Nebius (NASDAQ: NBIS) is taking a radically integrated approach to AI infrastructure, and its explosive growth could position it as a breakout winner. With improving margins and a massive Microsoft deal, the potential upside is enormous but not without risks.
Stock prices used were the market prices of Nov. 24, 2025. The video was published on Nov. 26, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.