Nvidia and Nebius thoughts? Long term and short term positions before and after 2030.

I’m getting back into investing after a long pause since 2019-2020. I want to rebuild a portfolio mainly for long-term growth until \~2030, focused on strong trends like AI, computing, and green energy.

I’m considering companies like Nvidia and Nebius, but I’m open to better opportunities.

I’m also interested in some short- to mid-term plays (<1-2 years) if there’s strong upside, especially in sectors that recently started trending or could still explode (AI infra, chips, energy, etc.).