This Should be Modus Operandi for Every Investor

OguzO Capitalist
03-27

1.

$NEBIUS(NBIS)$ is perhaps the most overlooked opportunity in this market.

- Exceptional founder.

- Fast growing market.

- Cutting edge custom hardware.

- Set to triple the ARR this quarter.

Trading at just 6x forward sales.

Truly a 10x opportunity everybody ignores.

2.

Layered regulations is the biggest obstacle for scaling robotaxis.

National legislations should be permissive and regional and municipal regulations should be facilitating the adoption.

Process will be different for every city on earth. This is why Waymo is scaling city by city.

This is one of the major reasons I think $Tesla Motors(TSLA)$ robotaxi thesis is flawed.

3.

This should be modus operandi for every investor.

Here are some business creating operating systems of future:

1. $Palantir Technologies Inc.(PLTR)$ — Operating system for businesses and governments. The stock is expensive though.

2. $NVIDIA(NVDA)$ — Creating operating systems for autonomous driving and robotics.

3. $Salesforce.com(CRM)$ — Single layer operating system for customer service management workflow.

4. $ServiceNow(NOW)$ — Operating system for workflow integration.

5. $Snowflake(SNOW)$ — OS for data sharing across organizations and platforms.

Unfortunately, all these stocks are expensive currently with possible exception of $NVDA, which is fairly valued.

What else could be considered as an operating system?

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