Mark_Zenith
07-20

I'm looking at these eight stocks for the long haul. Great companies don't always go up in a straight line. The real opportunities often come from spotting businesses with long-term growth potential before the market catches on.

$Advanced Micro Devices(AMD)$  is a key player in AI chips, competing in the next wave of accelerated computing.

$NEBIUS(NBIS)$  offers exposure to AI infrastructure and cloud computing as demand for compute keeps growing.

$SoFi Technologies Inc.(SOFI)$  is a digital banking platform aiming to build out a major financial services ecosystem.

$IREN Ltd(IREN)$  is positioned around the increasing demand for AI compute capacity and data center infrastructure.

Long-term investing needs patience, conviction, and the ability to see past short-term swings. The next phase is already forming.

Nebius Surges 27% — Did $775M in Debt Flip From Risk to Advantage Overnight?
Nebius surged 27.13% on Thursday and added a further 5.08% after-hours, completely reversing the prior day's 12.65% plunge. The catalyst was a reinterpretation of its $775 million debt financing as "capital efficiency" rather than leverage risk, compounded by the announcement of a new AI partnership. Concerns over credit default swap costs that had crushed the stock just 24 hours earlier dissipated rapidly. When the same leverage is first priced as a risk and then as an advantage, where exactly is the valuation anchor for neocloud names?
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