$NEBIUS(NBIS)$ All new capacity will be sold at $40-50 million per MW instead of the earlier $12-15 million per MW. That's roughly 3X the old spot price. The stock hasn't adjusted to the new spot price yet. For now it may be a show-me kind of situation. I'm confident they'll sell at higher spot prices in 2027, and I think this could hit $500 by April 2027. Analysts might still be waiting to raise their price targets, but as usual they could be late to the party.
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