GraniteShares 2x Long NBIS Daily ETF

Well Well Well....

October 1st - Prices are going UP!

$Nebius(NBIS.US)

$SMH $NVIDIA(NVDA.US) $AMD(AMD.US)

Nebius Pricing Update — Key Takeaways

Nebius raised on-demand pricing for its top AI GPUs effective October 1, 2026.

The biggest takeaway is that older AI GPUs are still holding value, not getting commoditized as quickly as many expected.

On-Demand GPU Price Changes

H100: $3.85 → $4.50 (+17%)

H200: $4.50 → $5.40 (+20%)

B200: $7.15 → $8.50 (+19%)

B300: $7.85 → $9.50 (+21%)

What Stood Out

H100 pricing rising is the big signal.

H100 is an older generation GPU, yet Nebius increased pricing instead of discounting it.

That suggests AI compute demand remains strong, even for older high-end accelerators.

What Did NOT Move:

RTX Pro 6000: unchanged at $1.80

L40S with Intel CPU: unchanged from $1.55

L40S with AMD CPU: unchanged from $1.82

Spot / Preemptive Pricing

Spot pricing remains much cheaper than on-demand:

H100: from $0.79

H200: from $0.79

B200: from $0.99

B300: from $0.99

CPU-Only Pricing

AMD EPYC Genoa: from $0.10 → $0.13

Intel Ice Lake: from $0.05 → $0.06

Why It Matters

Nebius is showing pricing power in premium AI compute.

High-end accelerators are seeing stronger demand than lower-tier products.

If older GPUs like H100 and H200 can keep earning attractive rental rates for years 4, 5, and 6, then:

AI infrastructure economics improve

depreciation risk may be lower than feared

lifetime ROIC on AI data centers could be materially better

Bottom Line

Big signal:

Nebius raising H100 pricing by 17% is evidence that older AI GPUs still have real economic value.

That supports the view that:

AI demand is still strong

Premium GPU capacity remains tight

Older AI hardware may stay profitable longer than many bears expected.

@aleabitoreddit @jukan05 @Banana3Stocks @fundstrat @WarrenPies @thejefflutz @TradexWhisperer @smartertrader @RyanDetrick @Micro2Macr0 @cantonmeow @dannycheng2022 @DivesTech @StockOptionCole @Mr_Derivatives @BeardoTrader @SuperLuckeee @blondebroker1 @StockPatternPro @StockMKTNewz @amitisinvesting

$NVIDIA(NVDA.US) $AMD(AMD.US) $SMH

Breaking: Michael Burry says the AI bubble is bursting sooner than later

He has disclosed his updated positions:

• Covered Micron $Micron Tech(MU.US) short

• Covered Nebius $Nebius(NBIS.US) short

• Covered Caterpillar $Caterpillar(CAT.US) short

• Covered Semiconductor ETF $SOXX short

• Covered Nvidia $NVIDIA(NVDA.US) short

• Covered Oracle $Oracle(ORCL.US) short

• Rolled Palantir $Palantir Tech(PLTR.US) into a bigger position

• Rolled QQQ into a bigger Nasdaq $NDX position

• Covered CoreWeave $Coreweave(CRWV.US) short

• Opened a new short on MetLife $MetLife(MET.US)

• Added to Sprouts Farmers Market $Sprouts Farmers(SFM.US)

• Added to QXO $QXO(QXO.US)

Burry said the move is "motivated by research this past weekend that leads me to believe the bubble in AI may burst sooner than later" per his Substack

Just got my first payout from the new Original Content Rewards program!

Reminder - 2x of the money I make from X will always be given away to charity instead of funneled into $Nebius(NBIS.US), $Intel(INTC.US) or $Sandisk(SNDK.US) stock.

Please donate to Cancer Research UK if you're able to! ❤️

I'm grateful that I get to share my thoughts/ideas...and that people take the time to read. It genuinely means a lot to me.

-- Not posting this to show off. Rather, illustrating that some good can come from this fun little side hobby. Plus continued accountability to my original pledge when I first started posting on X.