NBIS

Goldman Sachs just came out with a glorious price target for Neveah stock, which is also the company that just partnered with Nvidia on releasing their ultra-fast token inference chips via Groq.

They'll be one of the first actually providing access to those chips to compete with the ultra-fast token generators of Cerebras for that low latency, almost imperceptible latency artificial intelligence that you can get from these SRAM chips.

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

Do you think NBIS price is overextended? to me it looks like it hold on a second. I just got logged out of there must been some kind of update. There was no update. Okay. Well, it just logged me up for It said f your token.

Refresh it. Yeah. I don't know why though. All right. Um, so it it was extended at uh or or pretty close to being extended at one point back in August. It's come back in. Uh, it still could, you know, continue cooling off a little bit more.

Um, I to answer your question directly, I don't think it's it's extended. I guess it depends on if you look at some longer time frames. Um, the weekly doesn't look extended to me. uh monthly it's coming off of being extended because this thing had an RSI that was well over uh you know 70.

It was up to in the 80s actually uh just a few months ago. So I think that it's it's coming off of being extended. Um so the answer I guess is no. I don't think it is. I just think that it's it's trying to look for a bottom right now.

Um I don't know if that's going to be here right at 200. Seems like that kind of would make sense. Uh but there is a little bit of a gap that hasn't quite been filled yet. Pretty close, but not quite.

Let's see here. Was that uh 193? And this was what 195. So there's like a maybe $2 that we didn't fill this gap uh that was created back on August 11th to 12th. Um but if we, you know, if we can hold this uh these, you know, this area here around 19520, who's to say this doesn't turn around?

But to answer your question, no, I don't think it's extended. It's just it's it's coming off of being extended.

And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.

There are three big reasons to focus on Neoclouds above other kinds of companies, at least for the near- term. First, they have deals with every kind of AI buyer, from startups like Perplexity and Figure AI all the way to the hyperscalers themselves.

That means that even their direct competitors are their customers.

All right. Now, coming in at um number two here, holding number two, uh we have a company that actually houses and runs much of Nvidia's own hardware, and that's in Nebia's Group, ticker symbol NBIS, which at about $330 million is still only worth half of 1% in the portfolio.

But Nvidia is clearly investing in this neo cloud operator for their giant high-performance data centers that get packed with Nvidia's latest GPUs. Which Nebia's then rents out all of that high computing power to other companies that need it, but don't have all the same infrastructure and expertise as Nebia's to run it, or sometimes even the software or platforms.

Coreweave, I ran, Nabias are just getting started.