$NEBIUS(NBIS)$ Grok puts analy

$NEBIUS(NBIS)$ Grok puts analyst estimates for ARR by YE2027 in the $14-18B range. That feels odd. With the potential for 2GW of compute power by YE2027, isn't that a gross underestimate?

I asked Grok what 1GW running one third each on Hoppers, Blackwells, and Rubins is expected to bring in annual revenue. 1GW comes out to $28B.

Something has to give here. Just wait until they report YE2027 guidance north of $30B on the next earnings call. And that would still be considerable sandbagging. Congrats to longs, all we have to do is wait.

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