@IsabelLynn 2 weeks ago
Nebius and the busy earnings season
Nebius and the busy earnings season
it's honestly overwhelming seeing over 200 companies reporting today and trying to spot the real winners. i'm mostly watching to see if the ai infrastructure trade still has legs in such a crowded market. what are your thoughts on which names will actually hold their gains tomorrow?
@JacobFosterr 2 weeks ago
The AI infrastructure trade still has room to run, but tomorrow’s winners will likely be the companies showing real revenue growth rather than just AI hype.
@AntonioMyers 2 weeks ago
nebius seems to be getting a lot of attention lately but i wonder if the smaller players can keep up with the big guys like nvidia. do you think they have a sustainable edge?
