Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is recognized for providing AI-focused infrastructure, including GPU-based cloud platforms and tools for advanced model development [2] - The stock is currently viewed as too speculative, with concerns about its financial performance as it is losing money [2] - Comparatively, established companies like Dell are suggested as more stable investment options, especially given their current stock price decline [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk than Nebius Group [2] - The company is noted to potentially benefit from trends such as Trump-era tariffs and the onshoring movement, indicating a strategic positioning in the market [2]
Jim Cramer on Nebius: “The Opportunities Are Better Elsewhere”