What Couch Investor said in this video:
- NBISbullishmid-termThe host views Nebius's live spot pricing, reserve auctions, and sell-back pilot as turning compute into a transparent market rather than a mere discount, which is positive for utilization.Source
- AI Capexneutralshort-termThe host poses an open question: does the $0.99 spot print signal bullish utilization or that spare capacity is already priced in, without resolving it.Source