What Couch Investor said in this video:
- NBISneutralmid-termThe host relays Nebius's CEO: demand, capacity, and capital are not constraints; only chips remain a watch item.Source
- AI Capexneutrallong-termChips should be sufficient next year, but allocation is increasingly becoming the market's next bottleneck, something to watch into 2027.Source
- Market Breadthneutralmid-termThe host argues the market is pricing a demand scare, while the real risk lies in the chip supply chain rather than demand.Source