Looking at that list, the one that surprises me the most is probably Nebius (NBIS).
Most investors talk about the obvious AI winners—NVIDIA, AMD, or Micron Technology—but Nebius was relatively unknown to many retail investors until recently. Its rise has been fueled by the AI infrastructure boom, data-center expansion, and major partnerships, including agreements with large tech companies. The company has been growing aggressively in AI cloud infrastructure, which explains why some investors started viewing it as a potential "picks-and-shovels" AI play.
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