20 | 🇬🇧 | Breaking down businesses, simply Business owner & value investor Road to £100K 📈 sharing every step Free weekly breakdowns 👇
Joined July 2025
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JoshInvests retweeted
Valuation sanity check for y'all on Bloody Friday.
$NBIS trading at $170 ≈ $47B market cap
FY26 Bottom-of-Guidance Exit ARR: $7B
FY27 Fire Sale Revenue: $10.5B (1.5X ☝️)
FY27 Bottom-of-Barrel Exit ARR: $21.4B
Once again these are floor case assumptions
