Which name is the best risk-reward opportunity?
- $PayPal(PYPL)$ at $68
- $Adobe(ADBE)$ at $340
- $DLocal Limited(DLO)$ at $15
- $Opendoor Technologies Inc(OPEN)$ at $7
- $Tesla Motors(TSLA)$ at $448
- $Oscar Health, Inc.(OSCR)$ at $20
- $IREN Ltd(IREN)$ at $61
- $Hims & Hers Health Inc.(HIMS)$ at $52
- $NEBIUS(NBIS)$ at $112
- $Grab Holdings(GRAB)$ at $5.7
- $Uber(UBER)$ at $94
- BTC at $111K
- $Novo-Nordisk A/S(NVO)$ at $55
- $Amazon.com(AMZN)$ at $215
- $Alphabet(GOOG)$ $Alphabet(GOOGL)$ at $225
- $Palantir Technologies Inc.(PLTR)$ at $180
- $Nu Holdings Ltd.(NU)$ at $15
- $SoFi Technologies Inc.(SOFI)$ at $28
- $Zeta Global Holdings Corp.(ZETA)$ at $18
$NEBIUS(NBIS)$ could have 1.5-2GW of Capacity in 2030.
That could generate $12-20B in revenues.
120-200x from 2024.
But sure, you can sell some shares because Financial Times thinks we are in a AI bubble.
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Comments
2. ADBE
3. AMZN
4. PYPL