· 个股论点
我看到的关于 Avride 的帖子主要围绕小型配送机器人！真正的价值来自于 $NBIS 自 2017 年以来一直在开发的自动驾驶 FSD（完全自动驾驶系统）L4 级部门。 人们把 Clickhouse 当作金蛋，但真正的 $300B+ 美元机会在于 Avride 与 $UBER 大规模合作，与 Waymo / $TSLA 竞争。 我想指出 $NBIS 的非对称上行潜力，通过深入挖掘其分部加总价值，市场对此严重、严重低估。 这不仅仅是“估值为 $X”然后打个 40% 的折扣，它还将以极其荒谬的高速增长，就像其核心业务一样。
I've seen posts about Avride but they're mainly around the small delivery robots! The real value comes from the self-driving FSD level 4 division that $NBIS has been developing since 2017. People namedrop Clickhouse a the golden egg, but the $300B+ dollar opportunity is with Avride + $UBER at scale competing vs Waymo / $TSLA. Wanted to point out the asymmetrical upside with $NBIS by doing a deeper dive about sum of parts that the market severely, severely undervalues. It's not just "valued at $X" and slash a 40% discount on it, it's also about to grow at extremely absurd rates like their core business.