Shay Boloor(@StockSavvyShay):Neocloud stocks got absolutely crushed in the last month while $NVDA B300 GPU rental rates actually jumped more than 20% over past month. The market is selling $NBIS, $IREN & $CRWV over concerns that GPUs lose value too quickly even as demand for open model inference is pushing rental prices higher.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.10.17 20:04

Neocloud stocks got absolutely crushed in the last month while $NVDA B300 GPU rental rates actually jumped more than 20% over past month. The market is selling $NBIS, $IREN & $CRWV over concerns that GPUs lose value too quickly even as demand for open model inference is pushing rental prices higher.