$MU tomorrow
teapawt.net/kalshi_finance/status/…
I see an EXTREMELY HIGH probability of $NBIS becoming GAAP net income profitable in H2 2027.
Nebius has stated that it could have sold its entire 2027 compute capacity multiple times over, but deliberately chose to preserve part of it rather than locking everything into long-term contracts.
This is a GAME CHANGER.
The imbalance between AI compute demand and supply keeps widening, and annual revenue per MW is increasing month after month.
Bare-metal contracts that generated $10M–$15M per MW annually at the beginning of 2026 are now reaching $50M in some cases.
Payback periods are already down to 12 months, and Elon Musk expects they could reach just 6 months in 2027.
Locking in today’s prices for years means sacrificing enormous future revenue.
$NBIS is preserving the flexibility to capture that upside while aggressively expanding its capacity.
With adjusted EBITDA margins already above 40%, I expect GAAP profitability to arrive much sooner than the market anticipates.
H2 2027.
WHERE DO I STORE MY MONEY???
EVERYTHING IS GETTING HACKED
LEDGER > HACKED
BINANCE > HACKED
POLYMARKET > HACKED
METAMASK > HACKED
PHANTOM > HACKED
WHERE SHOULD I PUTTT MYY MONEYYY????
Crypto is crashing.
Stocks are crashing.
The dollar is crashing.
Everything is crashing.
Genuinely what should we do now?
$MU tomorrow
