Mine is NBIS (Nebius). I think 2027 is going to be their best year yet. Quick reasons:
Q2 revenue was -- up 454% YoY, and AI cloud alone grew 514%. They just posted their first positive adjusted EBITDA quarter
The demand side is growing a lot! they constantly get new contracts -- even the share dilution gets them a new contract to make it all work -- unlike other companies
And it's not just the data center business. They still own Avride, TripleTen, plus stakes in ClickHouse and Toloka that most people don't even price in.
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Does NOT have to be Ai related -- so many sectors do well -- energy, biotech sector, etc
I am sure a lot of energy stocks will do well too -- like I had XLE but played it safe cause everyone said buy as a hedge ....turned out to be more important than that haha
So what are you guys bullish on and why? For a 12 month hold!
Thanks for taking the time and sharing!