I agree most with the bullish view on
$NEBIUS(NBIS)$ . AI infrastructure remains a strong long-term theme for me, and its potential recurring-revenue growth makes the $355 target interesting. I am holding NBIS for the mid-to-long term, focusing more on execution and contract growth than short-term price moves.
$Meta Platforms, Inc.(META)$ also stands out. Its huge user base and advertising business give it multiple ways to monetize AI investments. The $820 target is aggressive, but stronger AI adoption could justify higher expectations.
I am more cautious on $Novo-Nordisk A/S(NVO)$ . The semaglutide concentration risk is real, but I would not write off the company yet. Overall, Wall Street looks increasingly selective, and I prefer focusing on improving fundamentals rather than simply following upgrades.
@Tiger_comments @TigerClub @TigerStars @WallStreet_Tiger
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