CapitalIntensive Archives

Meta Isn’t Cheap Anymore — It’s a High-Stakes Bet on AI Execution

Meta just spent the last year telling Wall Street it’s an AI company now. The market believed it — and bid the stock to the stratosphere. But after a monster rally and a recent pullback, here’s the real question: is this still a buy, or are latecomers about to fund someone else’s exit? Here’s the…

March 25, 2026

Nebius Is Priced Like a Winner — But It Hasn’t Won Yet

$88 a share. Nearly $25B market cap. And still losing money. NBIS — Nebius Group — is the latest AI infrastructure darling that investors can’t seem to quit. On paper, it looks like a rocket ship: revenue up more than 300% year over year, headline-grabbing multibillion-dollar contracts with Microsoft and Meta, and a narrative that…

February 12, 2026

NBIS Isn’t a Value Trap — It’s a High-Stakes AI Bet With No Safety Net

Is NBIS the next AI infrastructure rocket ship — or the kind of stock that looks brilliant right before it blows up your portfolio? Nebius Group (NBIS) has become one of the market’s most polarizing AI plays. The stock trades around $88 after tripling in 2025, fueled by eye-popping contracts: a $17.4B five-year deal with…

February 12, 2026