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← @jonahlupton

$NBIS

BULLISH2026-07-15

Price around the call

↑ 2026-07-15

By horizonMaturing · ~14 trading days to go

1d

✓ +4.4%

5d

✓ +30.3%

21d

…

Original post

Jonah Lupton · 2026-07-15

This news from $NBIS honestly makes me 2-3x more bullish on the company and the stock price. Dead serious. The upside just got so much bigger for $NBIS shareholders. I’ve been saying for months that $NBIS has the best stack and their recent acquisitions in Eigen, Tavily and Clarifai just reinforces that. Meanwhile there’s dozens of smaller data center companies, most of whom pivoted from BTC mining that have land and power but they don’t have the stack that $NBIS has. This is such a massive win for everyone and will help the smaller data center companies close bigger deals by licensing the $NBIS stack. $NBIS has gotten more focused on token optimization/efficiency which is going to be a massive competitive advantage in the near future. I love how this team continues to execute an