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Comment “Stock” to know what I would buy next

The creator discusses two major deals Nebius has secured with AI giants, Nvidia and Meta, highlighting these as reasons for Nebius's recent stock performance and its potential as an AI infrastructure powerhouse. The creator explicitly states Nebius (NBIS) was their favorite pick.

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METANeutralMedium ConvictionSignal-backedSecondary

Meta has signed a $27 billion deal with Nebius for AI infrastructure, underscoring the demand for AI compute power.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is partnering with Nebius, investing $2 billion to build next-generation AI cloud infrastructure.

NBISBullishHigh ConvictionSignal-backedPrimary

Nebius (NBIS) is a strong buy due to recent major AI infrastructure deals with Nvidia and Meta, positioning it as a future AI powerhouse.

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NBIS
buy opened Mar 16, 2026
+36.86%