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savvy_investor_1375
@savvy_investor_1375
3Semana·

Nebius - Bullish The numbers don't lie, but a lot of people still haven't seen them. 📉📊

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4 Comentarios
jkb92@jkb92
3Semana
Could you provide a little more details :)
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savvy_investor_1375@savvy_investor_1375
3Semana
@jkb92 of course! In my opinion Nebius is painting a rare picture: a company where the current Market Cap is lower than the projected revenue for a single year (2029). With massive contracts with Meta, Microsoft, and NVIDIA.
All racks sold out and customers being turned away due to excess demand. This isn't speculation, it's arithmetic.
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jkb92@jkb92
3Semana
@savvy_investor_1375 I agree :) I wonder why data Center stocks are performing well today rather against the market. Maybe because there is a fear that Iran targets data centers in the Middle East?
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savvy_investor_1375@savvy_investor_1375
3Semana
@jkb92 i think that the recent Iranian attacks on AWS facilities in the UAE and Bahrain (plus threats against other hyperscalers in the Gulf) are triggering a rotation toward names with lower exposure to the Middle East. Nebius is mainly focused on Europe and the US — that could explain its relative strength today
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