AI infrastructure stocks · X 热门 · 2026-09-27 16:23 UTC

# AI infrastructure stocks — X 热门讨论 (2026-09-27 16:23 UTC)

## @MMatters22596 (The Analyst) · 09-27 14:45 · ♥34 ↻3 💬7 The AI-Infrastructure buildout is the biggest wealth-creation event this decade.

These are the 8 best positioned stocks:

1. $NBIS

Full stack AI-Cloud and Data centers.

This is the second biggest NeoCloud, but with a cleaner balance sheet, better vertical integration and margins than $CRWV.

- $50B Backlog - Backed by $NVDA - Fastest growing NeoCloud in %

This is the cleanest AI-Infratrsucture pureplay you will find. Low risk with absolutely gigantic upside ahead.

🧵👇 https://x.com/MMatters22596/status/2104220768829632984