Nebulizer(@SMASIMHO):Valuation sanity check for y'all on Bloody Friday. $NBIS trading at $170 ≈ $47B market cap FY26 Bottom-of-Guidance Exit ARR: $7B FY27 Fire Sale Revenue: $10.5B (1.5X ☝️) FY27 Bottom-of-Barrel Exit ARR: $21.4B Once again these are floor case assumptions

Nebulizer

@SMASIMHO

Current Status: Full Port $NBIS Substack @nebulizerlabs Opinions are biased. Portfolio is undiversified.

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Nebulizer@SMASIMHO

2026.10.16 16:30

Valuation sanity check for y'all on Bloody Friday. $NBIS trading at $170 ≈ $47B market cap FY26 Bottom-of-Guidance Exit ARR: $7B FY27 Fire Sale Revenue: $10.5B (1.5X ☝️) FY27 Bottom-of-Barrel Exit ARR: $21.4B Once again these are floor case assumptions