I’d go with $NEBIUS(NBIS)$ , as it offers a relatively pure play on rising AI infrastructure & cloud compute demand, while still being under-followed enough to deliver asymmetric upside if attention accelerates. Its story is still being written, which leaves room for expectations.
Overall, I see this list not as a portfolio but as a snapshot of where debate, volatility, and capital may converge in the next cycle. Last year’s strong returns don’t guarantee a repeat, but they do highlight how powerful retail attention can be as a catalyst.
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