Shay Boloor(@StockSavvyShay):What I like about $NBIS is that the opportunity goes beyond selling GPU capacity because Aether Soperator and Token Factory help customers get more useful work from the same infrastructure. Eigen AI and Clarifai extend that into inference where better software can lower compute needs and increase what Nebius earns from same installed infrastructure.

Shay Boloor

@StockSavvyShay

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

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Shay Boloor@StockSavvyShay

2026.09.15 21:03

What I like about $NBIS is that the opportunity goes beyond selling GPU capacity because Aether Soperator and Token Factory help customers get more useful work from the same infrastructure. Eigen AI and Clarifai extend that into inference where better software can lower compute needs and increase what Nebius earns from same installed infrastructure.