Today’s Facebook bullish post by Nebius Investor Group
Stephen Ho · sdontSreop6t0m8m3u02h6h0f5f32h2199uguhm80m21g7uht63i887ucfmh ·
Today, CRWV market cap $67B, EV $79B including debts.
NBIS market cap $11.5B, EV $10.24B including debts and cash.
Rightly so, CRWV business with >$4B revenue is 1 year ahead of NBIS with $200M-ish revenue.
Fast forward a year, mid 2026, will NBIS get to $64B EV with less debt, or better yet simplified the question, will NBIS get to $64B market cap? Will NBIS reach Rev $4B with profitability far exceeding gross margin level of CRWV? If it does, $128B market cap is within reach. >10 bags in 1-1.5 years. It is not a dream, it is an analysis.
What is the likelihood of CRWV overloaded with debts and hurt their sales. What is the likelihood of NBIS winning clients from CRWV. If it does, then we are talking about 20 bagger, 30 bagger. We do not know today, not many visibility nor recognition except this Arete Research’s initial shot.
$64B question you can not answer, perhaps can visualize.
-zane