nizzmo
11-05

$NEBIUS(NBIS)$ Not saying this isn't painful to watch. But supply and demand still apply here. If there's less supply of data centers, that's only going to push the price of compute even higher. In my view, this may actually benefit NBiS long term.

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Comments

  • Guavaxf3006
    11-06
    Guavaxf3006
    Hi.


    You are correct in pointing out the supply and demand basics. But we should also not forget about valuations.


    Fact is all the AI stocks have gone to the moon with the public valuation of their stocks. A re-rating at some point is very normal.


    Still, if the shortage of chips were the first drivers of the AI rush earlier, the compute shortage may very well be the next drivers for the AI service plays. Only time will teveal…..


    Good luck.
  • Bodoh
    11-07
    Bodoh
    All the fake accounting will collapse the company
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