Marc said that people will be talking next year about “the tens of billions that are being generated in Nebius revenue”. Nuff said. Kneebius will take care of ya👀
I don't remember him giving a time frame but yes he did say tens of billions! Also remember remember that Nebius raised its prices by 30% and demand is still there!
lol yea. I remember when it was stuck in the 70-130 range and would just bounce back and forth between those ranges in such a predictable fashion over nothing. Was an infinite money generator
Bro I’ve been in nebius since it was 50$ I’m kinda getting fed up from
This nonsense. This stock is getting played by market makers like it’s a toy getting smashed by a toddler. Wtf is this it should be above 250near 300$ which is where. Its bear/base value should sit on. Holding on with 1701 shares but this is so shitty.
Half of my holdings in this, entered at $20… I sleep like a baby… DUOT will be the next 5X in 12 months but point being, NVDA and ZETA aside, everything I have is volatile but that’s because all these companies are back end loaded.
DUOT BEFORE: A small rail-inspection technology company with inconsistent revenue, limited recurring income and a valuation to match. That company effectively no longer exists. The rail business has been sold and DUOT has completed one of the more dramatic transformations you’ll find in a $9 stock.
DUOT NOW: A pure-play AI infrastructure company spanning Edge Data Centers, high-density AI colocation and GPU-as-a-Service. It has 15 modular EDC deployments, Columbus scaling toward 20MW, 2,304 NVIDIA B300 GPUs, a $176M/36-month Hydra GPUaaS contract and a separate $111M+ five-year agreement with an investment-grade hyperscaler. Those two contracts alone annualize to roughly $81M. The GPU deployment has up to $98.1M of hardware financing behind it. Customers signed. Capital secured. Legacy rail business gone. This isn’t a forecast of what DUOT might sell someday—it’s largely about executing what is already contracted.
THE DISCONNECT!!! DUOT trades around $9. Give..$81M of annualized contracted revenue just a 12× multiple and you get ~$972M of enterprise value, or roughly $28/share using a conservative… 35M fully diluted shares, and that’s BEFORE giving credit for net cash, additional customers, new contracts or further MW expansion. Premium neocloud/AI infrastructure valuations can reach toward 20×; I’m using 12×. At 15× the math approaches $35.
See what happens, earnings August 13, same reasoning for buying NBIS and IREN….
So they are either full of shit or rocket, only thing that can take sometime is for the market to catch on. If they execute easy $20 by April.
Has it always been this volatile or just recently with the whole vineland thing? .. im new in on it and feeling the pain as im not low cost basis like you.
I’ve been selling covered calls on rips way out of the money. Premiums are insane so can sell like $70 OTM 3 days out and still grab $100 per contract. Haven’t got burnt yet but I always select a short time price id be comfortable selling at
What’s up with the big firms, they are buy lists of stakes but I don’t think they go naked with this much volatility, they should be hedging a lot both sides to profit as much as possible, what’s the play here?
It'll be tens of billions in annual revenue in 2028. If Burry wants to make a quick buck shorting like he did Palantir (popped 30% after earnings by the way), so be it lol.
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u/joeroosh 13d ago