M. V Cunha @mcinvseting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor Joined April 2021-
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Tomorrow, we'll host @mvcinvesting on the STOCK TANK to pitch us $WIX (5PM EST) Previously, Manuel pitched us $NBIS when it was $25 so I'm really excited about this one. Link below: youtube.com/live/HZjBfVqHv…
Following $NBIS' Q4 results: • Northland reiterated Outperform with a $211 PT 🟢 • Citizens reiterated Outperform with a $175 PT 🟢 • D.A. Davidson reiterated Buy with a $150 PT 🟢 • MS reiterated Equalwt/Attractive with a $126 PT 🟢 • Seaport Global reiterated Neutral with no PT Source: Bloomberg Terminal
Great news for $HROW! 👀 Samsung Bioepis has signed a settlement and license agreement with Regeneron that allows the launch of OPUVIZ, a biosimilar to Eylea, in the U.S. starting January 2027. $HROW can now launch the product six months earlier than originally expected. A very important catalyst for the company as it works toward its mid-term targets.
I just published a new article: $NBIS: Q4 2025 Earnings Review A detailed breakdown of another outstanding report from my largest holding. Happy shareholder.
Regardless of the price action, which was to be expected, I’ve never been more confident in $NBIS. In my honest opinion, this was the best earnings call in the company’s history. Let them cook. Full review coming later today.
“On memory and storage shortages, the key point is our largest deals with Microsoft and Meta. We were able to secure the necessary components last year for the full scope of those contracts, before any price increases.” — Andrey Korolenko, Head of Infrastructure of $NBIS
“In Q4, we saw nearly twice as many transactions for contracts longer than 12 months compared to Q3, while average selling prices increased by more than 50%. We're sold out of Hoppers, and those coming up for renewal are being renewed at 12 months or longer, with pricing actually nudging up." — Marc Boroditsky, CRO of $NBIS
“The pipeline creation trajectory in Q1 is on track to exceed $4B.” — Marc Boroditsky, CRO of $NBIS
“We’re very pleased with the progress in New Jersey. The first tranche was delivered on time to Microsoft, and we’re on track to deliver the remaining commitments on time as well. We believe our partner has secured the necessary components in the supply chain, and they’re working extremely hard to get everything in place. We also have some buffer in our timelines, as all projects can experience some fluctuation.” — Andrey Korolenko, Head of Infrastructure of $NBIS
🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse.
“As of today, we haven’t used our ATM program at all. We don’t have any concrete plans to use it in the near future. It’s simply another tool in our toolbox that we can use when it makes the most sense for the business.” — Ophir Nave, COO of $NBIS
“The majority of our CapEx guidance (60% or more) will be financed by the cash we’ve received and will continue to receive in 2026 from the favorable terms of our long-term contracts. We’re talking about significant amounts of cash.” — Ophir Nave, COO of $NBIS 🤯
“Frontier model companies were ordering tens of thousands of GPUs just a year or two ago. Now, it’s yesterday’s startups ordering at that level. Again, this is real business.” — Arkady Volozh, Founder & CEO of $NBIS
$NBIS' 2026 guidance: Year-end ARR of $7-9B Revenue of $3-3.4B Adj. EBITDA margin of 40% CapEx of $16-20B “We have already secured 60% of the capital needed for this range.”
“We’re seeing more and more customers coming onto the platform and committing to larger, longer contracts. Everything we build, we sell.” — Arkady Volozh, Founder & CEO of $NBIS
“When we announced our $7-9B ARR target for year-end 2026 three months ago, there were questions about our ability to reach that range. Our conviction has only become stronger.” — Arkady Volozh, Founder & CEO of $NBIS
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