๐คจ Prices +56%. Stock -53%
Nebius raised GPU prices 56%. Its stock fell 53%.
Both can't be telling the truth for long.
Q3 earnings land Thursday, November 12, before the opening bell. That's when we find out which number wins.
So letโs get into the the setup ๐
Nebius $NBIS ( โผ 14.95% ) is a "neocloud." It rents out Nvidia GPUs to anyone who needs AI horsepower by the hour.
Revenue grew 454% last quarter. The stock still got cut in half.
So what broke?
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