NVIDIA vs. Nebius: Is the AI Rotation Trade a Trap?
NVIDIA (NASDAQ:NVDA) remains the center of the AI infrastructure boom, even as NEBIUS (NASDAQ:NBIS) grabs attention with explosive revenue growth and a massive stock surge. The real question isn’t whether Nebius is exciting. It’s whether investors should give up NVIDIA’s scale, cash flow, and ecosystem position to chase a smaller, riskier infrastructure builder. Stock prices … Read more