Oracle is mentioned as a smaller company that is expected to benefit significantly from increased capital expenditure in AI infrastructure.
Source Post
Nebius Stock Just Hit A New "Buy Zone"?
Jun 11, 2026
The creator discusses NBIS, an AI data center company, analyzing its recent price action and potential support levels. Despite a sell-off from its June high, the creator believes the stock is in a pullback within a hyperbull trend, supported by strong demand in the AI infrastructure market. Potential energy constraints are noted as a key factor for the data center market.
Linked Mentions
Tickers discussed in this post
TSSI is a smaller company that is expected to benefit significantly from increased capital expenditure in AI infrastructure.
RUM is mentioned as a smaller company that is currently considered a little overvalued.
Applied Digital is a smaller company that is expected to benefit significantly from increased capital expenditure in AI infrastructure.
Broadcom's guidance was lowered, causing the market to pull back, highlighting the short-term impact of increased AI infrastructure spending.
NBIS is in a pullback within a hyperbull trend, with support expected around $200 and secondary support at $175.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.