I think Nebius (NBIS) is a possible candidate. Its deal with Microsoft is a game changer that speaks volumes of its futures prospects.
Are There Still Stocks Like Nvidia 15 Years Ago?
Fifteen years ago, Nvidia was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns.
Which emerging companies do you think have true moat-based innovation potential?
Do you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?
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