I’m most interested in B. NBIS

I’m most interested in B. NBIS. The $355 target definitely gets attention, but I’d be more focused on whether the underlying AI infrastructure demand can actually support that kind of valuation. Price targets are interesting — the assumptions behind them are even more important. 👀

💰Stocks to watch today?(17 September）

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Comments

snappyz
09-17 14:53
snappyz
355 only means something if AI infra demand is compounding hard enough. Are they underwriting 30% growth or 50%, and do they actually show the model inputs 👀

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