Why NBIS Crashed 30%… And Why I’m Still Bullish
1 extracted signal · 0 resolved · 1 still active
Borex InvestingIndependent analyst profile- Source published
- 09 Jul 2026, 20:17 UTC
- Recorded by Tahlil Plus
- 18 Aug 2026, 16:08 UTC
AI-generated source summary
The analysis focuses on NBIS, a stock whose price recently fell significantly after reaching an all-time high. The speaker suggests this drop was due to concerns about AI infrastructure spending and potential oversupply in the AI market. Despite the recent downturn and bearish sentiment, the speaker maintains a bullish outlook for NBIS, with a 12-month price target of $415. The fail-bound price, below which the bullish thesis would be invalidated, is set at $114. This outlook is based on NBIS's position as an AI-native hyperscaler, its increasing revenue, growing capacity, and securing long-term deals. The speaker notes that while market sentiment can be influenced by fear and FOMO, NBIS's fundamental strengths are expected to drive its stock price higher.
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Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.