Source Post

Comment “NBIS” for my stock picks #investing #amd #invest #openai

Oct 10, 2025

The creator discusses their bullish stance on NBIS, highlighting its strong financial position, strategic partnership with Microsoft for AI infrastructure, and its ability to capitalize on market demand. They contrast this with AMD, which they sold, emphasizing NBIS's unique advantages and cheap valuation.

Linked Mentions

Tickers discussed in this post

AMDBearishMedium ConvictionSignal-backedSecondary

The creator sold AMD, contrasting it with NBIS, noting AMD lacks the facilities and infrastructure that NBIS possesses.

NBISNeutralHigh ConvictionSignal-backedPrimary

The creator is holding NBIS due to its strong financial backing, strategic Microsoft partnership, and cheap valuation, despite market downturns.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.