Shay Boloor says the market may be misreading NBIS by focusing on one-time revenue and a retired ARR metric, while missing contract momentum. New NBIS contracts

BWB News TV • 2026-11-13 14:56 UTC • By Billy Odell Tucker-Robinson

Shay Boloor says the market may be misreading NBIS by focusing on one-time revenue and a retired ARR metric, while missing contract momentum. New NBIS contracts are now priced above $25 million, an overlooked signal.

Share this article

𝕏 X / Twitter Facebook LinkedIn WhatsApp

📚 More from Billy’s World

📰 Banking With Billy News All breaking financial news & market analysis 📚 Banking With Billy Books Deep-dive books on every financial story 💬 Join the Community discord.gg/VHxwmR5j4Y 🎥 Banking With Billy on YouTube Live streams & market commentary

Banking With Billy News Network — bankingwithbilly.com
Discord: discord.gg/VHxwmR5j4Y • YouTube: @BankingWithBilly