2Semana·

Nebius

Dear All,

something that may have gone a little under the radar recently and why I believe that $NBIS (+5,96%) will soon be bringing in even more deals: Marc Boroditsky, new CRO at Nebius.

Key facts:

3-time founder, 20 years of experience
Worked at Cloudflare before Nebius --> 3 months later Cloudflare was a Nebius customer. After 5 months, Microsoft followed as you know
He was at Twilio for 7 years, is a consultant at BrowserStack and Director at Asana - all possible top customers
As founder and CEO he was at Passlogix, which was taken over by Oracle. He therefore probably has the best contacts to $ORCL (+1,7%) .

After the news yesterday, combined with the fact that Oracle has an order volume of 455 million, 250 million of which is in the AI sector, the only question I have is when Nebius will announce a deal with Oracle.

A deal with Oracle could bring in 2-8 million, with a term of 5 years thus 10-40 million - let's remain "conservative" and take 15-20 million within 5 years.

I am still convinced of rapid growth at Nebius and perhaps one or two others will join us :)

LG Max

9 Comentários

doyoueventradebro@doyoueventradebro

2Semana

i am also in nebius and iren. nebius with 20euro ek. stay in both, there is still good momentum. at some point i will take the stake out and let it run further

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Chris@Multibagger

2Semana

Been on board since May. With a buy-in of €30.

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Max@MaxtheCat

2Semana

@Multibagger I knew it from you, otherwise I tend to read about the Irish community. I'm also in both, so let's see what else comes along

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Wolf@Eurosammler

1Semana

I've been lurking around the share since last week, so I would now have an entry point at around €113 - 114. That's very sporty, isn't it?

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Chris@Multibagger

1Semana

@Eurosammler Yes, definitely sporty. But it's not the end of the line yet, if you're patient. A tenbagger from the current level will be difficult. But it can become a doubler. However, I think I would rather bet on $CIFR. I think they can follow a similar path to $IREN.

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Wolf@Eurosammler

1Semana

@Multibagger Thanks for your assessment. I would be patient, I'll have a look tomorrow at my leisure. I made a small entry at $CIFR with €500 at €16.60 and am already up 9%, so I'll add a bit more tomorrow if the price should perhaps fall a little.

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Chris@Multibagger

1Semana

@Eurosammler Yes, it can happen. My buy in is at $CIFR 12.75$. So only just above that of $IREN.

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Wolf@Eurosammler

1Semana

@Multibagger Congratulations, then you probably started with a slightly higher amount ;-). I'll have to slowly get used to trading first. And check the forum here regularly ;-).

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Chris@Multibagger

1Semana

@Eurosammler No, I don't have any higher amounts. Due to the high risk I have to take in order to achieve my goal, I diversify quite broadly and invest no more than 1-2% of my portfolio volume in any one security. If there are big price rises, this naturally shifts. $IREN has now reached around 7%.

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