Mmmmiam
Oct 27, 2:19 PM
$SHAZ I’ve held palantir and nebius since ipo. This is the same setup. It is never in a straight line. There are 50% drawdowns, volatility is part of it. If you are a long term investor, just have to wait until the contracted revenue is realized and see at what margin, at current market cap this will explode. Potential 10-20x with tineline dependent on AI roi. Ai will increase productivity but it takes time to absorb, measure and incorporate the increased output in numbers. Once the narrative returns to ai roi vs fears around capex, it is clear that this will run. Only real risk is that financing is competitive which is increasing yields but nvidia is backing this business which puts it at a competitive advantage
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