Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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Nov 17 3:59 PM EST

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To: y2kate who wrote (25188)	7/15/2025 11:19:33 AM
From: Elroy	Read Replies (1) of 26528

He's been on to NBIS for a few months. He likes it? Can you explain why? Is building massive AI datacenters a good business? Maybe. Personally I want to own companies that collect money selling their product or service rather than spend like there's no tomorrow. -- NBIS has a $12 billion market cap. In Q1 2025 they had $55m sales, which was massive year on year growth, but still. They had a loss from operations of $112m. I wonder what they spent in Q1 2025 in Cap Ex? Donno, but I'm sure it was a massive number as they're still building out ........ AI data centers.

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