NBIS

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between the two at the moment, I would lean a little bit more towards nebulous.

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I think that nebulous of the three is the best position in terms of value at this point, but we're going to see a lot of ups and downs in the near future.

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So this makes me more bullish I would say.

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Micron we're looking at right now is up 15%. uh Nibius is up like 26%. Bloom Energy is 26%. They're still way down from their all-time highs. Way down. >> And so, while I'm not saying you should buy today, I probably wouldn't buy uh you know when something is that green. maybe wait till tomorrow or the next day or Monday or whatever. You know, you don't have to rush into this. But I would say even if you did buy today, you're probably going to be fine. Uh because I think that most of these companies, again, good companies only, are going to go back to all-time highs or higher.

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if you have conviction in names like Micron, like Bloom Energy, Nebas, or or Palunteer, buying the dip proved once again to be the best thing you could do as an as an retail investor, right?

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I'm going to double down on um on my core positions, which are Navios, Corus Weave, Marvell.

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Yeah, I think my favorite one is called Nevius. Um it's at around $211. They have a rough market cap of $52 billion. And like I said, this is one of my favorite stock in this entire sector.

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Correct. I've been buying heavily. I think I think right now um market's giving you a great opportunity to buy these um stocks.

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I LIKE THIS ONE. I'VE BEEN BUYING MORE SHARES IS A] IT DID HAVE A SUBSTANTIAL PULL BACK. HOWEVER, IT'S BREAKING UP TO THE 50 SIMPLE AND 30% SHORT SO WHEN YOU SEE A BREAKTHROUGH PREVIOUS RESISTANCE US PEOPLE BETTING AGAINST SHARES, THAT IS WHERE IT CAN TAKE OFF SO I LIKE THIS NAME, ESPECIALLY BECAUSE IT HAS EARNINGS NEXT WEEKEND THE STOCK GOES RALLY INTO EARNINGS SO THAT CAN BE ANOTHER POSITIVE CATALYST.

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For AI infrastructure and power, I really like Nibius Group.

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Consider investing in AI infrastructure names like Applied Digital, and Nebius Group

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A couple of AI stocks that I'm high on... And that would be like APLD, Irene, and Nebus.

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I'm looking at this as a late low, and we need to see it number one, move through the 78.6 drawn from that lower high to this low. That's at 212 14. If it can do that, then on the upside, you have a zone from 222 up to 240.

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when I bought Nebus over a year ago at between 23 27 a share, I think my average was like $27 and some change

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Specifically Nebius and Coreweave, they're going to move the needle for your broader AI trade.

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we bought Nebus on this channel.

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Freedom Capital upgraded Nebius to a buy following the disclosure, raising its price target to $200 from $159.

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A year ago, I was buying Nebius. I was making videos about Nebius at 27 to4ish dollars. I was saying, "Look, I'm going all in this stock. I put 30 grand in the stock at $27.

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if nebius comes down to a hundred bucks that's a great buying opportunity in my opinion

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I probably wouldn't be buying right now.

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And if you're not sure, Nebius sits right in the middle of them on almost every single metric. So they might be the right stock for you as long as you're all right with them being much more expensive.

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That's why I'm still buying Iron Nebius and Cororeweave, especially as their prices continue to fall.

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The third and final stock on the list is Nebias Group, ticker symbol NBIS.

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That is why Nebius earns the first spot on my list of favorite stocks to buy in the market right now.

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The second company on this list is one that many investors are only beginning to discover. Nebus Group, ticker symbol NBIS.

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Sixth on the list is European Neocloud infrastructure pioneer Nebius Group NV, ticker NBIS, where Nvidia holds a strategic 1.2 million share stake valued at roughly $329 million.

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Fourth on Burry's list is Nebius Group, a fast-rising neo cloud provider where he is betting against the financial sustainability of high-growth infrastructure build-outs.

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Third stock on today's list is Nabius.

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Shifting away from hardware equipment manufacturers and into the cloud infrastructure layer, our fourth explosive second-wave winner is Nebius Group NV, ticker NBIS.

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We closed our nebious position after the stock moved beyond our $250 target price.

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First on the list is a specialized neocloud operator, Nebius Group, NV, ticker NBIS, which is rapidly transforming into an indispensable AI infrastructure orchestrator.

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Transitioning from custom hardware directly into the high-octane cloud ecosystem, our second stock is pure-play AI cloud provider Nebu Group, ticker NBIS. ... Nebius represents a prime hyper-growth infrastructure play capturing the core compute demands of the AI revolution.

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Moving to our second featured opportunity, Nebius Group, ticker NBIS,

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Moving smoothly to our second conviction pick, let's look at ticker NBIS, Nebia Group NV.... Nebius stands out as a prime beneficiary of the AI buildout.

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This sharp valuation contraction provides a compelling entry point for long-term investors.

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Third stock that has become extremely cheap after Alphabet's earning announcement is Navis.

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Around 200, under 200 is an okay area to buy if you really want to own it for the long run.

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if you're looking at opening a position, I'll say do it slowly. There's no rush.

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And then if we do go back to where we were not that long ago, we were at $140, $150 literally 2 and a half, 3 weeks ago. Yes, I would probably also get more shares.

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if we do get back under $200, back to $190, $180 or so. Yes, I might buy a little bit more.

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I own quite a lot of Nebus. But if we see Nebus closer to 100, I believe it's $120 by December. Then yes, I'll buy more.

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I think this is a multiple hundred billion dollar company in the future. Not next year or so, but in the future, I do think there is significant upside left for this name.

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my two favorites here, Nebus and Core Reef. Nebus is my favorite.

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I rather just increase my positions in other companies where the business is doing well where maybe they have already beat across the board where maybe guidance has been raised as well which probably will go to another meta soi maybe even Nebus or who knows if Rocket Lab goes even lower these might be the positions where I'll continue to add more and more.

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if we do drop lower if we can revisit 150 that would be a very big gift and this time I will not miss it.

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Did I buy more? No. I was planning on buying today.

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I wouldn't even mind buying more.

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if you asked it a couple of days ago, I would have said yes, 100% when it was way under $200. Shot back up in a matter of a couple of days, back at $220. Honestly, for the long run, even 220 is quite attractive

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I did add I did add just 10 extra shares here of Nebus at $181.

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Yes, I am a buyer of Nebus.

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I think there is yes a buy the dip opportunity and me personally I'm looking of course at Nebuse around $190 per share or so

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take the cash and buy Nebulus or SoFi or whatever.

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these names are trading at good prices already today. So wouldn't mind that.

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I even bought an extra 10 shares of Nebuse. It's not a lot. Nebus is already quite big. Just a 1.92% increase here at $195 for Nebus. It was down 35% from the highs. So I said to myself, you know what, I'll take a couple of shares under $200.

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my favorite data center investment is Nebius

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I do think Nebus from my perspective is the one that I would rather hold shares of.

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I still like Nebius here.

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I consolidated all of my data center holdings into Nebas and Cororeweave.

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Nebula's down 45% sitting on the 21weekly EMA. Again, I'm not saying that that this is the bottom, but these are levels that I definitely want to be a buyer at for my long-term portfolio.

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I still like Nebius. I think they are in the best position.

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This is going to be the inaugural first Bridget's Buy list.

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the next one we're going to talk about is Nibius Group and it's NBIS.

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It's not a bad idea to maybe trim your position a little bit. Not exit the position, but trim it a little bit

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…when you look at the Neoclouds, there's a lot of names out there. Our favorite unfortunately has run quite a bit. That is Nebius, NBIS.

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I called out Nebius, buy it under $200 because I think it's going to go to 300.

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the biggest buys like you know, NBIS, MU, um, AOI, even some drones

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I think AOI and Nebus. So we have like nearly half of that asymmetrical bets fund that we play really risky and really high concentration uh into and Nebus and that was at like I think 190s or something like that cost basis and then AOI.

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trimmed a quarter of the position around 240 250ish um towards the end of June

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if it were to fall to the low $100 range, I would absolutely add more.

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I definitely have exposure. I buy all three.

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For the last name on this list, this is a a little bit of a stretch. I don't think that they are going to win out on OpenAI's development nearly as much or directly as these other names. But I'll tell you why it's on this list.

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Nebus also another very interesting one bringing on $582 million last quarter which is at over a 500 plus% growth rate but the gross margin on this growth roughly 77%.

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over the past 18 months, Nebius and Cororeweave have been the two companies receiving the largest share of my new investment dollars

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I'm building a position in all of them.

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For stock number two, we have Nebus Group, ticker symbol NBIS.

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I'm excited about what the future holds over a multi-year period of me holding this company.

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Goldman Sachs, their price target is $328. So, they see a 50% upside in the stock.

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pretty cool though here. I think this was really great news for Palanteer, really good news for Nebas.

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you can take your closer look at nebas

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I still truly believe that companies like Core Weave, like I ran, like Nebas, even though I don't own that, are just getting started in this AI story and it's going to get a lot crazier next year.

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both Nebus and Cororo even though they're in different parts of the overall business I do believe they both can benefit dramatically.

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You're in a bullish channel to go in to the end of the year right there.

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maybe they'll basket Coreweave and Nebius together, which isn't the worst play, either, I'm assuming

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anything around that price range is a really good buy.

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I think good time to be buying infrastructure stocks at the moment.

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here's some updates on Nibius this morning. Uh, I made a buy.

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Milker Pro members got a bunch of calls to buy Micron, to buy Nibius, to buy Coroweavee, to buy I don't remember what else, but a bunch of things over those few weeks because the riskreward was so good in that moment.

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buying Nebus way back at $95

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buy Nibius

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Nebius is my favorite.

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We love to buy into long-term uptrend resumption trades. That is Nebius.

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I like Nebius more. We've talked about it in the previous podcast, that's my favorite Neo cloud player.

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This is a bounce you want to buy. So, this is one of my favorite stocks in the market at this current moment.

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Nebius has a great setup.

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I think this is a great stock to be buying on the dip here.

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Absolutely love the dip by setup on Nebia.

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So I can put it in D because too much growth.

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Stock number three, Nevious. I don't have much AI exposure, and this company keeps popping up in your comments.

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Peter Morris with Nebus, Iron, and Micron

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He's short Nabius.

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You could hop in now, maybe try and frontr run the move. Not saying that you should do that. Uh but if you want to try and get in before this right shoulder, you know, starts to play out, you could now. But it is it's not confirming the breakout. So getting in is a little premature, you could argue. Uh but we'll see. Earnings are coming up here on the 12th, which is what um that's on Wednesday, guys. So, watch out for Nebius. NBIS for me. I'm waiting for that break, preferably above 200, and that would be a spot to hop in for a trade in my opinion.

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Number four, Nebius Group, NBIS.

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I do think that this will be a good buy the deep opportunity.

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I do think that this will be a good buy the deep opportunity.

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I just think this is the kind of thing where if things start to go down, we start to see contracts not signed at the same rate, maybe growth starts to slow, those payback periods go from a year and 10 months to 3 years. Then what happen? What happens when they're five years now? You start going that down that downward spiral.

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I think a Nebuse is a big winner there. And I'll just reiterate it again that Nebus is is going to benefit from this one.

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the number one pick is to me a no-brainer when we are going to talk and and see open way model become more and more competitive, open source model become more and more competitive and that's a neo cloud or an AI cloud player that's called Nebius. I think Nebius benefits a lot if we have a lot of leading models, not just a ChatGPT or a cloud, but a lot of Neumotrons, right? A lot of Kimi's, a lot of Deep Seek. ... So, to me, Nebius is definitely one of those, and it's my favorite place.

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I think both are going to do extremely well in this market.

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So, in August, Bur shared that he had added to his short positions against the big AI players, Micron, Nbius, Nvidia, Oracle, and Palanteer.

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Nebius, a high-flying cloud company, Nvidia, Oracle, and Palunteer.

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last on my list is none other than NBIS

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companies like NBIAS, Iris, and Hut 8, why I'm really bullish on them

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he also added to his other shorts of Oracle, Palunteer, Nibius, and Caterpillar.

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he has now opened up a bearish position on Oracle and on Nibbius

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short the semiconductor index oracle Nebios.

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However, after reading their earnings reports, I'm very bullish and open new positions on both.

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It's time to buy.

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This stock is not done going down. There'll be another time to buy it, but that time is not now.