NBIS is a pure-play AI infrastructure company with a scalable model and significant potential, making it the creator's favorite stock for 2026.
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The creator highlights five stocks with significant upside potential, focusing on AI infrastructure and und...
Bdon TradesJan 3, 2026
The creator highlights five stocks with significant upside potential, focusing on AI infrastructure and undervalued mega-caps. The list includes SMCI, CCCX, IREN, AMZN, and NBIS, with NBIS being presented as the favorite for 2026 due to its AI infrastructure focus.
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AMZN is an undervalued mega-cap stock with margin expansion driven by AWS and AI, and its free cash flow is ramping up.
IREN is a strong buy due to its low-cost power, high leverage, and exposure to both AI and Bitcoin, positioning it to benefit from rising energy and compute costs.
SMCI is a top pick due to its position in AI infrastructure and explosive demand for AI servers, with triple-digit revenue growth and expanding margins.