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Nebius: hypergrowth AI cloud, hyperscale funding needs
Q2 showed faster AI-cloud growth and stronger margins, but a new convertible financing and share issuance keep per-share funding risk central. The living report now weighs the improved operating tape against revised valuation and option-liquidity evidence.
SpaceX (SPCX) vs Tesla: Due Diligence, Valuation and a Diversification Playbook
SpaceX combines unmatched launch scale, 12 million Starlink subscribers and fast-growing AI infrastructure—but its $1.75 trillion valuation prices in a near-bull outcome. For a Tesla holder, SPCX broadens business exposure but not the shared Musk and growth-factor risk; the evidence supports waiting rather than switching.
Rocket Lab’s execution is real; its valuation assumes the next era
Rocket Lab has built the strongest operating record in listed new-space, then raised the stakes with Neutron and a proposed Iridium acquisition. This report separates proven execution from unproven cash flows and tests whether the option premium compensates for the event risk.
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