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7Podcast episode 78: "Buy High. Sell Low."
Subscribe to the podcast to help Münzi rise to 400$.
00:00:00 Market overview
00:12:40 Palo Alto Networks $PANW (-3,05%)
$CRWD (-6,19%)
00:29:00 Nebius Group $NBIS (-13,18%)$TEM
00:52:00 Coinbase & Bitcoin $COIN (-7,3%)
$BTC (+0,84%)
01:17:00 Election programs: The Left, BSW, Volt
Spotify $SPOT (-3,66%)
https://open.spotify.com/episode/5u7nL29RbT9cZrVDZ9ATv0?si=0gSaCyjvTBKwHvkcFkVFlw
YouTube $GOOGL (-2,28%)
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Apple Podcast $AAPL (+0,26%)
Nebius has its roots in Russia and was originally part of the Yandex Group, one of the country's largest tech companies. Yandex built up a strong cloud division over the years, focusing on AI-powered solutions and cloud computing. However, in the wake of geopolitical tensions and economic restructuring, Yandex decided to spin off its international divisions, including the cloud division, which eventually continued as an independent company under the name Nebius.
Specialist for data centers and AI
Today, Nebius is an Amsterdam-based cloud service provider specializing in artificial intelligence (AI). The company operates its own infrastructure with state-of-the-art data centers, including a high-performance data center in Finland, which already comprises over 14,000 GPUs and is being expanded further. Nebius has a clear strategy: it focuses exclusively on AI infrastructures and offers a complete stack solution for companies developing compute-intensive machine learning models and AI applications.
This focus appears to be bearing fruit, as chip giant Nvidia today acquired 1.2 million Class A shares in Nebius, according to an SEC filing. The exact background to the investment is not known, but the close cooperation between the two companies in the hardware and cloud sectors suggests a strategic partnership. Nebius plans to be one of the first providers in Europe to integrate the latest Nvidia Blackwell platform into its offering - a further advantage in the highly competitive AI cloud market.
Financially, Nebius is on a strong growth trajectory. The company increased its revenue by 1.7 times in the third quarter of 2024, while the core business with AI cloud services almost tripled. For 2025, Nebius expects revenue to jump to USD 500 to 700 million and is targeting the EBITDA break-even point. An expansion of GPU capacities is in full swing: by the end of 2025, the number of GPUs in use is set to rise to over 20,000, while the Finnish data center will triple its capacity to 75 MW.
Another strong argument for Nebius is its solid capital base. As of September 30, 2024, the company had more than USD 2 billion in cash and cash equivalents and also has access to the capital markets. This gives Nebius the financial leeway to realize its ambitious growth plans in the coming years.
Conclusion: Nebius shares are certainly a stock that traders should have on their watchlist now that the industry leader Nvidia has put out feelers. In addition to Nebius, Nvidia has also acquired WeRide, a developer of autonomous driving systems.
https://stock3.com/news/insideralarm-nvidia-kauft-sich-bei-diesem-unternehmen-ein-16134008
AI infrastructure name that was recently spun off from Russia's $YDEX . The company is currently based in Amsterdam. $7.8B market cap.
$NBIS (-13,18%) offers an exceptional opportunity for investors looking to enter the AI infrastructure market without facing the inflated valuations prevalent among many of its competitors. The company combines the essential ingredients for success: state-of-the-art technology, an outstanding team, and a strategic position in a fast-growing sector.
With a proven history of innovation and execution, I believe $NBIS (-13,18%) has the potential not only to match but to surpass Yandex’s previous accomplishments in Western markets.
As $NBIS (-13,18%) gains greater recognition from institutional investors and the broader market, its valuation is poised to align with its true potential. I foresee 2025 as a pivotal year for shareholder returns, as the company’s growth trajectory and untapped opportunities come into sharper focus.
I have a small mini position of $YNDX (-13,18%) yandex NL0009805522
how do I get it out of my portfolio? I don't even want the money. I just don't want the shares anymore. I am a Flatex customer. Do you have any tips?
How many weeks do you think the Russian stock exchange will remain closed?
$SBER
$GAZP
$POLY
$EVR (-14,75%)
$YNDX (-13,18%)
$YNDX
$QIWI (-10,98%)
Buy more or wait a little longer?
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