NBIS has a lot of what I like, hyper growth and founder led with a track record of creating bilions in shareholder value. That said, at this point, NBIS is too hard for me as they face very tough competition. If they prove out their stated infrastructure advantage I'll definitely reconsider them! If you’re looking for compelling ideas and real-time insights, come check out www.unrivaledinvesting.com
Tricky stock ... And it's very focus on Europe and today, the AI market in Europe is very complicated, particularly to get into the market and get some contract. I prefer to put this stock in the side. That reminds me "bad memories" ...
Nebius got a huge endorsement when it closed a $700 million private financing that included the large venture capital firm Accel and AI chip king Nvidia. Nebius has a special partnership with Nvidia, and its website says its customers will be the first to access Nvidia's new Blackwell chips.
Russian Jews are really smart. I like how he's not afraid to stand up to Putin and stand for Israel. Reminds me of Palantir's Ceo. This is a highly intelligent risk taker in a hyper growth business. I'm going to dive deeper.
exactly what i think. They look focus on Europe market. In Europe, they hate "little company" for tech. They use services from Us large cap. You can see Vertiv for exemple. Azure is everywhere.
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NBIS has a lot of what I like, hyper growth and founder led with a track record of creating bilions in shareholder value. That said, at this point, NBIS is too hard for me as they face very tough competition. If they prove out their stated infrastructure advantage I'll definitely reconsider them! If you’re looking for compelling ideas and real-time insights, come check out www.unrivaledinvesting.com
CAVA has been on fire 🔥 🔥 🔥 🔥 since its Initial Public Offering!
Outstanding analysis. Free Cash Flow seems too risky.
Seems this company has a good management team and a lot of money...
Tricky stock ... And it's very focus on Europe and today, the AI market in Europe is very complicated, particularly to get into the market and get some contract. I prefer to put this stock in the side. That reminds me "bad memories" ...
Nebius got a huge endorsement when it closed a $700 million private financing that included the large venture capital firm Accel and AI chip king Nvidia. Nebius has a special partnership with Nvidia, and its website says its customers will be the first to access Nvidia's new Blackwell chips.
I’m in NBIS since $18 and always buying dips, not sure if I missed but did you mention in the video that Nvidia is an investor in NBIS?
With you comrade. 😂
Russian Jews are really smart. I like how he's not afraid to stand up to Putin and stand for Israel. Reminds me of Palantir's Ceo. This is a highly intelligent risk taker in a hyper growth business. I'm going to dive deeper.
He has just saved his money. That means a lot about the lack of patriotism about some people ...
The proof I need is Pelosi on board
Indeed😂
😂😂😂
You need more than that 😂
Can get tem
So sad when you can’t see the obvious future.
what about the decrease in H100 rentals?
Greatly appreciate how you seek to educate in your videos. Best of both worlds. I get to learn and make money while doing it!
Thank you for the very kind feedback! Subscribers like you keep this channel going!
First
It’s not for me
Good it’s for me! 😂
They want to compete with AWS and Azure who have economies of scale? Good luck
exactly what i think. They look focus on Europe market. In Europe, they hate "little company" for tech. They use services from Us large cap. You can see Vertiv for exemple. Azure is everywhere.
NVDA crush MSFT and AWS comrades. 🇷🇺
@@KenjiEspresso it's not russian, it's from amsterdam and the founder is a jewish kazak who denied his russian nationality to save his business.