The Analysts

Call · @raphaelvignes · #209 on the leaderboard

@raphaelvignes

@raphaelvignes · Sun, Aug 23

Raphaël Vignes@RaphaelVignes
$NBIS Is it really overvalued? At $219 the stock sits in the lower half of a realistically calibrated (slightly conservative) Monte-Carlo distribution whose median is $259 and mean $306. The market is effectively pricing mid-20s % Stage-1 FCF growth for ~7 years, a ~3 %
12d agoview on X ↗media on X

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

Read as

Long NBIS · High confidence

Confidence

High0.90

Counted from

Mon, Aug 24 · market close

Rank since this call

#76 → #209 · 7 scored days

#76

Aug 28

#73

Aug 29

#73

Aug 30

#157

Aug 31

#172

Sep 1

#137

Sep 2

#209

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 11 · counts fully until Sep 6 · fades out by Oct 4