Nebius Group: Ferrari of AI Cloud Compute

3 days ago

Luke Lango

"Yeah, so the stock that I really like here is Nebius Group, tickers NBIS. I like to call them the Ferrari of AI cloud compute because what you have is you have all these big AI data center operators. They're building these new data centers, but they're still supply short. They're still crunch that the demand still leads to supply. So, they need to go and find more anywhere they can find it. Now, Nebius is a smaller company that operates data centers, but very specific for AI. So, when Amazon builds a data center or Microsoft builds a data center, it's got to be multi-purpose because AI is part of what they do, but they also just service general cloud compute, not Nebus. Nebus is AI, AI, and AI and a little bit more AI. That's all they do from the ground up."

Luke Lango presents Nebius Group (NBIS) as an ideal trade call due to its specialized focus on AI-only data centers. He emphasizes that while larger players build multipurpose centers, Nebius is solely dedicated to AI, creating a supply-demand mismatch that could drive significant growth over the next 12 to 24 months.

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