$Broadcom (AVGO.US)$ Recently, ASIC chips have surpassed the glory of GPU chips in cloud computing. $Canaan (CAN.US)$ There is also imagination in the ASIC field!
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$Canaan (CAN.US)$ You should be the first to go public, avoiding the cold. $Bitdeer Technologies (BTDR.US)$ They are already far ahead, is it not good to soar together?
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Avrde is $NEBIUS (NBIS.US)$ Wholly-owned autonomous driving company and autonomous delivery robot subsidiary, combined with its main business, equivalent to $Pony AI (PONY.US)$ Siasun Robot&Automation+ $Serve Robotics (SERV.US)$ Serv + $Core Scientific (CORZ.US)$ Corz... Please calculate the appropriate valuation!
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$NEBIUS (NBIS.US)$ The ai datacenter is undergoing exploratory reassessment.
$NBIS is rising from the ashes of the old $YNDX, the Russian version of Google.
Conclusion:
Just by valuing $CORZ at $NBIS, the trade is worth $37.50. As a pure HPC company with a subsidiary in autonomous driving, joint ventures with $UBER, it will trade at a premium. In addition, 1) Next year they will raise funds, so their guidance price will double; 2) The multiple of CoreWeave's initial public offering will further increase, undoubtedly making it one of the hottest stocks in 2025.
Points to note:
They have divested all Russian assets, profiting approximately $2.5 billion. They retained many top talents who fled Russia when the war broke out in Ukraine, which led the USA to cease all trades with companies holding Russian assets. Around 850 top AI/ML engineers are members of the restructured $NBIS team led by former $YNDX CEO Arkady Volozh.
Their relationship with NVDA has always been very strong, and this relationship existed as early as when YNDX became its largest non-US/EU client for chips. This is crucial for preferential access.
On December 2nd, NVDA led a $NBIS $0.7 billion investment, further consolidating the cooperation between the two parties.
They can subcontract all their...
$NBIS is rising from the ashes of the old $YNDX, the Russian version of Google.
Conclusion:
Just by valuing $CORZ at $NBIS, the trade is worth $37.50. As a pure HPC company with a subsidiary in autonomous driving, joint ventures with $UBER, it will trade at a premium. In addition, 1) Next year they will raise funds, so their guidance price will double; 2) The multiple of CoreWeave's initial public offering will further increase, undoubtedly making it one of the hottest stocks in 2025.
Points to note:
They have divested all Russian assets, profiting approximately $2.5 billion. They retained many top talents who fled Russia when the war broke out in Ukraine, which led the USA to cease all trades with companies holding Russian assets. Around 850 top AI/ML engineers are members of the restructured $NBIS team led by former $YNDX CEO Arkady Volozh.
Their relationship with NVDA has always been very strong, and this relationship existed as early as when YNDX became its largest non-US/EU client for chips. This is crucial for preferential access.
On December 2nd, NVDA led a $NBIS $0.7 billion investment, further consolidating the cooperation between the two parties.
They can subcontract all their...
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$MicroStrategy (MSTR.US)$ I am here to boost everyone's confidence in holding stocks. $Bitcoin (BTC.CC)$
If you understand, you understand naturally! Please do not private message me.
If you understand, you understand naturally! Please do not private message me.
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$Bitcoin Cash (BCH.CC)$ The prince who can't even help with the wall, sigh 😑
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$Bitcoin Cash (BCH.CC)$ The big pancake costs 0.1 million dollars, while the small pancake costs at least 2000 dollars. Increase the volume. $Bitcoin (BTC.CC)$
$Bitcoin Cash (BCH.CC)$
$Bitcoin Cash (BCH.CC)$
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$Bit Digital (BTBT.US)$ So an underrated target, whatever you want, has BTC, ETH reserves, and can also generate passive income; it also has computing power leasing business, and no debt! Still a positive return... all in $NVIDIA (NVDA.US)$
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