Shay Boloor(@StockSavvyShay):$NBIS has a real shot at becoming a megacap in AI economy and I've been adding during this drawdown because Token Factory could help it earn more from the same GPUs as inference demand grows. And unlike the “guppies” Elon warned about, Nebius has ~$8B in cash and expects over $9B in customer prepayments to help fund that growth.

Shay Boloor

@StockSavvyShay

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

参加 February 2019

337 フォロー中 460.9K ファン

Shay Boloor@StockSavvyShay

2026.10.26 18:45

$NBIS has a real shot at becoming a megacap in AI economy and I've been adding during this drawdown because Token Factory could help it earn more from the same GPUs as inference demand grows. And unlike the “guppies” Elon warned about, Nebius has ~$8B in cash and expects over $9B in customer prepayments to help fund that growth.