$Micron Technology(MU)$ I've mentioned this before, but $NEBIUS(NBIS)$ looks like it could emerge as a significant AI infrastructure growth story, similar to the recent moves in MU.
The company reported over 684% year-over-year revenue growth, has a backlog of roughly $50B for 2027-2031, and holds around $10B in cash, which has drawn interest from growth-focused investors.
With demand for AI compute and infrastructure still rising, NBIS is in a market with solid long-term tailwinds.
From a technical perspective, some are watching for a potential Wave 5 completion, which could lead to more upside if the current momentum holds.
As the AI infrastructure cycle plays out, $NEBIUS(NBIS)$ remains a high-growth stock worth keeping an eye on.
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