Nebius to deliver AI infrastructure to Microsoft

[bulwnkl]

A few months back I wrestled with NBIS vs. RBRK and RDDT.

Why I purchased NBIS over RBRK

Hi All, RBRK and NBIS were on my watch list. I think both are great companies. Here’s my thought process. Rubrik, the leading provider of cloud data backup for companies, is growing revenues by about 54%. It’s stock price has shot up about 192% over the last 12 months, and it’s non-GAAP gross margins have grown from 75% to 81%. However, it’s non-GAAP net losses have not improved proportionally with the revenue increases. In fact, over the last 3 quarters it’s gone from -0.21 to -0.1…

While all three remain wonderful companies, I am so happy I chose NBIS. Now it’s my largest holding at 19.4%. A win like this every once in a makes up for an occasional loser.

I own my losses, but also try to enjoy my victory laps to their fullest.

Best,

bulwnkl