magnitude smaller than what you’d expect for a large AI data center. $NBIS
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The Birmingham site in Alabama is a very strange location for a big data center. Either Nebius has some trick up its sleeve, perhaps the DataOne innovation, or the site they bought is not the data center. $NBIS
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This is a really nice find from @TopTechStocksUS 👏🏻
📢 JUST IN $NBIS Today I searched the Careers page & found two very interesting operations roles as Public Affairs Specialist one based in Alabama 🔔 (Birmingham, Alabama) land acquired for Data Center (rings a bell) but the other role & potential new Data Center is for the area
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A lot of people were worried about the lack of news regarding the Vineland Data Center. According to Charles-Antoine Beyney, the Vineland DC has already been up and running for several weeks $NBIS
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This is one of the deepest and most interesting podcasts I have listened to. If you're interested in AI, I would definitely recommend it. Thanks @dwarkesh_sp & @karpathy 🤯
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Sorry to the Burry Bears… older hardware, better software = longer useful life of GPUs
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With Nvidia’s growth, it’s impossible to call it a bubble. The stock is growing in tandem with the revenue. $NVDA
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Just as a reminder, ClickHouse's last round was in May with a $6.35B valuation, and they are growing more than 400% year over year. $NBIS
Databricks is reportedly in talks to raise new funding at a valuation north of $130B, about 30% above its September round backed by a16z and Insight. Extra capital would go toward hiring and acquisitions, per The Information.
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To put things into perspective. The Netherlands alone will need multiple gigawatts of data centers in the coming years to stay relevant. According to Michiel Eielts from Equinix.
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If New Jersey comes online in November or early December, we’re in for a big beat in Q4 ’25. If not, results will be in line with guidance. $NBIS
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I’ve updated the graph based on the comments management made during the earnings call and their 2026 guidance. I want to note that ARR is strongly affected by the exact timing of when the data centers come online, so please keep that in mind.
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Goldman Sachs raised its Price Target on $NBIS from $137 to $155 and keeps a Buy rating 🟢
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I will update this chart on the weekend. Knowing what we know after the call, I would say I was pretty accurate but definitely not perfect. $NBIS
Nebius could reach $12B ARR by 2027. I built this graph based on public information, the timeline management has shared and interviews with senior leadership. $NBIS
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I’m contemplating going 80% $NBIS and 20% $PGY at these prices, it’s almost irresistible.
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