Sinan Xin

Managing partner at Amber Road and international technology investor with deep experience in emerging markets; presents the Nebius (NBIS) investment thesis, valuation frameworks, and catalysts during the episode.

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Nov 5, 2025 • 53min

EP.017: Time to take profits in NBIS or is it the next AWS?

In this discussion, Doug speaks with Sinan Xin, managing partner at Amber Road and a seasoned technology investor with a focus on emerging markets. Sinan reveals the investment thesis behind Nebius, a forgotten player in AI infrastructure, spun out from Russia's Yandex. He highlights its significant 28% stake in ClickHouse and details how Nebius offers faster, scalable solutions compared to hyperscalers. Sinan believes the stock could soar to $200 as the market underappreciates its potential and global customer demand.

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