· 个股论点
$NBIS 的核心业务令人惊叹。但更疯狂的是，其子公司在一年内的潜在价值可能超过主营业务。目前市场上没有公开的自动驾驶出租车(Robotaxi)公司。获取相关敞口的唯一途径是通过 $TSLA 的 Robotaxi 业务和 $GOOGL 的 Waymo。$NBIS 持有 AVride 83% 的股权，估值约 60 亿美元，并与 $UBER（也是投资者）合作以竞争 Waymo。马斯克一直宣传 Robotaxi 是一个万亿美元的市场。如果这家公司不久后市值达到 400 亿美元，我也不会感到惊讶。话虽如此，$NBIS 目前 21 美元的估值简直低得可笑。
$NBIS core business is insane. But what's even more insane is that potential for their subsidiaries to be worth more than their main business in a year lol. There's no public robotaxi companies right now. The only way to get exposure is $TSLA for their robotaxis and $GOOGL for Waymo. And $NBIS has AVride ~$6B valuation 83% ownership, which they partnered with $UBER (also an investor) to compete vs Waymo.Elon's been shilling Robotaxi's as a trillion dollar market. Would not be surprised if this is a $40B company not too far in the future. That being said, $NBIS is hilariously valued at $21 now.