Serenity @aleabitoreddit Oct 9, 2025 $NBIS is the next Microsoft in the making. - Scaling from $100M quarterly revenu...
A Reddit poster argues $NBIS (Nebius) is the next Microsoft—claiming rapid scaling from ~$100M quarterly revenue, strong gross margins per GW, and large Mag7-style customer deals. The thread is narrative-driven, includes position disclosures and calls the recent selloff a buying opportunity; evidence is asserted rather than independently verified.
Linked assets
Primary focus: NBIS (Nebius Group N.V.) as a high‑beta AI infrastructure/Neocloud play. HOOD (Robinhood Markets, Inc.) and UPWK referenced historically or as analogies, but without new actionable details in these posts.
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Only ticker with explicit fundamental assertions (growth, margin, AI infra exposure, undervaluation). High upside if claims are accurate; high risk due to lack of corroboration/catalyst detail.
Robinhood Markets, Inc.
Referenced as prior ‘position shared before rally’ but no new claim; not enough evidence here to initiate based on this source alone.
Also only referenced historically; no actionable content in this post.
Source proof
Source proof: Strong source proof | 6 extracted claims | 1 directional asset | 1 supporting author | headline-like title review
Content is sourced from a single Reddit handle's promotional posts and follow-ups dated Oct–Nov 2025. Supporting items include position disclosures (e.g., adds to NBIS LEAPS), thematic lists (‘Neocloud ecosystem’), and repeated conviction statements. Posts cite partner/deal claims (e.g., MSFT $17B claim) and refer to external materials (NBIS whitepaper, ORCL report), but do not provide verifiable primary documentation in‑post.
Post reacts to FT report that $GOOGL Waymo may explore a split with $UBER. Author argues Uber partnering with Waymo was a bad choice because Uber becomes a distribution funnel that benefits Google as Waymo scales; expects Uber would not partner with Waymo in all cities and suggests Uber would prefer partnering with another FSD-4 player like $NBIS “Avride” that Uber partially owns and that doesn’t have a standalone competitor app.
Post highlights Nvidia CEO Jensen Huang joining X to share a letter arguing “open models matter,” with claims that AI will transform every industry and that open models improve safety/cybersecurity, accelerate innovation/diffusion, and enable national “sovereignty.” This is primarily narrative/positioning; no concrete earnings/product/supply-chain catalyst is stated.
Post discusses co-packaged optics (CPO) vs pluggable optics timeline. Says $AAOI is working on CPO but is "further behind in commercialization". Cites a podcast featuring the $SIVE CEO; key takeaway quoted: "Pluggables will be around for the next 10" (interpretable as ~10 years), implying slower CPO displacement and reduced near-term disruption for pluggable-focused vendors.
Post cites informal channel checks that AMD’s Helios scale-up networking roadmap may adopt co-packaged optics (CPO) in future generations, and that broader hyperscaler/industry adoption of CPO is expected. This is a forward-looking packaging/interconnect thesis that could be bullish for AMD’s AI networking competitiveness and for public optics/photonics suppliers, but lacks specifics (names, timing, sourcing), reducing near-term tradability.
Social post thanking a Belgian newspaper (De Tijd) for covering the author’s supply chain thesis in CPO (co-packaged optics) + photonics, and mentioning tickers AAOI, XFAB, and MRVL. No new fundamental datapoints or catalyst details provided beyond media coverage/awareness.
User complains about spam/bots on X and hopes the platform improves moderation. No concrete market-moving info or catalysts provided.
Post argues HPS.A (Hammond Power Solutions) is nearing a 2-month technical timeframe level and remains a compelling “compounder” due to strong transformer-demand visibility, solid backlog, and high market share in dry-type transformers. Mentions “Transformers in the Sky” up 83.3% (unclear reference/benchmark).
Analysis reset: X provider unavailable during stale source-analysis outage; event preserved without source analysis.
Supporting authors
All cited posts come from one author ('Serenity' / @aleabitoreddit) between Oct 2 and Nov 13, 2025. The author discloses personal trades and concentration shifts, repeatedly reiterates a bullish narrative on NBIS, and compares the thesis to past multi‑baggers like HOOD.
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This is a high‑risk, narrative-driven trade idea. Consider independent fundamental validation (customer contracts, audited revenue/margin disclosures, third‑party reports) and position sizing consistent with high volatility before acting.