Bloom Energy is mentioned as Nebius joins its fuel cell movement, which is seen as positive for Bloom by reducing customer concentration risk.
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Nebius Stock (NBIS) Price Target JUST Jumped
Aug 27, 2026
The creator discusses Neveah (NBVS) stock, highlighting Goldman Sachs' increased price target and the company's partnership with Nvidia on AI chips. The discussion touches on Neveah's deal pricing for data centers, comparing it to market expectations and potential long-term sustainability, while also noting the company's smaller size relative to competitors like SpaceX and Google.
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Nebius (NBIS) is seeing a price target increase from Goldman Sachs, and despite concerns about supply withholding, positive developments in fuel cells and power generation suggest pricing power.
Coreweave is mentioned as a company that could benefit from AI compute revenue.
Nvidia is mentioned as a partner with Neveah on releasing ultra-fast token inference chips.
Neveah (NBVS) has a new, higher price target from Goldman Sachs, and is partnering with Nvidia on AI chips, with deals closing at $20 million a megawatt.
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