$NBIS

NBIS-Palantir partnership is a positive catalyst aligned with NBIS's enterprise focus; potential for increased computing power.

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Jose Najarro StocksPublished Sep 8 · 2 passages

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We also saw "Nebulas" rise by about 7%.

Now, let's move on to Nepos, okay? Nepos had a great day, rising by 7.7%. They announced a partnership with Palantir, didn't they? I think this is really great. A strategic partnership was announced today to provide AI-native computing infrastructure and a cloud-native platform for Palantir's commercial customers.

Now, remember that Nepos is one of those companies that really focuses on the enterprise sector, right? Players in the institutional sector. This partnership makes perfect sense for Nepos, doesn't it?

Because that is their primary market, Palantir focuses on enterprise companies to deliver these AI solutions. Now, Palantir has designated Nebus as its preferred partner for sovereign AI architecture, and will be incorporating Nebus's computing and inference points within the Palantir Enterprise Periphery.

That makes perfect sense. What I found interesting is that the two companies will work together to accelerate the deployment of new computing capabilities to serve Palantir customers, including by deploying modular data centers in locations where power is already available.

I'm eager to see more about this. Will this lead to an increase in the computing power of Nepos? Remember, Nepos does not currently need the kind of high-performance energy that other companies need because of the different markets it focuses on.

Well, that sounds pretty great. I think this was really great news for Palantir, and very good news for Nepos.

Watchpoints

Increase in computing power/capacity following the partnership

What this channel has said about $NBIS

Jose Najarro Stocks has 2 calls on this stock; only the adjacent ones are shown.

2026-09-08BullishThis one
We also saw "Nebulas" rise by about 7%.
2026-08-26Bullish
Coreweave, I ran, Nabias are just getting started.
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