Among these four, I prefer AMD and ORCL for a more balanced approach. AMD benefits directly from growing AI chip demand, while Oracle has an established cloud ecosystem and enterprise customer base. Both still face risks, but I find their business models easier to evaluate.
I will continue watching NBIS and CRWV for better entry opportunities rather than rushing to buy the dip. Ultimately, I want to see stronger cash flow, sustainable margins and disciplined capital allocation. In this AI race, growth matters, but the ability to turn growth into profits matters even more.
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