Nebius Group (NASDAQ: NBIS) is building and renting the computing power behind the AI boom. With capacity fully sold out and multi-billion-dollar contracts in place, revenue could surge if execution stays on track. The upside is compelling, but delays and dilution remain real risks.
Stock prices used were the market prices of Feb. 6, 2026. The video was published on Feb. 11, 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.