Shay Boloor(@StockSavvyShay):Heading into November I think the selloff in $NBIS, $CRWV and $IREN is getting a bit extreme when $NVDA B300 rental prices are up 52% since May and even older H100s are getting more expensive to rent. Meanwhile AI token prices have fallen more than half from their peak which tells you a lot about where real pricing power sits in AI economy. And while market worries about financing IREN just secured $363M against contracted GPUs and Nebius expects over $9B in customer prepayments which shows capital is still available for operators with real demand.

2026.10.31 12:37

Heading into November I think the selloff in $NBIS, $CRWV and $IREN is getting a bit extreme when $NVDA B300 rental prices are up 52% since May and even older H100s are getting more expensive to rent. Meanwhile AI token prices have fallen more than half from their peak which tells you a lot about where real pricing power sits in AI economy. And while market worries about financing IREN just secured $363M against contracted GPUs and Nebius expects over $9B in customer prepayments which shows capital is still available for operators with real demand.