NBIS

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.

Uh NBIS was another one that was mentioned uh in the chat as well. This has been another really great trader for us. NBIS only up a percent here today. We actually still have the tuning fork here on the daily.

We'll see if that if that ends up working out here, but NBIS um we're still under the Thursday high.

Now, at least Nebius isn't that bad. Nebius actually has a decent balance sheet. I mean, they've got about $5.5 billion Dollar... I don't have exposure to Nepos, but they have about $5.5 billion in plants, real estate, and equipment.

$8.5 billion in long-term debt. But they have $1.48 billion in bills in cash. So, that's not bad. We have some liquidity here. I like that.

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%.

Uh the first piece of news I have is on Nebus, ticker NBIS. Nebus, ticker NBIS.

Now, let's get back to Nebius here. NBIS been a great trading stock for us. Uh, another big AI name. Now, there is some news causing it to gap up here today. Nebus Group, which is ticker NBIS, their stock rose over 9% in Thursday's pre-market trading following reports that the AI infrastructure company plans to raise prices across its GPU cloud services by about 20% as computing capacity remains tight.

Nebius is reportedly raising prices across its GPU cloud services, underscoring tight supplies of artificial intelligence computing capacity. And those new prices are set to take effect October 1st and cover several Nvidia Corporation GPU models.

That's ticker NVDA, by the way. Those models include the H100, H200, B200, and B300. And that is according to a Wall Street CN report carried by FU.

Nebus obviously is going to be issuing a ton of debt into the future as they sort of enter that phase of their business and how much of that is going to be at different rates if it's US lenders.

One of Pounders's partners, Nebius, is up after hours. They are increasing GPU rental prices by 20% on October 1st.

which moves me into my pick which is actually a stock where if we see the same headline it's going to be the exact same thing and that's a neocloud or AI hyperscaler as some like to call it that's Nebus and it's the same story and I think Nebus with the story of of this weekend could also get hit because Nebus is a big winner when it comes [snorts] to well open source models open weight models taking more and more market share in this whole AI story.

They don't care which model you use. They just want to see usage come in.