amit(@amitisinvesting):I bought $NBIS at $232.49. I *think* the market is wrong for selling the neo-clouds here and it feels like an overreaction to the META news. AWS just raised GPU rental prices by 20%. META is using their compute to monetize in a way that makes their overall business more diverse in terms of AI revenue streams. Given the backlog and senior management claiming that 4 customers are fighting for one GPU, it feels like a knee-jerk reaction to the META headline. Will buy more in low $200s if we see it, last time we got that price on $NBIS was 3 weeks ago on a market-wide drawdown so it feels like this might be an opportunity.

2026.07.01 15:14

I bought $NBIS at $232.49. I *think* the market is wrong for selling the neo-clouds here and it feels like an overreaction to the META news. AWS just raised GPU rental prices by 20%. META is using their compute to monetize in a way that makes their overall business more diverse in terms of AI revenue streams. Given the backlog and senior management claiming that 4 customers are fighting for one GPU, it feels like a knee-jerk reaction to the META headline. Will buy more in low $200s if we see it, last time we got that price on $NBIS was 3 weeks ago on a market-wide drawdown so it feels like this might be an opportunity.