🚀 Engineer | 🧠 AI Enthusiast | Problem Solver Extraordinaire
turning complex problems into elegant solutions.
Building the future, one algorithm at a time. 🤖 🚀 Orbiting the CloudJoined November 2009
ERIC SCHMIDT WARNS ON US POWER GAP
US data centers face a 92 GW shortfall with no new nuclear -- risking frontier AI training shifting to energy-rich foreign partners.
5 names to watch: $VST, $EOSE, $NBIS, $IREN, $CIFR
This was Nehal Chokshi, Northland Securities analysts, comments on $NBIS:
"NBIS winning the Microsoft deal was driven by scarcity and attractive economics likely supported equally by NBIS’ cost advantage. World-class engineering capability is becoming apparent via quick ramps…
Out of five analysts currently covering Nebius, the new average $NBIS price target is $153 a share! Consensus average upside of 44% from current stock price
• Northland Securities: $206 (September 24, 2025)
• Arete Research: $184 (September 2025)
• BWS Financial: $130…
I can see $APLD hitting $20 next mon/tue, and then (hopefully) a nice correction to $17.5-$16. I'm not adding here and just hope that doesn't prove to be a moron-tier move, becuase the log target says $50+ in short order.
First Principles Partners writing for Seeking Alpha today issued $NBIS a BUY rating, raising the Price Target to $176.30 a share.
This translates to an upside potential of about 97%...
seekingalpha.com/article/482407…
Excited to team up with my good friend Jensen to jointly develop multiple generations of custom data center and PC products!
Our collaboration brings together the best of @intel and @nvidia to benefit customers – and shows how vital x86 architecture and NVLink will be in…
So let me get this straight
$NBIS is 21B market cap with 5.2B in cash, set to make 4.5B in 2026.
You get the core biz for 16B and the subsidiaries for free!
This is robbery.
So let me get this straight
$NBIS is 21B market cap with 5.2B in cash, set to make 4.5B in 2026.
You get the core biz for 16B and the subsidiaries for free!
This is robbery.
$APLD will be a bigger company than $NBIS in the future. This is just the start. Their North Dakota projects will continue to bring in billion dollar partnerships in the coming years. Price target $100 by end of next year, get it while you can.
x.com/NVIDIADC/statu…
$APLD will be a bigger company than $NBIS in the future. This is just the start. Their North Dakota projects will continue to bring in billion dollar partnerships in the coming years. Price target $100 by end of next year, get it while you can.
x.com/NVIDIADC/statu…
Everyone is focused on $NBIS AI infrastructure business and its $19.4B agreement with $MSFT over the next five years.
But $NBIS is also sitting on hidden gems:
• Toloka – an AI data labeling platform. Competitor ScaleAI was valued at $30B just two months ago.
• Avride – its…
Ankur was right on point with Alger's perfect timing purchase of Nebius $NBIS shares, way back. More people who'd have listed to her. youtu.be/xb5Km2e6iR4&si…
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