Nebius (NASDAQ:NBIS) has become one of the market’s most debated AI infrastructure stocks. Bulls see a massive backlog, surging annual recurring revenue, and a major opportunity tied to agentic AI. Bears see a valuation that leaves little room for delays, margin pressure, or customer concentration risk.
Stock prices used were the market prices of May 20, 2026. The video was published on May 28, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
