Thread by @aramondiaz

PART 1 (1/31) 🧵 $NBIS DEEP DIVE: Let's reveal the true magnitude of Nebius Group: Autonomous delivery & taxi fleet (Avride) @Avrideai, Elite tech education platform (TripleTen) @TripleTenTech, AI development data partner (Toloka), and Advanced AI infrastructure services (Nebius) @nebiusai.

Dismissing Nebius Group as merely a data center provider fundamentally misunderstands its AI revolution. By 2025, autonomous transportation will reshape our cities, with only three companies globally operating driverless taxis: Avride ($NBIS), Waymo ($GOOGL), and Lyft ($LYFT). Avride's proven technology and strategic execution places it at the forefront of this transformation.

Indeed, you're correct. The news featured in the video highlights the groundbreaking strategic partnership between Nebius Group's Avride division and Uber Technologies ($UBER). This collaboration will introduce Avride's - $NBIS autonomous delivery robots in Austin, with plans to expand to Dallas and Jersey City, and aims to roll out robotaxi services in Dallas by 2025.

For a closer look at this technological revolution, watch the following post video.

🚨 Disclaimer: We share this analysis of $NBIS because we've identified compelling research worth discussing. This is NOT financial advice - simply our analytical perspective. Stock market investments carry substantial risks; historical performance does not predict future outcomes. Investment may result in partial or complete capital loss. What appears as value could become a value trap. Always conduct thorough due diligence (DYOR) and seek professional financial counsel. We view this as a legitimate opportunity with asymmetric potential. Again, DYOR is essential.

Let's proceed with our analysis... 🧵👇

#stocks #investing #ValueInvesting $NBIS

(2/31) 🧵 $NBIS DEEP DIVE: Inside Nebius Group's Four Pillars of Innovation - AI Infrastructure, Autonomous Vehicles, AI Training Data, and Tech Education

$NBIS Nebius Group's comprehensive ecosystem encompasses:

Avride: An American company headquartered in Austin, Texas, is a subsidiary of $NBIS Nebius Group. @Avrideai it specializes in developing autonomous vehicles and delivery robots for applications such as ride-hailing, logistics, e-commerce, and urban mobility solutions.

Toloka: A subsidiary of Nebius Group, is an enterprise-scale AI training data platform that combines human expertise with AI systems. It serves as a crucial data partner for all stages of AI development, from training to evaluation, providing high-quality data for generative AI applications.

TripleTen: A subsidiary of Nebius Group, is a leading American software engineering bootcamp that addresses the tech talent gap through advanced technical education. Recognized as the best overall provider in Fortune magazine's June 2024 ranking of software engineering bootcamps, TripleTen offers immersive study tracks in Software Engineering, Data Science, Business Intelligence Analytics, and Quality Assurance. The company has established over 40 industry partnerships to facilitate direct career placements for its graduates.

Nebius: Advanced AI Infrastructure: Their cutting-edge GPU cloud platform, powered by H100/H200 clusters with InfiniBand technology, enables superior AI model development and deployment.

group.nebius.com/businesses

#stocks #investing $NBIS 🧵👇

(3/31) 🧵 $NBIS DEEP DIVE: Meet Avride - The Austin-Based Autonomous Vehicle Pioneer Revolutionizing Urban Transportation

$NBIS Avride, an American company headquartered in Austin, Texas, and subsidiary of Nebius Group, is transforming urban mobility with impressive metrics: over 10 million autonomous miles driven on public roads and 200,000+ successful robotic deliveries completed.

Their dual-platform approach sets them apart: cutting-edge autonomous vehicles designed for universal operation across diverse global conditions, complemented by innovative delivery robots. Both platforms share advanced AI technology, enabling continuous learning and improvement across their entire fleet.

Safety remains paramount - their vehicles feature 360-degree vision, advanced sensors, and process more road data than any human driver could achieve, making Avride's autonomous solutions demonstrably safer than traditional transportation.

avride.ai

#stocks #investing $NBIS 🧵👇

(4/31) 🧵 $NBIS DEEP DIVE: Avride's Autonomous Delivery Robots - Revolutionizing Last-Mile Logistics

$NBIS Avride (@Avrideai), an American company headquartered in Austin, Texas, and subsidiary of Nebius Group, has already deployed their autonomous delivery robots with remarkable success, completing over 200,000+ deliveries from shops and restaurants, demonstrating proven scalability in real-world conditions.

Their advanced delivery robots operate seamlessly alongside autonomous vehicles, sharing the same innovative AI technology platform. This unified approach enables continuous fleet-wide learning and optimization, significantly enhancing operational efficiency and reliability across diverse urban environments.

The deployment strategy prioritizes contactless delivery solutions that have already gained significant consumer acceptance, as evidenced by the high volume of successful deliveries and positive user experiences in their initial markets.

avride.ai/robot

#stocks #investing $NBIS 🧵👇 $RR $KITT $SERV

(5/31) 🧵 $NBIS DEEP DIVE: It´s REAL, exclusive FOX News Coverage - Avride's Autonomous Delivery Robots Transform Dallas Streets
$NBIS Watch how Avride's autonomous delivery robots are already revolutionizing last-mile delivery in Dallas.

FOX News provides an exclusive look at these AI-powered robots in action, showcasing real-world deliveries and highlighting the transformative impact on urban logistics. 🤖

Source: youtube.com/watch?v=qggomA…

#stocks #investing $NBIS 🧵👇

(6/31) 🧵 $NBIS BREAKING NEWS: Avride Partners with @Grubhub to Deploy Autonomous Delivery Robots Across U.S. College Campuses

$NBIS Just announced 48 hours ago: Avride and Grubhub launch a nationwide autonomous delivery initiative, starting with a fleet of 100 next-generation delivery robots at The Ohio State University. These advanced robots, designed to operate in challenging weather conditions, will serve Grubhub's network of over 360 universities and 4.5 million students.

The collaboration marks a significant milestone in campus delivery automation, with @Avrideai confirming plans to deploy hundreds more robots across U.S. campuses in 2025. The robots feature spacious compartments for larger orders and customizable LED panels that can be branded for each university.

This strategic partnership leverages Grubhub's established presence in campus dining, where they've already facilitated hundreds of thousands of robot deliveries since 2021, now enhanced by Avride's proven autonomous technology expertise.

onsite.grubhub.com/solutions/part…

about.grubhub.com/news/avride-an…

medium.com/avride/avride-…

#stocks #investing $NBIS 🧵👇

(7/31) 🧵 $NBIS $UBER MAJOR PARTNERSHIP ALERT: @Uber Technologies and Avride Launch Revolutionary Autonomous Transportation Alliance

$NBIS In a groundbreaking development, Uber and Avride (subsidiary of Nebius Group) have established a multiyear strategic partnership that will reshape urban mobility. Initial deployment begins with autonomous delivery robots on @UberEats in Austin, expanding to Dallas and Jersey City by year-end, followed by a revolutionary robotaxi service launch in Dallas in 2025.

The partnership announcement highlights Avride's unique dual-technology advantage: leveraging synergies between autonomous cars and delivery robots. Avride plans to deploy hundreds of robots within Uber Eats by 2025, marking a significant scaling of their operations.

This collaboration with Uber ($UBER) represents a major validation of Avride's technology and positions $NBIS at the forefront of the autonomous transportation revolution.

nuffoodsspectrum.in/2024/10/04/ube…

#stocks #investing $NBIS 🧵👇

(8/31)🧵 $NBIS WINTER PERFORMANCE: Avride's Next-Gen Delivery Robots Master Snow Operations

$NBIS Avride's latest generation of autonomous delivery robots showcases remarkable winter weather capabilities. These advanced machines effortlessly navigate through snowdrifts, demonstrating their all-weather reliability for year-round operations. Watch as this innovative technology maintains seamless delivery services even in challenging winter conditions:

#stocks #investing $NBIS 🧵👇

(9/31) 🧵 $NBIS 2025: THE YEAR OF AUTONOMOUS VEHICLES - Avride's Proven Technology Leadership

$NBIS With over 10 million miles of autonomous testing across diverse conditions, @Avrideai stands ready to revolutionize transportation in 2025.

Their vehicles have mastered complex scenarios: rain, snow, narrow urban streets, and dense metropolitan traffic. This extensive real-world experience, combined with advanced AI systems featuring precise positioning and intelligent navigation, demonstrates unprecedented reliability and safety performance.

Key differentiator: Avride's autonomous technology learns and improves continuously across their entire fleet, processing more road data than any human could analyze. Their integrated approach to both robotaxis and delivery robots creates a unique technological advantage in the autonomous vehicle market.

#stocks #investing $NBIS 🧵👇

(10/31) 🧵 $NBIS DEEP DIVE: Meet Toloka - Nebius Group's Revolutionary AI Training Platform

$NBIS Toloka is transforming AI development through its innovative human-AI hybrid approach. As a key division of Nebius Group, it specializes in providing high-quality training data for Generative AI, focusing on three critical stages: fine-tuning, alignment, and evaluation – areas that demand extensive human-annotated data for optimal performance.

Their unique hybrid methodology combines advanced LLM capabilities with thousands of skilled human experts, creating a powerful synergy that significantly enhances AI model accuracy and reliability. This approach addresses one of the most critical challenges in modern AI development: the need for high-quality, human-validated training data at scale.

toloka.ai

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(11/31) 🧵 $NBIS DEEP DIVE: Toloka's Impressive Client Portfolio Showcases AI Training Leadership

$NBIS Toloka, a Nebius Group company, demonstrates its market leadership through partnerships with major tech companies across diverse AI applications. Their success stories showcase breakthrough achievements in:
- Advanced LLM development and optimization.
- Multi-language AI model training.
- Voice assistant development.
- Computer vision and autonomous driving.
- E-commerce AI solutions.
- Social media content moderation.
- Healthcare AI applications.

This comprehensive portfolio validates Toloka's position as a crucial player in the AI development ecosystem, providing essential human-AI hybrid solutions that power next-generation artificial intelligence applications.

toloka.ai/success-stories

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(12/31) 🧵 $NBIS IMPACT SPOTLIGHT: Toloka's AI Technology Saves Lives in Missing Persons Search Operations

$NBIS Through a groundbreaking partnership with Liza Alert search-and-rescue organization, Toloka's AI technology has helped locate over 85,000 missing people in the past decade. Their innovative approach combines drone technology with crowdsourced image analysis, processing an unprecedented 200,000 aerial images monthly.

The partnership exemplifies Toloka's real-world impact: their platform coordinates hundreds of volunteer analysts simultaneously, dramatically accelerating image processing compared to traditional methods. In wilderness searches, where every minute counts, this technology-human collaboration has proven instrumental in saving lives.

This humanitarian application showcases Toloka's capability to scale human-AI collaboration effectively, while building valuable datasets for future AI training - demonstrating Nebius Group's commitment to meaningful technological advancement.

#stocks #investing $NBIS 🧵👇

(13/31) 🧵 $NBIS CASE STUDY: Perplexity Enhances LLM Performance Through Toloka's Evaluation System

$NBIS Perplexity has implemented Toloka's comprehensive LLM quality evaluation system, utilizing their innovative 3-stage pipeline for holistic assessment. The evaluation framework incorporates point-wise truthfulness analysis and side-by-side helpfulness comparisons, enabling precise measurement of LLM performance.

This structured approach has yielded quantifiable results in improving model responses, particularly in areas of factual accuracy and response helpfulness. Toloka's evaluation methodology provides detailed insights into model behavior across multiple assessment dimensions.

#stocks #investing $NBIS 🧵👇

(14/31) 🧵 $NBIS DEEP DIVE: TripleTen - Nebius Group's Elite Tech Education Division Transforms Global Tech Talent

$NBIS TripleTen, a key subsidiary of Nebius Group, has established itself as a leading force in technical education, addressing the critical global tech talent gap through comprehensive bootcamp programs. Their innovative platform specializes in transforming professionals from diverse backgrounds into highly qualified tech specialists.

The company offers intensive training across strategic tech domains: Software Engineering, Data Science, Business Intelligence Analytics, Quality Assurance, Cyber Security, and UX/UI Design. TripleTen's curriculum maintains direct alignment with industry demands through over 40 strategic partnerships with major technology employers.

What sets TripleTen apart is their unique approach: fully online, part-time programs that enable career transitions without requiring students to leave their current positions. This flexible model, combined with hands-on industry projects and comprehensive career support services, positions TripleTen as a crucial player in expanding the global tech workforce.

tripleten.com/about/

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(15/31) 🧵 $NBIS DEEP DIVE: Nebius - A Pure-Play AI Infrastructure Leader Expanding Across America

$NBIS Nebius is strategically positioning itself in the U.S. AI infrastructure market with a comprehensive expansion plan focused on delivering specialized GPU cloud services. The company is executing an ambitious American growth strategy, with planned data center deployments across key U.S. locations to serve the rapidly growing domestic AI development market.

Their core business demonstrates remarkable growth trajectory, with Q3'24 revenue reaching $43M and core ARR projected to hit $170-190M by Q4'24. This momentum is backed by a strong team of approximately 400 AI/ML engineers with proven expertise in cloud infrastructure development.

The company's specialized approach to AI infrastructure delivers measurable advantages, with 20-25% lower total cost of GPU ownership compared to competitors. As an NVIDIA partner, Nebius will be at the forefront of deploying next-generation AI hardware, including the advanced Blackwell platform, positioning them to capture significant market share in the American AI computing landscape.

nebius.com

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(16/31) 🧵 $NBIS DEEP DIVE: Inside Nebius's Comprehensive AI Infrastructure and Service Portfolio

$NBIS Nebius has developed a sophisticated ecosystem of AI-focused products structured across four key pillars, positioning the company at the forefront of enterprise AI infrastructure:

1. Infrastructure & Network delivers essential building blocks, including Compute Cloud for virtual machines and block storage, Virtual Private Cloud for network management, Object Storage for scalable data solutions, and their newest offering - Soperator, a Slurm-based workload manager designed for AI operations.

2. Managed Services showcases enterprise-grade solutions with Managed Kubernetes at its core, complemented by PostgreSQL database management and MLflow for machine learning lifecycle orchestration. A notable addition is their Managed Apache Spark service, enabling advanced data processing capabilities.

3. Resources & Operations provides crucial enterprise functionality through Identity and Access Management for secure resource control, alongside comprehensive Billing services for detailed expense tracking and reporting.

4. The AI Studio represents Nebius's cutting-edge AI capabilities, featuring their new Inference Service for accessing and running powerful AI models, alongside state-of-the-art AI image generation tools, positioning them competitively in the rapidly growing generative AI space.

nebius.com

#stocks #investing $NBIS 🧵👇

(17/31) 🧵 $NBIS DEEP DIVE: Nebius's Advanced AI Solutions Portfolio Demonstrates Industry Leadership

$NBIS Nebius has developed a comprehensive suite of AI solutions that addresses the complete machine learning lifecycle while targeting key industry verticals. Their solution architecture is strategically divided into two main categories that showcase their technological sophistication:

1. Solutions by Use Case demonstrates Nebius's end-to-end AI development capabilities. The journey begins with robust Data Preparation tools for gathering and processing data, followed by their Model Training platform that optimizes efficiency in AI model development. Their Model Fine-Tuning services enable precise refinement of machine learning models, while their ML Inference infrastructure supports production-scale deployment.

2. The platform extends further with Large-Scale ML Workloads management through TractorAI, enabling distributed training across massive datasets. Their Generative AI Services provide custom AI solutions with professional support, complemented by Retrieval-Augmented Generation capabilities for managing sophisticated RAG implementations.
3. In their Industry Solutions segment, Nebius has strategically focused on two high-growth sectors. Their Life Sciences and Healthcare division provides specialized AI cloud platforms and ML tools optimized for biotech applications. The Media & Entertainment segment delivers foundation models and AI innovations specifically designed to enhance user experiences in content creation and delivery.

nebius.com

#stocks #investing $NBIS 🧵👇

(18/31) 🧵 $NBIS BREAKTHROUGH: Nebius Launches Revolutionary Healthcare AI Platform - A Game-Changing Opportunity! 🚀🏥💫

$NBIS Nebius is unleashing a healthcare revolution through its groundbreaking AI cloud platform, positioning itself at the epicenter of a massive transformation where cutting-edge AI meets life sciences! 🌟

The company's revolutionary platform is turbocharging breakthrough discoveries in personalized medicine, genomics, and drug development through its state-of-the-art AI infrastructure integration. This powerful convergence creates an unprecedented opportunity to completely reinvent healthcare as we know it! 🔬🧬

Their game-changing solution architecture targets three explosive growth pillars:

1. Life Sciences & Drug Discovery 💊: Nebius's supercharged computing capabilities are revolutionizing pharmaceutical development, enabling researchers to model MILLIONS of molecules simultaneously! This breakthrough slashes both costs and development time - a market-disrupting advancement that will transform how life-saving therapies reach patients.

2. Genomics & Multi-omics 🧬: Their supercomputer-grade infrastructure is catapulting precision medicine into the future, accelerating genome analysis to light-speed levels. This enables rapid identification of rare diseases and development of personalized therapeutics at scales previously thought impossible!

3. HealthTech 🏥: The platform's AI-powered diagnostic tools act as superhuman assistants for healthcare professionals, revolutionizing clinical workflows through instantaneous image analysis and critical finding identification.

This strategic positioning represents a huge opportunity as healthcare undergoes its biggest transformation in history! 🚀💰

nebius.com/solutions/life…

#stocks #investing $NBIS 🧵👇

(19/31) 🧵 $NBIS GAME-CHANGING BREAKTHROUGH: Nebius Dominates Media & Entertainment AI 🚀🎮🎬

$NBIS Nebius is revolutionizing the media and entertainment industry with its cutting-edge AI Cloud platform, showcasing remarkable technological capabilities that position it at the forefront of the content creation revolution.

The platform's comprehensive suite of solutions addresses critical industry needs through three transformative pillars:

1. GenAI for Content Creation enables media companies to rapidly generate and modify production-ready content. Their advanced AI infrastructure powers sophisticated video and image generation capabilities, fundamentally transforming the content production landscape.

2. Content Moderation delivers enterprise-grade solutions for detecting and filtering offensive content, providing essential tools for maintaining platform safety and user experience. Their AI systems can process massive volumes of content in real-time.

3. Recommendation Engine capabilities demonstrate exceptional performance in personalization, driving user engagement and generating additional revenue through sophisticated content discovery algorithms.

The platform's prowess is validated by impressive benchmarks from their collaboration with Recult in training a generative AI foundational model:
- 20B model parameters demonstrating enterprise-scale capabilities.
- Comparable performance to DALL-E 3 with 48% preference in PaLI/Prompt3 benchmark.
- 54% preference over Midjourney v6 on key metrics.

This powerful combination of capabilities, backed by NVIDIA's latest GPU technology and flexible pay-as-you-go compute resources, positions Nebius as a dominant force in the rapidly expanding AI-powered media and entertainment sector.🎯🚀

nebius.com/solutions/medi…

#stocks #investing $NBIS 🧵👇

(20/31) 🧵 $NBIS EXCLUSIVE REVEAL: Inside Nebius's Revolutionary AI Image Generation Models - A Game-Changing Suite! 🎨✨

$NBIS Nebius is disrupting the enterprise AI landscape with its cutting-edge text-to-image generation models, offering unparalleled capabilities at breakthrough price points! 🚀

Their flagship models showcase industry-leading performance:

1. FLUX.1-schnell by Black Forest Labs 🔥
-Premium quality image generation.
-Lightning-fast performance.
-Enterprise-grade reliability.
-Competitive pricing at $0.0013 per image.
-Optimized for high-throughput production environments.

2. FLUX.1-dev 🎯
-Professional-grade image synthesis.
-Exceptional detail and accuracy.
-Flexible implementation options.
-Cost-effective at $0.007 per image.
-Perfect for development and testing.

3. Stable Diffusion XL 1.0 🌟
-Production-ready stability.
-Photo-realistic output quality.
-Industry-standard compatibility.
-Highly efficient at $0.003 per image.
-Ideal for large-scale deployments.

This powerful suite of models, combined with Nebius's state-of-the-art GPU infrastructure, enables enterprises to deploy production-ready AI image generation at unprecedented scale and efficiency. The platform's Build-Tune-Run architecture ensures seamless integration and optimal performance for any use case! 💫🎯🔥

studio.nebius.ai/models/text2im…

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(21/31) 🧵 $NBIS DEEP DIVE: Nebius's Enterprise Text-to-Text Model Suite Demonstrates Market Leadership

$NBIS Nebius has developed a comprehensive suite of text-to-text language models that positions the company at the forefront of enterprise AI solutions. This extensive portfolio showcases the company's commitment to providing cutting-edge natural language processing capabilities for diverse business applications.

Their model architecture is strategically segmented to address varying enterprise needs:

1. DeepMark Family:
-DeepMark-V3: Advanced text generation capabilities optimized for business applications.
-Superior context understanding and response generation.
-Enhanced performance metrics for enterprise workloads.
-Competitive pricing structure for large-scale deployments.

2. Llama Series Integration:
-Llama-2-70B: State-of-the-art language model with exceptional performance characteristics.
-Llama-3.0: Next-generation capabilities with improved inference speed.
-Complete suite of variations optimized for specific use cases.
-Enterprise-grade reliability and scalability.

3. Specialized Business Models:
-Meta-Llama and Gemma series: Tailored for corporate applications.
-Mixtral-8x7B: Advanced multi-expert architecture.
-PaLM-2: Google's enterprise-ready language model.

This comprehensive model portfolio is supported by Nebius's robust GPU infrastructure, enabling seamless deployment and scalability. The platform's competitive pricing structure (ranging from $0.001 to $0.04 per request) makes enterprise-scale AI implementation financially viable while maintaining superior performance metrics.

Their strategic positioning in the enterprise NLP market, combined with their extensive model selection, establishes Nebius as a key player in the enterprise AI transformation landscape.

studio.nebius.ai/models/text2te…

#stocks #investing $NBIS 🧵👇

(22/31) 🧵 $NBIS DEEP DIVE: Nebius's Advanced Embedding Models Showcase Enterprise-Grade AI Capabilities

$NBIS Nebius demonstrates technological leadership with its comprehensive embedding model portfolio, positioning itself at the forefront of enterprise AI text analysis and understanding. The company's embedding solutions excel in four critical enterprise applications: Classification, Clustering, Reranking, and Retrieval.

Their flagship models showcase industry-leading specifications:

1. bge-multilingual-gemma2 by BAAI:
-Superior multilingual capabilities.
-3,584 dimensions for deep semantic understanding.
-8K context window for comprehensive analysis.
-Quality score of 70, demonstrating exceptional accuracy.
-Highly competitive pricing at $0.01 per 1M tokens.

2. BGE-ICL
-Advanced instruction-following capabilities.
-4,096 dimensions enabling nuanced representations.
-Extended 32K context window.
-Superior quality score of 72.
-Enterprise-ready architecture.
-Cost-effective at $0.01 per 1M tokens.

3. e5-mistral-7b-instruct by Infloflo:
-State-of-the-art instruction processing.
-4,096-dimensional embedding space.
-32K context window for complex documents.
-Quality score of 66 with optimization for production workloads.
-Market-competitive pricing structure.

This sophisticated embedding portfolio, supported by Nebius's robust GPU infrastructure, enables enterprises to implement advanced document processing, semantic search, and content organization systems at scale, positioning Nebius as a crucial partner in enterprise AI transformation.

studio.nebius.ai/models/embeddi…

#stocks #investing $NBIS 🧵👇

(23/31) 🧵 $NBIS CRITICAL DEVELOPMENT: Nebius Leads Enterprise AI Safety with Advanced Guardrail Technology

$NBIS Nebius demonstrates its commitment to responsible AI deployment through its sophisticated safety guardrail system, an essential component for enterprise-grade AI implementation. The company's Meta-Llama-Guard-3-8B model represents state-of-the-art content moderation and safety technology.

Technical Specifications:
-Large-scale 8B parameter model developed by Meta ($META).
-Extensive 128K context window for comprehensive analysis.
-High-performance processing at 118 tokens per second.
-Competitive pricing structure ($0.02 input, $0.06 output per 1M tokens).

This advanced safety infrastructure provides enterprise clients with critical capabilities:

1. Content Risk Management: The system enables real-time identification and filtering of potentially harmful content, ensuring compliance with corporate policies and regulatory requirements.

2. Deployment Protection: The guardrail architecture prevents unintended model behaviors and responses, maintaining system integrity across large-scale AI implementations.

3. Enterprise Compliance: The model's comprehensive safety features help organizations meet increasingly stringent AI governance requirements while maintaining operational efficiency.

This security-first approach positions Nebius as a trusted partner for enterprises seeking to implement AI solutions with robust safety measures, addressing a critical market need as AI adoption accelerates across industries.

studio.nebius.ai/models/guard

#stocks #investing $NBIS 🧵👇

(24/31) 🧵 $NBIS DEEP DIVE: Nebius Unveils Enterprise-Grade Computer Vision Platform

$NBIS Nebius has developed a comprehensive suite of vision models that demonstrates the company's technological leadership in enterprise-grade visual AI solutions. Their platform offers multiple specialized models designed to meet diverse business requirements.

The Llava family of models showcases exceptional capabilities:

1. Llava-1.5-7b-hf delivers superior performance with 90 tokens per second processing speed, offering a cost-effective solution at $0.04 for input and $0.12 for output tokens per million. This model excels in general-purpose visual understanding tasks.

2. Llava-1.5-13b-hf provides enhanced capabilities through its larger parameter count, maintaining competitive processing speeds of 70 tokens per second while matching the cost-efficiency of its smaller counterpart.

The Qwen series represents their advanced vision-language capabilities:

1. Qwen2-VL-72B-Instruct stands out with its extensive parameter count and instruction-following capabilities, though at a premium price point ($0.13 input, $0.40 output) reflecting its superior capabilities.

2.QVQ-72B-preview introduces additional features including a 32K context window and advanced reasoning capabilities, ideal for complex visual analysis tasks. Its processing speed of 42 tokens per second balances performance with accuracy.

This robust vision platform positions Nebius as a leading provider of enterprise-ready computer vision solutions, capable of supporting diverse applications from quality control to visual content analysis.

studio.nebius.ai/models/vision

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(25/31) 🧵 $NBIS BREAKTHROUGH: Nebius AI Studio Showcases Comprehensive Enterprise Model Portfolio

$NBIS Nebius demonstrates its technological leadership through AI Studio, providing enterprises access to the industry's most advanced language models. This comprehensive platform features an impressive array of cutting-edge AI models across multiple specialized categories:

1. ($META) Meta's Advanced Language Models:
-Meta-Llama-3.1 series (70B, 405B, 8B variants).
-Meta-Llama-3.1-Nematron specialized models.
-Meta-Llama-Guard security models.

2. Specialized AI Powerhouses:
-DeepSeek family (Coder-V2, R1, V3) for code generation.
-Mixtral series with its groundbreaking architecture.
-Qwen2 models optimized for enterprise applications.
-FLUX and Stable Diffusion for image generation.

3. Research-Grade Models:
-Phi series (3-medium, mini, MoE variants).
-Dolphin advanced language models.
-Gemma specialized implementations.
-OpenBioLLM for scientific applications.

4. The AI Studio platform enables enterprise users to:
-Configure model parameters with precision.
-Compare multiple models simultaneously.
-Fine-tune settings for specific use cases.
-Access comprehensive integration tools.
-Test enterprise implementations before deployment.

This extensive model ecosystem, combined with Nebius's robust infrastructure, positions the company as a comprehensive solution provider for enterprise AI deployment.

Experience it now: studio.nebius.ai/playground?mod…

#stocks #investing $NBIS 🧵👇

Part2 (26/31) 🧵 $NBIS ANALYST SPOTLIGHT: Citron Research Recognizes Nebius's Transformative Potential

$NBIS A significant milestone in Nebius's market recognition has emerged as respected research firm Citron identifies the company's substantial undervaluation relative to its AI infrastructure peers. Their analysis illuminates a compelling investment thesis that the market has yet to fully appreciate.

Citron's research highlights Nebius's strategic positioning in the AI infrastructure space, drawing particular attention to its favorable comparison with CoreWeave. Their detailed valuation analysis suggests that even at a conservative 50% discount to CoreWeave's multiple, $NBIS could command a $60 price target.

This assessment aligns with our comprehensive analysis of Nebius's technological capabilities:
-State-of-the-art GPU infrastructure with rapid expansion plans.
-Advanced AI model portfolio spanning multiple enterprise applications.
-Strategic partnerships with industry leaders.
-Proven execution in high-growth market segments.

The absence of broad analyst coverage presents a unique opportunity as the market has yet to fully recognize Nebius's extensive AI capabilities and strategic positioning. This information asymmetry typically resolves as institutional research coverage expands.

Source: @CitronResearch

#stocks #investing $NBIS 🧵👇

x.com/CitronResearch…

(27/31) 🧵 BREAKING: BWS Financial Sets $51 Price Target for $NBIS - Major Validation of Growth Strategy

$NBIS BWS Financial has issued a significant institutional validation of Nebius Group's market position, reiterating their Buy rating with a substantial $51.00 price target, representing approximately 56% upside from current trading levels.

The firm's comprehensive analysis underscores several key metrics that support their bullish outlook:
Market Performance Indicators:
-Trading volume of 10.69M shares demonstrates strong market engagement.
-Current market capitalization of $7.68B reflects significant growth potential.
-Beta of 2.63 indicates potential for market-beating returns.
-52-week range of $14.09-$43.66 shows strong upward momentum.

This institutional assessment aligns with Nebius's demonstrated execution across key business segments:
-Rapidly expanding GPU infrastructure capacity.
-Strategic partnerships with industry leaders.
-Growing enterprise adoption of their AI solutions.
-Strong technological differentiation in the market.

The timing of this analysis is particularly significant as it follows Nebius's recent operational achievements and provides independent validation of the company's growth trajectory in the enterprise AI infrastructure market.

Source: marketbeat.com/instant-alerts…

Date: January 31, 2025

#stocks #investing $NBIS 🚀📈

(28/31) 🧵 $NBIS ANALYSIS: Seeking Alpha's Comprehensive Research Reveals Strong Institutional Consensus

$NBIS Seeking Alpha's extensive coverage demonstrates remarkable institutional consensus regarding Nebius Group's market position and growth potential, with multiple "Strong Buy" recommendations.

Recent analyst coverage unanimously trends positive, with multiple "Strong Buy" recommendations from respected analysts focused on AI infrastructure. Their research particularly emphasizes Nebius's strategic positioning in the GPU cloud market and its potential for significant market share expansion.

The platform's detailed analysis framework provides multiple validating indicators:
-Valuation metrics indicate favorable pricing relative to peers.
-Growth indicators demonstrate exceptional expansion trajectory.
-Profitability metrics suggest sustainable business model.
-Momentum signals confirm positive market recognition.

The stock's technical performance and increasing institutional coverage suggest growing market recognition of Nebius's fundamental value proposition.

@Seekingalpha

#stocks #investing $NBIS 🧵👇

(29/31) 🧵 $NBIS MARKET INSIGHT: Leading Analyst TheGodFatherKnows Highlights Nebius's Strategic Position

$NBIS A compelling analysis from respected market analyst @smantel (TheGodFatherKnows) underscores the strategic value proposition of Nebius Group within the rapidly expanding AI infrastructure market. His research highlights the massive market opportunity in AI Cloud & GPU-as-a-Service, projecting growth from $35BLN to $260BLN by 2030 at a 30% CAGR.

This aligns perfectly with Nebius's strategic positioning and infrastructure expansion plans.

Source: x.com/smantel/status…

(30/31) 🧵 $NBIS DEEP DIVE: Comprehensive Valuation Analysis Reveals STRONG BUY rating Nebius Group's True Potential As An AI Powerhouse

$NBIS A detailed analysis by respected Seeking Alpha analyst Denis Buivolov, CFA, reveals Nebius Group's extraordinary potential as an integrated AI technology powerhouse, with a calculated fair value of $47.70 per share based on a comprehensive sum-of-parts valuation.

His valuation model breaks down the intrinsic value of each business segment:

1. Nebius AI (Core Infrastructure): $4.2B

2. Avride (Autonomous Mobility): $3.4B

3. Toloka AI: $0.6B

4. TripleTen: $0.233B

5. Strategic equity investments: $0.197B

6. Strong net cash position: $2.56B

Total enterprise value calculated at $11.2B across 234.7M shares outstanding yields a fair value of $47.70 per share, representing significant upside from current levels.

The analyst maintains a STRONG BUY rating, noting that DeepSeek's market impact creates an attractive entry point, as many investors fail to recognize Nebius Group's comprehensive value proposition across multiple high-growth AI sectors.

Source: @SeekingAlpha

#stocks #investing $NBIS 🧵👇

(31/31) 🧵 CLOSING THOUGHTS: $NBIS Unveiling the True Magnitude of Nebius Group - A Revolutionary Technology Ecosystem: Citron Research: Potential $60 target 🚀

$NBIS Our comprehensive investigation reveals Nebius Group as a transformative technology powerhouse that transcends traditional categorization. The company has masterfully integrated four synergistic divisions that together create an unprecedented technology ecosystem:

1. Avride (@Avrideai) is positioning itself among just three companies globally operating autonomous vehicles by 2025, alongside Waymo and Lyft. With groundbreaking partnerships with Uber and Grubhub, plus 10M+ autonomous miles driven, they're revolutionizing urban mobility.

2. TripleTen (@TripleTenTech) stands as an elite tech education platform, recognized by Fortune as the leading software engineering bootcamp, transforming the global technology workforce through comprehensive programs and 40+ strategic industry partnerships.

3. Toloka represents the future of AI development, delivering crucial human-AI hybrid solutions that power next-generation artificial intelligence, from life-saving search operations to advancing state-of-the-art language models.

4. Nebius (@nebiusai) provides the advanced AI infrastructure backbone that ties it all together, with industry-leading cost efficiency and strategic NVIDIA partnership.

Leading analysts recognize this comprehensive value proposition:
-BWS Financial: $51 price target.
-SeekingAlpha analyst: $47.70 fair value.
-Citron Research: Potential $60 target.

While some view Nebius Group through the narrow lens of infrastructure, sophisticated investors understand that its true value lies in the powerful synergies between these divisions, creating an integrated technology ecosystem positioned to capture multiple high-growth markets simultaneously.

🚨 Disclaimer: This comprehensive analysis of $NBIS represents our research findings - not financial advice. Stock investments carry substantial risks. Always conduct thorough due diligence (DYOR) and seek professional financial counsel.

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