Nebius is considered an earlier moonshot company with high demand for its compute services from major tech companies.
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The creator interviews an investor about the AI market, discussing whether it's in a bubble. The investor b...
Jul 31, 2026
The creator interviews an investor about the AI market, discussing whether it's in a bubble. The investor believes we are in the early stages of an AI bubble and expects some corrections and dip buying. They highlight Micron (MU) due to high HBM demand and Nebius as a moonshot company with high demand for its compute services.
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The investor is bullish on Micron (MU) due to high demand for HBM supply from hyperscalers like Meta and Amazon.
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MUbuy opened Jul 31, 2026
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