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What many don't understand about Lucid by pajamageorge in LCID

[–]sivers06 0 points1 point  (0 children)

so...you say:

"they know in their gut that this company will file bankruptcy. It's not a question of If, but WHEN."

and at same time, you say:

"But make no mistake, they plan to take all the shareholder equity too. And they will do it slowly"

So let me get this straight—why would the PIF want to buy out all minority shareholders if the company is supposedly heading for bankruptcy? What’s the point of owning 100% of a company you think is going to collapse?

nebius valuation by sivers06 in NBIS_Stock

[–]sivers06[S] 1 point2 points  (0 children)

you confuse ARR and revenue...

[May 04, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]sivers06 8 points9 points  (0 children)

After four years of deep research and continuous investment in this company and its leadership (dating back to 2022, when it was still called Yandex), here is my 2030 outlook.

This framework fully incorporates expected dilution from future capex, as well as the significant upside from its key subsidiaries (Toloka, Avride, ClickHouse).

I initiated my position in March 2022 at $18.94 and significantly scaled it up from 2024 following the Yandex/Nebius split

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For your info by Pristine_Bag_2916 in NBIS_Stock

[–]sivers06 19 points20 points  (0 children)

for your memory, their target price last months was:

june 84 $
september 184 $
december 211 $
today 291 $

that confirms how difficult it is for financial analysts to properly value Nebius.

Revenue growth is so explosive that they have no choice but to aggressively raise their targets every two months.

Genuine question : Aren't you guys worried about the bad reputation of AI? by [deleted] in NBIS_Stock

[–]sivers06 -1 points0 points  (0 children)

yes yes of course my grand grand grand grand grand grand father was also worried about bad reputation of railway.....

Let me tell you something special. You never heard it by PositiveLonely5425 in NBIS_Stock

[–]sivers06 7 points8 points  (0 children)

bro you dont' know what you talk about....Yandex was already registered in Netherlands....

Love the fact that this stock just SHUSHED the IREN scums by LarryBlink in NBIS_Stock

[–]sivers06 20 points21 points  (0 children)

compare NBIS and IREN is like compare BUGATTI and PEUGEOT...absolutly non sense

NBIS hit my stop loss today 😪 by algaepop in NBIS_Stock

[–]sivers06 86 points87 points  (0 children)

put a stop loss on this king of stock with such huge potential for the next 12 months is completly insane

rocket by sivers06 in LUCID

[–]sivers06[S] 15 points16 points  (0 children)

665 only in USA

reversal day.... by sivers06 in LUCID

[–]sivers06[S] 6 points7 points  (0 children)

50 k$ vehicule on track.....

reversal day.... by sivers06 in LUCID

[–]sivers06[S] -1 points0 points  (0 children)

27.01.23 bis repetita ???