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![meeijer Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1471025154440548353.png) Investor in misunderstood companies, CFA [@meeijer](/creator/twitter/meeijer) on x 15.2K followers
Created: 2025-07-25 19:36:47 UTC

$NBIS:

Founder-led
$3B cash
Partnership with $NVDA ($NVDA is a stakeholder too)
X subsidiaries with each having huge potential: 
             • Toloka: data processing 
             • Tripleten: edtech
             • Avride: Autonomous vehicles and
                              delivery robots
Expanding data center capacity at a rapid pace
Owns Europe’s fastest commercially availabe supercomputer 
Expected to have positive adjusted EBITDA in H2 2025
Owns a XX% stake in ClickHouse (which is valued at $6B)


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948829803387249058/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$3b](/topic/$3b)
[investment](/topic/investment)
[$nbis](/topic/$nbis)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/meeijer/status/1948829803387249058)