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$Rocket Lab (RKLB.US)$ I believe my judgment is correct😀
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72511872
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$Rocket Lab (RKLB.US)$ Hope you all did buy the dips last week. Trend continue. This is my next $Tesla (TSLA.US)$ company. Mark my word.
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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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