《3 Stocks We're Buying If They Dip Again Before Year End!》
Nebius 是逢低买入的候选标的；尽管监管或开发放缓带来短期波动风险，AI 基础设施的长期需求依然完好。
接下来进入我选的这只股票，如果出现同样的新闻标题，情况会完全一样，这就是一家 neocloud，或者有人喜欢称之为 AI 超大规模厂商，也就是 Nebus，故事是一样的。我认为 Nebus 在这个周末的这则消息下也可能受到冲击，因为当开源模型、开放权重模型在这整个 AI 故事中占据越来越多的市场份额时，Nebus 是一个大赢家。
他们不在乎你用的是哪个模型，他们只想看到使用量上来。
which moves me into my pick which is actually a stock where if we see the same headline it's going to be the exact same thing and that's a neocloud or AI hyperscaler as some like to call it that's Nebus and it's the same story and I think Nebus with the story of of this weekend could also get hit because Nebus is a big winner when it comes [snorts] to well open source models open weight models taking more and more market share in this whole AI story.
They don't care which model you use. They just want to see usage come in.