fizzzi
07-10 06:58

$Micron Technology(MU)$ 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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