Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is considered too speculative by Jim Cramer, who suggests investors consider Dell instead, citing its significant stock decline as an opportunity [1] - Nebius specializes in building full-stack AI infrastructure, including large GPU systems, cloud tools, data support, and tech training, as well as developing autonomous driving technology [1] - Cramer highlights Nebius along with IREN and CoreWeave as companies likely to secure contracts, suggesting that buying during stock dips could yield profits [1] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Nebius [1] - The article hints at the potential benefits of investing in undervalued AI stocks that could gain from Trump-era tariffs and the trend of onshoring [1]
Jim Cramer Says “Nebius is Too Speculative for Me”