I agree most with the bullish view on $NEBIUS(NBIS)$ . AI infrastructure remains a strong long-term theme for me, and its potential recurring-revenue growth makes the $355 target interesting. I am holding NBIS for the mid-to-long term, focusing more on execution and contract growth than short-term price moves.

$Meta Platforms, Inc.(META)$ also stands out. Its huge user base and advertising business give it multiple ways to monetize AI investments. The $820 target is aggressive, but stronger AI adoption could justify higher expectations.

I am more cautious on $Novo-Nordisk A/S(NVO)$ . The semaglutide concentration risk is real, but I would not write off the company yet. Overall, Wall Street looks increasingly selective, and I prefer focusing on improving fundamentals rather than simply following upgrades.

@Tiger_comments @TigerClub @TigerStars @WallStreet_Tiger

# 💰Stocks to watch today?(16 September)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment4

  • Top
  • Latest
  • littlesweetie
    ·09-15 23:43
    TOP
    That 355 target already assumes near-perfect execution. NBIS trading at a rich premium means even one contract slip can force a nasty rerating lol
    Reply
    Report
    Fold Replies
    • Shyon
      Hope more room to go for Nebius
      09-16 15:00
      Reply
      Report
  • 1PC
    ·09-15 23:20
    TOP
    Reply
    Report
    Fold Replies
    • Shyon
      Thanks for sharing and commenting yo
      09-16 07:42
      Reply
      Report