What Couch Investor said in this video:
- NBISneutralmid-termThe host relays the CEO's claims that demand and capital are not constraints, then rhetorically questions whether the market has misjudged Nebius, without stating a direction.Source
- AI Capexneutralmid-termThe host notes chips should be sufficient next year but are increasingly becoming the market's next bottleneck, flagging a risk to AI infrastructure expansion.Source