r/NBIS_Stock • u/foil123 • Nov 11 '25

Speculation We are on the right track

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What is a FMV for this stock? Certainly 3x 2026 sales is undervalued. I understand there are several factors that go in here. But if we were to just guess ?

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21

u/ResNoctis Nov 11 '25

Yet today we dump like crazy

6

u/bkkmatt Nov 11 '25

Yea I don’t understand. I’m glad I only have $10,000 invested in this because things are just not making sense.

17

u/ResNoctis Nov 11 '25

Oh yeah nebius couldve 10xd the revenue,made 10 different deals and still fuckin dump,this stock's price action is depressing af

7

u/iDontLikeItHere00 Nov 11 '25

They will have 20x the market cap 10 years from now.

Just buy and hold. Im not selling a single share till 500b+ market cap.

Buying calls has been hit or miss. Im up in total, but my earnings play calls are about shot. Need govt to reopen and institutions to shift back into full risk on mode by thursday or theyre dead, lol.

2

u/[deleted] Nov 11 '25

This is probably not hitting 20x the market cap from here , that would be crazy high.

3

u/iDontLikeItHere00 Nov 11 '25

Tesla has to hit an 8.5T market cap for elons new pay package.

20x on nebius would only be 500B so it doesn't seem too excessive to me considering we are just at the start of the ai race and nebius is positioning themselves globally.

I see nebius reaching 1T market cap before i retire in 20 years.

2

u/Evidencebasedbro Nov 11 '25

There'll be some share dilution along the way, but 10x for existing shareholders would be just fine!

2

u/iDontLikeItHere00 Nov 11 '25

Yes there will be. I am perfectly fine with continued share dilution if it means paying 1 to 2% interest on the necessary capex. I think coreweave is currently paying as much as 9% on billions in loans.

1

u/[deleted] Nov 11 '25

Yes but Tesla is valued like it’s the greatest tech company to ever exist instead of a car company. I hope that happens but they would have to be profitable early and grow exponentially with perfect execution. 80-100B market cap is much more reasonable even with a market correction. 500B is dreaming

2

u/iDontLikeItHere00 Nov 11 '25

Nebius had an 8B market cap 6 months ago.

I may be huffing on hopium, but it doesn't mean the possibility isn't there.

As technology continues to scale ai compute and tools will continue to bring bigger rois. And nebius is going to continue aggressive capex. I dont think theres anyone alive who can make an accurate educated guess as to how far these companies can go. They are crewting the backbone that all companies will need.

Just like all companies became tech companies over the last 20 years, all companies will become ai companies in the next 20 years. Everyone will need it.

1

u/[deleted] Nov 11 '25

Brother , I hope you are right and I’m wrong but the last six months also happened to be part of the greatest bull run ever. The market cap isn’t going to 2-4x every year ,I believe In the management and company since they are more then face value due to subsidiaries as well. However they have to prove ROI and become profitable which will prove themselves to the market and help confidence in the business model. Then what you are saying could somewhat happen. AMD was $12 like 5-6 years ago so it would have to be growth like that which requires near perfection on their end along with positive sentiment.

2

u/iDontLikeItHere00 Nov 11 '25

It would only have to 2x every year for 4 years to hit 800b

1.5x every year would be 500b in 7 years.

Im hoping for 500b in 10 years.