š„š„NEBIUS VS NVIDIAš„š„ - Who wears the Crown š
$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype.
That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something worth keeping an eye on. I'd like to see NBIS prove it can continue growing revenue, expand its AI cloud customer base, and justify the higher valuation before chasing the rally.
Personally, I think this could be the beginning of a longer-term AI cloud re-rating rather than just a one-day spikeābut after such a strong move, I'd rather wait for confirmation or a healthy pullback than buy purely on FOMO. š
NEBIUS
NVIDIA
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