Nebius Group (NASDAQ: NBIS) is racing to dominate AI infrastructure as demand overwhelms supply. Sold-out contracts, massive backlog, and bold revenue targets create huge upside, but valuation and execution risks loom large for investors willing to stomach volatility.
Stock prices used were the market prices of Jan. 21, 2026. The video was published on Jan. 26, 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.