The creator is buying Nebius Group, highlighting its strong revenue growth and margin expansion as a neo-cloud player.
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The creator discusses three stocks he is currently buying, focusing on AI-related infrastructure and cloud...
Aug 27, 2026
The creator discusses three stocks he is currently buying, focusing on AI-related infrastructure and cloud computing plays.
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Tickers discussed in this post
The creator is buying Micron Technology, citing the high demand for memory chips driven by GPU sales.
The creator is buying Vertiv due to the increasing demand for liquid cooling solutions in data centers as GPU racks scale.