$NEBIUS(NBIS)$ For the longs, I just watched a demo at work of a new AI capability from Google. My biggest takeaways: it's a game changer for any company of any size, and the amount of compute, storage, and power this will need is beyond next level. The idea that the AI investment cycle is over seems like lunacy. The superior neos are going to shock the market in 2027, and by 2028 they'll be sitting on their own throne. Just be patient.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
