《DELL: Where It’s Headed Next LIVE with David Prince》
NBIS是未来在180或更低价格买入的候选标的。
嗯，我确实认为数据中心的全栈玩法不会消失。而Nebius，虽然它混乱且有点难看，将再次成为买入对象。但我在看180及以下才会持有它。
Um, and I do think the full stack uh play in in data centers is not going away. And Nebius, although it's messy and kind of ugly, will be a buy again. But I'm looking at 180 and lower to own it.