· 个股论点
涉及标的： $AMZN$CRWV$META$MSFT$NBIS$NET$NOW$RKLB$SHOP$TSLA$UBER
市场正在错误定价地球上最大板块中的第二梯队玩家。 我对 $RKLB = $NBIS Avride 的论点： 1. 太空领域 ($RKLB) -> SpaceX 估值刚从 $350B 升至 $800B。Rocketlab 将从 $26B 增长至 SpaceX 之前的估值水平。 这只是时间问题。 2. 自动驾驶出租车 (Robotaxis) ($NBIS) Waymo 在一年内从 $45B 涨至 $200B。$NBIS Avride 将从 $6B 增长至 Waymo 之前的估值水平。 这只是时间问题，无论是一年还是四年后。 关于 $NBIS 的关键点是：Avride 只是其众多子公司之一，仅这一家公司在两年内的价值就可能超过当前的整体市值。 市场和空头都错误定价了这样一个事实：Nebius 拥有地球上增长最快、最热门的板块公司，且全部实现 100%+ 的同比增长。 做多 $RKLB，做多 $NBIS。
The market is mispricing the #2 players in the biggest sectors on Earth. My thesis on $RKLB = $NBIS Avride 1. Space ( $RKLB ) -> SpaceX just got valued at $800B from $350B. Rocketlab will grow into SpaceX's prev valuation from $26B It's just a matter of time. 2. Robotaxis ( $NBIS ) Waymo went from $45B → $200B in 1 year. $NBIS Avride is going to grow into Waymo's previous valuation from $6B. It's just a matter of time, whether that's 1 year or 4 years from now. And here is the thing with $NBIS: Avride is just one subsidiary out of multiple, and this company alone could be worth more than the entire market cap today in 2 years. Both the market and short sellers misprice the fact that Nebius owns the fastest growing and hottest sector companies on Earth, all growing 100%+ Y/Y. Long $RKLB, Long $NBIS.