Sell NBIS by Sep 30, 2026.

Ok so Meta says it wants to rent out spare GPU capacity and the stock rips 8%, meanwhile MU, CRWV, NBIS all bleeding double digits same day. That combo is what got my attention. The bull spin is it's just older machines sitting idle between training runs, so no big deal. But think about what it actually admits. If you have enough compute to lease out, the whole infinite shortage story that every AI hardware multiple is priced on starts …