Nebius Group — The AI Cloud Nobody Knows About Yet
I’ll admit, I didn’t know this company existed six months ago. Then I noticed Nvidia — yes, the Nvidia — had invested in it. That got my attention fast.
Nebius is what’s called a “neocloud” — a cloud computing provider built from the ground up specifically for AI workloads. Not adapted for AI. Built for it. The difference matters enormously in terms of performance and cost for companies training large models.
Ticker
NBIS
2025 Revenue Run Rate
$1.25B
2026 Revenue Target
$7–9B
YTD Performance
+73%
Wall Street analysts are projecting 523% revenue growth in 2026 and another 206% in 2027. The company has signed massive multi-year deals — a $17.4 billion, five-year deal with Microsoft, plus two deals with Meta worth a combined $27 billion. These aren’t speculative future revenues. These are locked-in contracts.
The risk? Nebius is taking on significant debt to fund its build-out. This is not a stock for someone who can’t stomach volatility. But for long-term investors who understand that explosive growth companies rarely look cheap on traditional metrics, this is worth a serious look.
2. Vertiv Holdings — Powering the Machines That Power AI
Here’s a question I love asking people: “What does an AI data center actually need besides chips?” Most people go blank. The answer is power management, thermal management, and cooling systems. Without them, those billion-dollar Nvidia GPUs are just expensive paperweights.
That’s exactly what Vertiv does — and it has been absolutely crushing it.
Ticker
VRT
1-Year Return
+270%
Q4 2025 Orders Growth
+252%
Order Backlog
$15B
Vertiv’s stock has already jumped 270% in the past year — crushing both Nvidia and Broadcom. But analysts believe there’s still significant upside, with some price targets suggesting another 44% gain from current levels. The data center cooling market alone is projected to grow nearly 5x between now and 2033, reaching $128 billion in annual revenue.
What I love most about Vertiv is this: it doesn’t matter which chip company wins the AI hardware race. Whether it’s Nvidia’s Blackwell, AMD’s MI400, or custom silicon from Google and Meta — they all need Vertiv’s power and cooling infrastructure. It’s the ultimate picks-and-shovels play.
3. Palantir Technologies — The AI Software Company That’s Already Profitable
A lot of AI software companies will promise you the moon and lose money for a decade before delivering. Palantir is not that story.
In 2025, Palantir delivered a 138% return — beating Nvidia’s 37% gain over the same period. Its Artificial Intelligence Platform (AIP) helps businesses deploy custom AI workflows using their own private data. US commercial revenue surged 137% year-over-year. The company generated $3.9 billion in revenue with 63% growth and a 33% operating margin.
Ticker
PLTR
2025 Return
+138%
Revenue Growth (YoY)
+63%
Gross Margin
80%
Yes, the valuation is eye-watering — over 200x earnings. That’s not a typo. But Nvidia also traded at absurd multiples during its hypergrowth phase, and the investors who sold because of valuation concerns are still kicking themselves. With 80% gross margins, Palantir has the financial architecture to sustain hypergrowth while staying profitable.
4. CoreWeave — The Pure-Play AI Infrastructure Bet
If you want pure, uncut exposure to the AI infrastructure boom, CoreWeave is about as concentrated a bet as you can make. The company’s cloud platform was built specifically for AI workloads, and its client list reads like a who’s who of the AI industry — OpenAI, Microsoft, Meta, and Nvidia itself.
Ticker
CRWV
2022 Revenue
~$0
2025 Revenue
$5.1B
2026 Revenue Target
$10B+
CoreWeave went from nearly zero revenue in 2022 to $5.1 billion in 2025, and is expected to cross $10 billion in 2026. That is one of the most explosive revenue trajectories in the history of technology companies. But this one comes with real risks: Microsoft alone accounted for 67% of 2025 revenue. Heavy debt. Not yet profitable. High concentration risk.
This is a stock for risk-tolerant investors only. But the upside if AI infrastructure demand continues to grow at its current pace is genuinely extraordinary.
5. Taiwan Semiconductor (TSMC) — The Quiet Giant Behind Everything
Here’s a name that gets overlooked because it doesn’t have the flashy American tech company brand. But TSMC manufactures roughly 90% of the world’s most advanced chips — including every Nvidia H100 and AMD MI300 accelerator driving the AI boom.
Nvidia designs chips. TSMC makes them. There is no Nvidia without TSMC. There is no AMD without TSMC. There is no AI revolution without TSMC. And yet, TSMC trades at a far more reasonable valuation than its American counterparts.
Ticker
TSM
Market Share
~70%
Expanding In
US, Germany, Japan
Revenue Trend
Steepening
As demand for Nvidia’s next-generation Rubin platform and AMD’s MI400 chips increases, TSMC’s revenue trajectory is actually accelerating. Its near-70% market share gives it enormous pricing power — and expanding gross margins mean more of that revenue flows straight to the bottom line