Root Logic @rootlogicblog
GLP-1, AI and Autonomous Vehicles - Company valuations, market trends and musings on investing. All of my analysis is free. rootcapital.substack.com Joined June 2025-
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U.S. Intel The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable. stratechery.com/2025/u-s-intel/
Significantly adding to $NVO today. Assume lower revenue growth, decreased margins, and a 10yr P/E of 16 and this thing is still undervalued right now! You don’t get opportunities like these when sentiment is strong, it takes bad news and no hope to get a stock this cheap.
Most of us buying $NVO last week were doing so with a pretty wide margin of safety. The margin of safety is now even bigger despite the poor outlook for H2. Impossible to consider selling here.
Now expecting $AMD gross margin AND net margin to rise significantly following 50% price hikes to their leading AI chip.
Now expecting $AMD gross margin AND net margin to rise significantly following 50% price hikes to their leading AI chip.
$AMD begins to take significant ground in the evolving inference landscape.
$AMD begins to take significant ground in the evolving inference landscape.
Public portfolio update: +10.6% since inception (less than 2 months ago) $RKLB the key winner here $NVO slowly catching up, and I expect it to do so $TSLA and $GOOGL may swing the needle substantially later today.
Love the sum of parts thinking for $NBIS and cannot wait to see how it looks post earnings. My view at this time > - You will notice how conservative some of these valuations are. AVride for instance could be worth $10 a share alone after the next funding round.
The logical criticism of $NBIS which you might start at is that $GOOGL and $AMZN will eat Nebius’s breakfast here. What you find when doing the due diligence is that Nebius has some of the best engineers in the market in this field. They are also not a start-up - they have…
The logical criticism of $NBIS which you might start at is that $GOOGL and $AMZN will eat Nebius’s breakfast here. What you find when doing the due diligence is that Nebius has some of the best engineers in the market in this field. They are also not a start-up - they have…
Some of us spotted the subsidiary value of $NBIS quite a while ago, the weird thing is - it’s still the same price. A fine opportunity to buy a high growth company with a potentially massive margin of safety. Now my biggest holding.
Some of us spotted the subsidiary value of $NBIS quite a while ago, the weird thing is - it’s still the same price. A fine opportunity to buy a high growth company with a potentially massive margin of safety. Now my biggest holding.
“Half Of $NBIS Value Is Hiding In Plain Sight — And Wall Street's Missing It” AGREE! finance.yahoo.com/news/half-nebi…
Nebius $NBIS Q2 results were down as today in a few places - I’m presuming not though now that we’ve got to this time without an announcement. Does anybody have an expectation? I suppose mid August would fit with previous results.
Having a small bet on Rory Mcilroy to win the open championship today. Would be a great fairytale story.
Lovely breakdown of $NBIS 👇Good to see more and more people validating my $70 fair valuation. Maybe I am a little too conservative but that’s my style.
Lovely breakdown of $NBIS 👇Good to see more and more people validating my $70 fair valuation. Maybe I am a little too conservative but that’s my style.
Struggling to make sense of my $GRAB valuation. Can fair value really be 10 bucks a share?
Total Public Portfolio Gain = 9.3% Time since launch = 7 weeks Thanks to $RKLB, $GOOGL, $NBIS, $UBER For my analysis, follow my X and if you want in depth valuations check out my substack! rootcapital.substack.com
Fantastic day for $NBIS holders, with validation from a major analyst that this is a high quality business sitting at well below fair value. I shared this view a couple of months ago: rootcapital.substack.com/p/nebius-group…
And so it begins. Goldmans price target lines up nicely with my $NBIS $70 fair value. I expect to moving that number up post Q2 results too.
And so it begins. Goldmans price target lines up nicely with my $NBIS $70 fair value. I expect to moving that number up post Q2 results too.
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