Meet Kevin 对 $NBIS 的判断变化

Now, at least Nebius isn't that bad. Nebius actually has a decent balance sheet. I mean, they've got about $5.5 billion Dollar... I don't have exposure to Nepos, but they have about $5.5 billion in plants, real estate, and equipment.

$8.5 billion in long-term debt. But they have $1.48 billion in bills in cash. So, that's not bad. We have some liquidity here. I like that.

Goldman Sachs just came out with a glorious price target for Neveah stock, which is also the company that just partnered with Nvidia on releasing their ultra-fast token inference chips via Groq.

They'll be one of the first actually providing access to those chips to compete with the ultra-fast token generators of Cerebras for that low latency, almost imperceptible latency artificial intelligence that you can get from these SRAM chips.