Обсуждение акций MORIEN RES CORP.
NBIS According to Citron research , «
NBIS is poised to be the next AI Wall Street darling. A sleeper with no analyst coverage yet, the market hasn’t caught on to its massive potential – or its undervaluation vs CoreWeave. If it trades at a 50% discount to CoreWeave multiple that puts NBIS at $60 (napking math) CEO Arkady Volozh is the real deal. 
NVDA’s investment was not out of the blue, they have known the company for a decade and were waiting for complete divesture»CoreWeave’s possible IPO in 2Q 2025 at
35BN valuation should skyrocket NBIS capitalization from current 5.7Bn. I expect that NVDA will participate in new financing rounds of NBIS in 2025 to secure for itself critical IT infrastructure as soon as possible that should skyrocket NBIS price