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Jonah Lupton: NBIS faces pressure amid FUD and CRWV slide, but continues deals at $30-50 million per MW
NBIS is under pressure alongside CRWV, with market sentiment impacted by widespread FUD.
Jonah Lupton, an investor and market commentator, stated that NBIS remains compute constrained but continues to secure deals at $30-50 million per megawatt. Lupton also indicated that NBIS is on track to beat Q3 earnings, raise year-end ARR, and achieve at least $15 billion in revenue in 2027, which he says puts the stock at 3x revenue trading multiple.
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Lupton has previously discussed large capital reserves and strong net income forecasts at SK Hynix, referencing a potential Solidigm IPO valued at over $150 billion. In a separate note, he reported that Marvell raised its revenue projection for FY2028 to $20 billion, citing growth in connectivity. These prior observations highlight his focus on financial performance and revenue growth in the sector.
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