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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: y2kate who wrote (25213)	7/17/2025 7:27:01 AM
From: Elroy	Respond to of 26520

seems they have successfully reinvented themselves. The stock has been a big winner for us so far. The second sentence is true. The first sentence is just a guess, as any company with only $55m in quarterly sales and a $12b market cap hasn't reinveted anything, yet. What we can say is NBIS is expected to grow sales strongly and generate meaningfully higher cash flows in the future. When in the future, and how much higher cash flows? Who knows, man, who knows? My take - this company seems like a poster child for a "AI bubble" stock. It has a high market cap because it is spending (not receiving, spending) a lot of cash on AI infrastructure. Do you which major companies are likely to pay NBIS huge chunks of money to use NBIS' AI data centers?