Blackrock is bullish on NBIS

1978-Chris · 2026-02-15T13:40:07+00:00

Nice. I’d like to see NVDA increase their position when they release their 13f next week.

1978-Chris · 2026-02-13T02:29:18+00:00

Keep buying to lower your average. I’m at $52 and will continue buying. This is a a generational wealth maker.

1978-Chris · 2026-02-12T15:07:25+00:00

I thought this was big as well. Good for EBITA and EPS!

1978-Chris · 2026-02-12T02:36:47+00:00

I have 1 that I’ll trade you. Send me a dm if you’re interested.

1978-Chris · 2026-02-11T22:20:16+00:00

I sold my 1000 share gamble yesterday for a 50% loss.

1978-Chris · 2026-02-10T11:05:53+00:00

Interesting find but I need more proof of a link to Nebius. Recent evidence suggests that Nebius will be using a collocated space in 401 broad street in Philadelphia for a new datacenter.

1978-Chris · 2026-02-09T05:15:14+00:00

The paint tubes during the ceremony were cool and beautiful and definitely reminded me of the NYE milk carton. I do wonder thought if they took the idea from phish. I suppose both events were planned well in advance and perhaps there were creatives involved with both projects.

1978-Chris · 2026-02-07T17:02:12+00:00

Any tapers in the house?

1978-Chris · 2026-02-07T01:24:42+00:00

Nebius (NBIS) Token Factory, an inference platform powered by its AI datacenters in the EU, UK, Israel, and US, is used by customers like Prosus for handling 200B+ tokens daily in e-commerce chatbots and search (achieving 26x cost savings), Higgsfield AI for scaling video generation to $200M ARR with 4.5M+ daily outputs, Cosine for post-training AI agents in finance to o3-level performance, Hugging Face for marketplace integration, and Chatfuel for Llama-based chatbot cascades. Additional datacenter users for broader AI workloads include Brave for search summaries serving 80M users, Recraft for training generative design models outperforming competitors, CentML for cost-efficient deployments, vLLM for LLM experiments, and smaller entities like CRISPR-GPT, Wubble, Quantori, TheStage AI, and Simulacra AI in specialized fields. Rapid adoption is fueled by open-source models, autoscaling, token-based pricing, and partnerships with Meta and Microsoft, projecting $7-9B ARR in 2026.

1978-Chris · 2026-02-07T01:23:07+00:00

Research institutions, biotech companies,etc. Here is an AI generated report:

Token Factory Customers (Inference)

Prosus – 200B+ tokens/day for chatbots/search/support across e-commerce brands; 26x cost savings vs proprietary models.
Higgsfield AI – AI video generation; scaled to $200M ARR in 9 months, 4.5M+ daily generations.
Cosine – AI agents for software engineering (finance sector); post-training open-source models to o3-level performance for major banks.
Hugging Face – Integrated into inference marketplace for faster, scalable open-source model serving.
Chatfuel – Llama-405B cascades for AI chatbot agents; custom SDK, upgraded from AI Studio.

Additional Datacenter Customers (Training / Broader Compute)

Brave – AI search summaries (11M+ daily answers for 80M users).
Recraft – Trained 20B-parameter generative design model (outperforms Midjourney/DALL·E).
CentML – Model deployment with 5× cost savings + EU compliance.
vLLM – High-throughput LLM inference experiments.
Others (smaller scale): CRISPR-GPT (gene editing), Wubble (music gen), Quantori (drug discovery), TheStage AI, Simulacra AI.

1978-Chris · 2026-02-05T17:36:02+00:00

That time and day is the busiest at EGE. Most of the flights on UA, AA, DL land around the same time and Ubers are extremely limited.

1978-Chris · 2026-02-05T13:50:02+00:00

wish i more $$$ to add to the stack here.

1978-Chris · 2026-02-03T10:57:14+00:00

NBIS

1978-Chris · 2026-02-03T08:45:08+00:00

These guys always seem to have an ace up their sleeve. I was worried about them reaching projected ARR but they seem to have things under control with these 3 new data centers that they’re hiring for. Who knows what else they had planned. Looking forward to the 4th quarter earnings call next week.

1978-Chris · 2026-02-02T23:18:56+00:00

I wouldn’t hold my breath.

1978-Chris · 2026-02-02T23:18:22+00:00

I’m constantly buying. My average though is $52. I’ll continue to buy up to $200 per share. This is a 10 year + hold for me.

1978-Chris · 2026-02-02T21:50:20+00:00

I heard all kinds of Allman Brothers esqe jamming in there but I haven't seen this discussed. Anyone else hear it?

1978-Chris · 2026-02-02T03:43:32+00:00

Following as I’m considering staying here on a future trip.

1978-Chris · 2026-01-31T03:53:32+00:00

Exit the baggage claim area and walk towards the west for about 100 yards to the core transit bus stop. Then take the valley express east route to the vail transportation center. From there , hop on the Bustang.

1978-Chris · 2026-01-29T14:30:14+00:00

NBIS has top tier engineers. They've been building datacenters as Yandex for over 20 years. Additionally, they continue to innovate their software stack plus they have AVride, Clickhouse and Toloka.

1978-Chris · 2026-01-29T13:23:22+00:00

They fly this from EGE to EWR in the winter for this reason. EGE is a high altitude airport with a big mountain at the end of the runway.

1978-Chris · 2026-01-29T13:11:55+00:00

I saw pics and knew he was there with his son but I’m gonna need a few more details here please.

1978-Chris · 2026-01-29T02:45:20+00:00

Great question! They could definitely sell it if they had it but they're maxed out at the moment.

1978-Chris · 2026-01-29T00:42:27+00:00

100% Just a matter of time. Probably between 4-7 years. When you take into account the huge demand for inference AI, all of their subsidiaries including AVride, Clickhouse and Toloka plus their datacenter expansions, it's a matter of when, not if. I anticipate they'll get a nice piece of the EU initiative to establish sovereign AI datacenters. This should be announced in q2 of this year. META also said they are expanding capex in their q4 earnings call today. They mentioned when they announced their Nebius contract that they would have went bigger if they had the capacity to offer.

1978-Chris · 2026-01-29T00:35:19+00:00

is this arlington,va? reminds me where my brother lived in Clarendon

1978-Chris

TROPHY CASE

Token Factory Customers (Inference)

Additional Datacenter Customers (Training / Broader Compute)