NBIS -13%
版主： Nimitz
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shepherd17
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Re: NBIS -13%
Michael Burry is short $NBIS.
Worth understanding who’s on the other side of that trade.
Arkady Volozh started building search technology in 1989, a year before the Soviet Union collapsed. He founded a search software company in 1990 and spent the next several years building electronic search for patents, Russian classical literature, and the Bible.
In 1997, one year before Google existed, he co-founded Yandex. He ran it as CEO for 25 years and built it into the dominant search engine of an entire country, one of the very few places on earth where Google does not win.
He took it public on Nasdaq in 2011 and grew it to roughly $30 billion, expanding into maps, ride hailing, e-commerce, cloud, autonomous vehicles, and machine learning.
Then in 2022 he lost essentially all of it. Sanctioned personally, forced to step down from the company he spent a quarter century building, and in exile. Yandex sold its Russian assets for $5.4 billion.
Most people end their career there. He was 60.
He kept the international AI and cloud business, renamed it Nebius, relisted on Nasdaq in October 2024, and started over from a nearly empty building outside Amsterdam with 200 employees.
Since then.
Nvidia invested and now holds a 9.3% stake. Microsoft signed a deal worth up to $19.4 billion. Meta signed up to $27 billion. Reflection AI added over $1 billion. Revenue grew 684% year over year. Contracted backlog is over $46 billion.
He built a company that beat Google in its home market, lost it to geopolitics, and rebuilt a multi billion dollar AI infrastructure business from scratch in under two years.
That’s the operator Burry is betting against.
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shepherd17
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Re: NBIS -13%
Michael Burry: "I'm shorting NBIS."
A: "You know who founded it, right?"
Michael Burry: "..."
A: "Also, you're shorting ORCL. Larry Ellison."
Michael Burry: "I'm sure it'll be fine."
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