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Jonah Lupton: NBIS rises 8 percent as upgrade from BNP boosts sentiment

Jonah Lupton: NBIS rises 8 percent as upgrade from BNP boosts sentiment
NBIS gains after BNP upgrade

Jonah Lupton, investor and market commentator at Social Media / FinTwit, reported that NBIS rose 8 percent today and remains his largest portfolio position.

He observed that the move may be linked to SemiAnalysis coverage or a new upgrade from BNP, which raised its rating to “buy.” Lupton has held NBIS since an earlier period and shared several pages of BNP’s research report on the company.

Lupton has previously commented on market trends, including SK Hynix’s projected $492 billion net income over eight quarters, as noted in his coverage of SK Hynix’s financial outlook. He has also analyzed business models such as Bending Spoons’ acquisition strategy focused on overlooked software firms. These earlier insights reflect his ongoing engagement with sector-specific developments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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