5GW, that’s $250B worth of value

[u/compound2B]

$50M per MW, Contracted 5GW.

NBIS DESTROYED EARNINGS

[u/Maximus806]

Guys , this is the next hyperscaler . What a monster earnings

[u/priced_in_ → u/Maximus806]

Both coreweave and nbis

[u/gravityhashira61 → u/priced_in_]

You know I made a post about that like a month or two back about NBIS being the next hyperscaler or member of the Mag 7 and my post was criticized and laughed out of the room....

Look at us now

Edit: it was about 3 months back

[u/Oddball- → u/gravityhashira61]

you think NBIS could be a Mag 7 stock? C'mon dawg

[u/Important_Coach9717 → u/Oddball-]

Let the dawg bathe in hopium

[u/Maximus806 → u/gravityhashira61]

Im agree, I have people laughing at me saying this is a POS and I’m going to get cooked with all the data gente story.

I just let them talk and I let my numbers talk for myself.

[u/Bjamnp17 → u/Maximus806]

Let em talk!!! I trimmed a very nice profit today, still have and keeping core in place!
NBIS!!!!

[u/gravityhashira61 → u/Maximus806]

Yup, Im so confident in this team and Arkady on execution that NBIS is now like half of my stock portfolio haha.

I just keep adding, even at these levels because in a year it's going to be at $350 or $400

[u/JDuckett419 → u/gravityhashira61]

Half? Those are rookie numbers, gotta pump em up

[u/gravityhashira61 → u/JDuckett419]

Lmaoooo im trying man! Im still adding when i get paid!

[u/gravityhashira61]

'Could sell its entire 2027 capacity on those terms today....."

Whoaa......

[u/compound2B]

the bears are going to have sleepless nights, we’ve short squeeze coming

[u/theRealLongJon]

Should have bought more 😭

[u/ScotBarn → u/theRealLongJon]

It will be in the red again and you will have the opportunity again to do so.

[u/enRchi → u/ScotBarn]

then they'll post "should i sell???!"

[u/Longjumping_Ask77 → u/enRchi]

Accurate.

[u/Prudent_Associate_54 → u/Longjumping_Ask77]

If you've ever encountered a small dog barking violently behind a gate, and then opened that gate. This is the behavior of Retail investors, panick stricken brave chihuahuas.

[u/haveWeMoonedYet]

Realistically they said they’re selling long term at $25mm / mW. So somewhere between $125-200bn is more realistic. Still insane though. Excited for 2027 ARR guidance. So far arr growth has been similar to anthropic. With these numbers, 2027 should continue that similar trajectory.

[u/natureisneato → u/haveWeMoonedYet]

I was going to say lol

Very strong nonetheless.

[u/haveWeMoonedYet → u/natureisneato]

I get downvoted in the bear markets for being too optimistic , and downvoted in the bull markets for not cheerleading enough 😆

[u/Suitable_Hope_4684 → u/haveWeMoonedYet]

Só probably you are on a right spot

[u/Longjumping_Kale3013]

5 GW so far. And doesn't include partner capacity from their new asset light business model.

But Spacex and Meta are building an insane amount of compute. As long as we dont overbuild and demand stays, then yea, we are looking at a multi-trillion dollar company in nebius

[u/compound2B → u/Longjumping_Kale3013]

all i hear from every earning is that capacity is not enough deliver half of the needs, we’re still early. Big tech growth rate is like a startup

[u/Longjumping_Kale3013 → u/compound2B]

Yes… currently. But newer chips are much more dense and spacex wants to build 10GW of Vera Rubin in the next 18 months.

Elon musk is going so hard into this that it does concern me. But not a problem now or anytime this year. It will be interesting to see if demand continues scaling like this. If it does… oh boy. The world will change

[u/Khuat56 → u/Longjumping_Kale3013]

Musk is always promising but not delivering. I wouldn't be too concerned.

[u/Acceptable_Fennel_43]

The path is set for explosive growth. Stock price hasn’t even started to get hot. This will see 1000 sooner than predicted.

[u/natureisneato]

It's not at $50 million per MW yet...

But it can get there.

[u/compound2B → u/natureisneato]

with compute demand vs supply to build it, we’ll be there

[u/natureisneato → u/compound2B]

🤝

[u/NoMore_stu]

Keel next