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.

However, this case also has its own kind of innovation. I think what he's trying to say here is that dynamic pricing and a more programmatic approach to auctions are the way of the future.

Therefore, if the demand for GPUs continues to increase and the supply does not increase accordingly, this dynamic pricing will create strong bullish forces for Neo Cloud players.

Nebius is doing a great job of spot pricing for two- to three-year contracts and short-term contracts , so they are benefiting from GPU pricing and this is one of the main reasons for the stock's rapid growth since the beginning of the year.

The stock is performing exceptionally well, up 162%. We know they recently had a great partnership with Palantir, and Palantir recently had a great deal with Nvidia as well.

So, all in all, this is creating a huge bullish trend for this company.