Oracle is mentioned in the context of increasing debt to fund its operations and expansion.
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This AI Stock Could Win It All (Huge Growth)
Sep 10, 2026
The creator discusses Nebius, an AI infrastructure company, highlighting its significant revenue growth, strong demand for its GPUs extending into 2028, and a new partnership with Palantir. The company is positioned as a key supplier to the AI race, offering a trustworthy sovereign AI stack that contrasts with hyperscalers like AWS, Google, and Microsoft Azure. The creator believes investors are underestimating Nebius's potential, especially given its recent CEO commentary and strong financial performance.
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Cororeweave has demonstrated that depreciation schedules for their chips can be extended, potentially improving long-term profitability.
AMD is also benefiting from the trend of compute becoming an asset class, similar to Nvidia.
Nvidia is mentioned in the context of Palantir's vision for enterprise AI, suggesting that companies like Palantir and Nvidia want enterprises to implement AI using a loop of open models and data.
Microsoft Azure is mentioned as a hyperscaler that enterprises are moving away from due to trust concerns regarding data privacy, in favor of more controlled AI infrastructure solutions.
Shopify's CEO's tweet about using open-weight models trained on their own data to achieve quality higher than ChatGPT 5.6 is mentioned as an example of enterprise AI implementation.
Palantir has partnered with Nebius to deliver a sovereign AI stack, indicating a strategic move to leverage Nebius's infrastructure for enterprise AI solutions.
Nebius is presented as a potentially huge winner in AI infrastructure, with surging demand for its GPUs extending into 2028 and a new partnership with Palantir, suggesting significant underestimation by investors.
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NBISbuy opened Sep 10, 2026
+4.04%