Artificial IntelligenceNBIS is poised to leverage the current demand for artificial intelligence and enhance the value of the other businesses it owns now that it is once again a freely trading company removed from sanctions.
Business DiversificationIn a worst-case scenario, where GPU overcapacity results in the business deteriorating to zero, then NBIS has other businesses that could be as valuable.
Financial PerformanceThe rate of growth in ARR is poised to result in positive adjusted EBITDA by the end of 2025, which would further support the investment thesis in valuing NBIS’s stock above current market prices.