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Summary
- Nasdaq-100 inclusion triggered passive ETF inflows from over $200 billion in benchmarked assets.
- Meta’s cloud compute expansion signals over $100 billion in annual AI capex, reinforcing sustained GPU overbuild rather than demand saturation.
- Meta’s $27 billion framework reinforces the overbuild cycle, signaling persistent AI compute scarcity globally.
- Nebius is priced for a $3.4 billion to $21 billion revenue surge by 2028, making NBIS a premium execution bet on near-perfect hyperscaler demand absorption.
panaya chittaratlert/iStock via Getty Images
Meta Platforms' ( META) latest venture into cloud computing is perceived as a threat to Nebius (NBIS). Yet this is quite a flawed way of looking at the situation. Although it seems on
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My investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long-term value. I’ve spent years independently studying financial statements, building DCF models, and analyzing companies through both fundamental and behavioral lenses. While I’m still early in my professional path, I’ve been immersed in the world of investing for nearly a decade. From dissecting shareholder letters to reverse-engineering business strategies, I’ve developed a disciplined, fundamentals-first approach grounded in long-term thinking. I focus on identifying mispriced quality companies and understanding what makes certain business models resilient across cycles. I write on Seeking Alpha to share insights, test ideas in public, and contribute to a community of investors who value clear thinking over hype. My goal is to provide thoughtful, research-backed commentary, whether on under-the-radar compounders, Growth/GARP stocks, or misunderstood tech platforms. Above all, I invest with conviction, patience, and a relentless drive to keep learning.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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