Nebius Group is a high-growth company in AI and cloud computing, similar to Coreweave but with diversification and a slightly cheaper valuation, making it an attractive option.
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NVIDIA just spent BILLIONS on 5 NEW Stocks! 🤑
Ale's World of StocksMar 15, 2026
The creator discusses five stocks Nvidia has invested in, providing analysis and rankings for each. The top pick is Synopsys (SNPS) due to its strong position in EDA software for chip design and AI integration. Intel (INTC) is ranked second, highlighting its potential in chip manufacturing and AI acceleration through partnerships with Nvidia. Nebius (NBIS) is placed third, noted for its GPU cloud services and diversification, though it lacks GAAP profitability. Coreweave (CRWV) is fourth, recognized for its AI infrastructure and data centers, but the creator suggests waiting for a better entry point due to high valuation and competition. Nokia (NOK) is ranked last, with the creator expressing caution due to its high valuation and reliance on future 6G cycles.
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Coreweave is a solid growth stock in AI infrastructure, but the creator suggests holding off on buying due to high valuation and market competition, preferring a dip.
Nokia is a less attractive bet due to its high valuation after a significant price increase, despite its potential role in 6G technology and AI RAN partnerships.
Synopsys is a strong buy due to its leadership in EDA software for chip design, AI integration, and promising IP licensing business, despite a recent dip in stock price.
Intel is a hold due to its potential in chip manufacturing and AI acceleration, with Nvidia's investment providing a needed financial boost and collaboration opportunities.
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SNPS
buy opened Mar 15, 2026
+23.20%