How Jose Najarro Stocks’s view on $NBIS changed

2026-09-22Bullish
“The Market Is Underestimating This Massive AI Demand Shift”
NBIS dynamic pricing and GPU demand create a bullish trend; supported by Palantir/Nvidia partnerships.

Now, the last stock I want to discuss in detail is Nebius. Recently, their CEO announced that Nebius is now introducing spot pricing and dynamic pricing features , which is very exciting.

He said, " As we say, AI infrastructure is the least interesting part of the most interesting sector of the AI industry." In my opinion, AI infrastructure is great, but many people dislike it and I think the most boring aspect of it is the debt.

2026-09-17Bullish
“CoreWeave & Nebius GPU Pricing Just Exploded — Here’s Why”
NBIS is extremely bullish due to rising GPU prices (effective Oct 1) and strong contract economics ($40M+/MW for short-term, <1yr payback).

On today's episode, what I really want to cover is two NeoCloud players, Nebius and Core just reported some amazing announcements.

All right, so I want to start off with Nebius Nibbius. This is a community favorite, right there. This is probably one of the most popular NeoCloud stocks out right now. I also do want to say it's the best performing.

I think year to date, the stock is up about 126%.

2026-09-16
Subscribe or start a trial to unlock this step
2026-09-08Bullish
Subscribe or start a trial to unlock this step
2026-08-26Bullish
Subscribe or start a trial to unlock this step
3 earlier entries need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial