NBIS: A Bullish Powerhouse in AI Infrastructure š
Holy smokes, NBIS just crushed expectations by missing revenueānot from sloppy operations, but because explosive demand overwhelmed their supply. Thatās the kind of āproblemā that screams massive upside!
Leadership is now projecting a whopping $9B in ARR for 2026 š
Trading at just 3x next yearās sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluationāthe marketās sleeping on it big time. Time to load up on $NBIS; my positionās way too lightā¦
The $NBIS upside is absolutely massive! Hereās why:
⢠Epic $3B deal with $META
⢠Ambitious $7-9B ARR goal for 2026
⢠2.5GW of contracted power locked in for 2026
⢠1GW of live, connected power by 2026
⢠Zero spare capacityāeverythingās snapped up
⢠$4.3B in funding locked and loaded
Talk about flawless delivery!
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