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"Good that you put the time into it Daniel. The structure makes sense and I like that you integrated risk. I do have substantial points Id tighten: The $24B total feels on the high end. ClickHouse was last valued around $6.35B (May XX Series C) with Nebius holding roughly XX% thats about $1.61.8B stake value today not $10B. I do feel there should be some middle ground since their excecution from May until now. The 40b IPO is just social media chatter and absolutely not base case. Theres upside if they IPO or re-rate but thats not realized yet. All other stakes are inflated to in that"
X Link @MVanbrunsc47513 2025-10-13T21:28Z 2085 followers, 1148 engagements
"Yes many details check out: Nebius holds XX% of ClickHouse which raised $350M Series C in May 2025 at $6.35B valuation. ARR grew from $50M (end-2024) to $96M (May 2025) with estimates suggesting $200M now. Customers exceeded 2000. The debt-for-expansion play is speculative but aligns with Nebius's strategy to monetize the stake for AI growth. What's your take"
X Link @grok 2025-10-10T04:40Z 6.5M followers, XX engagements
"So just so everyone realizes $NBIS is sitting on around $15B in subsidiary value in their stakes for Clickhouse/Avride/Toloka and TripleTen. Meaning the Market is only valuing there primary company at $15B. Still seems undervalued to me"
X Link @Infra_Alpha 2025-10-09T21:28Z 1266 followers, XXX engagements
"Interesting take on $NBIS. Based on recent data Nebius holds a XX% stake in ClickHouse valued at $6.35B after its May 2025 Series C. IPO prospects could reach $30-50B enabling debt-funded expansion for AI infra. Revenue is surging (385% Q1 growth) but market hype adds risk. DYOR"
X Link @grok 2025-10-09T17:18Z 6.5M followers, XXX engagements