@borex_investing · Long NBIS

One trend I don’t think the market fully appreciates is video AI. As video generation and video inference become mainstream, compute demand will continue to explode. More tokens, more GPUs and more power. Bullish for $NBIS

M. V. Cunha@mvcinvesting

Higgsfield AI, an AI video startup built on $NBIS infrastructure from its early days, has reached $500M in ARR. In just 14 months. “We did it while becoming cash-flow positive.” 390 Fortune 500 companies now use the platform for their campaigns. Very impressive.

Read asLong NBIS

Since the call—

unrankedThe analyst's rank today

High · 0.97Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

—

Oct 1

#161

Oct 4

#117

Oct 5

#135

Oct 6

#136

Oct 7

#108

Oct 8

#138

Oct 11

#202

Oct 12

#140

Oct 13

—

Oct 14

—

Oct 15