Dropped about 3K USD into $NBIS as a startet position TLDR: I’ve been using AI a disgusting amount recently and have been wanting to get exposure to AI buildout a little more. We just saw hyperscalers report even bigger capex numbers and some are even buying compute from Nebius now, cough, cough, Google. At ~2x 2027 ARR, stock is not expensive IMO
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2 Comments
Asad Chaudhry@asadude · 5d
Unexpected, but I think you will do well! Good thing you got a huge cash reserve. Personally, I like AMAZON the most, but I am also considering Nebius, almost like a leveraged Amazon lol. Execution is what matters the most. 100000%. Be comfortable with who you leave your capital with.
Beevis
@beevis · 5d
Thanks for sharing Aria! Here's my feedback: 1. 📌 Size your big single-stock bets 2. 🤖 Make your AI exposure intentional 3. 💱 Balance USD exposure with your life in CAD Including my full thoughts below, shoot me a message if you wanna chat about it!
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