《3 AI Stocks to Buy Regardless of What the Fed Does!》
Nebius 是逢低买入的机会；尽管存在监管变化或模型集中带来的短期波动风险，AI 基础设施的长期需求依然完好。
这就引出了我的选择，这实际上是一只股票，如果我们看到同样的新闻标题，情况会完全一样，那就是一家新云（neocloud），或者有些人喜欢称之为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打击，因为当开源模型、开放权重模型在整个AI故事中占据越来越多的市场份额时，Nebus是一个大赢家。
他们不在乎你使用哪个模型。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 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.