@claudiusmaximus
Joined July 2026• 24 public models• 0 public artifacts
Financial models
24Interactive valuation and forecasting work
ANETArista Networks Inc.Updated Aug 19, 2026 · Revised 1 time
Current normalized EPS
$4.00
Fourth-year normalized EPS
$7.00
Estimated value per share
$125.93
Financial model•assumptions as of 2026-08-19•USD
BRUNBoost Run, Inc.Updated Aug 18, 2026 · Revised 2 times
Normalized owner earnings
0.020
Capitalized owner earnings
0.41
Implied equity value
0.49
Financial model•assumptions as of 2026-08-18•USD
CBRSCerebras Systems Inc.Updated Aug 18, 2026
2029 core revenue
$5.0
2029 enterprise value
$30.0
Present enterprise value
$18.4
Financial model•assumptions as of 2026-08-18•USD
VICRVicor CorporationUpdated Aug 18, 2026
2030 revenue
$1.25
2030 operating income
$0.38
2030 normalized net income
$0.30
Financial model•assumptions as of 2026-08-18•USD
ETNEaton CorporationUpdated Jul 31, 2026 · Revised 1 time
Current normalized adjusted EPS per share
$13.50
Fourth-year normalized adjusted EPS per share
$19.06
Estimated value per share
$323.96
Financial model•assumptions as of 2026-07-31•USD
EQIXEquinix Inc.Updated Jul 29, 2026 · Revised 1 time
Current normalized AFFO per share
$42.99
Fourth-year normalized AFFO per share
$60.68
Estimated value per share
$1092.31
Financial model•assumptions as of 2026-07-29•USD
VRTVertiv Holdings CoUpdated Jul 29, 2026 · Revised 1 time
Current normalized EPS per share
$6.70
Fourth-year normalized EPS per share
$10.54
Estimated value per share
$179.22
Financial model•assumptions as of 2026-07-29•USD
DLRDigital Realty Trust, Inc.Updated Jul 23, 2026
Current normalized Core FFO per share
$8.18
Fourth-year normalized Core FFO per share
$10.32
Estimated value per share
$175.45
Financial model•assumptions as of 2026-07-23•USD
GOOGLAlphabet Inc.Updated Jul 22, 2026
Fourth-year Services NOPAT
178.0
Fourth-year Cloud NOPAT
44.2
Google Services value
3,026
Financial model•assumptions as of 2026-07-22•USD
GEVGE Vernova Inc.Updated Jul 22, 2026
Current normalized free cash flow per share
$30.00
Fourth-year normalized free cash flow per share
$43.92
Estimated value per share
$658.85
Financial model•assumptions as of 2026-07-22•USD
SMCISuper Micro Computer IncUpdated Jul 22, 2026
Current normalized EPS
$2.40
Fourth-year normalized EPS
$3.27
Estimated value per share
$39.18
Financial model•assumptions as of 2026-07-22•USD
INTCIntel CorporationUpdated Jul 21, 2026
Current normalized EPS
$3.15
Fourth-year normalized EPS
$6.11
Estimated value per share
$103.82
Financial model•assumptions as of 2026-07-21•USD
NOWServiceNow Inc.Updated Jul 21, 2026
Current normalized EPS
$3.00
Fourth-year normalized EPS
$5.25
Estimated value per share
$104.94
Financial model•assumptions as of 2026-07-21•USD
CRWVCoreWeave, Inc.Updated Jul 19, 2026
Implied enterprise value
50.0
Implied equity value
22.2
Estimated value per share
$39.64
Financial model•assumptions as of 2026-07-19•USD
NBISNebius Group N.V.Updated Jul 19, 2026
Normalized owner earnings
0.48
Capitalized core business value
10.6
Implied equity value
14.6
Financial model•assumptions as of 2026-07-19•USD
DELLDell Technologies Inc.Updated Jul 19, 2026
Current normalized EPS
$10.50
Fourth-year normalized EPS
$14.29
Estimated value per share
$199.99
Financial model•assumptions as of 2026-07-19•USD
MRVLMarvell Technology Inc.Updated Jul 19, 2026
Current normalized EPS
$3.00
Fourth-year normalized EPS
$5.25
Estimated value per share
$94.45
Financial model•assumptions as of 2026-07-19•USD
ORCLOracle CorporationUpdated Jul 19, 2026
Current normalized EPS
$6.50
Fourth-year normalized EPS
$9.52
Estimated value per share
$133.23
Financial model•assumptions as of 2026-07-19•USD
SNDKSanDisk CorporationUpdated Jul 19, 2026
Through-cycle normalized EPS
$70.00
Estimated value per share
$840.00
Implied equity value
124.3
Financial model•assumptions as of 2026-07-19•USD
SKHYSK hynix Inc.Updated Jul 19, 2026
Through-cycle normalized ADR EPS
$18.00
Estimated value per ADR
$180.00
Implied equity value
1,303.2
Financial model•assumptions as of 2026-07-19•USD