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The ONLY Stock NVIDIA is Buying Right Now!

The creator discusses Nebius, a European AI cloud platform, highlighting Nvidia's significant investment and strategic partnership. Nvidia has increased its stake to over 9%, valuing its holding at $4.7 billion. This collaboration involves Nvidia engineers working directly with Nebius to build specialized AI data centers optimized for Nvidia's GPUs and software, strengthening both companies' competitive positions in the AI infrastructure market. The creator also expresses personal conviction in Nvidia as a forward-looking investment.

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METANeutralLow ConvictionResearch Only

Meta signed two separate 5-year deals with Nebius, totaling approximately $27 billion, underscoring Nebius's significant contract wins.

MSFTNeutralLow ConvictionResearch Only

Microsoft, the second-largest cloud provider, signed a nearly $20 billion, 5-year contract with Nebius, demonstrating the power of Nebius's offerings.

NBISBullishMedium ConvictionSignal-backedPrimary

Nebius is presented as a strategic AI cloud platform with significant potential, underscored by Nvidia's substantial investment and collaborative partnership.

NVDABullishHigh ConvictionSignal-backedPrimary

The creator expresses a strong conviction in Nvidia, citing its forward-looking management and strategic partnerships as key investment drivers.

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Tracked calls opened from this post

NVDA
buy opened Jul 23, 2026
-0.92%