@institlpgp · Long NBIS

Daave “3 and 30” Tepper@institLP

You dont own enough nebius $nbis Nebius is officially bottom feeding on bitcoin miner land and power Nebius leveraging its own capabilities and bc customer demand to pre fund this deal with OPM - including an IG customer and lenders at s+250 Think about the massive equity

Haircut@nodiligence

DAY 13: i've been running this AI / compute / macro map every day. AIB is building a project 10x the size of its own equity, and it's not even hiding it. $82.7m of equity, an $850m build. the gap gets filled by nebius paying early and lenders lending against the nebius

Read asLong NBIS

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Fri, Oct 2Tweeted

Mon, Oct 5 closeCounted from

8% of the basket · day 13fades out by Nov 13

Rank per close

#441

Oct 5

#433

Oct 6

#434

Oct 7

—

Oct 8

#323

Oct 11

#243

Oct 12

#222

Oct 13

—

Oct 14

—

Oct 15