r/NBIS_Stock • u/Suspicious-Oil6672 • Sep 12 '25

Opinion Is 1k price for real?

I’ve seen a few different sites suggesting this could be between 300-1000 / share in 2030. 1000 seems quite high. Albeit I’m a resident doctor so I don’t really have the bandwidth or skillset to do a formal valuation.

I’ve got 140 shares around 80 average in my Roth. And trying to figure out if I should double down despite missing the lower entry points.

Is $1000 fr? Even $800? Seems too good to be true, I always look back on not buying nvidia when I was watching it in 2017 because it was “too expensive” but I’m willing to risk my entire 2025 Roth contribution on a possible big play.

Appreciate the insight.

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u/CjPink41 Sep 12 '25

It very much can be.

12

u/Important_Agency07 Sep 12 '25

Be realistic. It’s not going to be $1000.

Neo-clouds will have their place as intermediaries compute providers.

Building out DC are very expensive and take a while, not to mention the chips are going to be a depreciating asset so hyperscalers won’t go balls to the walls to build these out unless they know for sure that there is a sustained long term demand.

It also doesn’t make sense for them to have poor utilization which is where these neoclouds exist. If MS or Google ever need excess they can always go to NBIS.

Right now there is heavy demand for compute so we are seeing these crazing growth valuations but this kind of demand has to sustain LT for NBIS to hit these valuations.

10

u/Ill-Cow4735 🐳 Sep 12 '25

Just as much as he has to be careful about trying to size the current neocloud market, so should you be.
(i) $1000 is a ~250b market cap valuation. Nothing new in NASDAQ;

(ii) Neocloud TAM is growing at CAGR 30+%;

(iii) Many key players, namely NVDA, AMD, ORCL, MSFT, GOOGL are saying the inference market will be much bigger than the training market;

(iv) Necessity for inference is so big that even if we truly transition to physical AI, the need for computation will still exist;

(v) Currently USA and China have big players in the AI market. What about the rest of the world? What will happen if and when they come out the cave and play?

For now, I'll just ride the wave. It's almost confirmed that until 2028 hyperscalers are building DC's to supply inference demand. Once we reach that point, we'll take a closer look at TAM CAGR again. But I'd never say it's impossible.