Reilly McAdams
@reilly_mcadams“Don't be afraid to take risks and embrace failure. That's where the best opportunities often lie." - Jim Simons
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$NBIS Price: $18 Market cap: 3.7B 2025E ARR: 750M Exposure in GPU-as-a-service, Autonomous driving, Edtech, AI development, and a 28% stake in an multi billion dollar open-source database.
Heavy short on $MSTR above 470 Targeting 350 Stop loss 510 1:3 R:R 🫡
$NBIS
Nebius opens its first availability zone in the US🔥 Scheduled to go live in Q1 2025, the Kansas City AZ will house thousands of state-of-the-art NVIDIA GPUs, primarily H200 Tensor Core GPUs in the initial phase, with the energy-efficient NVIDIA Blackwell platform expected to…
$NBIS “AI infrastructure provider's first GPU cluster in the US will service customer workloads from early 2025 GPU cluster in Kansas City has potential capacity to house up to about 35 thousand GPUs after expansion” Up nearly 4% pre market
$NBIS has large growth plans going forward with expansion on the Finland datacenter and US based datacenter that has been teased
$OPRA
$OPRA looking like an A+ set up if it clears the $20 call walls for Jan
Trump aims to make a framework for FSD vehicles a priority for the transportation department Winners of this news $AUR Trucking $TSLA Robotaxi $NBIS Robotaxi/Food delivery $GOOGL Robotaxi $SERV Food delivery $MBLY Tech/ADAS $NBIS looks like a European company but Avride is…
$NBIS also has multiple different verticals outside of the core business including my favorite Avride Developer of autonomous driving tech for self driving cars and delivery robots Very impressive team with 200+ engineers and software developers with 7+ years of experience…
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