1.
$NEBIUS(NBIS)$ raises $1 billion through convertible bond offering and the market hammers it down 5%…
People don’t really get it, they are pricing the effect of dilution on its face…
2.5% average interest rate with an initial conversion price of $51.
This is insanely bullish!
Are you aware that this is a company growing revenue three digits YoY?
The ROI on this will be much, much higher than the combined effect of interest paid and potential dilution.
Bullish.
2.
$Oscar Health, Inc.(OSCR)$ valuation is completely ridiculous...
- Grew revenues 67% annually since 2021.
- Highest NPS score in the industry.
- Trading at 7 times 2027 earnings.
And this is considering that enhanced ACA subsidies will expire this year.
Why wouldn't this work from here?
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