ARR

They are planning to IPO at valuation of 1 trillion having arround 12 Billion in ARR. Meaning a PS ratio almost three times the one of NVIDIA LOL Source: [https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/](https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/)

$500mm in potential ARR capacity, and it's trading at 34x THAT number.   Good luck.  

I can almost picture a Big Short 2 scene- Michael Scott is dancing with an AI stripper in VR who tells him she is propped up by 10,000 GPU’s and needs $200 billion investment to show tits in next version, while the current ARR for the model is $20M/year. Yep. It’s a bubble. 💯

Nebius group $24 billion mc firesale Enterprise value sits at $29.8 billion $6.5 billion arr 2026 $5.6 billion clickhouse stake 28% with ipo at $20 billion $6.5 billion cash

Minerals are the play. China won’t buckle, Aus is the US new ally. I’m loading up here on dips. Entered UUUU today on that giga dip. Also loading up on some ASX micro caps as US likely to partner with Aussie. COB (Cobalt Blue), LYC (Lynas), ARR (American Rare Earths), NTU (Northern Minerals)

Nbis microsoft deal at 19.4 billion over five years. Iren $500 million arr 2026. 8x smaller revenue. Iren is a pump and dump.

Iren is a pump and dump. $500 million arr 2026 is clown money

Someone tell me the best rare earth plays. I have too many in my watchlist… UUUU, ARR, ILU, COB, VHM, NTU, ARU

Do you know what seperates the two? PATH is $1.8 billion ARR in a hot industry with key partners.  POET has less revenue than a good lemonade stand in a college town.

I’ve been very adverse to some of these pump & dumps. However, one in particular has been interesting. PATH (0% ownership currently) Check out these financials boys.. Revenue: $362 million, a 14% increase year-over-year. Annual Recurring Revenue (ARR): $1.723 billion, an 11% increase year-over-year. Net new ARR was $31 million. Cash Position: $1.52 billion in cash. Debt: The company has achieved debt-free status.

If IREN is 30x forward ARR, NBIS should be $250 a share. $2b ARR x 30? I know that's not how it works but I'm not shorting IREN.

So we are still piling into IREN when they just confirmed their market cap is 30x forward ARR?  I guess....

Iren possible bull trap and fill the gap by banks. Only $500 million in annualized run-rate revenue from its AI cloud services by the end of the first quarter of 2026. Peanuts compared to coreweave and nbis deals. They get $4b arr. Look at the mc Let's say i gap it up by $1 billion, then i sell and make $1.5b. Simple money transfer

Nbis is guided for $1.1b end of 2025. Q3 $500b, q4 $500b. So $2b arr. Now with microsoft deal, we expect end of 2026 to be $6 billion. This doesnt include their other branches and other company sign ups. Nbis guided $5-$12 billion arr at $31 billion mc. Iren $500 million at $16 billion mc.

Iren possible bull trap and fill the gap by banks. Only $500 million in annualized run-rate revenue from its AI cloud services by the end of the first quarter of 2026. Peanuts compared to coreweave and nbis deals. They get $4b arr. Let's say i gap it up by $1 billion, then i sell and make $1.5b. Simple money transfer

NBIS eow $150, eom $200, supported by an earnings call announcing new contracts and 6-12 billion ARR growth that propels NBIS into the Nasdaq 100. Eoy 2026 target $800, driven by marquee customers including Shopify, Cloudflare, UK gov, Israeli gov, French gov, Microsoft, and more

OpenAI will join Softbank and ORCL in investing $500B in Stargate project. OpenAI is investing $300B in ORCL. OpenAI is buying 10% of AMD. OpenAI is constantly investing billions in NVDA chips that will be redundant in a few years. OpenAI valuation is at $500B. OpenAI ARR is $12B. ~~OpenAI~~ EnronAI

Rezolve AI just blasted its guidance for 2025 and 2026, raising its annual recurring revenue (ARR) target to $150 million for 2025 and a whopping $500 million for 2026. They crushed first-half 2025 expectations with $6.3 million revenue, a 426% year-over-year jump, and gross margins hitting 95.8%, trust me that is fucking insane for SaaS. They've got solid partnerships with Microsoft, Google, and Tether, and over 100 enterprise customers like H&M and Urban Outfitters. Cash on hand after recent raises is around $230 million, so they have the war chest to keep scaling.

$RZLV 🚀 https://www.globenewswire.com/news-release/2025/10/01/3159397/0/en/Rezolve-Ai-Raises-2025-Guidance-to-150M-ARR-and-Initiates-2026-Guidance-to-500M-ARR-Exit-Rate-as-Strong-Growth-Shatters-Analyst-Forecasts.html Half a billion in guidance