bayoubengals88

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Ive been holding a handful for about a year. I sold half this morning at opening. I’m not even lying.

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I hope you got rid of the rest.
Dilution right after a reverse split typically doesn’t indicate good things ahead.

This looks like one of those companies that went public out of necessity....
I'm not even sure how they got PIPE investors.

Truly amateur hour.

Note to self: Give a SPAC a few quarters to prove itself, no matter what you read or who invested. And no matter how compelling the tech is.

According to the law of large numbers, OUST should 3x before NBIS does, but NBIS likely defies that law.

Market caps
OUST 3bn
NBIS 65bn

Conventional wisdom says that growing to 200bn will be much more difficult than growing to 9bn, but that's not necessarily the case here.

OUST annual rate of growth is expected to continue to be between 30-50% annually as stated by management (though they just exceeded the top end).
NBIS just grew at 454% Year over Year.

NBIS is in hypergrowth NOW.
I think OUST has potential to also expand handsomely, but the TAM and use cases for physical AI is next, not now. and NBIS will help fuel that.

If OUST can indeed become the perception and sensing layer for physical AI then I see room for it to expand beyond 30bn market cap, but that's a 5-10 year framing.

NBIS IS currently IN what it was supposed to become (from bare metal gpu renter to full stack cloud ai at enterprise level) and is still growing massively (future hyperscaler?)

Ouster is still perceived as only a niche LiDAR company. While it is a bit more than that already, it is not yet THE sensing and perception layer for physical ai. In fact, I don't think there is one yet. The market just isn't ready.

I own more NBIS at a 1.75 to 1 ratio.

You’re absolutely right.
The perfect storm. Unknown remnants of a former Russian powerhouse met the biggest TAM we’ve ever seen.

And we were in it at 5-10bn market cap.

It was always about trusting management.

The demand has even shocked Arkady.

Earnings were truly good.
Wish I had gotten more out of those calls.

I bought 700 shares today.

Last year, they lost 11 cents on every dollar of product sold.
Q2 this year, they’re making 21 cents on every dollar sold.

Raised revenue forecast

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I don’t know but this does seem a bit extreme. Maybe people piling in to stick it to Burry?

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This is the definiton of a short squeeze.
Plus, what bear case is left?
Coreweave is stretching GPUs out to nine years now.
Nebius is selling short term contracts at auctions for 3-4x pricing.

I think we'll be making new all time highs soon.

igoringa: Please correct me where I'm wrong. I haven't had any time to look into much today.

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"we see price opportunities in the 40-50 million per megawatt range"

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Yep. This has got to be the takeaway, especially given that it's a business model that was previously unknown. Wow.

Nebius management, hats off to you. Again.

Numbers are out, but page is crashing for me…

2 out of three ain’t bad with those two…