Kaushik
@WisemanCap
Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack -
972 Following 115.3K Followers
Rothschild Redburn initiated Nebius at Sell PT $84
The Sell is about unsustainable unit economics and a demanding valuation. Valuation is a DCF at 20% cost of equity and 6% cost of debt, with extra value for the inferencing business and the ClickHouse stake. Upside if newer GPUs lift revenue per GW, the Token Factory inference business scales fast, or capacity comes online ahead of plan. Downside if key customers insource or a falling share price raises leverage and funding costs.
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$META BofA Securities Reiterates Buy PT $810
Custom MTIA chips with Broadcom: Arke in 1H'27, Astrid late 2027
Potential ~$8.5bn cost savings on 2027 AI infrastructure buildout
My @muse agent is amazing. Created a dashboard with my watchlist, refreshes when opened, support/resistance levels on daily/weekly, and each stocks latest news update. Should I add anything else? Still playing with it.
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Makes me wonder why I really need Claude subscription when @muse is so good!
