Noé @noegrs_research

$IREN doubling GPU capacity Execution speed is very impressive, now they have shown us already multiple time. Having buildings and energy is amazing but to show they’re not just a datacenter operator but a true top tier neocloud they still have to prove they have top tier…

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Noé @noegrs_research

6 days ago

Cadeler $CDLR signed a 14MW T&I offshore wind turbine contract with Ocean Winds for the BC-Wind offshore wind farm in the Polish Baltic Sea. Tailwinds are there, but the company keeps delivering.

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Noé @noegrs_research

a week ago

Nebius $NBIS announce the “Nebius Robotics and Physical AI Awards”, rewarding startups and scale-ups building “the future of robotics and vision AI systems”. Winners can win up to $100K in $NBIS compute credit. The ceremony will take place on december 9th. Smart way to get…

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Noé @noegrs_research

2 weeks ago

$NBIS announces a $2 billion senior convertible note offering, with 1 half due 2030 and the other 2032. Moreover, it announced a public offering of $1 billion shares. It’s dilution, but good dilution to fund data centers. I’m more than happy about it after their $MSFT deal.

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Noé @noegrs_research

2 weeks ago

I bought more $NBIS Nebius in pre-market. Value ≠ Price For me this deal is the first of many, and if the company continue to execute we will see more hyperscalers contracts coming in soon. This deal just reinforced my thesis.

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Noé @noegrs_research

2 weeks ago

$NBIS Nebius 5Y, $17.4 billion deal with Microsoft $MSFT imply a $3,48B (mean) ARR. If we apply the same P/S multiple of ~15x as before the deal, we have a $52B company JUST by taking in account Microsoft and no other clients or subsidiary. This imply a x2,5 from here, even…

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Noé @noegrs_research

2 weeks ago

🟢 Nebius Stock is up 35% PM, implying roughly a $20 billion market cap, which is only about the same amount as the contract. It is still time to hop on the train. $NBIS

Noé @noegrs_research

2 weeks ago

🟢 Nebius Stock is up 35% PM, implying roughly a $20 billion market cap, which is only about the same amount as the contract. It is still time to hop on the train. $NBIS

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Noé @noegrs_research

2 weeks ago

🚨 JUST IN - INSANE $NBIS announced $17.4 BILLION agreement with $MSFT Microsoft to provide them AI infrastructure through 2031, with an option to extend to a $19.4 B. Deployment starts in 2025 and 2026. Congrats fellow shareholders !

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Noé @noegrs_research

2 weeks ago

I’m writing e new article on $NBIS, exploring what would happen to the stock if they completely lost their core AI business. Coming soon !👀

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Noé @noegrs_research

2 weeks ago

$ASML reportedly invested more than €1,3 billion ($1,52B) in the French AI Lab Mistral AI, becoming its largest shareholder in doing so. ASML investing in LLMs definetly wasn't on my 2025 bingo card.

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Noé @noegrs_research

3 weeks ago

Specialization will beat Generalization, and most people don’t know it yet. Investing in $MSFT, $AMZN or $GOOGL solely because of their impressive cloud business is a mistake when you can buy $NBIS, or even $IREN and $CRWV.

Nebius @nebiusai

3 weeks ago

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Noé @noegrs_research

3 weeks ago

$NBIS Nebius’s Avride is partnering with $UBER to ramp up their robotaxi testing in Dallas, ahead of a launch later this year. IMHO $NBIS market cap does not reflect the potential of its subsidiaries. In a few years Avride could be worth Nebius current market cap by itself.

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Noé @noegrs_research

3 weeks ago

While $DLO is down 8% today to $12,7, JPMorgan raised their PT to $18,50 (from $16), citing that they "are particularly bullish on countries outside Brazil". 🟢 This imply a 46% growth from these levels.

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Noé @noegrs_research

3 weeks ago

Q2 2025 Interest expense as % of revenue for neoclouds : $IREN : 3% Nebius $NBIS : 4,57% Coreweave $CRWV : 22% The anticipated FED rates cut in september will enable $IREN and $NBIS to finance their expansion using debt at a far more generous rate than $CRWV.